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Control Plans

Sync Options for PFD Worksheets

Sync Options for Control Plans

You can start a control plan with a blank worksheet or with data imported from either FMEAs or a PFD worksheet. Automatically importing the data provides you with a starting point for preparing the control plan. You can then make any necessary modifications and additions to data, and if necessary, re-synchronize later to append any new data from the FMEAs or PFD worksheet.

Automatic Transfer

You can choose to transfer data automatically from either FMEAs or PFD worksheets each time you create a new control plan. You can configure the setting via the Control Plan > Sync Options page of the Interface Style window.

If you later make any changes to the FMEAs or PFD worksheet, you can update the control plan with the changes via manual transfer, if desired.

Manual Transfer

You can transfer data from an existing FMEA or PFD worksheet to a control plan any time via manual sync. The following options are available:

Sync with Process FMEA

To sync with an existing process FMEA, choose Control Plan > Sync > Sync with FMEA.

The following settings are available:

Sync with PFD Worksheet

To sync with an existing PFD worksheet, choose Control Plan > Sync > Sync with PFD Worksheet.

You will be asked to choose whether to overwrite the existing data in the control plan with the data from the PFD worksheet or append the new data. Click OK to complete the process.

 

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