Parametric Field Identification Process
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Defining a Parametric Field in the Language Settings Menu in the Document Management Module User Help Document
1.System Infrastructure Definitions
It is the menu where personnel information is defined and the infrastructure required for other modules is constructed.
1.1.Configuration Settings
Menu Name: System Infrastructure Definitions/ BSAT/ Configuration Settings
These are the menus where special settings are made in the QDMS system. The settings made in these menus are common to all QDMS users.
1.1.1. Language Settings
Menu Name: System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings
From the language settings menu, the names of the menus and fields seen on the QDMS can be changed. New fields can be added to modules. The requirement status of existing fields can be edited. The order in which fields appear on the screen can be changed.
1.1.1.1.Document Management Module Create New Field for Common Use
In the Document Management Module, in the Other Information tab for the document and in the Quality Record/Record Display tab for the Quality Record, additional fields that are not in the system requested by the company can be defined. These defined fields apply to all Document Management Module resources. System Infrastructure Definitions/BSAT/ Configuration Settings/Language Settings menu is clicked. On the Language Settings page that opens, "Document Management" is selected in the Module field and the language definitions related to the Document Management Module are displayed on the screen.
In the Document Management Module, based on the Integrated Management System ```>Document Operations \>Document Preparation menu, parametric field definition is made from the Language settings in the Other Information tab. The parametric fields defined in the System Infrastructure Definitions\>BSAT\>Configuration Settings\>Language Settings menu are also included in the other menus on the More information tab in the Document Management Module. In the Document Management Module, the Parametric fields defined in the language settings menu are displayed on the Record Display tab on the Quality Record page opened by clicking the New button on the screen that opens after the Quality Record is displayed by selecting the Folder where the Quality Record is located in the list of Integrated Management System\>Document operations>Quality Record>```Quality Record Operations. In short, the parametric fields defined for the Document Management Module in the Language settings are displayed on the Other Information for Document tab, and on the Record Display tab in the Quality record.
Parametric Type Fields Defined in Document Management Module and Their Definitions;
1-Date type: The calendar field is the parametric field to which it is added. Sample Shortcode: lblDALAN1(displayed on the Other Information tab for the document), lblKK_DPARAM1((Displayed on the Record Display Tab for Quality Record.)
2-List type: A single selection is made from multiple list elements. List elements are defined and selected in the defined list elements. Example Shortcode: lblFIELD10 (displayed on the Other Information tab for the document), lblKK_LPARAM1(Displayed on the Record Display Tab for Quality Record.)
3-Personnel Type: QDMS is a parametric field that allows people to be selected from the personnel database. Selection is made in the list of Personnel defined in the System Infrastructure Definitions```>Bsat\>Identification\>```Personnel Identification menu. Sample Shortcode: lblPALAN1(displayed in the Other Information tab for the document)
4-Query type:A field type that can be defined to select from the master data in the QDMS/Ensemble databases. (Must only be identified by the Bimser Support Team) Single and multiple selections are available. Sample Shortcode: lblQFIELD1(displayed in the Other Information tab for the document)
5-Text type: A parametric field that adds a text box that allows manual typing. Sample Shortcode: lblFIELD2 (displayed on the Other Information tab for the document), lblKK_PARAM1(Displayed on the Record Display Tab for Quality Record.)
6-Text (Multi-Line)Type : It is a parametric field that adds a multi-line text box without a character limit that allows manual typing. Sample Shortcode: lblMALAN1(displayed on the Other Information tab for the document), lblKK_PARAM9 (displayed on the Record Display Tab for Quality Record.)
7- Department Type: QDMS is the parametric field that allows the selection of department information from the department database. In the System Infrastructure Definitions```>BSAT\>Definitions\>```Department Definition menu, the department information is selected from the list of defined departments. Sample Shortcode: lblKK_DSPARAM1(Displayed on the Record Display Tab for Quality Record.)
8-Department (Multi-Select) Type: QDMS is a parametric field that allows the selection of department information multiple-single selection from the department database. In the System Infrastructure Definitions```>BSAT\>Definitions\>```Department Definition menu, the department information is selected from the list of defined departments. Sample Shortcode: lblKK_DMPARAM1 (Displayed on the Record Display Tab for Quality Record.)
9-Monetary Type: A parametric field that makes data entry in monetary terms. Next to the defined parametric field is the field where currencies are selected. The currencies in the Currencies selection area are the currencies defined in the System Infrastructure Definitions```>BSAT\>Definitions\>```Currencies Definition menu. Sample Shortcode: lblKK_NPARAM1 (Displayed on the Record Display Tab for Quality Record.)
10- Unit of Measurement Type: It is a parametric field that makes data entry as a measurement. Next to the defined parametric field is the field from which Units of Measurement is selected. Units of measurement in the Units of measurement selection area are the units of measurement defined in the System Infrastructure Definitions```>```>BSAT\Definitions```>```Units of Measurement Definition menu. Sample Shortcode: lblKK_NPARAM6 (Displayed on the Record Display Tab for Quality Record.)
1.1.1.1.1.Define a Parametric Field on the Other Information Tab for Document in the Document Management Module
1.1.1.1.1.1.List of Date Type Parametric Fields
In order to define a Date-type parametric field in the Integrated Management System```>Document Operations\>``` Other Information tab in the Document Preparation menu, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, search for Date-type parametric fields by typing Date in the type field and the list of Date-type parametric fields is listed in the Language settings menu. The listed date-type parametric fields are defined as fields.
1.1.1.1.1.2. Date-type parametric field identification.
lblDFIELD1 To enter the data of the field by selecting a parametric field of date type (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(Save) button is clicked to record the date type parametric field definition.
The Review Date field, which is a parametic field with a defined Date type, is displayed on the More Information Tab in the Integrated Management System/Document Operations/Document Preparation menu.
1.1.1.1.1.3.List of Parametric Fields with List Type
In order to define a list-type parametric field in the Integrated Management System```>Document Operations\>``` Other Information tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, search for list-type parametric fields by typing a list in the type field and the list of list-type parametric fields is listed in the Language Settings menu. A field is defined for the listed list-type parametric fields.
1.1.1.1.1.4.Defining a List-Type Parametric Field.
lblFIELD10 For data entry of the field by selecting the list type parametric (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
To enter the list values of a list-type field Click the (New) button, type the list values and save them.
The list is defined for a value of 1.
The list is defined for a value of 2.
Whether the field will be mandatory or not, by defining the sequence no information and list elements and filling in the required fields(save) button is clicked to record the list-type parametric field definition.
In the Integrated Management System/Document Operations/Document Preparation menu, the Document Type field, which is the list-type parametric field we defined in the Other fields tab, is displayed.
1.1.1.1.1.5. List of Personnel Type Parametric Fields
In the Document Management Module, in the Integrated Management System```>Document Operations\>``` Document Preparation menu, in the Other Information tab, in order to define a Personnel type field parametric, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Personnel in the type field and search for Personnel type parametric fields and the list of Personnel type parametric fields is listed in the Language settings menu. Area definition is made to the listed Personnel type parametric fields.
1.1.1.1.1.6. Personnel Type Parametric Area Identification.
lblPALAN1 Field for data entry of the field by selecting the personnel type parametric field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(save) button is clicked to record the Personnel type parametric field identification.
In the Integrated Management System/Document Operations/Document Preparation menu, the Document Responsible field, which is the Personnel type parametric field that we defined in the Other fields tab, is displayed.
Document responsible personnel type in the parametric area! Clicking the (Select) button allows selection to be made in the list of personnel defined in the system.
1.1.1.1.1.7. List of query-type parametric fields
In the Document Management Module, in the Integrated Management System```>Document Operations\>``` Document Preparation menu, you can go to System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu and search for the list of query type parametric fields by typing Query in the type field and the list of Query type parametric fields is listed in the Language settings menu. A field is defined for the listed query-type parametric fields.
The content of the query type defined in the system The contents are displayed by clicking the (Change) button.
In the Integrated Management System/Document Operations/Document Preparation menu, the Parametric field with the Query type that we defined in the Other fields tab is displayed.
1.1.1.1.1.8. List of Parametric Fields with Text Type
In the Document Management Module, in the Integrated Management System```>Document Operations\>``` Document Preparation menu, in the Other Information tab, to define a Text-type field, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Text in the type field, search for Text-type parametric fields and list of Text-type parametric fields is listed in the Language settings menu. Parametric fields with the text type listed are defined as fields.
1.1.1.1.1.9. Define a Text-Typed Parametric Field
lblFIELD2 To enter the data of the field by selecting a parametric field with text type, (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(save) button to record the text type parametric field definition.
In the Integrated Management System/Document Operations/Document Preparation menu, the Document Description field, which is the Text-type parametric field that we defined on the Other fields tab, is displayed.
1.1.1.1.1.10. List of Text (Multiline) Type Parametric Fields
To define a Text (Multiline) type parametric field on the Other Information tab in the Integrated Management System```>Document Operations\>``` Document Preparation menu in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Text (Multiline) type parametric fields are searched and the list of Text (Multiline) type parametric fields is listed in the Language settings menu. Parametric fields of type Text (Multi Line) are defined as fields.
1.1.1.1.1.11.Text (Multiline) Type Parametric Field Definition
To enter the data of the field by selecting the parametric field of type lblMALAN1 Text (Multi Line) type (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(save) button to record the Text (Multi Line) type parametric field definition.
In the Integrated Management System/Document Operations/Document Preparation menu, the Document Detail area, which is the Text (Multi-Line) parametric field that we defined in the Other fields tab, is displayed. All Parametric type fields defined for the document are displayed in the Document Preparation/Other Information tab.
1.1.1.1.2. Define a Parametric Field on the Record Display Tab for Quality Record in the Document Management Module
1.1.1.1.2.1.List of Parametric Fields with Text Type
To define a Text-type parametric field on the Quality Record/Record Display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Text in the type field, search for Text-type parametric fields, and the list of Text-typed parametric fields is listed in the Language settings menu. Parametric fields with the text type listed are defined as fields.
1.1.1.1.2.2.Defining a Text-Typed Parametric Field.
lblKK_PARAM1 To enter the data of the field by selecting the parametric field with text type, (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(Save) button to record the text-type parametric field identification.
The text-typed parametric field that is defined for Quality Record is displayed on the Quality Record Description field> Quality Record\Record Display tab.
1.1.1.1.2.3.Text (Multiline) Parametric Fields List
To define a Text (Multiline) type field on the Quality Record/Record Display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Text (Multiline) in the type field and search for Text (Multiline) type parametric fields and the list of Text (Multiline) type parametric fields is listed in the Language settings menu. Parametric fields of type Text (Multi Line) are defined as fields.
1.1.1.1.2.4.Text (Multiline) Type Parametric Field Identification
lblKK_PARAM9 Text (Multi Line) type parametric field is selected for the data entry of the field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(save) button to record the Text (Multi Line) type parametric field definition.
The Quality Record Detail, which is the Text (Multiline) type parametric field defined for Quality Record, is displayed on the Quality Record```>``` Record Display tab.
1.1.1.1.2.5. List of Parametric Fields with List Type
To define a List-type parametric field on the Quality Record/Record Display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, search for list-type parametric fields by typing List in the type field, and the list of list-type parametric fields is listed in the Language settings menu. Listen List type parametric fields are defined as fields.
1.1.1.1.2.6. List Type Parametric Field Identification
lblKK_LPARAM1 For the data entry of the field by selecting the list type field (change) button is clicked.
To enter the list values of a list-type field Click the (New) button, type the list values and save them.
The list element is defined for the list value of 1.
The list element is defined for the list value of 2.
Whether the field will be mandatory or not by defining the sequence no information and list elements by filling in the required fields(save) button is clicked to record the list-type parametric field definition.
The Quality Record Type field, which is the list-type parametric field defined for Quality Record, is displayed on the Quality Record```>``` Record Display tab.
1.1.1.1.2.7. List of Date-Type Parametric Fields
In order to define a Date type parametric field in the Quality Record / Record display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, enter Date in the type field and search for Date type parametric fields and the list of Date type parametric fields is listed in the Language settings menu. The listed date-type parametric fields are defined as fields.
1.1.1.1.2.8. Date-Type Parametric Field Identification
lblKK_DPARAM1 To enter the data of the field by selecting the date type parametric field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(save) button is clicked to record the date type parametric field definition.
The Date Reviewed field, which is the date-type parametric field defined for Quality Record, is displayed on the Quality Record```>``` Record Display tab.
1.1.1.1.2.9.List of Department-Type Parametric Fields
To define a Department-type parametric field on the Quality Record/Record Display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Department type parametric fields are searched for by typing Department in the type field and the list of Department-type parametric fields is listed in the Language settings menu. A field is defined for the listed Department-type parametric fields.
1.1.1.1.2.10. Department-Type Parametric Field Identification
lblKK_DSPARAM1 For the data entry of the field by selecting the department-type parametric field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not! By clicking the (save) button, the Department-type parametric field identification registration process is performed.
The Department-type parametric field that is defined for Quality Record is displayed in the Department field Quality Record```>``` Record Display tab.
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In the Department-type field defined in the language settings! Clicking the (Select) button will bring you to the list of departments defined in the system.
1.1.1.1.2.11.Department (Multi-Select) Type Parametric Field List
To define a Department (Multi-Select) type parametric fields by first going to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, typing Department (Multi-Select) in the type field and searching for Department (Multi-Select)** type parametric fields in the Quality Record/Record View tab in the Document Management Module and listing the list of parametric fields with the Department (Multi-Select) parametric type is listed in the Language settings menu. Field definition is made to the listed Department (Multiple Select) type parametric fields.
1.1.1.1.2.12. Departmental (Multi-Select) Type Parametric Field Identification
lblKK_DMPARAM1 For the data entry of the field by selecting the Department (Multi-Select) type parametric field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not! By clicking the (save) button, the Departmental (Multi-Select) type parametric field identification recording process is performed.
Related Departments, which are the Departmental (Multi-Select) type parametric fields defined for Quality Record, are displayed on the Quality Record```>``` Record Display tab.
In the Department (Multi-Select) field defined in the language settings(Clicking) button makes single and multiple selections from the list of departments defined in the system.
1.1.1.1.2.13. List of Unit of Measure Parametric Fields
To define a Parametric Field of Measurement type on the Quality Record/Record Display tab in the Document Management Module, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, type Unit of Measurement in the type field and search for Parametric fields with Unit of Measure type, and the list of fields with the unit of measurement parametric type is listed in the Language settings menu. Parametric fields with the listed unit of measure type are defined as fields.
1.1.1.1.2.14. Unit of Measure Parametric Field Definition
lblKK_NPARAM6 For the data entry of the field by selecting the parametric field with the unit of measurement type, (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(Save) button is clicked to record the definition of a parametric field with a unit of measurement type.
Unit of Measure```>``` which is a parametric field of type Unit of measure defined for Quality Record is displayed on the Record Display tab.
1.1.1.1.2.15. List of Parametric Fields with Monetary Type
Quality Record/Record Display in Document Management Module To define a parametric field with a monetary type, first go to the System Infrastructure Definitions/ BSAT/ Configuration Settings/ Language Settings menu, search for list type parametric fields by typing Monetary in the type field and the list of parametric fields with monetary type is listed in the Language settings menu. A field definition is made to the listed Monetary type parametric fields.
1.1.1.1.2.16. Monetary Type Parametric Field Identification
lblKK_NPARAM1 For the data entry of the field by selecting the monetary type field (change) button is clicked.
On the screen that opens, the field name we want to see is written in the value field.
By filling in the required fields such as the order no information whether the field will be mandatory or not(Save) button is clicked to record the definition of a monetary type parametric field.
The Amount field, which is the Parametric field of the Monetary type that is defined for Quality Record, is displayed on the Quality Record```>``` Record Display tab.
All Parametric type fields Defined for Quality Record are displayed on the Quality Record ```>```Record Display tab.