Presage/User Guide/Investigation Screen - Revision history

Gevans at 16:43, 16 August 2016

2016-08-16T16:43:55Z

← Older revision		Revision as of 11:43, 16 August 2016
Line 32:		Line 32:

	==Configure Investigations==		==Configure Investigations==
	=Automatic Investigation Rules Sub-Tab=		===Automatic Investigation Rules Sub-Tab===


Line 71:		Line 71:
	Click Apply to save your changes.		Click Apply to save your changes.

	=Alerts and Notifications Sub-Tab=		===Alerts and Notifications Sub-Tab===

	Use this screen to set up e-mail alerts which can be sent from the 'Work Order' screen by checking the box next to ''Send Notification'' in the 'Work Order' screen and clicking on ''Save''.		Use this screen to set up e-mail alerts which can be sent from the 'Work Order' screen by checking the box next to ''Send Notification'' in the 'Work Order' screen and clicking on ''Save''.

Gevans at 16:24, 16 August 2016

2016-08-16T16:24:45Z

← Older revision		Revision as of 11:24, 16 August 2016
Line 32:		Line 32:

	==Configure Investigations==		==Configure Investigations==

	=Automatic Investigation Rules Sub-Tab=		=Automatic Investigation Rules Sub-Tab=

Gevans at 16:23, 16 August 2016

2016-08-16T16:23:44Z

← Older revision		Revision as of 11:23, 16 August 2016
Line 33:		Line 33:
	==Configure Investigations==		==Configure Investigations==

	==Automatic Investigation Rules Sub-Tab==		=Automatic Investigation Rules Sub-Tab=


Line 55:		Line 55:
	*On day 2, you record 2 more failures. An investigation is triggered for both of the samples on day 2, because they fulfill the requirement of more than 5 failures in a 2 day period.		*On day 2, you record 2 more failures. An investigation is triggered for both of the samples on day 2, because they fulfill the requirement of more than 5 failures in a 2 day period.
	*On day 3, you record 2 more failures. No investigations are triggered, because there have only been 4 failures within the rolling two-day interval.		*On day 3, you record 2 more failures. No investigations are triggered, because there have only been 4 failures within the rolling two-day interval.

			'''Auto-close:''' If you wish to create an investigation to generate an alert, but do not wish to perform Corrective Actions, you can check "Auto-close", and any investigations generated by this rule will be automatically closed after they are created.

			'''Retest Mode:''' This determines how a retest sample is created. If it is set to "Manual", a retest will only be created if the user generates it. If "Same Document" is selected, it will add the retest sample to the same work order as the original failure. If "New Document" is selected, Presage will create a new work order for the retest.

			'''Retest WO Type:''' If Retest Mode is set to New Document, this field allows you to specify the Work Order Type of the newly generated retest work order.

			'''Retest Analysis:''' This allows you to specify which analysis will be used for retests generated by this rule. If you leave this blank, a retest sample will use the same analysis as the original test. If you select another analysis, the sample will be created using that analysis.

	'''Description:''' The Description column defaults to a text description of the rule, but can be overridden with text of your choosing.		'''Description:''' The Description column defaults to a text description of the rule, but can be overridden with text of your choosing.
Line 64:		Line 72:
	Click Apply to save your changes.		Click Apply to save your changes.

	==Alerts and Notifications Sub-Tab==		=Alerts and Notifications Sub-Tab=

	Use this screen to set up e-mail alerts which can be sent from the 'Work Order' screen by checking the box next to ''Send Notification'' in the 'Work Order' screen and clicking on ''Save''.		Use this screen to set up e-mail alerts which can be sent from the 'Work Order' screen by checking the box next to ''Send Notification'' in the 'Work Order' screen and clicking on ''Save''.

Gevans: /* Investigation Screen */

2016-05-12T19:17:09Z

Investigation Screen

← Older revision		Revision as of 14:17, 12 May 2016
Line 27:		Line 27:


	Drag the bar to the right to see the column titled ''Comments'' and ''Findings''. Type in the findings and corrective actions taken in the space provided.		Drag the bar to the right to see the column titled ''Comments'' and ''Findings''. Type in the findings and corrective actions taken in the space provided. You can also record a ''Root Cause'' and add ''Root Cause Comments''.

	If there are more fails related to this investigation, send the next failed analysis to the investigation screen. This fail will be listed in the ''Investigation Detail'' (lower) box. Make sure to send the initial analysis listed in the upper box in the ''Investigation Screen'' to the WO for a retest.		If there are more fails related to this investigation, send the next failed analysis to the investigation screen. This fail will be listed in the ''Investigation Detail'' (lower) box. Make sure to send the initial analysis listed in the upper box in the ''Investigation Screen'' to the WO for a retest.


	==Configure Investigations==		==Configure Investigations==

Gevans: /* Automatic Investigation Rules Sub-Tab */

2016-04-12T00:59:16Z

Automatic Investigation Rules Sub-Tab

← Older revision		Revision as of 19:59, 11 April 2016
Line 36:		Line 36:
	==Automatic Investigation Rules Sub-Tab==		==Automatic Investigation Rules Sub-Tab==

	~~This screen is currently under construction.~~

	The Automatic Investigation Rules tab is where you can configure when an investigation is created, based on a sample result. These rules are set up on a per-plant basis, based on the plant selected at the top of the screen.		The Automatic Investigation Rules tab is where you can configure when an investigation is created, based on a sample result. These rules are set up on a per-plant basis, based on the plant selected at the top of the screen.

Gevans: /* Automatic Investigation Rules Sub-Tab */

2016-04-12T00:58:36Z

Automatic Investigation Rules Sub-Tab

@@ Line 34: / Line 34: @@
 ==Configure Investigations==
-==Constraints Sub-Tab==
+==Automatic Investigation Rules Sub-Tab==
 This screen is currently under construction.
 ==Alerts and Notifications Sub-Tab==

Codeman: Created page with "==Investigation Screen== To send an analysis for investigation, first find the failed analysis from the ''Work Order'' screen or ''Sampling History''; right-click on it, and se..."

2015-10-26T20:59:32Z

Created page with "==Investigation Screen== To send an analysis for investigation, first find the failed analysis from the ''Work Order'' screen or ''Sampling History''; right-click on it, and se..."

New page

==Investigation Screen==

To send an analysis for investigation, first find the failed analysis from the ''Work Order'' screen or ''Sampling History''; right-click on it, and select '''Begin investigation from # selected samples'''.

[[File:PresageInvestigation.png|thumb|center|600px]]

User is automatically taken to the ''Investigation Screen''.

[[File:PresageInvestigationScreen.png|thumb|center|600px]]

Right-click on the analysis on this page to see multiple action options: view the location visualization or send to the work order. There is also a '''Send to WO''' button on the lower, right-hand portion of the screen. Click on the arrow next to the '''Send to WO''' button, choose between ''Send to Existing WO'' and ''Send to New WO''.

[[File:PresageInvestigationScreenpopup.png|thumb|center|600px]]

Drag the bar to the right to see the column titled ''Comments'' and ''Findings''. Type in the findings and corrective actions taken in the space provided.

If there are more fails related to this investigation, send the next failed analysis to the investigation screen. This fail will be listed in the ''Investigation Detail'' (lower) box. Make sure to send the initial analysis listed in the upper box in the ''Investigation Screen'' to the WO for a retest.

==Configure Investigations==

==Constraints Sub-Tab==

This screen is currently under construction.

==Alerts and Notifications Sub-Tab==

Use this screen to set up e-mail alerts which can be sent from the 'Work Order' screen by checking the box next to ''Send Notification'' in the 'Work Order' screen and clicking on ''Save''.

First, select a plant.
Second, enter the e-mail addresses for the recipients.
Third, select which results should be included in the e-mail: fails, marginals, and/or acceptable results.

The template can be customized to each company's needs, simply contact a Presage representative with requests.

[[File:PresageConfInv.png|thumb|center|600px]]