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System Process Document Creating Collection Plans from Seeded Templates Department Responsibility/Role File Name 27812941.doc Revision Document Generation Date 19/01/2010 12:19:00 Date Modified 1/19/2010 12:19:00 PM Last Changed by Status Creating Collection Plans from Seeded Templates Trigger: Concept You can create collection plans by copying from another plan in two ways: Copying a collection plan, including child plans, and creating a new plan, using the Copy Collection Plans page. Copying the components from one plan to a new plan using the Collection Plans page. To determine which method to use, decide whether you want to copy associated child plans along with the parent plan you have chosen to copy. Creating collections plans by copying pre-seeded collection plans templates provided by Oracle Quality, enables you to copy all the collection elements as well as the associated child plans. In this topic, you will create a collection plan from a seeded collection plan template. Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 1/19/2010 12:19:00 PM Page 1

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System Process DocumentCreating Collection Plans from Seeded Templates

Department

Responsibility/Role

File Name 27812941.docRevision

Document Generation Date 19/01/2010 12:19:00

Date Modified 1/19/2010 12:19:00 PM

Last Changed by

Status

Creating Collection Plans from Seeded Templates

Trigger:

Concept

You can create collection plans by copying from another plan in two ways:

• Copying a collection plan, including child plans, and creating a new plan, using the Copy

Collection Plans page.

• Copying the components from one plan to a new plan using the Collection Plans page.

To determine which method to use, decide whether you want to copy associated child plans alongwith the parent plan you have chosen to copy.

Creating collections plans by copying pre-seeded collection plans templates provided by Oracle

Quality, enables you to copy all the collection elements as well as the associated child plans.

In this topic, you will create a collection plan from a seeded collection plan template.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process DocumentCreating Collection Plans from Seeded Templates

Procedure

Step Action

1. Begin by navigating to the Copy Collections Plan page.

Click the vertical scrollbar.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

2. Click the Manufacturing and Distribution Manager link.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

3. Click the vertical scrollbar.

Step Action

4. Click the Copy Collection Plans link.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

5. Use the Copy Collection Plans page to select the seeded template you want to

copy.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

6. Click in the Collection Plan Name field.

Step Action

7. Enter the desired information into the Collection Plan Name field. Enter 

"Template Corrective Action Request".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

8. Click the Source Organization list.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

9. Click the M1 - Seattle Manufacturing list item.

Step Action

10. Click the Search button.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

11. To use the set of template collection plans and related seeded data, you will need to

copy the structure, give unique names to the plans and specify the destination

organization.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

12. Click the Copy button.

Step Action

13. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

14. Enter the desired information into the New Plan Name field. Enter "IC CAR ".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

15. Click in the New Plan Name field.

Step Action

16. Enter the desired information into the New Plan Name field. Enter "IC CAR 

IMP".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

17. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

18. Enter the desired information into the New Plan Name field. Enter "IC CAR IMP

HIST".

Step Action

19. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

20. Enter the desired information into the New Plan Name field. Enter "IC ECO

SUB".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

21. Click in the New Plan Name field.

Step Action

22. Enter the desired information into the New Plan Name field. Enter "IC ECO SUB

HIST".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

23. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

24. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ

HIST".

Step Action

25. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

26. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ

REVIEW".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

27. Click in the New Plan Name field.

Step Action

28. Enter the desired information into the New Plan Name field. Enter "IC CAR REQ

REVIEW HIST".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

29. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

30. Enter the desired information into the New Plan Name field. Enter "IC SUP CAR 

RESPONSE".

Step Action

31. Click in the New Plan Name field.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

32. Enter the desired information into the New Plan Name field. Enter "IC SUP CAR 

RESPONSE HIST".

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

33. Click the Destination Organization list.

Step Action

34. Click the M1 - Seattle Manufacturing list item.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

35. Click the Finish button.

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System Process DocumentCreating Collection Plans from Seeded Templates

Step Action

36. Click the Ok button.

Step Action

37. You have completed the Creating Collection Plans from Seeded Templates

 procedure.End of Procedure.