Application Configuration

 

Application Migration is used with SmartStudioTM tools, please see How to Migrate SmartSolve Legacy Entities for more information.

 

Workflow Configuration

 

Application Migration is used with SmartStudioTM tools, please see How to Migrate Applications 9.0 for more information.

 

Cause Category

 

Introduction

Cause Categories are maintained under the System Wide section under Setup. A Cause Category is assigned to the Cause selected by an end user when identifying a Cause to a failure on any type of quality exception in SmartSolve©. Cause Categories could be used in any of the following SmartSolve© solutions:

 

SmartSolve© Solution

Client Function

SmartAuditTM

Only configure this object if you using the following functionality in SmartAuditTM:

·         if end users will be creating Issues off of Audit Exceptions for Investigation and/or Implementations and will attach Root Cause for Audit Finding Response within the Issue.

 

SmartCAPATM

Only configure this object if you using the following functionality in SmartCAPATM:

  • If end users will attach Root Cause to Product, Process, or Customer Exceptions

  • If end users will attach Root Cause to Issue Investigations and/or Implementations performed for Exceptions

 

SmartComplaintsTM

Only configure this object if you using the following functionality in SmartComplaintsTM:

  • If end users will attach Root Cause to Complaint Exceptions

  • If end users will attach Root Cause to Issue Investigations and/or Implementations performed for Complaints

 

SmartDocTM

The Cause Category is not used for SmartDocTM

 

SmartTrainTM

The Cause Category is not used for SmartTrainTM

 

 

Example Cause Categories

Causes can be Categorized (grouped) for better reporting of Root Cause Analysis.  See a few examples below showing Causes and the Categories that may be assigned to those Causes.

 

Cause

Cause Category

Equipment Out of Spec

MACHINE

Incorrect Procedure Used

METHOD

Machine Out of Spec

MACHINE

Missing Documentation

METHOD

Operator Not Skilled

MAN

Wrong Material Used

MATERIAL

Inclement Weather

ENVIRONMENTAL

 

Default Cause Categories

The system comes with the following default Cause Categories which can be renamed or Deleted from the Global Organization:

·         ENVIRONMENT

·         MACHINE

·         MAN

·         MATERIAL

·         METHOD

 

User Rights

The following Rights must be assigned to a user to manage or view Cause Categories:

Rights

Description

FCC_MANAGE

Allows administrator to add new object, modify existing object, or delete object.

 

FCC_VIEW

Allows user to access object to view and select.

 

 

Please see Rights Groups to assign Rights Groups to users.

 

Global vs. Local

·         Global Cause Categories will be inherited by all Local Organizations. 

·         Local Cause Categories will only be viewed and used within that Local Organization.

 

How to Create Cause Categories

1.     From the SmartSolve© tabs select Admin > Setup. Select Cause Category from System Wide.

The Cause Category list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Category of a Cause.

4.     Click the Save button.

The new Cause Category has now been added to the Cause Category list.

Please see Cause

Please see Forms Designer to modify existing Cause Category field controls or add additional field controls

 

Managing Cause Category Data

Cause Categories can be Edited, Deleted, and Deactivated. These options are available in the Cause Category object and can be managed by an administrator.

 

How to Edit Cause Categories

1.     From the SmartSolve© tabs select Admin > Setup. Select Cause Category from System Wide.

The Cause Category list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Cause Category to edit, then select Action > Edit from the main menu (or right click).

4.     Edit any information for your Category.

5.     Click the Save button.

All changes should now be reflected in the Cause Category.

 

How to Delete Cause Categories

Cause Categories can only be deleted from SmartSolve© if the Category is not currently been attached to any SmartSolve© records.

1.     From the SmartSolve© tabs select Admin > Setup. Select Cause Category from System Wide.

The Cause Category list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Cause Category to delete, then select Action > Delete from the main menu (or right click).

4.     Click the Save button.

The Category has now been removed from the system.

 

How to Deactivate Cause Categories

Please see Managing Setup Deactivation to Deactivate a Cause Category.