How to: Record Data Sheet Values

As data collection procedures are completed, it is necessary to record the results of these activities. These results are maintained as historical data for a master record. They can also be used to generate alerts.

To record data sheet values

1. In the Search box, enter Open Data Sheets, and then choose the related link.
2. Open the relevant data sheet.

When a data sheet is initially generated, its status is set to Pending. You can not enter information on the data sheet until it has been started. 3. On the Actions tab, in the Functions group, choose Change Status. The Data Sheet Status Change window appears.

In the New Status field, the In Progress option is preselected as a default.

4. Choose the Yes button.

If the data sheet is generated from a production order, you may have to start the individual activities on the Lines FastTab by choosing Start Production Order Line.

5. Record data collection results on the data sheet lines.

The entry in the Actual Date field for each data sheet line is updated automatically by the program when a result is entered. You can manually override this setting, if necessary. The Actual Time field, however, is left blank.

6. Fill in the actual time at which data collection activities occurred.

If a data collection activity has been set up to recur on a regular basis, the program will automatically add a new line to the data sheet. The schedule date and time of this line are determined by the data collection line's recurrence settings.

Once all data collection results have been recorded, you must complete the data sheet.

If the data sheet was generated from a source document, that document must be posted before the data sheet can be completed.

7. On the Actions tab, in the Functions group, choose Change Status.

In the New Status field, the Complete option is preselected as a default.

8. Choose the Yes button. The data sheet is completed.