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Editing items

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To edit the data of an item, first, locate the desired record. After that, with the records selected in the main screen, click on the button. The following sections may be available for editing:

 

It is worth remembering that only the responsible team can edit the item data. If the type that classifies the item has revision control, then it is only possible to edit the item data when it is under revision, through the menu of the Item revision task.

 

Actions

Add new revision

This option will only be available for items with "current" revision whose type is configured with "ISO9000 based" revision template. In this case, click on it to add a new revision.

 

General data

General data

Fill out the fields related to the properties of the item:

Field

Physical state

Select the physical state of the item.

Odor

Select the characteristic odor of the item. The possible odors must be previously added through the Configuration Odor menu.

Color

Select the color of the item. The possible colors must be previously added through the Configuration Color menu.

UN code

Enter the UN code of the item.

ABNT code

Enter the UN code of the item.

Hazard

Select the hazard level of the item. The possible hazards must be previously added through the Configuration Hazard menu.

Classification

Select the classification of the item. The possible classifications must be previously added through the Configuration Classification menu.

General description of composition

Use this field to enter a necessary description of the composition of the item.

 

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.

 
Revision

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.

 

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.

▪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.

▪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.

▪To associate a storeroom, click the button.

▪On the screen that will be displayed, define the Controls that will be applied to the items that will be associated with the storeroom:

▪Quantity: Enter the ideal number of in-stock items.

▪Notify when stock is below optimal quantity: Check this option for the system to send a notification to the team responsible for the storeroom when the number of in-stock items is below the ideal quantity.

▪Quantity: Enter the number of items in stock that will be considered as reorder point.

▪Notify when stock is below the reorder point: Check this option for the system to send a notification to the team responsible for the storeroom when the number of in-stock items is below the reorder point.

▪In the listing on the bottom part, click on the button to associate a storeroom. On the screen that will be displayed, locate and select the desired storeroom.

▪After that, save the record.

▪Quantity: Enter the ideal number of in-stock items.

▪Notify when stock is below optimal quantity: Check this option for the system to send a notification to the team responsible for the storeroom when the number of in-stock items is below the ideal quantity.

▪Quantity: Enter the number of items in stock that will be considered as reorder point.

▪Notify when stock is below the reorder point: Check this option for the system to send a notification to the team responsible for the storeroom when the number of in-stock items is below the reorder point.