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Analysis Criteria

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On this tab the following fields can be viewed:

 

hmtoggle_plus1Allow Associated Docs

This option determines if documents that are flagged as allow associated documents are to be included in the result set.

hmtoggle_plus1Allow Links To Parts

This option determines if documents that allow links to parts are to be included in the result set.

hmtoggle_plus1Allow Lower Levels

This option determines if documents that allow lower levels of documents are to be included in the result set.

hmtoggle_plus1Change Control Option

This option determines if documents who has a change control option of engineering change control, no control or/and general change proposal are to be included in the result set.

hmtoggle_plus1Control Level

This option determines if documents who has the control level set as sheet or/and document are to be included in the result set.

hmtoggle_plus1Disposed

This option determines if documents that are flagged as disposed are to be included in the result set.

hmtoggle_plus1Document Title

When a document title starting with, or like a certain string of characters must be included in the result set, use these fields. When selecting the beginning with option, enter the first characters in the field on the right. If the like option is selected enter the character string you are looking for in the field on the right.

hmtoggle_plus1Document Number

When a document starting with, or like a certain string of characters must be included in the result set, use these fields. When selecting the beginning with option, enter the first characters in the field on the right. If the like option is selected enter the character string you are looking for in the field on the right.

hmtoggle_plus1Identification

This option determines if documents of a certain type, life cycle phase, security class, employee group and/or of a certain grouping are to be included in the result set.

hmtoggle_plus1Link To Multi Parts

This option determines if documents that are flagged as link to multiple parts are to be included in the result set.

hmtoggle_plus1Internal Document

This option determines if documents that are flagged as internal documents are to be included in the result set.

hmtoggle_plus1Load Criteria Set

A Criteria Set is a selection of settings an employee would like to re-use.  This selection of settings can be saved as a personal set or as a public set for all employees to use.

 

By clicking the "include public criteria sets" box, public criteria sets are also made visible for selection in the Criteria Set field.  If not clicked, only personal criteria sets for the signed-on employee will populate in the criteria set field.

 

As soon as a "criteria set" is selected, load can be clicked to populate the settings as defined for the criteria set.

 

The save button saves the defined settings.  If an existing "criteria set" was selected and changes were made, click save to update the set.

 

If no Criteria Set name exists a new name needs to be added at the prompt.

hmtoggle_plus1Mri Document

This option determines if documents that are flagged as MRI documents are to be included in the result set.

hmtoggle_plus1Ownership And Location

This option determines if documents belonging to a certain person, who has a specific author, has an external owner, has an specific external contact person, resides at a certain location, and/or is distributed through a certain media are to be included in the result set.