Users in the Manager Role have the ability to create templates.

1. Click Manage Templates and then the “plus” button to create a new template

2. Enter the Template Name, Part Number, and Part Name.  Select ‘Text‘ using the slider to enter text.

• • The CAPA Off slider refers to “Corrective Action/Preventive Action”. When the slider is to the left, CAPA Reason and Action will not be presented to the user. When the slider is to the right, the user will be presented with Reason and Action fields whenever an observed data point exceeds either the Control Limits (yellow horizontal lines on control chart) or the Specification Limits (red horizontal lines on control chart).

3. When you’re done, click Save and the new template is now shown in the template list

Customers and plants can be added using Global Lists, which is available when selecting the user profile.

1. Under Admin Dashboard, select Manage Global Lists and then Customers. Select Add Customer and enter the name of the customer and then press Enter to save the new customer.
2. Select Plants, then Add Plants and enter a new plant and press Enter to save. Then select Add Machine and enter a machine name and then press Enter to save.

Use the template in a new project

1. Return to My Projects, click Start New Project and search for the template by entering the Part Number or Part Name.
2. The template will now be shown in the template list. Select the template to add it to the projects list.
3. Click the Project to initiate it.
4. In the Initiate Project pop-up box:

• • Select Customer
  • Select Plant
  • Select Machine
  • Optional: Enter a Description
  • Then select Save

The Project status is now ‘In Progress’. Begin collecting data using the instructions in Part 1.

Add new users to your subscription:

1. Under Admin Dashboard, click Manage Users and then “plus” button to create a new user.
2. Enter the new user information in each field including ‘Role’.
   • An Operator has access to data collection, but not template or user management controls. A Manager has access to all features.
3. Then select either Save & Add More or Save & Exit.

Export collected data:

1. Under Admin Dashboard, click Manage Team Projects
2. Click “csv” icon to the right of entry to download the individual csv file
3. Select multiple lines by adding a check mark to each line (empty boxes to the left of each line) and click Download CSV