Managing the Control Plan

Procedure

1. In the folder where you created the Control Plan, select and open the Control Plan that you want to edit.

2. In the Control Plan, select the operation where you want to add Inspection Definitions.

You can also copy and paste or drag-and-drop an existing Inspection Definition to the operation. The existing Inspection Definition can be from the current Control Plan or another Control Plan. When you paste the existing Inspection Definition, in the confirmation message, click New to create a new Inspection Definition or click Reference to create a reference to the existing Inspection Definition. If you create a reference, then updates to the source Inspection Definition are reflected in the reference Inspection Definition.

3. From the work area toolbar, click Add

Inspection Definition.

4. In the Description box, describe the Inspection Definition.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

5. In the Characteristic section, click Add Characteristic .

6. To add a Quality Characteristic to the Inspection Definition, do the following:

From the Type list in the Characteristic Groups section, select the type of Characteristic Group.

From the list displayed, select and open the required Characteristic Group.

A message is displayed if released Quality Characteristics are not available.

(Optional) To select and attach only released Quality Characteristics, ensure that Show Released Only is selected.

Type a name to filter the available Quality Characteristics, select the required Quality Characteristic, and click Attach.

If you do not find a relevant Quality Characteristic, you can add a new one. Click Add New and do the following:

From the Naming Convention list, select the naming convention of the Quality Characteristic.By default, the type of the Quality Characteristic is set to the value selected earlier in the Characteristic Group Type list. In the Description box, enter a description for the Quality Characteristic. From the Context list, select whether the Quality Characteristic is for a product or a process. If you are adding a Variable Quality Characteristic, specify these additional properties:

Field

Description

Dimension Type

Select the type of dimension being measured by the Quality Characteristic. You can also enter a custom dimension, such as Density, by typing the custom dimension, and pressing Enter.

Unit Of Measure

Select the unit of measurement to be used for the Quality Characteristic.

Nominal Value

Enter a nominal value of the Quality Characteristic.

Upper Tolerance

Enter an upper tolerance of the Quality Characteristic.

Lower Tolerance

Enter a lower tolerance of the Quality Characteristic.

Click Add.The Quality Characteristic is created in an unreleased state. You must release all new Quality Characteristics before sharing the Control Plan with other Quality applications.

To replace the Quality Characteristic that you have added, click Replace in the Add Characteristic section and select an existing Quality Characteristic or create a new one.

7. To assign projects to the Inspection Definition, do the following:

In the Projects section, click Add Project .

Search for and select the required projects or subprojects, and click Assign.

To remove a project or subproject, select it, and click Remove Project .

8. Click Add.

The name of the Inspection Definition is based on the name of the associated Quality Characteristic. The administrator can configure the name pattern for you.

9. To specify the type of inspection for the Inspection Definition, in the Overview tab of the of the Inspection Definition, click Edit , and select one or many of the following options from the Inspection Types list:

First Inspection: To verify that the initial production setup and the first few units produced meet the required quality standards and specifications.

Running Inspection: To monitor and control the quality of products during the ongoing production process.

Review Inspection: To conduct a thorough examination and assessment of the production process and product quality at specific checkpoints.

Final Inspection: To perform a comprehensive inspection of the finished products before they are released for shipment or delivery to customers.

10. To specify the order and method by which inspections are conducted, in the Overview tab of the of the Inspection Definition, click Edit , and select one of the following from the Inspection Sequence list:

Part Oriented: To inspect each part or component individually, ensuring that each one meets the required quality standards and specifications. The inspection process is organized around the parts themselves, with each part being inspected for all relevant characteristics.

Characteristic Oriented: To inspect specific characteristics or attributes across multiple parts or components. The inspection process is organized around the characteristics, with each characteristic being inspected across all relevant parts.

11. To specify that the inspection process involves the automated collection and recording of inspection data, in the Overview tab of the of the Inspection Definition, click Edit , and select Automatic Data Acquisition.

12. To create a new quality action as a Reaction Plan for an Inspection Definition, do the following:

In the Reaction Plans - Inspection Definition section, click Add to and select Add Quality Action.

Specify a name and description for the quality action.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

Enter the remaining properties and then click Add.

To remove a Reaction Plan, select it and click Remove .

When you print the Control Plan, the Control Plan norm document displays only those Reaction Plans that are added to an Inspection Definition.

13. To create a quality action from a template, and assign it as a Reaction Plan for an Inspection Definition, do the following:

In the Reaction Plans - Inspection Definition section, click Add to and select Add Quality Action from Template.

In the Add Quality Action From Template panel, specify the filter criteria in the Filters box.

Select the required template in the Results section, and click Select to specify the details.

In the Add Quality Action From Template panel, specify the required information to create the quality action, and then click Add.

14. Add potential defects from the Failure Catalog to an Inspection Definition as follows:

In the Potential Defects - Inspection Definition section, click Add .

In the Add panel, select the required defects and click Add.

You can select multiple defects simultaneously and add them to the Inspection Definition. Only released defects are available for selection. If you select a defect that is already added in the Potential Defects - Inspection Definition section, an error message is displayed. Select only new defects to add to the Inspection Definition.

To remove a potential defect, select it and click Remove .

15. To add multiple operations, parts, manufacturing devices, and inspection systems as reference objects for an Inspection Definition, do the following:

Select the required Inspection Definition, and click the Reference tab.

In the Operation section, click Add To , select the required Manufacturing or Dimensional Planning and Validation (DPV) operations, and enter the other properties as required.

You can also use the Palette tab or the Search tab to locate the required reference objects.

In the Part Reference section, click Add To , select Item, and enter the other properties as required.

You can also use the Palette tab or the Search tab to locate the required reference objects.

In the Manufacturing Device section, click Add To , select Item, and enter the other properties as required.

You can also use the Palette tab or the Search tab to locate the required reference objects.

In the Inspection System section, click Add To , select Item, and enter the other properties as required.

You can also use the Palette tab or the Search tab to locate the required reference objects.

16. To add attachments to an Inspection Definition as Files, Documents, and Described by Document, do the following:

Select the required Inspection Definition and click Attachments.

In the required section, click Add .

In the Add panel, select the type of attachment and specify the required information to create the attachment.

You can also use the Palette area or the Search area to locate attachments.

Click Add.

17. To add Remote Links to an Inspection Definition, do the following:

In the Remote Links section, click Create Remote Link .

You can create a remote link to view the external element within Teamcenter. For example, you can create a link from a Control Plan in Teamcenter to a software defect in the external application. Once this is done, you can view the software defect from Teamcenter.

Caution The administrator must install Linked Data Framework in the Teamcenter environment for you to be able to create a remote link.

From the Project list, select the required project.

Click the Existing option to link to an existing external application, or click New to link to a new external application.

To select a resource in the external application, click Add next to the Remote Reference label.

Log on to the external application if prompted, and select an existing resource in that application. This action takes you back to the Add panel.

From the Relation list, select the relation you want to create between Teamcenter and the external element.

Note If only one relation is applicable, this relation is used automatically. Manual selection is not required.

Click Add to create the link.

18. To assign projects to the entire structure of the Inspection Definition or to a specific level, do the following:

Select the required Inspection Definition and choose More Commands

Manage > Projects .

In the Projects panel, search for and select the required projects or subprojects, and click Add Project .

In the Apply Selected Project(s) To section, select Entire Structure to add the entire Inspection Definition structure to the selected projects. The selected projects are assigned to the Inspection Definitions quality actions and control methods.

To add a specified level of the Inspection Definition to the selected projects, select Level, and enter the required Inspection Definition level in the Level box. If you specify 1 in the Level box, the selected projects are assigned to the Inspection Definition quality actions and control methods.

To remove a project or subproject, select it, and click Remove Project .

Click Save.

To remove a project or subproject from the entire Inspection Definition or a specified level of the Inspection Definition, do the following:

Choose More Commands

Manage > Projects . Select the required project or subproject, and click Remove Project . In the Apply Selected Project(s) To section, select Entire Structure to remove the entire Inspection Definition from the selected project or subproject. To remove the selected project or subproject from a specified level of the Inspection Definition, select Level, and enter the required Inspection Definition level in the Level box. Click Save.

19. Repeat the above steps until you add all the required Inspection Definitions.