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<\/a><\/p>\nOnce the options window is open and under the application options tab, you will see a field for list on the left hand side that allows users to define their own custom fields. Here we are going to use one of these existing custom fields to overwrite and create a \u201cPROCESS\u201d field. Using the green \u2018plus\u2019 symbol on the lower right hand side you can start to add specific drop downs to this list like machine names, station names, station IDs, etc.\u00a0 In this example I am\u00a0using the machine manufacturing information to define each station that will then be tied to the GD&T or dimensional\u00a0information that is created on the part from that manufacturing process.<\/p>\n
The second step for setting up these custom fields is to map the newly created field to your template. Luckily there is an easy template editor built right inside of Inspection that will help with this process. From the same drop down field where the options are found you can select the template editor to start mapping this information over, this will prompt you to select the template in which you want to customize.<\/p>\n Once the template is open you will need to create a new column in Excel to add the \u201cPROCESS\u201d information. You will find the newly created field under CHARACTERISTIC TOKEN in the template editor. from the drop down list select the item you with to add, or in this case \u201cPROCESS\u201d\u00a0and select insert to add to the first cell in the newly created column.\u00a0Keep in mind this is the only cell it needs to be added to, don\u2019t worry about dragging this down the sheet. This newly created column and the machine information that will be added gives a quick way to filter to specific machine information in your final report. Adding additional tabs in the template will allow you to go one step further and have a tab specific to each machine filtered out and still retain the form 1 and 2 information along with a full first article tab as well.<\/p>\n Creating the additional tabs is easy, just right click on the tab you are editing and use the \u201cMove or Copy\u201d option to create a copy of this tab. Again, this will allow for a final report to have tabs specific to multiple filters.<\/p>\n The last step is to save the template out or overwrite the existing one. The one key ingredient in this step is to SAVE AS a .XLT or Excel Template file. If you save this as an .XLS file the information form inspection WILL NOT carry over to your excel sheet.<\/p>\n That\u2019s it!\u00a0 When you are ready to publish your new inspection report any ballooned dimensions\/GD&T call out that has an attached \u201cPROCESS\u201d field will carry over to excel. From here simply filter to that specific machine on each tab and you have a process sheet that you can deliver to each machine station.<\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n