Traceability
Traceability is information that is stored alongside data, allowing additional visibility and cause analysis. Traceability can be a variety of information, including:
- Shift
- Line
- Machine
- Department
- Temperature
- Humidity
Some Traceability can be automatically collected based on the User or Workstation that is submitting the data.
Settings
| Field | Description |
|---|---|
| Name | Unique name of the Tracebility. |
| Description | Notes about the Traceability. This is displayed on the Traceability page. |
| Type | The type of the Traceability. See the types section for more information. This value cannot be updated once the Traceability has been created. |
| Required | Controls when the Traceability is required. These settings only apply during Inspections, and not when data is submitted directly via the API. |
| Filter Data Entry Real Time Checks and Charts using this Value | When set to Yes, Chart Tests and real-time failure checks will be filtered to match the currently set value. For example, if the currently set Shift is Shift 1, then only data belonging to Shift 1 will be shown in charts, and only data belonging to Shift 1 will be used to check for failures. |
| Exclude From Insights | When set to Yes, this Traceability will never be used to calculate Insights. |
| Only Applies To Values | When set to Yes, this Traceability can only be recorded with specific SPC subgroup values or DMS Defects. See collecting Traceability for more information. |
| Hide in Lists | Whether the Traceability appears in lists. Hiding does not affect any previously-stored data. |
| Restricted | Only applies to Numeric or Text Traceability. Controls whether the User is forced to choose the Traceability value from a pre-defined list, or whether they are allowed to enter any value. |
Types
| Type | Description |
|---|---|
| Text | Categorical values, such as Shift, Operator, or Machine. |
| True/False | Values which can only be positive (True) or negative (False), such as Final Check. |
| Integer | Continuous whole number values, such as Cut Pass Count. |
| Decimal | Continuous decimal values, such as Temperature or Humidity. |
| Currency | Monetary values, such as Material Cost. |
| Time | Time values. This can be a wall clock time, such as Process Start time, or it can be a duration, such as Bake Time. |
| Date/Time | Specific points in time, such as Order Received date. This is separate from the date which is automatically stored alongside data. |
Preset Options
Preset Options can be set on Traceability to allow Data Entry Users to select Traceability values from a list instead of entering them manually. Preset options can only be applied to Numeric Traceability (Integer, Decimal, and Currency) and Text Traceability.
The Restricted setting may be used to control whether the User is required to select from the preset list of options, or whether they are allowed to enter any value. If Allow any value during data entry is selected and preset options have been set, the User will be shown the list of preset values to choose from, but will also be allowed to type in a custom value.
The options which appear to a User can be limited by adding the User to a Group and setting up a List Restriction.
Text Settings
Text Traceability may be restricted so that only specific values may be entered. The available options will restrict the value to:
- Begin with the provided value
- End with the provided value
- Match a regex
- Have an exact length
- Contain the provided value
When providing a Regular Expression (Regex), it may also be tested with the Try It field.
Some example Regular expressions are:
| Regex | Description | Example Regex | Matches these values | Does not match these values |
|---|---|---|---|---|
| string | value contains this string | glue |
glue unglued |
GLUE UNGLUED |
| ^string | value begins with this string | ^round |
rounds rounded |
around out of round ROUND |
| string$ | value ends with this string | round$ |
around out of round |
rounds rounded ROUND |
| str1|str2 | value contains one of these strings | lead|copper|brass |
0.5-inch lead pipe 3-inch copper pipe brass fitting 18A |
steel pipe LEAD PIPE |
| ^(?!.*(str1|str2)).*$ | value does not contain one of these strings | ^(?!.*(lead|brass)).*$ |
steel pipe LEAD PIPE |
0.5-inch lead pipe leader plead brass fitting 18A |
| [abc] | value contains one of these characters | p[ae]st |
past pest |
post |
| [^abc] | value does not contain one of these characters | p[^ae]st |
post | past pest |
Number Settings
When a numeric Type (Integer, Decimal, or Currency) is chosen, some additional options become available.
| Field | Description |
|---|---|
| Min | The minimum value that will be accepted during an Inspection. |
| Max | The maximum value that will be accepted during an Inspection. |
Import/Export
| Column Header | Create | Update | Allows Multiple | Description |
|---|---|---|---|---|
| ID | Not Allowed | Required | No | Traceability's Internal ID |
| Name | Required | Optional | No | String |
| Hidden | Optional | Optional | No | True | False |
| Description | Optional | Optional | No | String |
| Filter Data Entry | Required | Optional | No | True | False |
| Required | Required | Optional | No | always | onRTF | never |
| Type | Required | No | No | text | bool | int | decimal | currency | time | datetime |
| Restricted | Required when Text or Numeric | Optional | No | True | False |
| Add Preset Value | Only allowed when Text or Numeric | Only allowed when Text or Numeric | Yes, one Preset Value per column | string | number |
| Remove Preset Value | Not Allowed | Only allowed when Text or Numeric | Yes, one Preset Value per column | string | number |
| Text Operation | Optional, only allowed when Text | Optional, only allowed when Text | No | begins | ends | regex | len | contains |
| Text Operation Value | Required when Text Operation is set, only allowed when Text | Optional, only allowed when Text | No | String or Integer, depending on Text Operation |
| Number Min | Option only allowed when Numeric | Optional, only allowed when Numeric | No | Decimal |
| Number Max | Option only allowed when Numeric | Optional, only allowed when Numeric | No | Decimal |