Difference between revisions of "SOP-MES0084 Target Maintenance"

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----
 
----
  
=== <span class="mw-headline" id="">&nbsp;</span> ===
+
<span class="mw-headline" id=""><span class="mw-headline" id="">&nbsp;</span></span>
  
= <span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance">Target Maintenance</span></span></span> =
+
= <span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance"><span class="mw-headline" id="Target_Maintenance">Target Maintenance</span></span></span></span> =
  
 
This SOP is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data by adding columns (attributes) and defining the data type.
 
This SOP is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data by adding columns (attributes) and defining the data type.
Line 25: Line 25:
  
 
The Target Maintenance main page will display:
 
The Target Maintenance main page will display:
 +
 +
&nbsp;
  
 
'''Figure 1: User Sign-in'''
 
'''Figure 1: User Sign-in'''
  
[[File:TM User Sign-in.png|700px]]
+
[[File:TM User Sign-in.png|700px|TM User Sign-in.png]]
  
 
All available Targets are listed by Target Name.<br/> &nbsp;
 
All available Targets are listed by Target Name.<br/> &nbsp;
Line 34: Line 36:
 
&nbsp;
 
&nbsp;
  
&nbsp;
+
== <span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List">Target List</span></span></span></span></span></span></span></span></span></span> ==
 
 
&nbsp;
 
 
 
== <span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List"><span class="mw-headline" id="Target_List">Target List</span></span></span></span></span></span></span></span></span> ==
 
  
 
The Target List displays the following fields:
 
The Target List displays the following fields:
Line 73: Line 71:
 
'''Figure 2: Target List'''
 
'''Figure 2: Target List'''
  
[[File:TM Target List.png|700px]]
+
[[File:TM Target List.png|700px|TM Target List.png]]
  
 
&nbsp;
 
&nbsp;
  
=== Filter ===
+
=== <span class="mw-headline" id="Filter">Filter</span> ===
  
 
Users can filter the available targets by '''Target Name'''.
 
Users can filter the available targets by '''Target Name'''.
Line 95: Line 93:
 
'''Figure 3: Filter a Target'''
 
'''Figure 3: Filter a Target'''
  
[[File:TM Filter a Target.png|700px]]
+
[[File:TM Filter a Target.png|700px|TM Filter a Target.png]]
  
 
<br/> &nbsp;
 
<br/> &nbsp;
  
== <span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target">Add Target</span></span></span> ==
+
== <span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target"><span class="mw-headline" id="Add_Target">Add Target</span></span></span></span> ==
  
 
Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.
 
Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.
Line 106: Line 104:
  
 
''Result:'' The target form displays.
 
''Result:'' The target form displays.
 +
 +
&nbsp;
  
 
'''Figure 4: Add Targets'''
 
'''Figure 4: Add Targets'''
  
[[File:TM Add Targets.png|700px]]
+
[[File:TM Add Targets.png|700px|TM Add Targets.png]]
  
 
2. Enter the '''Target Name'''; if there is a target to import, select it from the local path
 
2. Enter the '''Target Name'''; if there is a target to import, select it from the local path
Line 117: Line 117:
 
4. Select '''Save''' to complete.<br/> &nbsp;
 
4. Select '''Save''' to complete.<br/> &nbsp;
  
== <span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2">Target Maintenance</span></span></span> ==
+
== <span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2"><span class="mw-headline" id="Target_Maintenance_2">Target Maintenance</span></span></span></span> ==
  
 
Users can manage targets by double-clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:
 
Users can manage targets by double-clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:
Line 130: Line 130:
  
 
<u>'''Note''':</u> To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.
 
<u>'''Note''':</u> To save any table update, the user needs to select '''Save''' in the '''Manage Tab''' section.
 
&nbsp;
 
  
 
&nbsp;
 
&nbsp;
Line 137: Line 135:
 
'''Figure 5: Target Maintenance'''
 
'''Figure 5: Target Maintenance'''
  
[[File:TM Target Maintenance.png|700px]]<br/> &nbsp;
+
[[File:TM Target Maintenance.png|700px|TM Target Maintenance.png]]<br/> &nbsp;
  
=== <span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29">Column (Attribute)</span></span></span> ===
+
=== <span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29"><span class="mw-headline" id="Column_.28Attribute.29">Column (Attribute)</span></span></span></span> ===
  
 
This functionality allows users to add columns to the selected target.
 
This functionality allows users to add columns to the selected target.
 +
 +
&nbsp;
  
 
'''Figure 6: Target Column'''
 
'''Figure 6: Target Column'''
  
[[File:TM Target Column.png|700px]]<br/> &nbsp;
+
[[File:TM Target Column.png|700px|TM Target Column.png]]<br/> &nbsp;
  
==== <span class="mw-headline" id="Create_Column"><span class="mw-headline" id="Create_Column"><span class="mw-headline" id="Create_Column">Create Column</span></span></span> ====
+
==== <span class="mw-headline" id="Create_Column"><span class="mw-headline" id="Create_Column"><span class="mw-headline" id="Create_Column"><span class="mw-headline" id="Create_Column">Create Column</span></span></span></span> ====
  
 
To access the Column Form in order to add a Column, the user should select '''Column'''.
 
To access the Column Form in order to add a Column, the user should select '''Column'''.
 +
 +
&nbsp;
  
 
'''Figure 7: Add Column Form'''
 
'''Figure 7: Add Column Form'''
  
[[File:TM Add Column Form.png|700px]]
+
[[File:TM Add Column Form.png|700px|TM Add Column Form.png]]
  
 
&nbsp;
 
&nbsp;
Line 199: Line 201:
 
&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column">Delete Column</span></span></span> ====
+
==== <span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column"><span class="mw-headline" id="Delete_Column">Delete Column</span></span></span></span> ====
  
 
There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select '''Delete Column''' from the drop-down menu.
 
There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select '''Delete Column''' from the drop-down menu.
Line 207: Line 209:
 
'''Figure 8: Delete Column'''
 
'''Figure 8: Delete Column'''
  
[[File:TM Delete Column.png|700px]]
+
[[File:TM Delete Column.png|700px|TM Delete Column.png]]
 +
 
 +
&nbsp;
  
Select '''Save''' in the '''Manage Tab''' section to complete.<br/> &nbsp;
+
Select '''Save''' in the '''Manage Tab''' section to complete.<br/> '''<u>Note</u>:''' If the table is at '''Verification In Progress''', just the 2nd user entries will be deleted.
  
 
&nbsp;
 
&nbsp;
  
==== <span class="mw-headline" id="Edit_Column"><span class="mw-headline" id="Edit_Column"><span class="mw-headline" id="Edit_Column">Edit Column</span></span></span> ====
+
==== <span class="mw-headline" id="Edit_Column"><span class="mw-headline" id="Edit_Column"><span class="mw-headline" id="Edit_Column"><span class="mw-headline" id="Edit_Column">Edit Column</span></span></span></span> ====
  
 
To edit a column, roll the cursor over the appropriate column name and select '''Edit Name Column''' from the drop-down menu.
 
To edit a column, roll the cursor over the appropriate column name and select '''Edit Name Column''' from the drop-down menu.
 +
 +
&nbsp;
  
 
'''Figure 9: Edit Column'''
 
'''Figure 9: Edit Column'''
  
[[File:TM Edit Column.png|700px]]
+
[[File:TM Edit Column.png|700px|TM Edit Column.png]]
  
 
The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.
 
The Edit Column Form displays. Edit the necessary fields and select '''Update''' to complete.
 +
 +
&nbsp;
  
 
'''Figure 10: Edit Column Form'''
 
'''Figure 10: Edit Column Form'''
  
[[File:TM Edit Column Form.png|700px]]<br/> &nbsp;
+
[[File:TM Edit Column Form.png|700px|TM Edit Column Form.png]]<br/> &nbsp;
  
===== <br/> &nbsp; =====
+
<br/> <span class="mw-headline" id="_2">&nbsp;</span>
  
==== <span class="mw-headline" id="Line_Menu"><span class="mw-headline" id="Line_Menu"><span class="mw-headline" id="Line_Menu">Line Menu</span></span></span> ====
+
=== <span class="mw-headline" id="Line_Menu"><span class="mw-headline" id="Line_Menu"><span class="mw-headline" id="Line_Menu"><span class="mw-headline" id="Line_Menu">Line Menu</span></span></span></span> ===
  
 
This section allows users to '''Create''', '''Delete,''' and '''Copy '''lines.
 
This section allows users to '''Create''', '''Delete,''' and '''Copy '''lines.
  
'''Figure 12: Line Menu'''
+
&nbsp;
 +
 
 +
'''Figure 11: Line Menu'''
  
[[File:TM Line Menu.png|700px]]
+
[[File:TM Line Menu.png|700px|TM Line Menu.png]]
  
 
'''Note''': To save any update in the table, select '''Save '''in the '''Manage Tab''' section.<br/> &nbsp;
 
'''Note''': To save any update in the table, select '''Save '''in the '''Manage Tab''' section.<br/> &nbsp;
  
===== <span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line">Create Line</span></span></span> =====
+
==== <span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line"><span class="mw-headline" id="Create_Line">Create Line</span></span></span></span> ====
  
 
To create lines, select the '''Create''' icon within the '''Line Menu''' and a new line will be inserted at the end of the table. Repeat this process as often as necessary.
 
To create lines, select the '''Create''' icon within the '''Line Menu''' and a new line will be inserted at the end of the table. Repeat this process as often as necessary.
  
'''Figure 13: Create Line'''
+
&nbsp;
 +
 
 +
'''Figure 12: Create Line'''
  
[[File:TM Create Line.png|700px]]
+
[[File:TM Create Line.png|700px|TM Create Line.png]]
  
 
Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
 
Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
  
===== <span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line">Delete Line</span></span></span> =====
+
==== <span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line"><span class="mw-headline" id="Delete_Line">Delete Line</span></span></span></span> ====
  
 
There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.
 
There is no rule to delete a line. Select the line to be deleted and then select the '''Delete''' icon.
  
'''Figure 14: Delete Line'''
+
&nbsp;
 +
 
 +
'''Figure 13: Delete Line'''
  
[[File:TM Delete Line.png|700px]]
+
[[File:TM Delete Line.png|700px|TM Delete Line.png]]
  
 
Select '''Save '''in the '''Manage Tab''' section to complete. No confirmation message is displayed when the line is deleted.<br/> &nbsp;
 
Select '''Save '''in the '''Manage Tab''' section to complete. No confirmation message is displayed when the line is deleted.<br/> &nbsp;
  
===== <span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line">Copy Line</span></span></span> =====
+
==== <span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line"><span class="mw-headline" id="Copy_Line">Copy Line</span></span></span></span> ====
  
 
To copy a line, select the line to be copied and select the '''Copy '''line icon.
 
To copy a line, select the line to be copied and select the '''Copy '''line icon.
  
'''Figure 15: Copy Line'''
+
'''Figure 14: Copy Line'''
  
[[File:TM Copy Line.png|700px]]
+
[[File:TM Copy Line.png|700px|TM Copy Line.png]]
  
 
Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
 
Select '''Save '''in the '''Manage Tab''' section to complete.<br/> &nbsp;
  
==== <span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab">Manage Tab</span></span></span> ====
+
=== <span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab"><span class="mw-headline" id="Manage_Tab">Manage Tab</span></span></span></span> ===
  
 
This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export '''tables.
 
This section allows users to '''Reset''', '''Delete''', '''Save''', '''Import''', and '''Export '''tables.
  
'''Figure 16: Manage Tab'''
+
'''Figure 15: Manage Tab'''
 +
 
 +
[[File:TM Manage Tab.png|700px|TM Manage Tab.png]]<br/> &nbsp;
  
[[File:TM Manage Tab.png|700px]]<br/> &nbsp;
+
&nbsp;
  
===== <span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab">Reset Tab</span></span></span> =====
+
==== <span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab"><span class="mw-headline" id="Reset_Tab">Reset Tab</span></span></span></span> ====
  
 
The '''Reset''' '''Tab''' icon will clear any update performed and will restore the original table values.
 
The '''Reset''' '''Tab''' icon will clear any update performed and will restore the original table values.
  
'''Figure 17: Reset Tab'''
+
&nbsp;
 +
 
 +
'''Figure 16: Reset Tab'''
 +
 
 +
[[File:TM Reset Tab.png|700px|TM Reset Tab.png]]<br/> &nbsp;
  
[[File:TM Reset Tab.png|700px]]<br/> &nbsp;
+
&nbsp;
  
===== <span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab">Delete Tab</span></span></span> =====
+
==== <span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab"><span class="mw-headline" id="Delete_Tab">Delete Tab</span></span></span></span> ====
  
 
There is no rule to delete a table. Select the '''Delete Tab''' icon in the '''Manage Tab''' section. A confirmation message is displayed. Select '''Yes''' to complete.
 
There is no rule to delete a table. Select the '''Delete Tab''' icon in the '''Manage Tab''' section. A confirmation message is displayed. Select '''Yes''' to complete.
  
'''Figure 18: Delete Tab'''
+
&nbsp;
  
[[File:TM Delete Tab.png|700px]]<br/> &nbsp;
+
'''Figure 17: Delete Tab'''
  
===== <span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab">Save Tab</span></span></span> =====
+
[[File:TM Delete Tab.png|700px|TM Delete Tab.png]]<br/> &nbsp;
 +
 
 +
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab"><span class="mw-headline" id="Save_Tab">Save Tab</span></span></span></span> ====
  
 
The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.
 
The '''Save Tab''' icon will save any changes made in the target. After the target has been updated, select '''Save'''.
  
'''Figure 19: Save Tab'''
+
&nbsp;
  
[[File:TM Save Tab.png|700px]]<br/> &nbsp;
+
'''Figure 18: Save Tab'''
  
===== <span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab">Export Tab</span></span></span> =====
+
[[File:TM Save Tab.png|700px|TM Save Tab.png]]<br/> &nbsp;
 +
 
 +
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab"><span class="mw-headline" id="Export_Tab">Export Tab</span></span></span></span> ====
  
 
To download tables, just select the '''Export Tab''' icon and a .CSV file should be saved locally by the user.
 
To download tables, just select the '''Export Tab''' icon and a .CSV file should be saved locally by the user.
  
'''Figure 20: Export Tab'''
+
&nbsp;
 +
 
 +
'''Figure 19: Export Tab'''
  
 
[[File:Target19.png|800px|Target19.png]]
 
[[File:Target19.png|800px|Target19.png]]
Line 311: Line 341:
 
Sample of an exported file:
 
Sample of an exported file:
  
'''Figure 21: Exported File'''
+
&nbsp;
 +
 
 +
'''Figure 20: Exported File'''
  
 
[[File:Target20.png|800px|Target20.png]]<br/> &nbsp;
 
[[File:Target20.png|800px|Target20.png]]<br/> &nbsp;
  
===== <span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab">Import Tab</span></span></span> =====
+
&nbsp;
 +
 
 +
==== <span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab"><span class="mw-headline" id="Import_Tab">Import Tab</span></span></span></span> ====
  
 
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.
 
To upload a target, select the '''Import Tab''' icon and select the necessary target to be uploaded.
  
'''Figure 22: Import Tab'''
+
&nbsp;
 +
 
 +
'''Figure 21: Import Tab'''
  
[[File:TM Import Tab.png|700px]]<br/> &nbsp;
+
[[File:TM Import Tab.png|700px|TM Import Tab.png]]<br/> &nbsp;
 +
 
 +
&nbsp;
 +
 
 +
=== Filter ===
 +
 
 +
The users can filter the table by adding one or more filters availables.
 +
 
 +
#To filter the table, select the '''Filter''' icon, then, select the filters to be used.
 +
 
 +
'''<u>Note</u>:''' The selected filters will be added to the main window.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 22: Add Filters'''<br/> [[File:TM Add Filters.png|700px]]
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 23: Enter the Information and Filter'''
 +
 
 +
'''[[File:TM Enter the Information and Filter.png|700px]]'''
  
 
----
 
----
  
&nbsp;
+
'''<u>Note</u>:''' To begin a new search, select '''Clear''' to empty the fields and re-enter information into the available fields.

Revision as of 19:36, 12 July 2021

42Q Home > Shop Floor Control > Configuration > Target Maintenance
 

 


 

 

Shop Floor Control
Configuration
Target Maintenance
Version MES15.70
Revision D1
 

 

This SOP is 42Q's corporate standard.
 This document is under revision control. The latest revision is located on Intranet.
 Once printed it is an uncontrolled copy. All alterations to this SOP require approval.
 Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES 15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.


 

Target Maintenance

This SOP is intended to guide users on how to manage and maintain spreadsheets faster and more efficiently and also helps any MES Application customization. It will show users how to create data by adding columns (attributes) and defining the data type.

Targets are meant to be used as a source of any custom data.

To access the target Maintenance functionalities, the user must sign into the 42Q Portal  > Shop Floor Control > Configuration expandable heading located in the menu on the left of the screen.

The Target Maintenance main page will display:

 

Figure 1: User Sign-in

TM User Sign-in.png

All available Targets are listed by Target Name.
 

 

Target List

The Target List displays the following fields:

  • Target Name: table name
  • Last Modified: when the spreadsheet was updated and who (user) made the change
  • Total Lines: the number of lines in the spreadsheet
  • Verification Status: displays the target status for critical or non-critical targets

 

To open a Target, users have to double-click on it; Targets display in pagination mode. The quantity of items displayed per page is configurable (up to the value set in the generic attribute enable_target_pagination_view).

Users can also filter, rename and delete a Target from the Target List, moreover, it is possible to export or import a Target.

The portlet offers two methods for importing Targets, Full and Append.

Users are able to upload a single Target as well as massive Targets, around 900 to 1000 per day.

See the process of uploading massive targets below:

  1. On the first day, create 900 to 1000 Records per day.
  2. On the second day, delete the previous records (using Delete API).
  3. Insert the new records.

 

Note: When a Target has been opened and is displayed in pagination mode, before users go to the next page or filter again, the items need to be saved in order to be persisted in the database.

For more information, please refer to the Generic Attribute Maintenance SOP  

 

Figure 2: Target List

TM Target List.png

 

Filter

Users can filter the available targets by Target Name.

  1. To filter the target list, enter the Target Name and then select Filter.

Result: The target list will display the targets according to the user’s entry.

 

Note: To begin a new search, select Clear to empty the fields and re-enter information into the available fields

 

 

Figure 3: Filter a Target

TM Filter a Target.png


 

Add Target

Users can add a new target (empty) to add columns and lines or import a .CSV file from a local path.

1. To add a target, select the Add icon located next to the Target List tab.

Result: The target form displays.

 

Figure 4: Add Targets

TM Add Targets.png

2. Enter the Target Name; if there is a target to import, select it from the local path

3. When the user selects the checkbox Save Imported Data Right Away (selected by default), the imported target will be exactly as it is (with lines and columns filled); when left unselected, the target will be imported with only the columns and so no values are filled.

4. Select Save to complete.
 

Target Maintenance

Users can manage targets by double-clicking the target name in the Target List. The Target Maintenance page displays and the following functionalities will be available:

  • Create Columns (Attributes)
  • Create, Delete, and Copy Lines
  • Manage Tab
  • Reset, Delete, Save, and Download/ Upload Tab (.CSV)

Note: To save any table update, the user needs to select Save in the Manage Tab section.

 

Figure 5: Target Maintenance

TM Target Maintenance.png
 

Column (Attribute)

This functionality allows users to add columns to the selected target.

 

Figure 6: Target Column

TM Target Column.png
 

Create Column

To access the Column Form in order to add a Column, the user should select Column.

 

Figure 7: Add Column Form

TM Add Column Form.png

 

Users have to Fill in the available fields and select Insert.

  1. Column Name: The name of the new column.
  2. Mask: Enter a mask to be used in the attribute
  3. Type: Attribute type.
  4. Required: If selected, the user must add a value for the column line.
  5. Critical:  Select this field to turn the column critical. The different statuses will be signed for the critical table. Critical  columns will be displayed highlighted in yellow. If the user clicks on save, a confirmation message will be displayed and a new validation is necessary by a second user and the status for this table will be updated to “Waiting for Verification”.  

 

The critical table has the following status:

  • Input Data in Process:
    • The 1st User is entering the data and he did not submit it. 
    • The table will be read-only for another user.
  • Waiting for Verification:
    • The 1st User finished to entry data and he submitted it. 
    • The table is waiting for another person (2nd User) to start to enter the critical data, the 2nd user will be able to view only non-critical data.  
    • The 1st User can no longer edit.
  • Verification in Process: 
    • The 2nd User is entering the data and he did not submit it.  
    • The table will be read-only for another user.
  • Passed:
    • The 2nd User finished entering the data and he submitted it. 
    • The data from 1st User and 2nd User was matched. 
    • The table will be read-only for all users. 
  • Failed:
    • The 2nd User finished entering the data and he submitted it. 
    • The data from 1st User and 2nd User had no mismatch.
    • The data were cleared and any person can enter data again.

Note: Depending on the table status, the Column/Line and Manage Tab buttons are displayed Enable or disable.

  1. Add More: if selected, a new Column Form displays automatically.
  2. Select Save in the Manage Tab section to complete.

 

 

Delete Column

There is no rule to delete a column. To delete a column, simply roll the cursor over the column name and select Delete Column from the drop-down menu.

 

Figure 8: Delete Column

TM Delete Column.png

 

Select Save in the Manage Tab section to complete.
Note: If the table is at Verification In Progress, just the 2nd user entries will be deleted.

 

Edit Column

To edit a column, roll the cursor over the appropriate column name and select Edit Name Column from the drop-down menu.

 

Figure 9: Edit Column

TM Edit Column.png

The Edit Column Form displays. Edit the necessary fields and select Update to complete.

 

Figure 10: Edit Column Form

TM Edit Column Form.png
 


 

Line Menu

This section allows users to Create, Delete, and Copy lines.

 

Figure 11: Line Menu

TM Line Menu.png

Note: To save any update in the table, select Save in the Manage Tab section.
 

Create Line

To create lines, select the Create icon within the Line Menu and a new line will be inserted at the end of the table. Repeat this process as often as necessary.

 

Figure 12: Create Line

TM Create Line.png

Select Save in the Manage Tab section to complete.
 

Delete Line

There is no rule to delete a line. Select the line to be deleted and then select the Delete icon.

 

Figure 13: Delete Line

TM Delete Line.png

Select Save in the Manage Tab section to complete. No confirmation message is displayed when the line is deleted.
 

Copy Line

To copy a line, select the line to be copied and select the Copy line icon.

Figure 14: Copy Line

TM Copy Line.png

Select Save in the Manage Tab section to complete.
 

Manage Tab

This section allows users to Reset, Delete, Save, Import, and Export tables.

Figure 15: Manage Tab

TM Manage Tab.png
 

 

Reset Tab

The Reset Tab icon will clear any update performed and will restore the original table values.

 

Figure 16: Reset Tab

TM Reset Tab.png
 

 

Delete Tab

There is no rule to delete a table. Select the Delete Tab icon in the Manage Tab section. A confirmation message is displayed. Select Yes to complete.

 

Figure 17: Delete Tab

TM Delete Tab.png
 

 

Save Tab

The Save Tab icon will save any changes made in the target. After the target has been updated, select Save.

 

Figure 18: Save Tab

TM Save Tab.png
 

 

Export Tab

To download tables, just select the Export Tab icon and a .CSV file should be saved locally by the user.

 

Figure 19: Export Tab

Target19.png

Sample of an exported file:

 

Figure 20: Exported File

Target20.png
 

 

Import Tab

To upload a target, select the Import Tab icon and select the necessary target to be uploaded.

 

Figure 21: Import Tab

TM Import Tab.png
 

 

Filter

The users can filter the table by adding one or more filters availables.

  1. To filter the table, select the Filter icon, then, select the filters to be used.

Note: The selected filters will be added to the main window.

 

Figure 22: Add Filters
TM Add Filters.png

 

 

Figure 23: Enter the Information and Filter

TM Enter the Information and Filter.png


Note: To begin a new search, select Clear to empty the fields and re-enter information into the available fields.