	Related Topics:
	Managing Serialized Systems

Managing Generic System Configurations

XFRACAS includes both generic and serialized system configuration information.

The generic system configurations are the basic "system templates" that describe the parts that are included in all systems of a specific type or model. For example, the template for the model A system includes the part numbers for all parts included in all model A units.
The serialized system configurations include the part numbers and serial numbers (when applicable) for the parts that are included in a specific serialized unit. For example, the serialized system configuration for a specific model A unit includes the part numbers for all parts that are included in the specific model A unit and the serial numbers for the serialized parts that are included in the unit.

The Template page allows you to view and manage system templates. Permissions required to access this page: Access Admin Tab and Manage Template Systems.

To open the Template page, choose System > System > Template.

All activities performed on this page pertain only to the current entity.

The system configuration for the selected system for the current entity is displayed on the left side of the interface. The part number, part description and version for each part in the configuration are displayed. Click the plus (+) or minus (-) to the left of a part number to hide or display the parts below this part in the hierarchy. To locate a specific part, click the Find part on system link at the top of the hierarchy to search by part number or part description. If a part in the system configuration has been replaced, it will appear at the bottom of the hierarchy and a retired date will appear next to it. Retired parts are indicated by .

Creating a System Template

To create a system template, choose System > Template > Create Template.

In the Create Template Part utility that appears, enter the part number and part name, along with any other desired information.

To import a system configuration from Xfmea, choose System > Template > Xfmea Import.

This command appears only if the current database has associated Synthesis tables that you have permission to access and has at least one project with a system hierarchy. For details on importing from Xfmea, see Importing Systems from Xfmea.

Finding an Existing System Template

To work with an existing system template, choose System > Template > Find Template.

In the Find Template utility that appears, you can search by template part name or template part number.

Adding a Part to the System Template

Once you have selected a system template to work with, you can add new parts or existing part to it. To do this, select the parent part (i.e., the part under which you would like to add a part) and do one of the following:

To create a new template part, choose System > Part > Create.

In the Create Template Part utility that appears, enter the part number and part name, along with any other desired information. When you save the part, XFRACAS will check for parts that match the specified properties. If you have selected the Use Existing Part if Found check box, then if a match is found, that part will be added to the system template. If this check box is not selected and a match is found, you will see a message informing you that the part already exists.

To add an existing template part to the system template, choose System > Part > Associate.

In the Associate Template Parts utility that appears, you can use the Add (>), Remove (<), Add All (>>) and Remove All (<<) buttons to move parts between the Available Items List and the Selected Items List.

- To search for an item in the Available Items List, click the Find Available Items link to open the Find Part utility, which allows you to search by part name, number and/or version in one or more entities.
- If you select the Associate Children check box, all children of each newly selected part will also be added to the list of selected items. Note that this can add a large number of parts and that, depending on the size of the tree underneath each selected part, the save process may take several minutes. To see the children of an item in the Available Items List, select the item and click the Show Item Hierarchy link to display the item hierarchy at the bottom of the utility. For a more detailed view including child parts, you can click the View Structure link in the item hierarchy to open the full hierarchy in a new window.

Editing a Part in the System Template

You can edit information for any part in the system template by selecting the part and choosing System > Part > Edit.

Removing a Part from the System Template

There are two options when removing a part from a system template. You can either remove the part from the system template but leave the part in existence for possible future use (i.e., disassociate the part) or you can remove the part from the system and remove the part record entirely (i.e., delete the part).

To disassociate a part from a template, select the part in the template and choose System > Part > Disassociate.

This removes the part from the system and makes it a top level part.

To delete a part, select the part in the template and choose System > Part > Delete.

This removes the part from the system, unless there are already records pertaining to the part, in which case the part is retired instead.

Specifying Failure Modes for Parts

You can specify potential failure modes and associated root causes for template parts. These failure modes and root causes may be available for selection in failure mode detail fields in the Failure Analysis, Incident and/or Problem pages.

To add a failure mode for the currently selected part, click the Add Failure Mode icon, , and type the failure mode name in the New Failure Mode utility that appears.
To copy an existing failure mode from another part, click the Add Existing Failure Mode icon, . In the Existing Failure Mode utility that appears, you can use the Add (>), Remove (<), Add All (>>) and Remove All (<<) buttons to move parts between the Available Failure Modes list and the Selected Failure Modes list.
- To search for an item in the Parts list, click the Find Available Items link to open the Find Part utility, which allows you to search by part name, number and/or version in one or more entities.
Once you have added a failure mode, you can add a root cause for the failure mode by selecting the failure mode, clicking the Add Root Cause icon, , and typing the root cause name in the New Root Cause utility that appears.
To edit an existing failure mode or root cause, select it and click the Edit icon, . To delete an existing failure mode or root cause, select it and click the Delete icon, .

Assigning Responsibility

When you are working with templates, you can specify owners who are responsible for parts and define the e-mail notification list for incidents related to those parts. These associations will determine who receives e-mail notifications from the system when an incident is created. If a part has an owner, the part will be available in the Responsible Part drop-down list on the Incident page. Therefore, if the Responsible Part field is a drop-down list, at least one owner must be specified for the system in order to create an incident report since the Responsible Part field is required for creating an incident report. Note that the Responsible Part field may also be a tree, depending on the settings chosen by the system administrator, and that parts without an owner are available from the tree.

You must have at least one owner assigned in the entity in order to be able to create incidents.

To assign an owner for a part, select the part in the template and choose System > Part > Assign Owner.

In the Assign Template Part Owner utility that appears, select the owner from the list. If an owner has already been assigned, the new owner will replace the old owner.

To remove the owner from a part, select the part in the template and choose System > Part > Remove Owner.

This will leave the part without an owner and will clear the e-mail notification list.

To add more users to the e-mail notification list, select the part in the template and choose System > Part > CC List.

In the Assign E-mail Notification List utility that appears, select the name(s) to be included in the e-mail notification list for the selected part. The available system users will be based on those users that have access to the current entity. An e-mail notification list cannot be specified unless a responsible individual has been specified for the part.

Parts that have an owner are indicated in the template by .

Note: Instead of using system templates, which are also used to report incidents against, you can use a "generic" responsibility system. For example, you can create a generic system template called "Responsibility" with parts that include your different functional groups that should be assigned incidents, such as Engines, Transmissions, Suspension, etc. Next, assign one user as the owner for each of these groups. The responsibility system does not need to be used for creating serialized systems or for reporting incidents against.