Related Topics and Links:

System Hierarchy

PFD Worksheets

FMEA Worksheet View

Control Plan Worksheets

Sync Options for PFD Worksheets

In the software, there are several ways that a PFD worksheet, process FMEA and control plan can be used together to document a manufacturing or assembly process. In this topic, we will describe the sync options available and provide some recommendations.

Note: The descriptions in this topic are based on the default names of the fields. Your worksheet may have different fields depending on the interface style settings that have been defined for the current project. If you have the permissions necessary to edit the project properties, you can enable, hide or rename any of the fields in the worksheets that are part of the synchronization process via the Interface Style window.

General Sync Workflow

The synchronization functionality is intended to provide you with a starting point for a new analysis by copying relevant data. In general, the information flows as shown below (the dotted arrows represent alternative sync actions).

Note: When syncing data, the data are copied, not linked. Changes made in one analysis worksheet do not automatically appear in the related worksheets and vice versa.

Generally, the system hierarchy is synced with the PFD worksheet, which is then synced with the PFMEA. The PFMEA is then synced with the PCP. The main advantage of the general sync workflow is that you’ll be able to track each process step across all worksheets via the reference numbers (operation sequence numbers). For example, process step #1.2.5 in the system hierarchy will have the same reference number in the PFD worksheet, PFMEA and PCP. In addition, the same operation descriptions will be copied across all worksheets. You’ll have the option to edit the descriptions after each sync process, if desired.

The software offers alternative sync workflows and several options for choosing which data to sync in each worksheet. Your sync approach may vary depending on how your organization performs the analyses. The following sections describe the available sync options for each worksheet.

Sync with PFD Worksheet

The PFD worksheet is always synced with the system hierarchy. This means that when you create a new PFD worksheet for a top-level item, the descriptions and reference numbers of all its dependents are automatically copied to the relevant fields in the new PFD worksheet, as shown in the following example. This provides you with a starting point for filling out the rest of the PFD worksheet.

Sync with PFMEAs

You can choose to start with a blank PFMEA or with data imported automatically from either the PFD worksheet or the system hierarchy. The settings are configured via the FMEA > Sync Options page of the Interface Style window.

The following example highlights the FMEA columns that can be automatically populated by the sync process. In addition to the automatic sync, you can use the Select Existing icon (also highlighted) to manually copy selected product and process characteristic descriptions in the PFD worksheet to the failures and causes fields in the PFMEA, if desired.

Sync with Control Plans (PCPs)

You can choose to start with a blank control plan or with data imported automatically from either the PFMEA or PFD worksheet. The settings are configured via the Control Plan > Sync Options page of the Interface Style window.

The following example highlights the PCP columns that can be automatically populated by the sync process. (Note that the Control Method column can be synced only with PFMEAs.) In addition, you can use the Select Existing Text icon (also highlighted) to manually copy text from either the PFD worksheet or PFMEA, if desired.

In the PCP, you can use the Select Existing icon to:

 

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