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To edit the data of an item family, first, locate the desired record. After that, with the records selected in the main screen, click on the  button. It is worth remembering that only the responsible team can edit the item family data. If the type that sorts the family item has revision control, then it is only possible to edit the family item data when it is under revision, through the menu of the Item revision task.
Field
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Physical state
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Select the physical state of the family of items.
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Odor
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Select the specific odor of the family of items. The possible odors must be previously added through Configuration menu.
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Color
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Select the color of the family of items. The possible colors must be previously added through the Configuration menu.
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UN code
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Enter the UN code of the family of items.
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ABNT code
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Enter the ABNT code of the family of items.
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Hazard
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Select the hazard level of the family of items. The possible hazards must be previously added through the Configuration menu.
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Classification
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Select the classification of the family of items. The possible classifications must be previously added through the Configuration menu.
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General description of composition
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Use this field to enter a necessary description of the composition of the family of items.
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This section will only be displayed if at least one attribute is associated in the Attribute tab of the item type. In that case, enter the value of the displayed attributes. Those that are required must mandatorily have their values filled; whereas blocked attributes will be filled by the system with the default value defined when associating them with the type. The way to fill an attribute varies according to the configurations established at the moment of its creation.
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This section will only be displayed if the item type has revision control via Workflow or based on the ISO9000 standards. Thus, if it is necessary to complement the revision information, it is possible to access and edit its data. To do that, open the data screen of the record that is under revision and access the "Revision" section. At this point, the information regarding the revision that is in progress will be displayed in the record data:
This section displays general information on the item revision:
General
In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration  Revision Reason" menu. If you have permission, a button that allows creating a new reason will be displayed next to this field. This section also displays some information on the revision in progress, such as revision ID #, status or step, date and cycle.
Control
In this section, it is possible to define the dates scheduled for the start and end of the revision. The actual start and end dates are filled out by the system. This section also displays the user responsible for creating the revision. The responsible user for releasing the revision will be automatically filled out once the revision ends.
Description
Use this field to enter additional descriptions of the process revision.
Explanation
Use this field to justify the process revision. If it has been configured in the knowledge base, filling out this field may be mandatory.
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This section will only be displayed if in the item type the "ISO9000 based" revision control has been configured. In it, it is possible to view or define the participants of the revision. Filling out the information in this section depends on the route type selected in the requirement/mapping type:
▪If it is a "Fixed & unique" route, the participants displayed will be those defined during the recording of the route and cannot be edited. ▪If the configured route type is Variable and a revision route is entered, the participants will be displayed in the list of records. ▪If no revision route has been entered, it is possible to configure the desired participants. On the side toolbar, the following buttons are available:
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Click on this button to add a participant to the item revision. View the Configuring a revision route section to obtain a detailed description of how to add a new participant. It is important to point out that if the participant is being added to a route associated with the revision, this addition will only be valid for the revision of the item, not being replicated to the route record made through the Configuration Revision Route menu.
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Click on this button to change the sequence, deadline, or checklist of the participant.
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Click on this button to remove the selected participant.
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Click on this button to import the flow of the participants of another revision route already registered in the SE PDM. It is important to point out that if the revision route is the Fixed type, only this button will be enabled and this will enable the user to edit the revision route entered in the type of the item; however, it will not be possible to edit its members.
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Regardless of the "Route type", it will not be possible to add, edit or delete the participants of the steps that have already been executed.
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Use this section to enter the changes that were performed in the template. Changes may be added both by the user creating the revision and by the drafters through the draft step in the Item revision task.
To do so, click on the button and, on the screen that will open up, fill out the following fields:
In the Electronic file section, it is possible to associate electronic files with the item family in question. For that, use the toolbar buttons located beside the list of records:
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Click on this button to scan the desired electronic file. Remember that, for that, it is necessary to have an installed scanner with support for the TWAIN standard.
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Click on this button to delete an electronic file associated with the item. Remember that, to perform this operation, it is necessary to have the corresponding permission enabled in the type security and the deletion of electronic files must not blocked in the Archiving configuration.
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Click on this button to download the electronic file of an item. Select the desired record before clicking on the button.
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Click on this button to add an electronic file. Remember that, if section Electronic file is being viewed, the electronic files may also be dragged to the data screen.
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Click on this button to view the electronic file selected in the list of records.
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Add this button to view the content of the electronic files of the image type (including .dwg and .dxf files) associated with the item in question. it Is important to point out that, for the other file formats, the system will only display the icon with the name of the electronic file.
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This button will only be displayed when the item family does not have any electronic file associated with it. When clicking on this button, the system displays the selection screen to import a template associated with the item type to be used in the item family. It is important to point out that only the templates associated with the item type will be available for selection. If there is no template associated with the type, the system will issue an error message.
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It is important to point out that some configurations performed in the item type, may disable some buttons of this section:
▪If the item type is configured with the Revision control, the electronic files will only be added through the revision data screen, in the draft step. ▪If the Delete electronic file and/or Add electronic file options are checked in the archiving configurations of the item type. ▪If the Enable responsible team to change released items that have revision control option is not checked in the General parameters. |
The electronic file type (Simple, Multiple, or Complex) that may be associated with the items must be properly configured in the item type.
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Use this section to record the critiques related to the revision in progress.
Critiques may only be added when executing the revision steps. To add a critique, click on the button and, on the Critique tab of the screen that will be opened, enter the improvements that must be performed to the article being revised.
In the draft step, this section will only be enabled to enter the solution that was performed. That is, this section will only be enabled in the draft step if a critique has been entered in the review, approval or release and the revision has returned to the draft step. In that case, click on the  button that will be available and, on the Solution tab on the screen that will be opened, enter the solutions that were applied to the article.
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This section will only be displayed if there is a checklist associated with the participant responsible for executing the step of the revision in progress. This checklist aims to assist the party responsible for executing the revision in question. In order to answer the checklist questions, select one of the answer options displayed to each question (Yes, No or N/A). The answers may have already been filled in by the system with a default option, defined when creating the checklist. In addition, the completion of the Comments may be mandatory if this has been configured in the checklist.
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This section will display the revision which the item is going through and, if any, those it has already gone through. Click on the  button on the side toolbar to view the item data screen and how it was configured when the revision selected from the list of records was current.
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In this section, it is possible to add the users who are involved with the item and who are interested in its revision. To do that, click on the button on the side toolbar and on the screen that the system will display, locate and select the desired team to associate it with the notification group.
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In this section, it is possible to define the deadline that the notification group users will have to confirm the revision acknowledgment. To do that, in the Deadline field, enter the number of days, weeks, months, or years that the users will have to execute their tasks. The Revision acknowledgment activity will be sent to the notification group defined in the previous section just as a new revision of the item is released.
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In the Electronic file section, it is possible to associate electronic files with the item family in question. For that, use the toolbar buttons located beside the list of records:
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Click on this button to scan the desired electronic file. Remember that, for that, it is necessary to have an installed scanner with support for the TWAIN standard.
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Click on this button to delete an electronic file associated with the item. Remember that, to perform this operation, it is necessary to have the corresponding permission enabled in the type security and the deletion of electronic files must not blocked in the archiving configuration.
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Click on this button to download the electronic file of an item. Select the desired record before clicking on the button.
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Click on this button to add an electronic file. Remember that, if section Electronic file is being viewed, the electronic files may also be dragged to the data screen.
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Click on this button to view the electronic file selected in the list of records.
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Add this button to view the content of the electronic files of the image type (including .dwg and .dxf files) associated with the item in question. it Is important to point out that, for the other file formats, the system will only display the icon with the name of the electronic file.
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This button will only be displayed when the item family does not have any electronic file associated with it. When clicking on this button, the system displays the selection screen to import a template associated with the item type to be used in the item family. It is important to point out that only the templates associated with the item type will be available for selection. If there is no template associated with the type, the system will issue an error message.
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It is important to point out that some configurations performed in the item type, may disable some buttons of this section:
▪If the item type is configured with the Revision control, the electronic files will only be added through the revision data screen, in the draft step. ▪If the Delete electronic file and/or Add electronic file options are checked in the Archiving configurations of the item type. ▪If the Enable responsible team to change released items that have revision control option is not checked in the General parameters. |
The electronic file type (Simple, Multiple, or Complex) that may be associated with the items must be properly configured in the item type.
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Use the Characteristics section to associate the control characteristics of the items and of the respective production processes:
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Item family
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Click on the buttons in this section to add the control characteristics of the items of the family.
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Item x Process
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Select a process and an activity and, after that, click on the buttons in this section to add specific process control characteristics to the items of the family.
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Process
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Click on the buttons in this section to add the control characteristics of the production processes.
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Click on the arrow next to this button and select one of the following options:
▪Attribute: Select this option to add the attribute type characteristics. Refer to the Adding characteristics section for more details on how to perform this operation. ▪Variable: Select this option to add the variable type characteristics. Refer to the Adding characteristics section for more details on how to perform this operation. |
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Click on the arrow next to this button to quickly and simply associate the attribute or variable to the item in question. Refer to the Characteristic spreadsheet section for more details on how to perform this operation.
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Click on this button to import characteristics already added to the system. The system makes available characteristics of the item family, process or characteristics database.
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Click on this button to edit the data of a characteristic of the family of items. Select the desired record before clicking on the button.
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Click on this button to delete a characteristic of the family of items. Select the desired record before clicking on the button.
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Click on this button to move the selected characteristic up.
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Click on this button to move the selected characteristic down.
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In the Documentation section, should be associated the attachments, documents and contracts referring to the item family in question:
Section
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Attachment
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Associate, in this section, the attachments related to the family of items. Refer to the Adding attachments section for further details on how to add and/or associate attachments.
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Document
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Add or associate, through this section, the documents related to the family of items. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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Safety data sheet
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Safety data sheets form the main gage to make sure manufacturers and importers communicate enough information during the whole supply chain to allow a safe usage of their substances and mixtures. Safety data sheets include information about the properties of the substance and its hazards, instructions regarding its handling, elimination and transportation, and measures regarding first aid, firefighting, and exposition control. Then, add or associate, through this section, the security documents related to the family of items in question. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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In the Companies section, it is possible to associate manufacturer, supplier, transporter, and customer companies with the item family in question. For that, select the desired section and make the association.
Section
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Manufacturer
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In this section, it is possible to associate manufacturer companies with the family of items. Use the buttons in this section to make the association.
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Supplier
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In this section, it is possible to associate supplier companies with the family of items. Use the buttons in this section to make the association.
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Transporter
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In this section, it is possible to associate transporter companies with the family of items. Use the buttons in this section to make the association.
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Customers
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In this section, it is possible to associate customer companies with the family of items. Use the buttons in this section to make the association.
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The Family items section displays the items that were added to the system from the family in question. The buttons on the sidebar in this section allow you to add, edit, associate, disassociate and delete items from the family in question.
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Click on this button to create a new item in the system, associating it with the family in question. When clicking on this button, the system will display a screen, in which the ID # and Name of the item being added is to be informed. When you save, the item will be saved in the system and added to the family in question.
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Click on this button to edit the item data selected in this section. For further information on this operation, see the Creating items section.
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Click on this button to delete the item selected in this section from the system. Select the desired record before clicking on the button.
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Click on this button to associate an existing item with the family selected in the second quadrant. Click on this button and, on the screen that the system will display, locate and select the desired item and save the selection. At this point, the item will be listed in the third quadrant as a family item.
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Click on this button to disassociate a family item; the item will remain recorded in the system. To do that, select the desired item in the third quadrant and click on this button. At this point, the item will no longer be displayed in the family item list.
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In the Associations section, it is possible to view the associations of the item family:
Associations
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APQP/PPAP
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This section will display all the APQP/PPAPs associated with the family of items.
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FMEA
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This section will display all the FMEAs associated with the family of items.
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Process
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In this section, it is possible to associate the processes related to the family of items. To perform a new association, click on the button and, on the new screen, fill out the filters to locate the desired process more easily. After locating the process, select it and save your selection.
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Save the record.
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