QMS Client

User Guide

9.20 (April 2019)

Published 14 April 2019
QMS Client User Guide — 9.20 (April 2019)

Important Notice
Kiwiplan has prepared this document for use only by their staff, agents, customers and
prospective customers. Companies, names and data used as examples in this document are
fictitious unless otherwise noted. No part of this document may be reproduced or transmitted
in any form or by any means, electronic or mechanical, for any purpose, without the express
written permission of Kiwiplan, who reserve the right to change specifications and other
information contained herein without prior notice. The reader should consult Kiwiplan to
determine whether any such changes have been made.

Licensing and Warranty

The terms and conditions governing the licensing of Kiwiplan software consist solely of those
set forth in the written contracts between Kiwiplan and its customers. Except as expressly
provided for in the warranty provisions of those written contracts, no representation or other
affirmation of fact contained in this document, including but not limited to statements
regarding capacity, suitability for use or performance of products described herein, shall be
deemed to be a warranty by Kiwiplan for any purpose, or give rise to any liability of Kiwiplan
whatsoever.

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In no event shall Kiwiplan be liable for any incidental, indirect, special or consequential
damages whatsoever (including but not limited to lost profits) arising out of or related to this
document or the information contained in it, even if Kiwiplan had been advised, knew or should
have known of the possibility of such damages, and even if they had acted negligently.

2 © Kiwiplan NZ, 2019. All rights reserved.

 Contents

Contents
QMS Introduction and Configuration ................................................................................... 7
Introduction ............................................................................................................................... 8
Overview of QMS Processes ...................................................................................................... 8
Running QMS ............................................................................................................................. 9
Navigating in QMS ................................................................................................................... 11
The Main Menu Items .......................................................................................................... 11
The Main Toolbar ................................................................................................................. 12
The Tabs ............................................................................................................................... 12
Configuring QMS Defaults ....................................................................................................... 21
Accessing the Configure Defaults Form ............................................................................... 21
General Tab .......................................................................................................................... 22
Web Tables Tab .................................................................................................................... 28
Security Tab .......................................................................................................................... 28
Report Profiles ......................................................................................................................... 32
Accessing the Report Profiles Window ................................................................................ 33
Viewing a Report Profile....................................................................................................... 33
Creating a Report Profile ...................................................................................................... 33
Deleting a Report Profile ...................................................................................................... 34
Editing a Report Profile ........................................................................................................ 34
Test Statuses ............................................................................................................................ 35
Test Trigger Statuses ............................................................................................................ 35
Test Completion Statuses ..................................................................................................... 36
Test Result Statuses ............................................................................................................. 36
Failure Level Notifications ....................................................................................................... 37
Setting Up Email Notifications ............................................................................................. 38
Setting Up Prompts for Failure Reason ................................................................................ 39
Setting Up Electronic Sign Messages ................................................................................... 39
Overdue Test Notifications ...................................................................................................... 40
Setting Up Overdue Notification Emails .............................................................................. 41
Corrugator Areas ..................................................................................................................... 42
Creating Corrugator Areas ................................................................................................... 43
Deleting Corrugator Areas ................................................................................................... 43
Creating Test Types ........................................................................................................... 44
What is a Test Type? ................................................................................................................ 46
Accessing the Create Test Type Wizard ................................................................................... 46
Step 1. Measurements............................................................................................................. 46

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QMS Client User Guide — 9.20 (April 2019)

Entering General Test Information ...................................................................................... 47

Creating a Measurement ..................................................................................................... 50
Changing the Order of Measurements ................................................................................ 63
Deleting a Measurement...................................................................................................... 64
Modifying a Measurement ................................................................................................... 64
Step 2. Locations...................................................................................................................... 64
Adding Locations .................................................................................................................. 65
Removing Locations ............................................................................................................. 66
Step 3. Dependencies .............................................................................................................. 67
What is a Dependency?........................................................................................................ 67
Selecting Dependencies ....................................................................................................... 68
Changing the Priority of Dependencies ............................................................................... 68
Available Dependencies ....................................................................................................... 70
Additional Dependencies for Corrugators ........................................................................... 71
Specifying Dependency Settings .......................................................................................... 72
Additional Dependency Settings for Corrugators ................................................................ 77
Step 4. Frequency Rules .......................................................................................................... 77
Frequency Rules ................................................................................................................... 78
Creating Frequency Rules..................................................................................................... 79
Understanding Frequency Types.......................................................................................... 79
Additional Frequency Types for the Corrugator .................................................................. 90
Associating Test Types to a Test Group ............................................................................... 99
Editing Frequency Rules ....................................................................................................... 99
Deleting Frequency Rules ................................................................................................... 100
Step 5. Tolerance Rules ......................................................................................................... 100
Creating Tolerance Rules.................................................................................................... 101
Editing Tolerance Rules ...................................................................................................... 110
Deleting Tolerance Rules.................................................................................................... 111
Step 6. Preview Triggering ..................................................................................................... 111
Test Groups ............................................................................................................................ 111
What is a Test Group? ........................................................................................................ 111
Creating Test Groups .......................................................................................................... 111
Editing Test Groups ............................................................................................................ 112
Deleting Test Groups .......................................................................................................... 112
Viewing Test Types Associated with a Group .................................................................... 112
Modifying Test Types............................................................................................................. 112
Deleting Test Types................................................................................................................ 113
Viewing the Test Plan for a Job ............................................................................................. 113
Preview Triggering ................................................................................................................. 114
Previewing Test Triggering ................................................................................................. 114

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 Contents

Entering Information in the Test Properties Pane ............................................................. 116

Viewing Information in the Trigger Details Pane ............................................................... 120
URLs ....................................................................................................................................... 121
Instructions......................................................................................................................... 121
Icons ................................................................................................................................... 122
Lab Tests Submission ........................................................................................................123
Introduction ........................................................................................................................... 124
Lab Tests Tab Field Descriptions............................................................................................ 125
Lab Tests Submission Form ................................................................................................... 125
Accessing the Lab Test Submission Form ........................................................................... 125
Measurements with a Variable Sample Size ...................................................................... 126
Test Instructions ................................................................................................................. 127
Result Types ....................................................................................................................... 127
Entering Test Data ................................................................................................................. 128
Entering Test Properties ..................................................................................................... 129
Reviewing and Re-Entering Test Data ................................................................................... 129
Measurement Statuses ...................................................................................................... 131
Re-Entering Test Data ........................................................................................................ 132
Entering Comments ............................................................................................................... 134
Associated QMS Parameters ................................................................................................. 134
Reporting .........................................................................................................................136
Introduction ........................................................................................................................... 138
Report Builder Window Example .......................................................................................... 139
Report Builder Toolbar .......................................................................................................... 140
Filtering the Report Data Table ............................................................................................. 141
Entering Multiple Filter Values........................................................................................... 142
Running Printable Reports..................................................................................................... 143
Report Viewer Toolbar ....................................................................................................... 144
Exporting a Printable Report .............................................................................................. 145
Reports Across All Test Types ................................................................................................ 146
Accessing the Report Builder Window ............................................................................... 146
Marking Bad Data ............................................................................................................... 147
Report Selection Criteria .................................................................................................... 147
Report Filters ...................................................................................................................... 149
Field Descriptions ............................................................................................................... 149
Pre-Configured Printable Reports ...................................................................................... 151
Pre-Configured Table Configurations ................................................................................. 152
Pre-Configured Graphs ....................................................................................................... 152
Reports by Test Type ............................................................................................................. 152
Accessing the Report Builder Window ............................................................................... 153

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QMS Client User Guide — 9.20 (April 2019)

Report Selection Criteria .................................................................................................... 154

Report Filters ...................................................................................................................... 155
Field Descriptions ............................................................................................................... 155
Pre-Configured Printable Reports ...................................................................................... 158
Pre-Configured Table Configurations ................................................................................. 158
Pre-Configured Graphs ....................................................................................................... 159
QMS Dashboard ..................................................................................................................... 160
Accessing the QMS Dashboard .......................................................................................... 160
Filtering Display Data ......................................................................................................... 161
Overall Summary Statistics................................................................................................. 162
Shifts ................................................................................................................................... 162
Machines ............................................................................................................................ 163
Trends ................................................................................................................................. 164
Tests ................................................................................................................................... 165
Data Grid ............................................................................................................................ 166
Details ................................................................................................................................. 167
Reset ................................................................................................................................... 170
Print Preview ...................................................................................................................... 171
Index ................................................................................................................................172

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 QMS Introduction and Configuration

QMS Introduction and Configuration

In this Chapter
Introduction .................................................................................................................................. 8
Overview of QMS Processes ......................................................................................................... 8
Running QMS ................................................................................................................................ 9
Navigating in QMS ...................................................................................................................... 11
The Main Menu Items ............................................................................................................. 11
The Main Toolbar .................................................................................................................... 12
The Tabs ................................................................................................................................... 12
Configuring QMS Defaults .......................................................................................................... 21
Accessing the Configure Defaults Form................................................................................... 21
General Tab ............................................................................................................................. 22
Web Tables Tab ....................................................................................................................... 28
Security Tab ............................................................................................................................. 28
Report Profiles ............................................................................................................................ 32
Accessing the Report Profiles Window ................................................................................... 33
Viewing a Report Profile .......................................................................................................... 33
Creating a Report Profile ......................................................................................................... 33
Deleting a Report Profile ......................................................................................................... 34
Editing a Report Profile ............................................................................................................ 34
Test Statuses ............................................................................................................................... 35
Test Trigger Statuses ............................................................................................................... 35
Test Completion Statuses ........................................................................................................ 36
Test Result Statuses ................................................................................................................. 36
Failure Level Notifications........................................................................................................... 37
Setting Up Email Notifications ................................................................................................. 38
Setting Up Prompts for Failure Reason ................................................................................... 39
Setting Up Electronic Sign Messages ....................................................................................... 39
Overdue Test Notifications ......................................................................................................... 40
Setting Up Overdue Notification Emails .................................................................................. 41
Corrugator Areas ......................................................................................................................... 42
Creating Corrugator Areas ....................................................................................................... 43
Deleting Corrugator Areas ....................................................................................................... 43

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QMS Client User Guide — 9.20 (April 2019)

Introduction
This guide contains instructions for using the QMS Client. The QMS Client has three main areas
of functionality:

▪ Creating Test Types

▪ Reporting
▪ Lab Test Submission
The QMS Client is a GUI application that integrates with a web application that is used to
submit test results at machine locations. The Test Viewer form and the Test Submission form
are part of the web application. For more information on the web application, see the QMS Test
Submission User Guide.

Note: If your plant has a corrugator, an additional web application is available for submitting
test results at the corrugator. For more information, see the QMS Test Submission User Guide
(Corrugator Client).

Overview of QMS Processes

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 QMS Introduction and Configuration

Running QMS
► To start and log onto QMS:

1. Double-click the QMS icon on the desktop to launch QMS.

2. QMS displays the User Manager Login form.
3. Ensure that the status displayed is Service found at location. (If you do not see this status,
click Search.)
4. Enter your login and password, and click OK.
The Loading form shows you the loading progress until the QMS application opens.

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QMS Client User Guide — 9.20 (April 2019)

► The following is an example of the Login form:

► The following is an example of the Loading form:

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 QMS Introduction and Configuration

Navigating in QMS

The Main Menu Items

Menu Item Description

File

Set user preferences. For more information, see the QMS Installation and
Preferences Configuration Guide.

Exit Exit the application.

Edit

Undo Undo the last action.

Redo Redo the last action.

Cut Remove the selected item or text and copy to the clipboard.

Copy Copy the selected item or text to the clipboard.

Paste Paste the contents of the clipboard to the selected position.

Window This menu contains a list of all the Kiwiplan Java Applications you have installed,
enabling you to open, and switch between them.

Help

Help

Quick Help

About Displays the licence expiry date.

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QMS Client User Guide — 9.20 (April 2019)

Note: If the menu item appears dim (grey) then this means that the item is not available.

The Main Toolbar

Icon Action

Reload data from the server.

The Tabs

The Test Administration Tab

The Test Administration tab is for:

▪ Creating test types

▪ Modifying test types
▪ Viewing test types
Other tasks that you can do here are:

▪ Configuring the QMS defaults

▪ Creating and viewing reports
▪ Viewing the test plans for jobs

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 QMS Introduction and Configuration

On the left side of the screen is an Enterprise tree under which all sites are listed. Under the site
is the plants, and then the machine groups for each plant. Each machine group expands to
show the machines. On the right side, a table displays details of all tests for the currently
selected Test Location.

Test Administration Toolbar

Button Action

View the test plan for a job.

View reports across all test types.

Configure the QMS Defaults.

Test Location Tree

The left pane of the Test Administration tab displays a tree of Test Locations. Each location
type may be identified by their icons.

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QMS Client User Guide — 9.20 (April 2019)

► Locations are of the following types:

Icon Location Type

Site

Plant

Machine Group or Machine

The plant Quality Lab

These locations are loaded from the Kiwiplan PCS dataset.

Test Details Pane

The right pane of the Test Administration tab displays the details of the tests that have been
defined for the selected Test Location.

Test Details Toolbar

Tool Description

Create a new test type

Shortcut Menu

► A shortcut menu is displayed if you right-click a test in the Test Details pane.

Menu Item Description

Modify Modify the test type. Refer to Modifying Test Types (page 112) for more
Test Type information.

Preview Check whether the test triggers for specific job properties. Refer to Preview
Test Triggering (page 114) for more information.
Triggering

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 QMS Introduction and Configuration

Menu Item Description

Test Results Opens the Test Results Report Builder window.

Aggregated Opens the Aggregated Test Results Report Builder window.

Test Results

Compliance Opens the Compliance (Done %) Report Builder window.

(Done %)

Compliance Opens the Compliance (Pass %) Report Builder window.

(Pass %)

Performance Opens the Performance Report Builder window.

Performance Opens the Performance Frequency Report Builder window.

Frequency

Delete Delete the test type. This deletes all triggered tests in the Test Viewer with a
status of Candidate or Required. It does not delete job results or due and
overdue tests.

Copy Cell Copies the selected cell contents to the Clipboard.

Paste Cell Pastes the cell in the Clipboard into the table.

Copy Row Copies the selected row contents to the Clipboard.

Apply Opens the Expression Editor, allowing you to enter an expression to set the cell
Expression values. For more information, see the QMS Installation and Configuration Guide.
Note: This option is only available if you right-click an editable cell.

Test Group Administration Tab

The Test Group Administration Tab is for creating and maintaining Test Groups. Refer to Test
Groups (page 111) for more information.

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QMS Client User Guide — 9.20 (April 2019)

This tab contains two panes; the top pane is the Test Groups pane and the lower pane is the
Associated Tests pane. Clicking a test group in the Test Groups pane displays any test types
associated with the test group in the Associated Tests pane.

Test Group Administration Toolbar

► On the Test Group Administration toolbar the following buttons are available:

Menu Item Description

Create a new test group

Delete the currently selected test group

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 QMS Introduction and Configuration

Shortcut Menu

► A shortcut menu is displayed if you right-click a test group in the Test Group Details pane.

Menu Description
Item

Copy Copies the selected cell contents to the Clipboard.

Cell

Paste Pastes the cell in the Clipboard into the table.

Cell

Copy Copies the selected row contents to the Clipboard.

Row

Apply Opens the Expression Editor, allowing you to enter an expression to set the cell
Expression values. For more information, see the QMS Installation and Configuration Guide.
Note: This option is only available in the Test Groups pane not the Associated
Tests pane and it is only available if you right-click an editable cell.

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QMS Client User Guide — 9.20 (April 2019)

Lab Tests Tab

The Lab Tests tab is for entering test results for Lab Tests. Lab tests are tests that are located at
a plant Quality lab.

The Lab Tests tab contains a Lab Test Details table. All active tests for the Quality Lab are
displayed in this table.

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 QMS Introduction and Configuration

Lab Tests Details Table

► The following fields are displayed for each lab test:

Field Description

Name Test type name.

Material Type Material the test type is associated with.

Measurements List of measurements to be recorded for this test type.

Dependencies Categories which influence the results for this test type.

Last Processed Date and time when results were last submitted for this test type.
on

Last Test Status The status of the last test results submitted for the this test type.

Locations Quality lab(s), and any other machines that the test type has been assigned
to.

You can customise the table to display additional fields, by choosing Configure from the menu
displayed when you click the Table Configuration button in the top right of the screen. For
more information, see the QMS Installation and Configuration Guide.

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QMS Client User Guide — 9.20 (April 2019)

► Additional fields include:

Menu Description
Item

Active If the test type is active, tests are scheduled according to the Frequency Rules
defined for the test type. If you make the test type inactive then further tests
based on this test type are not scheduled as due.

Icon URL or file path of the test type icon.

Location

Instruction URL or file path of the instructions on how to perform the test.
Document

Sequence The Sequence Number of the test type.

No.

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 QMS Introduction and Configuration

Shortcut Menu

► A shortcut menu is displayed if you right-click a test in the Lab Tests tab.

Menu Item Description

Perform Test Submit a result for the test. Refer to Lab Tests Submission (page 123) for more
information.

Preview Test Check whether the test triggers for specific job properties. Refer to Preview
Triggering Triggering (page 114) for more information.

Copy Cell Copies the selected cell contents to the Clipboard.

Paste Cell Pastes the cell in the Clipboard into the table.

Copy Row Copies the selected row contents to the Clipboard.

Configuring QMS Defaults

The Configure Defaults form allows you to configure parameters that change the default
behaviour of QMS. The Configure Defaults form contains three tabs:

▪ The General tab

▪ The Web tables tab
▪ The Security tab

Accessing the Configure Defaults Form

► To access the Configure Defaults form
▪ Click the Configure defaults tool on the Test Administration tab toolbar.

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QMS Client User Guide — 9.20 (April 2019)

General Tab
If you make a change to any of these parameters the change is immediately effective in the GUI
and web applications.

Overdue Margin (%) for Job-Triggered Test

The default value for the 'Overdue at (% job completion)' field in the Add
Frequency Rule window, when frequency type is Job.

Recurring Percentage (%) for Job-Triggered Test

The default value for the 'At every (% job completion)' field in the Add Frequency
Rule window, when frequency type is Job.

Percentage a job is complete after which a test is triggered again.

Overdue Margin (Sheets) for Sheet-Triggered Test

The default value for the 'Overdue margin (sheets)' field in the Add Frequency Rule
window, when frequency type is Sheet.

Note: This parameter is only available if you are not running QMS in Rigids industry
mode.

Overdue Margin (%) for Bottle-Triggered Test

The default value for the 'Overdue margin (bottles)' field in the Add Frequency Rule
window, when frequency type is Bottle.

Note: This parameter is only available in you are running QMS in Rigids industry mode.

Overdue Margin (Mins) for Time-Triggered Test

The default value for the 'Overdue margin (min)' field in the Add Frequency Rule
window, when frequency type is Time.

Compulsory Test Completion Before Sending a Job Feedback

If this box is ticked, then feedback cannot be completed for a job until the tests for
the job are finished, aborted or cancelled.

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 QMS Introduction and Configuration

Width of Test Type Icon (Pixels)

The width of the test type icon that is displayed next to a test in the Test Viewer
and Test Submission forms.

Height of Test Type Icon (Pixels)

The height of the test type icon that is displayed next to a test in the Test Viewer
and Test Submission forms.

Width of Required Measurement Icon (Pixels)

The width of the required measurement icon that is displayed next to a test
measurement in the Test Viewer and Test Submission forms.

Height of Required Measurement Icon (Pixels)

The height of the required measurement icon that is displayed next to a test
measurement in the Test Viewer and Test Submission forms.

Require Supervisor ID for Entering OCL and Failure Comments or Cancelling Tests

If this box is ticked, then a Supervisor ID is required when entering comments for
OCL and failed measurements or entering comments when cancelling a test.

Require Authentication for Entering OCL and Failure Comments or Cancelling Tests

If this box is ticked and the Require supervisor ID for entering OCL and failure
comments or cancelling tests is also set to True, then a Supervisor Password is
required when entering comments for OCL and failed measurements or entering
comments when cancelling a test. Only users under the group that is specified by
the parameter Supervisor usergroupare able to authenticate. Refer to Supervisor
Usergroup (page 23) for more information.

Supervisor Usergroup

The user group that contains the users that are allowed to authorize the entering
of failure comments, and the cancelling of tests. Users are defined in the Kiwiplan
Service Manager. For more information on the Kiwiplan Service Manager, see the
QMS Installation and Configuration Guide.

Allow Test Cancellation

If this box is ticked, then you can cancel tests in the Test Viewer.

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QMS Client User Guide — 9.20 (April 2019)

Allow Reentry of Failed Test Data

If this box is ticked, then you can re-enter the results for a test that has a status of
failed or OCL (outside control limits) before the test is completed.

Allow Reentry of Passed Test Data

If this box is ticked, then you can re-enter the results for a test that has passed
before the test has completed.

Allow Resubmission of Completed Test Data

If this box is ticked, then you can resubmit test data for a test that has been
completed. The test name in the Name column of the Test Viewer grid continues
to be a link even though you have completed the test.

Allow Manual Test Submission

If this box is ticked, then you can manually submit test data using the Available
Tests button on the Test Viewer form.

Highlight Failed Test in Shift Summary

If this box is ticked, then failed tests are highlighted in the shift summary report.

Note: Failed tests include OCL tests if OCL is considered a fail. This is controlled by the
Show tests 'outside control limits' (OCL) in reports as Failed parameter.

Require Failure Comments

If this box is ticked, then a comment must be provided for failed or OCL tests.

Failure Display Priority

The Failure Signal Priority policy for displaying failed tests on machines. Each
machine can only display one electronic message at a time, and there may be
multiple failed tests on a single machine at the same time, so you need to configure
how QMS decides which message to display.

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 QMS Introduction and Configuration

The three policies are:

▪ Highest failure level - the highest level failure is displayed

▪ Newest - the newest failure is displayed
▪ Until resolved - the oldest failure is displayed, until it is no longer applicable

The Number of Days of History to Include in the Update of MAP Data

Number of days for which historical data in MAP and QMS databases need to be
synchronised.

Bypass MAP Data Update

If this box is ticked, QMS will not seek to include the update from MAP for the
locally-stored job information. This update is needed rarely.

Leave the box unticked (default) if your test results need the update from MAP for
jobs that are still running.

Minimum Duration in Minutes for a Downtime to Be Considered in Test Triggering

Minimum time for a machine downtime to be considered by QMS. Tests triggered

during downtimes that are equal to or more than this are made obsolete. (Default
5 mins).

Number of Minutes by Which the Start and End Times of a Downtime Will Be Extended

Time by which the start time and end time of downtimes are extended when QMS
considers the downtime for test triggering. Tests triggered during these downtimes
are made obsolete. (Default 5 mins).

Anchor on the Most Current Test in Test Viewer

If the Anchor on the most current test in test viewer parameter is set to
True, then the Test Viewer displays the last test which is due before the current time at
the top of the window. If there are overdue or due tests before this test, then the user
must scroll up to find them.

Note: This parameter is only available if you are running QMS with PCS Java.

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QMS Client User Guide — 9.20 (April 2019)

Show Tests 'Outside Control Limits' (OCL) in Reports as Failed

Tick this check box if you want to treat test results that are outside the control limits but
within the tier 1 failure level as a failed result for reporting purposes. Refer to Failure
Levels (page 107) for more information.

Note: This parameter applies to all the plants in your dataset.

Report to Export
This is the name of the report to export. You can select one report from a list of global
reports.

Note: Local reports can not be exported.

If this parameter and the Location to store exported reports and the Interval between
exporting reports (mins) are all set, then QMS starts to generate and export reports at
regular intervals for jobs with newly submitted test results.

Note:
▪ For a job with two or more series, the report is generated if there are newly submitted
test results for any series of the job. The report contains the results for all series of the
job.
▪ The report name contains the job number and is in PDF format.

Location to Store Exported Reports

This is the location on the local disk that the reports are exported to. For example, for
Windows this location would have the following format: C:/dir1/dir2/.

From the local directory, the reports can be transferred (either manually or via an
automated script) to a shared folder on a Windows drive or SMB share so that
reports are accessible to other applications.

Interval Between Exporting Reports (Mins)

This is the elapsed time between the export of reports. The default value for this
parameter is 30 minutes. If you change this parameter value, then restart the QMS
Services.

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 QMS Introduction and Configuration

Notes
▪ The parameters Allow reentry of failed test data and Allow reentry of passed test data
do not function if you are running QMS in Rigids industry mode.
▪ The parameter Allow manual test submission does not apply to corrugator tests as the
manual test submission functionality is not available in the Corrugator Client test
submission application.

Additional Parameters for Corrugators

Overdue Margin (%) for Lineal-Triggered Test

The default value for the 'Overdue margin (%)' field in the Add Frequency Rule
window, when frequency type is Lineal.

Overdue Margin (%) for Program-Triggered Test

The default value for the 'Overdue margin (%)' field in the Add Frequency Rule
window, when frequency type is Program.

Overdue Margin for Flute-Change-Triggered Test

The default value for the 'Overdue margin (m)' field in the Add Frequency Rule
window, when frequency type is Flute.

Overdue Margin (%) for Coating Change Triggered Test

The default value for the 'Overdue margin (m)' field in the Add Frequency Rule
window, when frequency type is Coating.

Overdue Margin for Board Change Triggered Test

The default value for the 'Overdue margin (m)' field in the Add Frequency Rule
window, when frequency type is Board.

Overdue Margin (%) for Paper Change Triggered Test

The default value for the 'Overdue margin (m)' field in the Add Frequency Rule
window, when frequency type is Paper.

The Number of Historical and Future Programs to View

The number of historical and future programs that should be displayed in the QMS
Corrugator client.

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QMS Client User Guide — 9.20 (April 2019)

Web Tables Tab

This tab allows you to configure the Test Viewer and Shift Summary tables in the Test
Submission application. (For sites with corrugators there are additional buttons for the
Corrugator Test Submission application.) For more information on the Test Viewer and Shift
Summary in the Test Submission application, see the QMS Test Submission Guide.

► To configure a table

Click the button for the required table.

The Configure form is displayed. For more information on configuring tables, see the QMS
Configuration and Installation Guide.

Note: Close the QMS Client and restart services to ensure your changes are viewable at the
next refresh of the Test Submission application.

Security Tab
The Security tab is only visible to the Admin user and users with a role that includes the
permission User Permission Update. The Security tab has two tabs:

▪ Role Assignment - where roles are assigned to users

▪ Permission Assignment - where roles are managed and permissions assigned to roles.
The Admin user has all permissions including the permission User Permission Update. You can
not change the permissions for an Admin user. The Admin user does not appear in the Roles
table of the Permission Assignment tab.

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 QMS Introduction and Configuration

Creating a User
You can create a user using the Kiwiplan Service Manager application.

New users are not assigned to a role, so do not have access to any QMS Client features. To give
new users access to QMS Client features, they must be assigned a role or roles in the QMS
Client Configure Defaults > Security > Role Assignment tab.

For more information on the Kiwiplan Service Manager, see the QMS Installation and
Configuration Guide.

Creating a Role
You can create a user role in the Configure Defaults > Security > Permission Assignment tab.

Note: The name of a role must be unique.

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► To create a role:
1. Click New in the Roles pane toolbar of the Configure Defaults > Security > Permission
Assignment tab.
A new row is added to the Name column. The Name cell is shown in edit mode.

2. Type the name of the new role in the Name cell. Click on another cell to save your
change.
3. Refer to Assigning Permissions to a Role (page 30) for more information.

► To create a role by duplicating the permissions of another role:

1. Select the role for which you want to copy the permissions.
2. Click Duplicate in the Roles pane toolbar of the Configure Defaults > Security >
Permission Assignment tab.
A new row is added to the Name column. The Name cell is shown in edit mode.

3. Type the name of the new role in the Name cell. Click on another cell to save your
change.
The new role has the same permissions as the originally selected role. You can make
changes to the permissions if you wish. Refer to Assigning Permissions to a Role (page
30) for more information.

Deleting a Role
You can delete a user role in the Configure Defaults > Security > Permission Assignment tab.

► To delete a role
1. Select the role you want to delete in the Roles pane of the Configure Defaults > Security
> Permission Assignment tab.
2. Click Delete in the Roles pane toolbar.
A confirmation dialog is displayed.

3. Click No if you do not want to proceed or click Yes to proceed with deleting the role.

Assigning Permissions to a Role

You can assign a permission to a role in the Configure Defaults > Security > Permission
Assignment tab.

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 QMS Introduction and Configuration

► The following table describes the permissions that can be granted to a role:

Permission Description

Configuration Allows the user to access the Configure Defaults form and the shortcut menus
defaults that are displayed when you right-click a test location in the Test Location tree
update of the Test Administration tab.

Mark bad Allows the user to add or remove a flag that indicates the data is bad in the:
data
▪ Results for all tests report. Additional buttons become available on the
toolbar for this purpose.
▪ Shift Summary report of the Test Submission application (excludes
measurements for cavity tests when running QMS in Rigids mode).

Test Allows the user to:

definition
▪ Create and modify test types
update
▪ Delete test types
▪ Modify editable cells for a test type in the Test Administration tab table.
▪ Preview test triggering
▪ Manage test groups in the Test Group Administration tab.

View/edit Allows the user to view, create, delete, and edit report profiles via the Report
report Profiles window.
profiles

User Allows a user to configure roles and assign them to users. If this permission is
Permission disabled, then the Configure Defaults > Security tab is not visible to users with
Update this role.

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► To assign a permission to a role

1. Select the required role in the Roles pane of the Configure Defaults > Security >
Permission Assignment tab.
The permissions for the role are displayed in Permission Assignment pane.

2. Tick the check box in the Permitted column for the required permission in the Permission
Assignment pane.
3. Repeat Step 2 for all permissions you want to assign to the role.
4. Click OK to save your changes.

Assigning a Role to a User

You can assign a role to a user in the Configure Defaults > Security > Permission Assignment
tab.

► To assign a role to a user

1. Select the required user in the Users pane of the Configure Defaults > Security > Role
Assignment tab.
The available roles are displayed in the Role Assignment pane.

2. Tick the check box next to the required role in the Role Assignment pane.
3. Repeat Step 2 for all roles you want to assign to the user.
4. Click OK to save your changes.

Report Profiles
If you have the permission View/edit report profiles, then you can manage report profiles
using the Report Profiles window.

A report profile specifies the measurement results that will be included in a report. You can
choose to select a report profile when a report is generated for a job.

Creating report profiles is useful if you have customers that are only interested in seeing
particular measurements in the External or Internal CoC reports.

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 QMS Introduction and Configuration

Accessing the Report Profiles Window

You can access the Report Profiles window from the QMS Client by clicking Configure report
profiles on the Test Administration tab toolbar.

The Report Profiles window allows you to view, create, edit and delete report profiles.

► The following is an example of the Report Profiles window:

Viewing a Report Profile

The Report Profiles window has two panes.

The left pane called Profiles shows the report profiles that have been defined.

You can view the measurements selected for a report profile by clicking on the profile name in
the Profiles pane. The right pane called Measurement to Display/Hide then shows the
measurements that have been selected for the profile. All measurements are displayed in the
Measurement to Display/Hide pane but those that have been selected have a tick in the
checkbox column.

Creating a Report Profile

You can create a new report profile by clicking New.

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► To create a report profile in the Report Profiles window:

1. Click New in the Profiles pane toolbar.
A new row is added to the Name column. The Name cell is shown in edit mode.

2. Type the name of the new profile in the Name cell. Click on another cell to save your
change.
3. Ensure the required profile is selected in the Profiles pane, then select all measurements
that you want to include in the profile by ensuring there is a tick in the checkbox next to
the measurement name in the Measurement to Display/Hide pane. Click the checkbox to
toggle between ticked and not ticked.
You can also multi-select the measurements you require by holding the Shift key and
using the mouse. Then use the buttons in the toolbar, either to select the
measurements for the report profile or to de-select.

4. Click OK to save your changes.

Deleting a Report Profile

In the Report Profiles window, you can delete a profile by selecting it in the Profiles pane and
clicking Delete.

Editing a Report Profile

If the name of a measurement has been changed, then to include the renamed measurement in
report profiles you should edit the relevant report profiles that have the original measurement
selected by selecting the renamed measurement.

An original renamed or deleted measurement is initially still visible and selected when you edit
a profile. The reason for this is that there might be previously submitted results for the original
measurement that should continue to show in the CoC report. If you unselect the original
measurement, then it is no longer available for configuration when the Report Profiles window
is closed.

► To edit a report profile in the Report Profiles window:

1. Select the required profile in the Profiles pane.
2. Make changes to the selected measurements in the Measurement to Display/Hide pane
as required.
3. Click OK to save your changes.

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 QMS Introduction and Configuration

Test Statuses
Test statuses appear in the Test Viewer and various reports.

Test Trigger Statuses

Status Description

Candidate The test is a possibility for the job but more information is required.
Example: If a test must be done every 5th job, the test is a candidate for a job as
we do not know until a job is in the set up stage that it is the 5th in the sequence.

Required The test is required for the job but is not yet due.
All executions of the tests that are scheduled to be triggered for the job have the
status 'Required' once the job starts.
However, if the operator stops the job short of its required quantity, then the test
executions that were to be triggered for this job will not become due.

Due The test is now due. The test is committed to the database with a due time and due
count.

Overdue The test is flagged as overdue because the overdue margin has been exceeded.

- No Trigger Status exists, because the test type is a Lab Test.

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Test Completion Statuses

Status Description

Finished A pass or qualified pass result for this test has been submitted.

Cancelled The test was cancelled without submitting any results.

Failed A pass result could not be achieved for one or more measurements in the test, and
the test was failed.

Test Result Statuses

The Result status is the status of the final result submitted for the test. Available result statuses
are listed in the table below:

Status Description

Pass All measurements for the test have passed

Fail Some measurements for the test have failed

Qualified Pass Some of the measurements failed, but none of these were 'Must Pass'
measurements. And no measurements were OCL (Outside the control limit).

Data Only Tolerance Rules are not applied to the measurement, so the results cannot pass
or fail.

Undetermined The measurement definition specifies that tolerance rules be applied to the
measurement, but no tolerance rules can be found for the current test
conditions.

Error An error has occurred because the tolerance rule for the measurement
contains an expression that cannot be evaluated, or the manufacturing data
target for a percentage-based tolerance cannot be found.

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Status Description

OCL (Outside Control Limit) Some measurements for the test are outside the control
limit but none have failed. Refer to Failure Levels (page 107) for more
information. Control limits are usually set on measurements that are also 'Must
Pass'.
Note: The parameter Show tests 'outside control limits' (OCL) in reports as
Failed determines whether or not these results are included in lists of failed
results for reporting purposes.

Failure Level Notifications

You can set up QMS to send out notifications when certain criteria are met around failure
levels.

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Setting Up Email Notifications

You can set up email notifications to be sent when a test fails.

► To set up an email notification:

1. Right-click a machine in the tree structure in the left pane, and click External notifications
in the shortcut menu.
The External Notifications window opens displaying the list of external notifications.

2. Click the New button on the top left of the External Notifications window. The Create
notification window opens.
3. Select Email in the Action list.

4. Select one or more failure levels: Control Limit, Failure level 1, Failure level 2, and Failure
level 3. (Refer to Failure Levels (page 107) for more information.)
5. Enter a name for the notification in the Name box.
6. Enter email addresses in the To box.
7. Enter the from addresses in the From box.
8. Change the subject in the Subject box if required.
9. Click Customize Email message to customise your email.
10. Click Preview Email message to preview your email, if required.
11. Click OK.

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 QMS Introduction and Configuration

Setting Up Prompts for Failure Reason

If quality test submission is automatic, then you may want to set up prompts asking for
comments when a test fails.

► To set up a prompt for failure reason:

1. Right-click a machine in the tree structure in the left pane, and click External notifications
in the shortcut menu.
The External Notifications window opens displaying the list of external notifications.

2. Click the New button on the top left of the External Notifications window. The Create
notification window opens.
3. Select Prompt for failure in the Action list.

4. Select one or more failure levels: Control Limit, Failure level 1, Failure level 2, and Failure
level 3. (Refer to Failure Levels (page 107) for more information.)
5. Tick Supervisor approval required if needed.
6. Click OK.

Setting Up Electronic Sign Messages

If electronic signs are used above machines, then you can configure QMS to write a message to
the Kiwiplan database when a test fails. This can then be extracted and sent to the electronic
sign.

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QMS Client User Guide — 9.20 (April 2019)

► To set up an electronic sign message:

1. Right-click a machine in the tree structure in the left pane, and click External notifications
in the shortcut menu.
The External Notifications window opens displaying the list of external notifications.

2. Click the New button on the top left of the External Notifications window. The Create
notification window opens.
3. Select Electronic Sign Message in the Action list.

4. Select one or more failure levels: Control Limit, Failure level 1, Failure level 2, and Failure
level 3. (Refer to Failure Levels (page 107) for more information.)
5. Prepare your message in the Message box.
6. Click OK.

Overdue Test Notifications

You can create an overdue notification email template for a test location. Once the template is
set up it is used to create and send an email notification when tests at the test location become
overdue by more than the specified wait duration.

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 QMS Introduction and Configuration

Setting Up Overdue Notification Emails

You can set up an overdue notification email at a test location using the Overdue Notification
form. An overdue notification email is sent when tests becomes overdue at the test location.
One overdue notification email is sent for all the tests that fall overdue at the same time at the
test location.

Note:
You cannot set up an overdue notification email for a machine group or a plant.
If your plant has a corrugator, note that you cannot set up an overdue notification email for a
corrugator machine. You can set up an overdue notification email for the dry or wet end area
of a corrugator. The message template for a corrugator area is different from that shown in
the example below. For the wet end the subject includes the wet end area name ($[Wet End
Area Name]) and the program number ($[Program Number]). For the dry end the subject
includes the knife ($[Knife]) and the job number. For the wet end and dry end the subject
also includes the corrugator machine name ($[Corrugator Machine Name]).

► To set up an overdue notification email:

1. Right-click the required machine in the test location tree to display the shortcut menu.
2. Click in the shortcut menu.
The Overdue Notification form is displayed.

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3. If required, change the duration to wait after the test becomes overdue. The default is
two minutes.
4. Enter email addresses in the To box.
5. Enter the from addresses in the From box.
6. If required, change the default subject in the Subject box.
7. If required, change the default message in the Message box.
8. Click OK to save the email notification. An email notification will be sent every time a test
becomes overdue at the test location by more than the wait duration. One email is sent
for all tests at the test location that became overdue at the same time.

Corrugator Areas
Corrugator tests differ depending on which end they are performed at. QMS allows you to
create separate test types for the dry end and wet end. But first, you need to create corrugator
areas, specifying whether they are 'dry end' or 'wet end'.

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 QMS Introduction and Configuration

Creating Corrugator Areas

► To create a corrugator area:
1. In the tree structure in the left panel, right-click the required corrugator.

A shortcut menu item is displayed.

2. Click Corrugator Areas. The Corrugator Areas dialog box opens.

3. Click the New button.
A New Corrugator Area item appears.

4. Name the New Corrugator Area item appropriately.

5. Tick the Dry-end option if you are creating a Dry-end corrugator area, and leave it
unticked if you are creating a Wet-end corrugator area.

6. Repeat Steps 3 - 5 if you want to create another corrugator area.

7. Click OK.

Deleting Corrugator Areas

► To delete a corrugator area:
1. In the tree structure in the left panel, right-click the corrugator node of the corrugator for
which you want to create corrugator areas. A shortcut menu item Corrugator Areas is
displayed.
2. Click Corrugator Areas. The Corrugator Areas dialogue box opens, showing you the list of
corrugator areas for that corrugator node.

3. Click the Delete button.

4. Click OK.

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Creating Test Types

In this Chapter
What is a Test Type? ................................................................................................................... 46
Accessing the Create Test Type Wizard ...................................................................................... 46
Step 1. Measurements ................................................................................................................ 46
Entering General Test Information .......................................................................................... 47
Creating a Measurement ......................................................................................................... 50
Changing the Order of Measurements .................................................................................... 63
Deleting a Measurement ......................................................................................................... 64
Modifying a Measurement ...................................................................................................... 64
Step 2. Locations ......................................................................................................................... 64
Adding Locations ..................................................................................................................... 65
Removing Locations ................................................................................................................. 66
Step 3. Dependencies ................................................................................................................. 67
What is a Dependency? ........................................................................................................... 67
Selecting Dependencies........................................................................................................... 68
Changing the Priority of Dependencies ................................................................................... 68
Available Dependencies .......................................................................................................... 70
Additional Dependencies for Corrugators ............................................................................... 71
Specifying Dependency Settings.............................................................................................. 72
Additional Dependency Settings for Corrugators ................................................................... 77
Step 4. Frequency Rules .............................................................................................................. 77
Frequency Rules....................................................................................................................... 78
Creating Frequency Rules ........................................................................................................ 79
Understanding Frequency Types ............................................................................................. 79
Additional Frequency Types for the Corrugator...................................................................... 90
Associating Test Types to a Test Group ................................................................................... 99
Editing Frequency Rules .......................................................................................................... 99
Deleting Frequency Rules ...................................................................................................... 100
Step 5. Tolerance Rules ............................................................................................................. 100
Creating Tolerance Rules ....................................................................................................... 101
Editing Tolerance Rules ......................................................................................................... 110
Deleting Tolerance Rules ....................................................................................................... 111
Step 6. Preview Triggering ........................................................................................................ 111
Test Groups ............................................................................................................................... 111
What is a Test Group? ........................................................................................................... 111
Creating Test Groups ............................................................................................................. 111

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 Creating Test Types

Editing Test Groups................................................................................................................ 112

Deleting Test Groups ............................................................................................................. 112
Viewing Test Types Associated with a Group ........................................................................ 112
Modifying Test Types ................................................................................................................ 112
Deleting Test Types ................................................................................................................... 113
Viewing the Test Plan for a Job ................................................................................................. 113
Preview Triggering .................................................................................................................... 114
Previewing Test Triggering .................................................................................................... 114
Entering Information in the Test Properties Pane ................................................................ 116
Viewing Information in the Trigger Details Pane .................................................................. 120
URLs........................................................................................................................................... 121
Instructions ............................................................................................................................ 121
Icons ....................................................................................................................................... 122

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What is a Test Type?

A test type is a quality test definition stored in QMS. It contains all of the properties for the
quality test such as the location where the test is performed, the material that is tested, the
timing and frequency of the test and the range of acceptable or expected values for the test.

Accessing the Create Test Type Wizard

► To access the Create Test Type wizard:
1. Select the main Test Location where the test is performed from the tree in the Test
Administration tab.
2. Click the New button at the top of the Test Details Pane. This opens up the Create
Test Type Wizard

Note:

▪ Follow the instructions, as guided by the wizard, clicking to move to the next
step in the wizard.
▪ Test Types must be created for a machine, machine group or the Quality Lab. Test types
cannot be created at plant or corporate level.

Step 1. Measurements
The first step of the Create Test Type wizard is for entering general test information and
creating and managing measurements for the test.

The top part of the window contains the general test information. The lower part of the
window has the Measurements pane for creating, viewing and managing measurements.

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 Creating Test Types

► The following is an example of the Step 1. Measurements window (different areas of the
window are overlaid with transparent coloured boxes):

Entering General Test Information

► To enter general test information
▪ Complete the fields in the General Information Pane of the Step 1. Measurements
window.
The fields for general test information, which you see in the main part of the Step-1
(Measurements) window of the Create Test Type wizard are described below:

Note: You must enter a test name and create at least one measurement to enable the
button. To create a measurement you must enter at least the measurement name. All other
fields are either optional or have defaulted values.

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Name

The test type name.

Sequence No.

(optional) Enter a sequence number if you need to control the order in which tests
that are due at the same time are displayed by the Test Viewer.

The value entered must be a integer greater than or equal to 1.

In the list of tests in the Test Viewer, tests are sorted first by stage, status, and due,
then by sequence number. Tests with a sequence number of 1 are displayed first,
followed by 2, and so on. If two tests have the same sequence number, then they
are sorted based on their test name.

Tests that are displayed first are more important and should be performed first.
Tests without a sequence number are displayed last.

Sequence Numbers are also used when sequencing tests in the Test Submission
form where tests are in the same test group.

Icon

Note: This functionality is not available if you are running QMS in Rigids industry mode.

(optional) The location of the icon to be displayed next to the test name. Enter a
URL or file path for the location. Refer to URLs (page 121) for more information.

Instructions (URL)

Note: This functionality is not available if you are running QMS in Rigids industry mode.

(optional) The location of the instructions on how to perform the test. Enter a URL
or file path for the location. Refer to URLs (page 121) for more information.

Material Type

Note: This field is not displayed if you are running QMS in Rigids industry mode.

The material the test is carried out on.

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 Creating Test Types

Note:
▪ You can choose from Board, Starch, Paper, Ink and General for Lab Tests.
▪ For tests located at converting machines this field is set to Board and cannot be
changed.
▪ For tests located at a corrugator you can choose from Board or Coating for tests located
at the dry end and Board, Paper or Starch for tests located at the wet end.

Compulsory

Note: This field is not displayed if you are running QMS in Rigids industry mode.

If this box is ticked and Kiwiplan FFF is configured to disable feedback for compulsory
tests, then feedback in Kiwiplan FFF cannot be completed for a job until the tests for the
job are finished, aborted or cancelled. For more information on configuring Kiwiplan FFF
to disable feedback for compulsory tests, see the QMS Installation and Configuration
Guide.

Note: This check box is not applicable for lab tests or corrugator tests.

Environmental Indicator

Note: This field is not displayed if you are running QMS in Rigids industry mode.

Tick this box if you want QMS to treat this test as an environmental indicator.

An environment indicator test is one which indicates the conditions of the environment
(which may be machine related or material related) at the time the test was performed.

Example: For a plant with a corrugator, Job 12345 ran in program 9876 between 09:04 and
09:48. Starch Batch tests, which had the Environmental Indicator option ticked, were
performed at 07:00 and again at 11:00. The results of these Starch Batch tests are included in
the report for Job 12345 because they help to determine the conditions at the corrugator
around the time the job ran.

Cavity Submission
Ensure this box is ticked if you are running QMS in Rigids industry mode.

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Note: This field is only displayed if you are running QMS in Rigids industry mode.

External Reference

(optional) The External Reference code for the testing machine that QMS is
interfacing with. This should be left blank if your installation of QMS is not
interfacing with any third party testing equipment.

Creating a Measurement
A test type can have multiple measurements, and a measurement can have multiple samples.

► To access the Add Measurement form to create a measurement:

▪ Click the New button at the top of the Measurements pane of the Step-1
(Measurements) window of the Create Test Type wizard.
The Add Measurement dialog box, with five tabs, opens.

Entering General Measurement Information

You can enter general information about the measurement you are creating, in the General tab
of the Add Measurement dialog box.

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 Creating Test Types

► The fields are described below:

Name
The measurement name.

Note: A test cannot have two measurements with the same name.

Icon

Note: This functionality is not available if you are running QMS in Rigids industry mode.

(optional) The location of the icon to be displayed next to the measurement name.
Enter a URL or file path for the location. Refer to URLs (page 121) for more
information.

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Instructions (URL)

Note: This functionality is not available if you are running QMS in Rigids industry mode.

(optional) The location of the instructions on how to perform the measurement.

Enter a URL or file path for the location. Refer to URLs (page 121) for more
information.

Failure Document (URL)

Note: This functionality is not available if you are running QMS in Rigids industry mode.

(optional) The location of the instructions on what to do if the measurement fails.

Enter a URL or file path for the location. Refer to URLs (page 121) for more
information.

External Reference

(optional) The External Reference code for the measurement sent back from the
testing equipment that QMS is interfacing with. This should be left blank if your
installation of QMS is not interfacing with any third party testing equipment.

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 Creating Test Types

Defining the Measurement Result Type

The result type you specify in the Result Type tab determines the type of result that is expected
when results for the measurement are entered.

Result Result entry box Description

type

Number A number is entered for the measurement result.

Pass/Fail The appropriate radio button that indicates the result

for the measurement is selected.
Note: The Pass and Fail text is configurable.

List An item from a drop down list is entered as the result

for the measurement.

Text Appropriate text is entered into the result entry box.

Checkbox The checkbox is ticked if the specified condition is

met.

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Number Result Type

If you select Number in the Type box, the form includes the following fields.

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 Creating Test Types

Basis

Refines the Units (see below) you can select from. The basis types are listed below:

▪ Lineal
▪ Area
▪ Volume
▪ Weight
▪ Density
▪ Force
▪ Decimal - use this if none of the other listed units apply.
▪ Pressure
▪ Liquid Volume
▪ Area Density
▪ Duration
▪ Speed
▪ Temperature
▪ Strength
▪ Torque
▪ Energy
▪ Tensile Energy
▪ Puncture Energy

Note: If you want to define tolerance rules for the measurement with a target from
manufacturing data, ensure the basis is the same as that of the target property. Refer to
Adding a Tolerance Rule (Number) (page 102) for more information.

Format

The number format that the result is entered in. (For example, 0.00 for two decimal
places).

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Units

The units that the result is entered in. These are displayed at the right hand side of
the number result entry box in the Test Submission form. If no units are selected
then the word unit is displayed.

Note: If you want to define tolerance rules for the measurement with a target from
manufacturing data, ensure the units are the same as that of the target property. Refer to
Adding a Tolerance Rule (Number) (page 102) for more information.

Derived

If you tick this box, then you are specifying that the measurement is a derived
measurement and the Formula and Displayable fields are enabled. You can define
an expression for the measurement in the Formula field that includes other
measurements from the test type. This is useful when you want to define a
tolerance rule against a derivation of an actual measurement.

Formula

Click the ellipsis button to open the Expression Editor. Use the Expression Editor to
define a formula for the measurement. For more information on the Expression
Editor, see the QMS Installation and Configuration Guide.

This field is only editable if the Derived checkbox is ticked.

Displayable

If this check box is ticked, then the derived measurement is displayed on the Test
Submission form.

This field is only editable if the Derived checkbox is ticked.

What is a Derived Measurement?

A derived measurement is a number type measurement derived from one or more other
measurements.

You specify that a measurement is derived in the Result Type tab when creating a number type
measurement. You also define the formula and whether the derived measurement is displayed
on the Test Submission form in this tab.

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 Creating Test Types

Note:
▪ Derived measurements, once created, are available in the expression editor and may be
used to create other derived measurements.
▪ A derived measurement and all its dependent measurements can only have a fixed
sample size of 1. However, a non-dependent measurement on the test can be variable
and have a different sample size from the derived measurement.

Example: Let's say a user wants to create a 'coating weight test' in QMS. This test needs to
pass or fail depending on whether the material has the required coating weight. But coating
weight is not a measurement that is measured directly. Rather it is derived from two other
measurements.
Coating weight = Weight of coated material - Weight of uncoated material.
The user creates a derived measurement called Coating_weight, which can be used to create
the tolerance rule to test.

Pass/Fail Result Type

If you select Pass/Fail in the Type box, the form includes the following fields.

Field Description

Pass The text that will be displayed next to the Pass radio button on the Test Submission
label form.

Fail label The text that will be displayed next to the Fail radio button on the Test Submission
form.

List Result Type

If you select List in the Type box, the form includes the following fields.

Field Description

Value This is a user-defined list.

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Defining a List

► To define a list:

1. Click Create to create or add to a list. A text box appears in the Value pane.
2. Enter a value in the text box and press ENTER.
3. Click OK.

Note:
▪ Values are treated as strings.

▪ Click Delete to delete the selected item from the list.

▪ Click Import from File to import the list from a file.

Text Result Type

If you select Text in the Type box, the form includes the following fields.

Field Description

Minimum number The minimum number of characters that must be entered for a single
of characters result. If there is no minimum, this is left blank.

Maximum number The maximum number of characters that can be entered for a single
of characters result. If there is no maximum, this is left blank

Checkbox Result Type

When you select Checkbox as the result type, you do not have to specify any other information.

Note: If you are not running QMS in Rigids industry mode, then if a test type is defined with one
measurement and it is a checkbox, then the checkbox is displayed on the Test Viewer. There is
no need to open the Test Submission form to enter the result.

Specifying the Sample Size

You can set the number of results that are entered in the Sample Size tab of the Add
Measurement dialog box.

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Note: This functionality is not available if you are running QMS in Rigids industry mode.

Specifying a Fixed Sample Size

► To specify a fixed sample size:

1. Select the Fixed radio button.
2. Enter the fixed number in the text box and press ENTER.
3. Tick the Use Labels box if you want to label each individual result of the sample.
4. Double-click the label name in the right-hand pane to edit the label name. By default
labels are named 1, 2 and so on
5. Click OK.

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Specifying a Variable Sample Size

► To specify a variable sample size:

1. Select the Variable radio button.
2. Enter the minimum and maximum sample size in the Min and Max boxes.
3. Tick the Use Labels box if you want to label each individual result of the sample.
If you tick Use Labels, the maximum value is the default sample size.

If you do not tick Use Labels, the minimum value is the default sample size.

4. Double-click the label name in the right-hand pane to edit the label name. By default
labels are named 1, 2 and so on
5. Click OK.

Setting Pass Criteria for Tolerance Rules

You can set information related to tolerance rules in the Tolerance tab. What appears in the
Tolerance tab depends on what you select in the Result Type tab.

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► The following is an example of the Tolerance tab where the Result Type is Number:

You can set whether or not you want to apply tolerance rules to the measurement. By default
tolerance rules are applied. You should apply tolerance rules if you want to specify pass and fail
criteria for the measurement. You are only able to choose to apply Tolerance Rules for
measurements with a Result Type of Number or List. For other result types the pass criteria is
inherent as follows:

▪ pass/fail - the pass radio button is selected

▪ checkbox - the checkbox is ticked
▪ text - text is entered in the text box
You can also specify whether or not the individual failures of the measurement affect the final
result of the test. If you tick the Must Pass checkbox, then the measurement result is treated as
a fail if it is outside the tolerance value or range specified in the tolerance rules defined at Step
5.Tolerance Rules. If a measurement fails then the overall result of the test is a Fail. If the
measurement result is a fail (other measurement results for the test are pass) and the Must
Pass check box is not ticked, then the overall result of the test is a Qualified Pass.

The following are field descriptions for the fields that appear in the Tolerance tab for the
different result types.

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Number Result Type

Field Description

Individual QMS checks each sample result against the tolerance range, if specified.

Average QMS calculates the average of the sample results and uses it to determine whether
the measurement falls within the tolerance range, if specified.

Standard QMS calculates the standard deviation of the sample results and uses it to
Deviation determine whether the measurement falls within the tolerance range, if specified.

Must Pass Check the relevant Must Pass box (next to Individual, Average or Standard
Deviation) if a fail result for this measurement should affect the overall test result
(for tests with multiple measurements).

List Result Type

Field Description

Must Check this box if a fail result should affect the overall test result (for tests with
Pass multiple measurements).

Pass/Fail, Text, or Checkbox Result Type

Field Description

Must Check this box if a fail result (for example, Text field remains empty, Checkbox remains
Pass unchecked) should affect the overall test result (for tests with multiple measurements).

Setting Up a Chart for the Measurement

The Chart tab is enabled when the measurement type, specified on the Result Type tab, is
Number. You can use the Chart tab to set up a chart for the measurement. The Chart is
viewable when you click on the Test Viewer. The Charts page that is accessible from
the Test Viewer can only display a maximum of six charts.

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► To set up a chart in the Charts tab:

1. Tick the Enable chart checkbox.
2. Enter the title of your chart. If you do not enter a title, QMS gives your chart the same
title as the measurement.
3. Enter a duration, anything between 1 hour and 9999 hours. The default is 24 hours.
4. Double-click the Name cells to change the names of the series, if required. By default
they are: Actual, Ideal, Minimum, Maximum, Control Limit Min, and Control Limit Max.
5. Click the Colour cells to change the colours for the various series types, if required.
6. Click OK.

Changing the Order of Measurements

Changing the order of the measurements changes the order they appear on the test results
input form.

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► To change the order of a measurement:

1. Select the required measurement in the measurements pane of the Step 1.
Measurements window.
2. Click to move the selected measurement up, or click to move the selected
measurement down as required.

Deleting a Measurement
► To delete a measurement:
1. Select the required measurement in the measurements pane of the Step 1.
Measurements window.
2. Click in the measurements toolbar to delete the selected measurement.

Modifying a Measurement
► To modify a measurement:
1. Select the required measurement in the measurements pane of the Step 1.
Measurements window.
2. Click in the measurements toolbar.
The Modify measurement window is displayed. This window contains the same tabs as
the Add Measurement window.

Alternatively, you can select the Result Type, Sample Size or Tolerance Options field of a
measurement in the measurements table and click the More button that appears in the field
to be taken directly to the relevant tab of the Modify measurement window.

Note: Some modifications are not possible, in which case you may need to create another
measurement and delete the obsolete one.

Step 2. Locations
At the second step, you define the locations that the test applies to. These can be machine
groups, individual machines, or the plant quality lab.

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This screen contains two panes; on the left is the location tree, which displays all available
locations that the test can be performed at, and on the right is a list of current locations that
the test is being performed at.

► The following is an example of the Step 2. Locations window (different areas of the
window are overlaid with transparent coloured boxes):

Adding Locations
► To Add a Location
1. Select the required location in the tree pane of the Step-2 (Location) window of the
Create Test Type wizard. You can expand the tree structure if required.
2. Click the Add To button to add the location to the list.
3. Repeat Steps 1 and 2 for every location at which the test is carried out.

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Note: If you want a test, whether machine or corrugator test, to appear in the Lab Tests tab,
then you must specify Quality Lab as a location.

Removing Locations
► To Remove a Location
1. Select the required location in the tree pane of the Step-2 (Location) window of the
Create Test Type wizard. You can expand the tree structure if required.
2. Click the Remove From button to move the location from the list.

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Step 3. Dependencies
This step is where you select and prioritize the dependencies of the test. This window contains
a list of available dependencies with check boxes next to them and arrows for reordering the
dependencies.

► The following is an example of the Step 3. Dependencies window (different areas of the
window are overlaid with transparent coloured boxes):

What is a Dependency?
Dependencies are attributes that affect the triggering of the test. A test type must have at least
one dependency associated with it.

The order of dependencies has an effect when a job matches more than one frequency or
tolerance rule. So it is important to order the dependencies in priority order. Refer to Changing
the Priority of Dependencies (page 68) for more information.

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Selecting Dependencies
► To select dependencies
▪ Click the check box to ensure that it is ticked for the dependencies you want to select.

Changing the Priority of Dependencies

All the selected dependencies should be arranged in order of priority, with the dependency
with the highest priority at the top.

The order of the dependencies affects which frequency rule is used to trigger the test or which
tolerance rule is applied to the measurement. The most specific rule that is dependent on the
higher priority dependency is applied first. Refer to Example (page 68) for more information.

► To change the priority of a dependency

1. Click the required dependency so that it is surrounded by a blue box.
2. Click to move the selected dependency up, or click to move the selected dependency
down as required.

Example
Consider a test with the following frequency rules (the dependencies are Material Type and
Customer):

▪ Rule Material Group A All Customers Every 100 Items

1:

▪ Rule All Materials Customer BOB Every 200 Items

2:

▪ Rule Material Group B Customer JOE Every 300 Items

3:

▪ Rule Material B123 Customers Every 400 Items

4:

Which rule is used for a job for Customer JOE, with Material grade B123 (part of the B group)?

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Step 1
Eliminate rules that do not match the job:

▪ Rule 1 - eliminated, because B123 is not in Material Group A, and

▪ Rule 2 - eliminated, because the Customer does not match
This leaves Rules 3 and 4.

▪ Rule 1: Material Group A All Customers Every 100 Items

▪ Rule 2: All Materials Customer BOB Every 200 Items

▪ Rule 3: Material Group B Customer JOE Every 300 Items

▪ Rule 4: Material B123 Customers Every 400 Items

Step 2
Look at the first dependency (Material Type) and determine which of the rules is more specific:

'Material B123', which is a Material grade, is more specific than a 'Material Group B', which is a
Material group. So Rule 4 is used. The test is triggered every 400 Items.

▪ Rul Material Group B Customer JOE Every 300 Items

e 3:

▪ Rul Material B123 Customers Every 400 Items

e 4:

[Say, if Customer had been the first dependency instead of Material Type, then 'Customer JOE'
is more specific than 'All Customers', so Rule 3 would have been the more specific rule, and the
test would be triggered every 300 Items.]

Note: If the job matches more than one tolerance rule, then the rule to apply would be selected
in a similar way.

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Available Dependencies
Board Type

This is only available if you are not running QMS in Rigids industry mode.

Customer

General

This is only available if you are not running QMS in Rigids industry mode and the
test is located at the Quality lab only.

Ink Type

This is only available if you are not running QMS in Rigids industry mode and the
test is located at the Quality lab only.

Job Operation

This is only available if you are not running QMS in Rigids industry mode.

Job Specification

Order Quantity

Paper Type

This is only available if you are not running QMS in Rigids industry mode.

Resin Type

This is only available if you are running QMS in Rigids industry mode.

Special Instructions

Starch Type

This is only available if you are not running QMS in Rigids industry mode and the
test is located at the Quality lab only.

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Test Name

Additional Dependencies for Corrugators

The availability of some dependencies depend on the material type of the test.

Dependencies for wet end of corrugators

Material Type Dependency

Board Board Type/Flute Type

Paper Type

Paper Paper Type

Flute

Corrugator Station

Starch Starch Type

Flute

Corrugator Station

Dependencies for dry end of corrugators

Material Type Dependency

Board Order Coating

Board Type

Job Specification

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Material Type Dependency

Customer

Paper Type

Coating Order Coating

Job Specification

Customer

Note: When selecting dependencies for the wet end of Corrugators, QMS does not allow you to
select both Board Type and Flute Type.

Specifying Dependency Settings

Dependency settings are specified in the Dependencies pane at the top of the Step 4.
Frequency Rules window and Step 5. Tolerance Rules window of the Create Test Type wizard.

The windows display a list of available values for the dependencies you select in Step 3.
Dependencies.

► Following are instructions on how to specify a value or values for the dependencies:

Board Type

Note: This is only available if you are not running QMS in Rigids industry mode.

Select board types or groups from the tree. Hold the <Ctrl> key to make more than
one selection. Click to expand a node in the tree.

All is selected by default.

Customer

Specify one or more customers.

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General

Note: This is only available if you are not running QMS in Rigids industry mode.

Ink Type

Note: This is only available if you are not running QMS in Rigids industry mode.

Select ink types or groups from the tree. Hold the <Ctrl> key to make more than
one selection. Click to expand a node in the tree.

All is selected by default.

Job Operation

Note: This is only available if you are not running QMS in Rigids industry mode.

You can select one or more from All, Print, Not Printed, Diecut, and Not Diecut.

All is selected by default.

Job Specification

You can specify Master specs for orders.

Order Quantity

You can specify the quantity range by entering quantities in the From and to boxes.
(Refer to Specifying Quantity Ranges (page 74) for more information.)

Paper Type

Note: This is only available if you are not running QMS in Rigids industry mode.

Select paper types or groups from the tree. Hold the <Ctrl> key to make more than
one selection. Click to expand a node in the tree.

All is selected by default.

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Resin Type

Note: This is only available if you are running QMS in Rigids industry mode.

Select All or individual resin types.

Special Instructions

You can select from All, Has special instructions, and No special instructions. If you
select the Has special instructions option, specify one or more search phrases.
(Refer to Setting Search Phrases for Special Instructions (page 76) for more
information.)

Test Name
If the order information includes test names that match the test name then the rule
applies. There is nothing to specify.

Note: You can only use this functionality if you are using Java PCS.

Specifying Quantity Ranges

QMS allows you to define different kinds of test triggering depending on the size of your job
(Order Quantity). You can specify a quantity range to set a trigger test based on Order Quantity.
If required, you can leave the from box empty to mean minus infinity. If required, you can leave
the to box empty to mean infinity.

The following is an example of the Step 4. Frequency Rules window (Refer to Step 4. Frequency
Rules (page 77) for more information.)

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The example above displays three examples of rules based on Order Quantity, which trigger the
test in the following ways:

▪ every time 50% of the job is completed (twice per job) when the Order Quantity is 1000
or less
▪ every time 20% of the job is completed (five times per job) when the Order Quantity is
from 1001 and 5000
▪ every time 15% of the job is completed when the Order Quantity is more than 5000

Note: QMS does not allow you to enter tests where quantity ranges overlap.

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Setting Search Phrases for Special Instructions

► To set a search phrase in special instructions as a dependency

1. Select the Has special instruction option under Special Instructions in the Dependencies
pane in the Step 4. Frequency Rules window of the Create Test Type wizard.
2. Click the More button to open the Special Instructions dialog box.
3. Click the New button and enter a search phrase. You can use the wildcard %. (See the
examples below.)
4. Click OK.
5. Repeat Steps 2 to 4 to include more search phrases.
Example 1:
Let's say, an order has special instructions as follows:
"Watch caliper carefully HAZMAT Notify Customer before shipping"
If you want to have a measurement trigger in QMS for HAZMAT orders such as this, enter the
phrase %HAZMAT% in the Special Instructions box. (This box is not case sensitive.)

Example 2:
If you want to search for special instructions with two search phrases present, enter both
phrases together one after the other (with a space between them) as follows: %HAZMAT%
%careful%.

Example 3:
If you want to search for special instructions with either of two search phrases, enter the
phrases as separate values, clicking the New button twice.

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Additional Dependency Settings for Corrugators

Corrugator Station

You can select All or one or more corrugator stations.

All is selected by default.

Flute Type

Select a flute type from the tree. Hold the <Ctrl> key to make more than one
selection. Click to expand a node in the tree.

All is selected by default.

Order Coating

You can select All or one or more order-coating options.

All is selected by default.

Starch Type

Select starch types or groups from the tree. Hold the <Ctrl> key to make more than
one selection. Click to expand a node in the tree.

All is selected by default.

Step 4. Frequency Rules

The Step 4. Frequency Rules window contains the Dependencies pane at the top, Rule Settings
pane in the middle and Frequency Rules pane at the bottom.

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► The following is an example of the Step 4. Frequency Rules window (different areas of the
window are overlaid with transparent coloured boxes):

Frequency Rules
Frequency Rules determine how often a test type is triggered and at what processing stage
(any, prerun, setup, run, post run). Frequency Rules are relevant for machine-based tests as
they are used by QMS to schedule tests to coincide with the machine lineups. The Frequency
Rules for a test type are based on the dependencies set in the previous Dependencies step.

Note:
▪ You cannot define Frequency Rules for Lab Tests, so for test types with only the Quality
Lab as a location, QMS does not show this step.
▪ If two or more Frequency Rules apply for a single job, then the most specific rule is used
to trigger the test. (Refer to Example (page 68) for more information.)

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Creating Frequency Rules

► To create a frequency rule:
1. Select the value (or combination of values if there is more than one dependency) that
you would like the frequency rule to trigger on, from the Dependencies pane. (Refer to
Specifying Dependency Settings (page 72) for more information.)
2. Select the Processing Stage that you want the frequency rule to apply to from the drop-
down list under Rule Settings.
▪ You can only have one frequency rule for each processing stage.
▪ You can only define one frequency rule for each combination of dependency (or
dependencies) and processing stage.
3. Click the Add Rule button. The Add Frequency Rule window opens.
4. Select the required Frequency Type from the drop down list and enter the required data.
(Refer to Understanding Frequency Types (page 79) for more information.)
5. Click the OK button. The frequency rule is displayed in the table in the Frequency Rules
pane.

Understanding Frequency Types

Job-Based Frequency Rules

Job-based frequency rules allow the test to be triggered every certain number of jobs.

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Field Description

Recur every (jobs) Number of job changes before test is to be triggered.

At every The percentage the job completes after which a test is triggered again.
Example: If 10 is entered, the test is triggered when the job is
completed 10%, 20%, 30%, and so on.
The default shown is determined by the parameter Recurring
percentage (%) for job triggered test.

Overdue at (% job The percentage the job completes after which the test is flagged as
completion) overdue.
Example: If 25 is entered, the test becomes overdue when 25% of the
job is completed.
The default shown is determined by the parameter Overdue margin (%)
for job triggered test.

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Note: How QMS handles job splits: When a job (with a test trigger based on percentage of job
completed) is split, the frequency of tests being triggered increases.

Example:
Let's say a job has a quantity of 1000 sheets, and the test is triggered for every 25% of the job
completed. As expected, tests are triggered at 250 sheets, 500 sheets, 750 sheets, and 1000
sheets.
If, however, the job is split after 500 sheets, tests are triggered differently. For the second part
of the job (with a remaining quantity of 500 sheets), QMS triggers the tests at 25% of the 500
remaining sheets and not at 25% of the original 1000 sheets. Thus, for the second part of the
job, tests are triggered at 125 sheets, 250 sheets, 375 sheets, and 500 sheets.

Time-Based Frequency Rules

Time-based frequency rules allow the test to be triggered after a certain time period. This
frequency type is available for converting machines and wet end of corrugators.

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Field Description

Start Start date

Recurrence If you select the Daily option, QMS allows you to set recurring time in terms of
Rule number of days
If you select the Weekly option, QMS allows you to select the number of weeks to
recur at and the day/days of the week you want the test to recur.

If you select the Monthly option, QMS allows you to select the number of months
to recur at and the day of the month you want the test to recur.

Set Whether you are setting a recurring time for the test to trigger
recurring
(If unchecked, then the test falls due at midnight on the day/days specified in the
time
Recurrence Rule above).

Recurring Start (start time, hh:mm:ss), End (end time, hh:mm:ss), and Interval (time
time interval)
You'll be able to specify this only if Set recurring time is checked.

Overdue Number of minutes after the test falls due when the test is flagged as overdue
margin
The default is determined by the parameter Overdue margin (mins) for time-
(min)
triggered test.

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Note: If Set recurring time is checked, but Start is blank, then then the default Start Time of the
test is the Start Time for the particular processing stage for which the rule is being defined

Example:
If the frequency rule is being defined for the Run stage of a job, and it is to recur every hour,
then leaving this field blank will start that “hour countdown” at the time the crew completes
the setup (for converting).
So, in this case, if the Setup Finish Time in FFF is entered as 09:07, then starting at 09:07, this
test would trigger at 7 minutes after every hour. The next test will be due at 10:07, then 11:07,
12:07, and so on until such time as the job has been completed, shift split, or partialed.

Calendar Tool
The calendar tool has a row of navigational buttons up the top, with the dates below. Dates
that are currently included in the range specified are coloured green.

Button Action

Go back one year

Go back one month

Go to the current month (if you are currently viewing a month other than the
current month).

Go forward one month

Go forward one year

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Effect of Machine Downtime in Time-Based Tests

Tests that become due or overdue because of machine downtime are made obsolete and not
displayed on the screen or in reports.

QMS gets information about machine downtimes from Machine Data Collection (MDC), XMGEN
or manual feedback. It then looks for time-based tests that have been triggered during the
downtime period (and so have no results) and makes them obsolete. These obsolete tests are
not included in Compliance (Done%) and Compliance (Pass%) reports. Neither are they
displayed on line.

Default Values That Affect How QMS Responds to Downtimes

The following default values configured in the Configure Defaults window have an effect on
how tests are made obsolete.

▪ Minimum duration in minutes for a downtime to be considered in test triggering

(default 5 mins):
Tests triggered during downtimes are made obsolete only if the downtime interval is
equal to or more than this value. Very small and insignificant downtimes are ignored.

Example:
Let's say you have a test with a time frequency rule set to trigger every 20 minutes from 8:00
am, and you have a downtime from 8:40 am to 9:15 am. QMS triggers tests at 8:20 am, 8:40
am, and 9:00 am. Shortly after 9:15 am, QMS becomes aware of the downtime.
If Minimum duration in minutes for a downtime to be considered in test triggering is set to 5
mins, then QMS considers this downtime of 35 mins, between 8:40 am to 9:15 am, as
significant and makes the test triggered at 9:00 am obsolete because it was triggered during the
downtime.

▪ Number of minutes by which the start and end times of a downtime will be extended
(default 5 mins):
This value enables you to extend the downtime (as perceived by QMS) by a certain
number of minutes before and after the actual downtime's start time and end time
respectively. The reason for introducing this value in QMS is that tests triggered
immediately after and before a downtime may not yield useful results, and QMS now
provides the option of making these tests obsolete, along with the tests triggered during
the actual downtimes.

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Example: Using the same example, if Number of minutes by which the start and end times of a
downtime will be extended is set to 5 mins, it makes the test execution triggered at 8:40
obsolete (as it was triggered 5 minutes before the start of the downtime), and also the test
execution triggered at 9:20 (as it is 5 minutes after the end of the downtime).

Pallet-Based Frequency Rules

Note: This frequency is only available if you are not running QMS in Rigids industry mode.

Pallet-based frequency rules allow the test to be triggered every certain number of pallets
processed. This frequency type is available for converting machines (and the wet end of
corrugators).

In this screen, you will need to choose one recurrence rule type and one overdue condition

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Recurrence Description
rule type

Recur every The pallet frequency. Choose this option if you want the test to be triggered
_ pallet(s) every certain number of pallets processed.
Example: If 3 is entered, the test is triggered after every three pallets.

Perform _ The number of tests to be performed on each pallet. Choose this option if you
test(s) per want the test to be performed multiple times on each pallet (the test is
pallet performed on every pallet).
Example: If 3 is entered, three tests are triggered for every pallet.

Overdue Description
conditions

After _ pallet(s) The number of pallet(s) processed since the test was triggered after which
complete the test becomes overdue.
Example: If 3 is entered, the test becomes overdue after three pallets are
processed.

% of the span The percentage of the pallets filled between consecutive tests after which
between tests the test becomes overdue.
Example: If 25 is entered, the test becomes overdue when 25% of the
pallets between this test and the next are filled.

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Sheet-Based Frequency Rules

Note: This frequency is only available if you are not running QMS in Rigids industry mode.

Sheet-based frequency rules allow the test to be triggered every certain number of sheets,
counting sheets going in or coming out of the machine. This frequency type is available for
converting machines (and the wet end of corrugators).

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Field Description

Recur every The number of sheets after which the test is due.
(sheets)
Example: If 100 is entered, then for a job with 350 sheets, tests are
triggered at 100, 200, and 300 sheets.

Overdue margin The number of sheets after the test is due. At this stage, the test becomes
(sheets) overdue.
Example: If 50 is entered, then if a test is due at 100 sheets it becomes
overdue at 150 sheets.
The default is determined by the parameter Overdue margin (%) for sheet-
triggered test.

Count sheets Specifies whether the sheet frequency is based on sheets produced, or
sheets fed in.

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Bottle-Based Frequency Rules

Note: This frequency is only available if you are running QMS in Rigids industry mode.

Bottle-based frequency rules allow the test to be triggered every certain number of bottles,
counting bottles going in or coming out of the machine.

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Field Description

Recur every The number of bottles after which the test is due.
(bottles)
Example: If 100 is entered, then for a job with 350 bottles, tests are
triggered at 100, 200, and 300 bottles.

Overdue margin The number of bottles after the test is due. At this stage, the test becomes
(bottles) overdue.
Example: If 50 is entered, then if a test is due at 100 bottles it becomes
overdue at 150 bottles.
The default shown is determined by the parameter Overdue margin (%) for
bottle-triggered test.

Count bottles Specifies whether the bottle frequency is based on bottles produced, or
bottles fed in.

Additional Frequency Types for the Corrugator

Note: These are only available if you are not running QMS in Rigids industry mode and your
plant has a corrugator.

These additional frequency types are:

▪ Corrugator wet end - Paper, Board, Flute, Program, and Lineal

▪ Corrugator dry end - Coating

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Paper-Based Frequency Rules

Paper-based frequency rules allow the test to be triggered every certain number of paper
changes. This frequency type is available only for the wet end of corrugators. The material type
specified in step 1 would need to be Paper or Starch.

Field Description

Recur every Number of paper changes before test is to be triggered

(paper changes)
Example: If 3 is entered, the test is triggered after every three paper
changes.

Overdue at (% The percentage of paper utilisation before the test is flagged as overdue.
paper utilisation)
Example: If 25 is entered, the test becomes overdue when 25 % of paper has
been utilised.
The default shown in the box is the Overdue margin (%) for paper-change-
triggered test value set in the Configure Defaults window.

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Board-Based Frequency Rules

Board-based frequency rules allow the test to be triggered every certain number of board
changes. This frequency type is available only for the wet end of corrugators.

Field Description

Recur every Number of board changes before test is to be triggered.

(board changes)
Example: If 3 is entered, the test is triggered after every three board
changes.

Overdue at The length of completed board before the test is flagged as overdue.
(units)
Example: If 500 is entered, the test becomes overdue when 500 metres of
board is completed.
The default shown in the box is the Overdue margin for board-change-
triggered test value set in the Configure Defaults window.

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Flute-Based Frequency Rules

Flute-based frequency rules allow the test to be triggered every certain number of flute
changes. This frequency type is available only for the wet end of corrugators.

Field Description

Recur every Number of flute changes before test is to be triggered.

(flute changes)
Example: If 3 is entered, the test is triggered after every three flute changes.

Overdue at The length of completed board before the test is flagged as overdue.
(units)
Example: If 500 is entered, the test becomes overdue when 500 metres of
board is completed.
The default shown in the box is the Overdue margin (%) for flute-change-
triggered test value set in the Configure Defaults window.

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Program-Based Frequency Rules

Program-based frequency rules allow the test to be triggered every certain number of program
changes. This frequency type is available only for the wet end of corrugators.

Field Description

Recur every Number of program changes before test is to be triggered.

(programs)
Example: If 3 is entered, the test is triggered after every three program
changes.

Overdue at (% The percentage a program is complete before the test is flagged as

program overdue.
completion)
Example: If 25 is entered, the test becomes overdue after 25 % of the
program is completed.
The default shown in the box is the Overdue margin (%) for program-
triggered test value set in the Configure Defaults window.

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Lineal-Based Frequency Rules

Lineal-based frequency rules allow the test to be triggered every certain number of meters of
paper. This frequency type is available only for the wet end of corrugators.

Field Description

Recur every Length of board before test is to be triggered.

(units)
Example: If 100 is entered, the test is triggered after every 100 metres.

Overdue at Length of completed board after which a test is flagged as overdue.

(units)
Example: If 500 is entered, the test becomes overdue after 500 metres of board is
completed.
The default shown in the box is the Overdue margin (%) for lineal-triggered test
value set in the Configure Defaults window.

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Job-Based Frequency Rules

Job-based frequency rules allow the test to be triggered every certain number of jobs. It also
allows you to set the minimum setup quantity, preventing the test from being triggered for
setups that are less than the specified number of sheets. This frequency applies to corrugator
dry end only.

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 Creating Test Types

Field Description

Recur every (jobs) Number of job changes before test is to be triggered.

At every Percentage a job is complete after which a test is triggered again.

Example: If 10 is entered, the test is triggered when the job is
completed 10%, 20%, 30%, and so on.
The default shown in the box is the Recurring percentage (%) for job
triggered test value set in the Configure Defaults window.

For at least Minimum set up quantity (number of sheets) for test to be triggered.
(only available for dry Example: For example, if 500 is entered, the test is triggered when set
end corrugator areas) up quantity is 500 sheets or more.

Repeat every out Repeats test for every out when there are multiple outs at the dry end.
(only available for dry When this checkbox is ticked, the test is repeated at each knife across
end corrugator areas) the corrugator.

Overdue at (% job Percentage a job is complete after a test is due before the test is
completion) flagged as overdue.
Example: If 25 is entered, the test becomes overdue when 25% of the
job is completed.
The default shown in the box is the Overdue margin (%) for job
triggered test value set in the Configure Defaults window.

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Coating-Based Frequency Rules

Coating-based frequency rules allow the test to be triggered every certain number of coating
changes. This frequency type is available only for the dry end of corrugators.

Field Description

Recur every (coating Number of coating changes before test is to be triggered.

changes)
Example: If 3 is entered, the test is triggered after every three coating
changes.

Overdue at (% job The percentage of the total number of completed sheets after which a
completion) test is flagged as overdue.
Example: If 25 is entered, the test becomes overdue when 25% of the
job is completed.

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Associating Test Types to a Test Group

In the Step 4. Frequency Rules window, when you associate a frequency rule to a test group
the test type becomes associated to the test group. Test Groups are created in the Test Group
Administration tab. (Refer to Creating Test Groups (page 111) for more information.)

► To associate a frequency rule to a test group in the Frequency Rules table:

1. Double-click in the Group field.
2. Select a test group from the drop down list that is displayed.

Editing Frequency Rules

► To edit a Frequency Rule in the Step 4. Frequency Rules window:
1. Click the Frequency field of the frequency rule you would like to edit.

2. Click the More button that appears in the field. The Frequency Rule window is
displayed.
3. Make your changes to the frequency rule. (Refer to Understanding Frequency Types
(page 79) for more information.)
4. Click OK to save these changes.

Note: If you change the Recurring time Interval for the test, you might encounter the following
behavior as shown in the example below.

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Example:
Let's say you have a test with a time frequency rule set to trigger every 10 minutes from 7:00
am to 5:00 pm.
If you checked at 11:32 am, you would note that tests have triggered every 10 minutes as
scheduled, with the last one at 11:30 am. Suppose, at 11:32 am, you changed the time interval
so that tests trigger once in 20 minutes, you might expect the next test to trigger at 11:50 am.
You would find that the next tests are not triggered at 11:50 am, 12:10 pm and so on. Instead
they are triggered at 11:40 am, 12:00 noon and so on, every 20 minutes. This is because QMS
calculates the time for time intervals from the Start time of 7:00 am and not from the time
when the time Interval is modified.

Deleting Frequency Rules

► To delete a Frequency Rule in the Step 4. Frequency Rules window:
1. Click the frequency rule you would like to delete, in the Frequency Rules pane.
2. Click the Delete button.

Step 5. Tolerance Rules

At this step, you define the tolerance rules for the measurements of the test. Tolerance rules
control what values are accepted as pass results for a measurement. You can also define
different levels of failure. You are only required to add tolerance rules for a measurement if the
result type defined in Step 1. Measurements is Number or List and you specified that tolerance
rules be applied. If the test type does not contain any measurements that need Tolerance Rules
defined, then this step is not shown.

The Tolerance Rules step contains Dependencies pane at the top, Rule Settings pane in the
middle and Tolerance Rules pane at the bottom.

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Creating Tolerance Rules

► To create a tolerance rule
1. Select the value (or combination of values if there is more than one dependency) that
you would like the Tolerance Rules to depend on, from the Dependencies pane on the
top. (Refer to Specifying Dependency Settings (page 72) for more information.)
2. Select the measurement you want to set the tolerance for from the Measurement drop
down list. All measurements where you specified tolerance rules to be applied are
available for selection. You must define a tolerance rule for every measurement in the
list. Only measurements that require tolerance rules are displayed.
3. Select the Processing Stage that you want the tolerance rule to apply to, from the drop
down list under Rule Settings.
You can only specify one tolerance rule for each combination of Dependency (or
Dependencies), Measurement and Processing Stage.

4. Click the Add Rule button, this brings up the Add tolerance rule window.

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5. Refer to Adding a Tolerance Rule (Number) (page 102) for more information. Refer to
Adding Tolerance Rule (List) (page 109) for more information.

Note:
▪ You should define a tolerance rule for all measurements where you specified tolerance
rules be applied.
▪ You should define tolerance rules so that for every frequency rule a tolerance rule exists
if you specified tolerance rules be applied.
▪ If two tolerance rules are defined for a job, then the most specific rule applies. (Refer to
Example (page 68) for more information.)

Adding a Tolerance Rule (Number)

► The following are examples of the Add Tolerance from when the result type is Number.
The forms are different depending on what is selected as the validation mode.

► To add a tolerance rule when the Result Type is Number:

1. Complete the fields, in the Add Tolerance Rule form. See the table below.
2. Click OK to save your changes.

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Item Description

Validation Select either Literal, Percentage or Expression.

Mode

Target Literal Enter the number that is the ideal result.

Percentage Click the More button to open the Select Manufacturing Data form.
Select the property that is being measured. The group the property
belongs to should be one of the properties for the dependency.
Example: Select a MAP property from the Job group if the test results
are to be entered using a Job Number for the test property.

Expression Click the More button and enter an expression. For more
information on the Expression Editor, see the QMS Installation and
Configuration Guide.

Individual Tick if you want the tolerance rule to apply to each individual result entered.

Must Pass Tick if you want to ensure that the test passes only if individual
measurement results pass.

Minimum Literal Enter a minimum and a maximum. These

values are inclusive, so if a test result
Maximum
matches the Minimum or Maximum, it
passes. The Minimum must be less than, or
equal to the Target, and the Maximum must
be greater than, or equal to the Target.

Percentage Enter the inclusive range as percentage

differences from the Target.

Expression Enter expressions to define the range. For

more information on the Expression Editor,
see the QMS Installation and Configuration
Guide.

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Item Description

Advanced Click to open the Advanced Configuration form to specify failure

levels. (Refer to Advanced Configuration (page 106) for more
information.)

Average Tick if you want the tolerance rule to apply to the average of the sample results.

Must Pass Tick if you want to ensure the test passes only if the average result
passes.

Minimum Literal Enter a minimum and a maximum. These

values are inclusive, so if a test result
Maximum
matches the Minimum or Maximum, it
passes. The Minimum must be less than, or
equal to the Target, and the Maximum must
be greater than, or equal to the Target.

Percentage Enter the inclusive range as percentage

differences from the Target.

Expression Enter expressions to define the range. For

more information on the Expression Editor,
see the QMS Installation and Configuration
Guide.

Advanced Click to open the Advanced Configuration form to specify failure

levels. (Refer to Advanced Configuration (page 106) for more
information.)

Standard Tick if you want the tolerance rule to apply to the standard deviation of the sample
Deviation results.

Must Pass Tick if you want to ensure the test passes only if the standard
deviation result passes.

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Item Description

Maximum Enter a maximum. The value is inclusive, so if a test result matches the
Maximum, it passes. Maximum must be greater than, or equal to the
Target. For Standard Deviation tolerance ranges, there is no Minimum
box, the minimum allowable value is always zero.

Note:
▪ Individual, Average, and Standard Deviation are ticked if they were selected when
defining the measurement.
▪ Averages and Standard Deviations are calculated for the current sample, not all the
results entered against the test type.
▪ If you have multiple Must Pass tolerance ranges, then all of these are required to pass for
the measurement to pass.

Using Expressions to Compare Measurements in QMS

Expression-based Tolerance Rules allow you to compare measurements with one another. The
measurements being compared, must be in the same test type that the tolerance rule belongs
to.

The syntax for using a measurement in an Expression is:

▪ $[Measurement:measurement_name]
where measurement_name is the name of a measurement in the same test type.

Example: To reference a Measurement called 'Width' use $[Measurement:Width]

A Measurement is selectable in the expression builder if:

▪ The Result Type is Number, List, Checkbox, Pass/Fail or Text

▪ The minimum sample size is 1
▪ The maximum sample size is 1, except for measurements with a Result Type of Number

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Example: Enter and Exit Caliper

Say you have a test type with two measurements, Enter Caliper and Exit Caliper, the unit for
both is millimetres. The Exit Caliper should be the same as the Enter Caliper, but is allowed to
be under by a maximum of five millimetres, otherwise the test should fail.

The values in the fields on the Add Tolerance Form for Exit Caliper are:

Field Value

Target $[Measurement:Enter Caliper]

Minimum $[Measurement:Enter Caliper]-5

Maximum $[Measurement:Enter Caliper]

Advanced Configuration
For a measurement where the result type is a number, the Advanced Configuration form
allows you to set up failure levels to indicate how bad a failed result is. The Advanced
Configuration form is accessible from the Add Tolerance Rule form. You can configure failure
levels for both Individual and Average tolerance rules.

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► To configure failure levels in the Advanced Configuration form

1. If you input Target, Minimum, and Maximum values in the Add Tolerance Rule window,
you'll see these values in the Target, Tier 1 (min), and Tier 1 (max) fields. You may make
changes to the Tier 1 (min), and Tier 1 (max) fields if needed.
2. Enter appropriate values in the other fields as required to define other levels of failure.
All these values are inclusive.
3. Click OK to save your changes.

Note: For a literal tolerance rule the values you enter must be actual values above and below
the target as shown in the above example of the Advanced Configuration form. For a
percentage tolerance rule enter percentages. For an expression based tolerance rule enter
expressions.

Failure Levels

► The following is a diagram of the different failure levels and how they are determined
from the values entered in the Advanced Configuration form:

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Note:
▪ Measurements that fall outside the control limit levels but within the absolute control
values (Tier 1 (min) and Tier 1 (max)) are considered a pass for reporting purposes if the
parameter Show tests 'outside control limits' (OCL) in reports as Failed is set to False.
▪ Values entered are inclusive.
▪ The failure levels determine when a comment is required for a test result entered. If the
result falls outside the control limit then a comment is required.
▪ Bands do not have to be symmetrical about the target.
▪ You do not have to set both a Maximum and a Minimum for a tier. This allows you to set
failure bands in one direction only.
▪ You must define the tiers in increasing order of severity (Tier 1 before Tier 2, Tier 2 before
Tier 3)

Entering values correctly

Tier 3 (Min) < Tier 2 (Min) < Tier 1 (Min) < Control Limit (min) < Target < Control Limit (max) <
Tier 1 (Max) < Tier 2 (Max) < Tier 3 (Max)

Example: When validation mode is literal

If the Target is 10.00, then Tier 1 (Min) must be less than or equal to 10.00, and Tier 1 (Max)
must be greater than or equal to 10.00.
If Tier 2 (Min) is 12, then Tier 1 (Min) must be greater than 12, and Tier 3 (Min), must be less
than 12.

Example: When validation mode is percentage

If Tier 2 (-) is 25%, then Tier 1 (-) must be less than 25%, and Tier 3 (-) must be greater than
25%.
If Tier 2 (+) is 35%, then Tier 1 (+) must be less than 35%, and Tier 3 (+) must be greater than
35%.

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Note:
Expression-based failure bands, unlike Literals and Percentages, are not evaluated when they
are defined. However, having incorrect expressions or incorrectly defined expression-based
failure bands can make it impossible to achieve a pass result, or result in an error evaluating the
expression at test result entry.
When the expressions were evaluated, if the minimum allowable result ended up being a
higher numeric value than the maximum allowable result, it would be impossible to achieve a
pass result.

Adding Tolerance Rule (List)

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► To add a tolerance rule when Measurement Result Type is List:

1. Tick Must pass if you want to ensure that the test passes only if the measurement results
pass.
2. Tick the checkboxes of the values that you want as pass values.

Example: Selecting b or d from the list box would achieve a pass result for the
measurement.
Selecting a or c from the list box would achieve a fail result for the measurement.

3. Click OK when you are satisfied with the tolerance rule.

Editing Tolerance Rules

► To edit a tolerance rule
1. Click the Tolerance field of the tolerance rule you would like to edit, in the table in the
Tolerance Rules pane.
2. Click the More button that appears in the field. This opens the Tolerance Rule form.
3. Make your changes to the tolerance rule.
4. Click OK.

Tip: If a board type name is empty, this indicates that the board has been removed from the
MAP database. If a board has been removed, another board must be selected in order for this
tolerance rule to be tested.

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Deleting Tolerance Rules

► To delete a tolerance rule
1. Click the tolerance rule you would like to delete, in the table in the Tolerance Rules pane.
2. Click the Delete button.

Step 6. Preview Triggering

This step allows you to preview the triggering for the test if required. (Refer to Preview
Triggering (page 114) for more information.)

Click to complete the creation of the Test Type.

Test Groups

What is a Test Group?

A test group is a group of test types that appear together on the same Test Submission form.

Test groups are created and managed in the Test Group Administration tab.

Tests are added to a test group at Step 4. Frequency Rules.

Creating Test Groups

You can create a test group in the Test Group Administration tab. Name is a compulsory field.
Description and Icon (URL) are optional.

► To create a Test Group in the Test Group Administration tab:

1. Click the New button. A new row is added to the table.
2. Double-click the entry in the Name column, and enter the group name. Every test group
must have a unique name.
3. If required, click the Description field to select it, then double-click it and enter a
description of the test group.
4. If required, click the Icon (URL) field to select it, then double-click it and enter the URL of
the icon for the test group. This Icon appears in the Test Viewer form next to the test
group name. Refer to URLs (page 121) for more information.

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Editing Test Groups

► To edit any of the cells in the Test Group Administration tab:
1. Click the cell you would like to edit, and then double-click it to make it editable.

2. Edit the value in the cell.

3. Press the ENTER or TAB key, or click another field to save the edit.

Deleting Test Groups

► To delete a Test Group in the Test Group Administration tab:
1. Select the test group you would like to delete by clicking it.
2. Click the Delete button.

Note: Deleting a test group does not delete the tests that are associated with the test group.

Viewing Test Types Associated with a Group

► To view the test types associated with a group in the Test Group Administration tab:
In the top pane click the required group. The test types associated with the test are displayed in
the bottom Associated Tests pane.

Modifying Test Types

► To Modify a test type
1. Right-click the test in the Test Details pane.
2. Select Modify Test Type from the shortcut menu. The Modify Test Type wizard opens,
which is similar to the Create Test Type wizard.
3. Modify the test type as required.
4. Click the Finish button to save changes. The changes you make have an immediate
effect on tests with status Required and Candidate in Test Viewer.

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Deleting Test Types

► To Delete a test type
1. Right-click the test in the Test Details pane.
2. Select Delete from the shortcut menu. You are asked to confirm that you want to
delete the test type.
3. Click Yes to delete.

Note: Deleting the test type also deletes any results stored for the test type. If you do not want
results to be entered against the test type any more, but don't want to get rid of existing
results, then untick the checkbox in the Active column in the Test Details Table on the Test
Administration tab. This stops the test from appearing in the relevant result-entry interface.

Viewing the Test Plan for a Job

The Test Plan for a Job is all the test types that are applicable for a given job.

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The View Test Plan form contains a drop down box to select the site and a field to enter the job
number. Below that, one below the other, are the Planned Tests pane and the Test
Information pane.

► To View the Test Plan

1. Click the View Test Plan button on Test Administration tab toolbar.
The View Test Plan form is displayed.

2. Select the Site from the drop down list.

3. Enter the Job Number and click the Lookup button.
All the test types planned for the Job are displayed.

4. Click a test type in the Planned Tests pane to view information about the test in the
bottom Test Information pane.

Preview Triggering

Previewing Test Triggering

Preview Triggering allows you to check if the test type will be triggered against the properties
that you are expecting the test to apply to.

You can preview the triggering at Step 6. Preview Triggering of the Test Type wizard.
Alternatively, you can open the Preview Test Triggering form by selecting
from the shortcut menu displayed when you right-click a test type in the Test Administration or
Lab Tests tabs.

The Preview Test Triggering form contains the Test Properties pane at the top, and the Trigger
Details pane at the bottom.

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► To Preview the Triggering for a Test

1. Right-click the test in the Test Administration tab or the Lab Tests tab.
2. Select from the shortcut menu.
The Preview Test Triggering form is displayed.

3. Enter the Test Properties in the Test Properties pane. (Refer to Entering Information in
the Test Properties Pane (page 116) for more information.)
4. Click the Preview button to view tests triggered for the properties entered.
If the table in the Trigger Details pane is populated, this indicates that the test will be
triggered for the properties you have specified. (Refer to Viewing Information in the
Trigger Details Pane (page 120) for more information.)

Note: If no details are seen in the Trigger Details pane, then the test will not be triggered
for the properties you have specified. You may need to modify the test type to get it to
trigger the way intended.

5. Click OK to close the window.

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Entering Information in the Test Properties Pane

If the Test Type does not include the Quality Lab as one of its locations, then the Test
Properties pane contains only a job number field except when your dataset has a corrugator
machine. (Refer to Examples of the Test Properties Pane for the Corrugator (page 119) for
more information.)

If the Test Type is located at the Quality Lab, then what is displayed in the Test Properties pane
is different depending on the material type and dependencies specified when the Test Type was
defined. (Refer to Examples of the Test Properties Pane for the Quality Lab (page 116) for
more information.)

Examples of the Test Properties Pane for the Quality Lab

The different Test Properties panes for the Test Types located in the Quality Lab are described
below for each material type, as selected in Step 1. Measurements, and dependency as
selected in Step 3. Dependencies when the test was defined.

Note: Fields with an asterisk next to them are compulsory. Fields are compulsory if they relate
to a dependency selected in Step 3. Dependencies.

Resin

You can enter the Job Number and/or the Resin Type.

Note: This is only applicable if you are running QMS in Rigids industry mode.

Board

► The following is an example of the Test Properties pane when board is the material type:

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 Creating Test Types

Either choose the Job option and enter the job number, or choose the Test Properties option
and enter the board type, the job specification and the customer name. In the example above
customer was selected as a dependency so the field is compulsory as indicated by the asterisk.

Note:
▪ Test Properties is disabled if job operation is a dependency.
▪ This is not applicable if you are running QMS in Rigids industry mode.

Board (General as a Dependency)

► The following is an example of the Test Properties pane when Board is the material type
and general is a dependency:

Either choose the Job option and enter the job number, or choose the Test Properties option
and enter the board type, the job specification, customer name and general information.

Note: This is not applicable if you are running QMS in Rigids industry mode.

Paper

► The following is an example of the Test Properties pane when the material type is paper
(starch and ink are similar):

Enter the job number if this is known. Select an item from the list.

Note: This is not applicable if you are running QMS in Rigids industry mode.

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Ink (General as a Dependency)

► The following is an example of the Test Properties pane when the material type is ink
(starch and paper are similar) and general is a dependency:

Enter a job number if it is known. Select an item from the drop down list. Enter general
information.

Note: This is not applicable if you are running QMS in Rigids industry mode.

General (No Material Dependency)

► The following is an example of the Test Properties pane when the material type is general
and a material has not been selected as a dependency:

Either choose the Job option and enter the job number.

Alternatively, choose the Test Properties option, and enter the job specification number and
the customer name. Then choose the test material (none, board type, paper type, starch type,
ink type) and select an item from the list.

Enter general information.

Note: This is not applicable if you are running QMS in Rigids industry mode.

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General (Starch as a Dependency)

► The following is an example of the Test Properties pane when the material type is general
and starch has been selected as a dependency (paper and ink are similar):

Either choose the Job option and enter the job number or choose the Test Properties option
and enter the job specification number and the customer name.

Select an item from the list. Enter general information.

Note: This is not applicable if you are running QMS in Rigids industry mode.

Examples of the Test Properties Pane for the Corrugator

When previewing test triggering at the corrugator, you will see additional fields Corrugator and
Program in the test properties pane. You can populate these fields by selecting the required
value from the drop down list.

Note: Fields with an asterisk next to them are compulsory.

Board (Dry End or Wet End)

► The following are examples of the Test Properties pane when material is board (one
example shows the Lineup option selected and the other shows the Test properties option
selected) for corrugator dry or wet end tests:

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Note: If order coating (for a dry end test) is a dependency then the Test Properties radio button
is disabled.

Coating (Dry End)

► The following is an example of the Test Properties pane when the material is coating for a
corrugator dry end test:

Paper (Wet End)

► The following is an example of the Test Properties pane when the material is paper for a
corrugator wet end test:

Viewing Information in the Trigger Details Pane

► The following table describes the fields in the Trigger Details pane:

Field Description

Machine Name The name of the machine the job is running on or will run on.

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 Creating Test Types

Field Description

Start Date Time The actual start date time of the job. This is blank if the job has not
started.

Stage The processing stage that the test will be triggered at.

Frequency How often the test will occur and on what basis.

Measurement The name of the measurement.

Name

Tolerance The ideal result and the range the Test Result must fall into in order to
pass.
The Field display is in the format: Type: Min - Max [Target].

Note: For Quality lab tests, the Frequency column is empty.

URLs

Instructions
You can provide access to instruction documents from the Test Submission form. To do this you
must enter a URL for the location of the instruction documents in the appropriate field when
defining a test type. This URL can point to a file stored on a web server, or stored locally on a
machine.

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The format of this URL must meet the following conventions:

▪ The URL format for a file stored on a web server is the same as for a web page:
http://[server address]/[file path]
Example: A file called Test1.txt stored on a webserver called docserver (port 8080):
http://docserver:8080/instructions/Test1.txt

▪ The URL format for a file stored on the local drive is:
file:\\[drive]:\[file path]
Example: A file called Test1.jpg stored on the "C:" drive:
file:\\C:\Instruction Documents\QMS\Test1.jpg

Icons
You can add icons next to the names of test types, measurements and test groups in the Test
Viewer and Test Submission forms. To do this you must enter a URL for the location of the icon
in the appropriate field when defining a test type. This URL can point to an image file stored on
a web server, or stored locally on a machine.

The format of this URL must meet the following conventions:

▪ The URL format for a file stored on a web server is the same as for a web page:
http://[server address]/[file path]
Example: An image file called image1.jpg stored on a webserver called docserver (port 8080):
http://docserver:8080/instructions/image1.jpg

▪ The URL format for a file stored on the local drive is:
file:\\[drive]:\[file path]
Example: An image file called image1.jpg stored on the "C:" drive:
file:\\C:\Instruction Documents\QMS\image1.jpg

Note: Some web browsers (for example, latest versions of Internet Explorer) block icons
stored on local drives. So instead store the icon in the tomcat directory site/images and use
the url:
▪ http://<servername>/kp-quality-web/site/images/iconname.gif

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 Lab Tests Submission

Lab Tests Submission

In this Chapter
Introduction .............................................................................................................................. 124
Lab Tests Tab Field Descriptions ............................................................................................... 125
Lab Tests Submission Form ....................................................................................................... 125
Accessing the Lab Test Submission Form .............................................................................. 125
Measurements with a Variable Sample Size ......................................................................... 126
Test Instructions .................................................................................................................... 127
Result Types ........................................................................................................................... 127
Entering Test Data..................................................................................................................... 128
Entering Test Properties ........................................................................................................ 129
Reviewing and Re-Entering Test Data....................................................................................... 129
Measurement Statuses.......................................................................................................... 131
Re-Entering Test Data ............................................................................................................ 132
Entering Comments .................................................................................................................. 134
Associated QMS Parameters .................................................................................................... 134

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Introduction
The Lab Tests tab is where you can view and enter results for the currently active Lab Tests.

In the Lab Tests tab results can be submitted for a test at any time. Test properties must be
entered as the tests are not linked to any job or machine details as the frequency rules have not
been applied.

A test can be carried out independent of any of the usual factors that cause QMS to trigger the
test. However, you can view the circumstances that the test is usually triggered by QMS from
the Lab Tests tab by selecting Preview Test Triggering from the shortcut menu. For more
information, see Previewing the triggering of a test.

Note: Tests in a test group do not appear on the the same Test Submission form. That is test
groups do not apply for the Quality lab.

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 Lab Tests Submission

Lab Tests Tab Field Descriptions

► The following table describes the fields that are displayed for each test that appears in the
Lab Tests tab table:

Item Description

Name The name of the test type.

Material Type The material type associated with the test.

Measurements The names of the measurements.

Dependencies The names of the dependencies that are associated with the test.

Last Processed On The date and time that the latest test results were submitted in the
Quality lab.

Last Test Status The status of the test result for the latest test result.

Locations The locations where the test is carried out.

Lab Tests Submission Form

Accessing the Lab Test Submission Form

► To access the Lab Test submission form
1. Click the Lab Tests Tab.
2. Right-click the required test. A shortcut menu is displayed.
3. Select Perform Test.
The Lab Test Submission form is displayed.

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Test Submission Example

► The following is an example of the Lab Test Submission form (different areas of the
window are overlaid with transparent coloured boxes):

Measurements with a Variable Sample Size

A variable sample size means you can add and remove input boxes for the measurement, and
therefore change the sample size, as long as the sample size stays within the maximum and
minimum sample sizes defined for the test type.

To add another input box (and therefore increase the sample size), click the Add button. You
can add input boxes until the maximum defined for the sample size has been reached. The
button disappears when this happens.

To remove an input box (and therefore reduce the sample size), click the button
next to the input box you want to remove. You can remove input boxes until the minimum
defined for the sample size has been reached. The buttons disappear when this happens.

You must enter a result for every input box currently displayed for the measurement.

If one or more of the results fail, you will still be able to add and remove input boxes, including
input boxes with the results that failed, provided the sample size stays between the minimum
and maximum.

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 Lab Tests Submission

► The following is an example of a Test Result pane where the measurement accepts a
variable sample size:

Note: If the sample size is fixed and greater than one, then more than one input box is
displayed for the measurement. If the sample size is fixed, you can not change the number of
input boxes.

Test Instructions
Instructions may be available on how to complete the test.

If there are overall instructions on carrying out the test, then an instructions button is
displayed in the bottom left corner of the Test Submission form. If there are no test
instructions, then the button is disabled.

If there are instructions on carrying out a specific measurement, then an instructions button
is displayed next to the measurement name on the Test Submission form. If there are no
measurement instructions, then no buttons are displayed.

Result Types
How results are entered depends on the type of result QMS is expecting.

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► The following table describes the result types:

Result Result entry box Instruction

type

Number Enter the number recorded for the measurement.

Pass/Fail Select the appropriate radio button that indicates the

result for the measurement.
Note: In some cases the radio buttons may have
different labels.

List Select the result for the measurement from the list
displayed when you click the arrow.

Text Enter the appropriate text into the result entry box.

Checkbox Tick the checkbox if the specified condition is met.

Entering Test Data

To enter results for a test, access the appropriate Test Submission form. (Refer to Accessing
the Lab Test Submission Form (page 125) for more information.)

► To enter test data in the Test Submission form:

1. Enter your Tester ID if required.
2. Enter the Test Properties. (Refer to Entering Test Properties (page 129) for more
information.)
3. Enter results for all measurements.

4. Click to submit and verify your test data.

If all measurements passed and you do not have the option to review test data, then you
are returned to the Lab Tests tab.

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 Lab Tests Submission

Refer to Reviewing and Re-Entering Test Data (page 129) for more information. Refer to
Entering Comments (page 134) for more information. (if there are measurements with
status Fail or Outside Control Limit)

Entering Test Properties

The Test Properties pane is different depending on the material type and dependencies
specified when the test was created.

► To enter test properties:

1. Select the appropriate radio button that will allow you to enter the properties you want
to associate with the test result you are entering. (Refer to Entering Information in the
Test Properties Pane (page 116) for more information.) as this pane is the same as that
found in the Preview Test Triggering form.
2. Enter the specific property.

Note: If there is an arrow to the right of the input box, then select the required item
from the drop down list that is displayed when you click this arrow.

Reviewing and Re-Entering Test Data

After you submit your test data, if not all measurements have passed or the parameters to re-
enter test data (Allow reentry of failed test data and/or Allow reentry of passed test data) are
enabled, then the Lab Test Submission form is re-displayed with measurement status icons.

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Test Submission Example After Test Data is Submitted

► The following is an example of the Lab Test Submission form after results have been
submitted:

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 Lab Tests Submission

Measurement Statuses
► The following table provides descriptions for each measurement result status:

Icon Measurement Description

Status

Pass The result entered for the measurement is an accepted pass. For
example, the result is within the allowable range defined in the
tolerance rule.

Fail The result entered for the measurement is not an accepted pass and
the measurement is a 'Must Pass' measurement.

Fail (Non- The result entered for the measurement is not an accepted pass but the
Compulsory measurement is not a 'Must Pass' measurement. The result for the
Measurement) measurement is a 'Qualified Pass'.

Undetermined The measurement is configured to use tolerance rules, but no tolerance

rule has been found for the test properties or processing stage of the
current test.

Error The tolerance rule for the measurement contains an expression that
cannot be evaluated, or a manufacturing data target that cannot be
found.

OCL (Outside Measurements that fall outside the control limit but within the allowed
Control Limit) range defined in the tolerance rules. The status indicates that
measurements are falling outside ideal values.

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Note:
▪ If there is an error in evaluating the test data against tolerance rules when you click the
button, the following error message is displayed: Some results could
not be evaluated. Please contact your Quality Manager to check
the configuration of the tests. This message is displayed when a or
appears next to a measurement.

▪ For failed measurements or outside control limit measurements, the allowable

range or value(s) is also displayed. For some measurements the calculated value for the
Average or Standard Deviation may also be displayed.
▪ If instructions on what to do if a measurement fails (that is, measurement status is )
are available, then the button is displayed. Click the button to
display the instructions.

Re-Entering Test Data

If the appropriate parameters are set, then you can make changes in the Lab Test Submission
form to submitted test data before being returned to the Lab Tests tab. This is useful if, for
example, the data was entered incorrectly or you were able to carry out the test again and get a
new result.

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 Lab Tests Submission

► To reenter test data in the Test Submission form:

1. Click in the required input box and enter the new data.

Note:
▪ If the Allow reentry of failed test data data parameter is set to True, then you can
make changes to test data corresponding to a Failed measurement.
▪ If the Allow reentry of passed test data parameter is set to True, then you can make
changes to test data corresponding to a Passed measurement or a Fail Non-
Compulsory measurement.
▪ If both parameters are set to True then you can make changes to all measurements.

2. Click the button to submit and verify the new test data.

Note: If the Allow reentry of passed test data parameter is not set to True and all
measurements pass, then you may be returned to the Lab Tests tab. Otherwise go to
Step 3.

3. Repeat Steps 1 to 2 if you want to change test data again.

4. If there are measurements with statuses Fail or Outside Control Limits: Refer to
Entering Comments (page 134) for more information.

5. Click the button to return to the Lab Tests tab.

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Entering Comments
► To enter comments when a measurement has failed or is OCL (outside the control limits):

1. Click the button if this is displayed. This is displayed if you have the
option to re-enter failed measurement data (this is controlled by the Allow reentry of
failed test data parameter). Once you click this button you will not be able to change test
data for the measurement unless you click the button again.
2. Enter a reason for the result in the Comments input box. If failure comments are required
(this is controlled by the Require failure comments parameter), then you must enter a
comment.
3. Enter a Supervisor ID if a Supervisor ID input box is displayed (this is controlled by the
Require supervisor ID for entering OCL and failure comments or cancelling tests
parameter). This must be completed if failure comments are required.
4. Enter a Password if a Password input box is displayed (this is controlled by the Require
authentication for entering OCL and failure comments or cancelling tests parameter).
This must be completed.
5. Repeat Steps 1 to 4 as required for each failed or OCL measurement.

6. Click the button to return to the Test Viewer.

Associated QMS Parameters

► The following parameters are related to test submission:

Require Supervisor ID for Entering OCL and Failure Comments or Cancelling Tests

If this box is ticked, then a Supervisor ID is required when entering comments for
OCL and failed measurements or entering comments when cancelling a test.

Require Authentication for Entering OCL and Failure Comments or Cancelling Tests

If this box is ticked and the Require supervisor ID for entering OCL and failure
comments or cancelling tests is also set to True, then a Supervisor Password is
required when entering comments for OCL and failed measurements or entering
comments when cancelling a test. Only users under the group that is specified by
the parameter Supervisor usergroup are able to authenticate. Refer to Supervisor
Usergroup (page 23) for more information.

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 Lab Tests Submission

Supervisor Usergroup

The user group that contains the users that are allowed to authorize the entering
of failure comments, and the cancelling of tests. Users are defined in the Kiwiplan
Service Manager. For more information on the Kiwiplan Service Manager, see the
QMS Installation and Configuration Guide.

Allow Reentry of Failed Test Data

If this box is ticked, then you can re-enter the results for a test that has a status of
failed or OCL (outside control limits) before the test is completed.

Allow Reentry of Passed Test Data

If this box is ticked, then you can re-enter the results for a test that has passed
before the test has completed.

Require Failure Comments

If this box is ticked, then a comment must be provided for failed or OCL tests.

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Reporting
In this Chapter
Introduction .............................................................................................................................. 138
Report Builder Window Example .............................................................................................. 139
Report Builder Toolbar.............................................................................................................. 140
Filtering the Report Data Table................................................................................................. 141
Entering Multiple Filter Values .............................................................................................. 142
Running Printable Reports ........................................................................................................ 143
Report Viewer Toolbar .......................................................................................................... 144
Exporting a Printable Report ................................................................................................. 145
Reports Across All Test Types ................................................................................................... 146
Accessing the Report Builder Window .................................................................................. 146
Marking Bad Data .................................................................................................................. 147
Report Selection Criteria ....................................................................................................... 147
Report Filters ......................................................................................................................... 149
Field Descriptions .................................................................................................................. 149
Pre-Configured Printable Reports ......................................................................................... 151
Pre-Configured Table Configurations .................................................................................... 152
Pre-Configured Graphs .......................................................................................................... 152
Reports by Test Type................................................................................................................. 152
Accessing the Report Builder Window .................................................................................. 153
Report Selection Criteria ....................................................................................................... 154
Report Filters ......................................................................................................................... 155
Field Descriptions .................................................................................................................. 155
Pre-Configured Printable Reports ......................................................................................... 158
Pre-Configured Table Configurations .................................................................................... 158
Pre-Configured Graphs .......................................................................................................... 159
QMS Dashboard ........................................................................................................................ 160
Accessing the QMS Dashboard .............................................................................................. 160
Filtering Display Data ............................................................................................................. 161
Overall Summary Statistics .................................................................................................... 162
Shifts ...................................................................................................................................... 162
Machines ............................................................................................................................... 163
Trends .................................................................................................................................... 164
Tests ....................................................................................................................................... 165
Data Grid ................................................................................................................................ 166
Details .................................................................................................................................... 167

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 Reporting

Reset ...................................................................................................................................... 170

Print Preview ......................................................................................................................... 171

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Introduction
► Kiwiplan QMS allows you to create reports of test results:
▪ across all test types. Refer to Reports Across All Test Types (page 146) for more
information.
▪ for a particular test type. Refer to Reports by Test Type (page 152) for more information.
Reports are created using a report builder window. In the right panel of this window, there are
selection criteria and filters and in the left the retrieved data is displayed in table format. Once
data has been retrieved, you can generate a printable report (which is exportable) or export the
data table to an excel spreadsheet.

Some report builder windows have pre-configured:

▪ data table configurations

▪ printable reports
▪ graphs
Alternatively, you can configure your own. You can also configure your own filters and selection
criteria. For information on report configuration, see the QMS Installation and Configuration
Guide.

In this section the available reports, pre-configured data table configurations, pre-configured
printable reports, and pre-configured graphs are described. In addition the selection criteria,
filters and fields are described. General information on the report builder window, on using
filters and on generating printable reports is also included.

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 Reporting

Report Builder Window Example

► The following is an example of the report builder window (different areas of the window
are overlaid with transparent coloured boxes):

Refer to Accessing the Report Builder Window (page 146) for more information.

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Report Builder Toolbar

► All report builder windows have the following toolbar:

Tool Use this tool to ...

Load a pre-configured table configuration. Select the table configuration you require
from the drop down list that is displayed when you click this icon.

Save the report data table configuration.

Export the report data table to a spreadsheet.

Run a previously saved report. Select the report you require from the drop down list that
is displayed when you click this icon.
Note: This icon is grey if there are no pre-configured reports available.

Displays a chart. Select the chart you require from the drop down list that is displayed
when you click this icon.
Note: This icon is grey if there are no pre-configured graphs available.

Mark as bad data.

Note: This tool is only available if you have the Mark bad data permission and is only on
the Results for all tests report.

Remove bad data flag.

Note: This tool is only available if you have the Mark bad data permission and is only on
the Results for all tests report.

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 Reporting

Filtering the Report Data Table

Filters can be used to refine the results in the report data table. You can filter the results before
or after the table has been populated. If you choose to do it after, you must click the Apply
button again to apply the filters.

► Filters may have one or more buttons next to their input fields:

Button Action

This filter accepts a Date value, click the button to display the calendar tool, and click a
date.

This filter accepts values from a drop down list. Click the button and click a value from
the list that drops down.

This button removes any values from the input field.

This button allows you to input multiple values for the filter. Refer to Entering
Multiple Filter Values (page 142) for more information.)

Note:
▪ Some filters have two input fields and require a range to be entered. Enter the minimum
in the left hand input field and the maximum in the right hand input field.
▪ Some filters accept values from a drop down list where the options in the drop down list
must be from the retrieved data. Therefore, these filters can only be used after data has
been retrieved. Data is retrieved by clicking the Apply button.

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Entering Multiple Filter Values

For filters that can have multiple values, you can add values individually or load them from a file
to create a list of values.

► To add filter values individually:

1. Click the ellipsis button to the right of the field entry box.
The Multi-value Search window is displayed.

2. Click in the toolbar to add a row to the Value table.

3. Enter the required value.
4. Repeat Steps 2 and 3 until all required values have been added.
Note: To delete a value, select it, then click in the toolbar.

5. Click OK to save your changes.

► To load filter values from a file:

1. Click the ellipsis button to the right of the field entry box.
The Multi-value Search window is displayed.

2. Click in the toolbar.

The Open window is displayed.

3. Select a file. This should be a plain text file (like a .txt file), with values separated by a
single line break.
4. Click Open.
5. Repeat Steps 3 and 4 until all required files have been loaded.
6. Click OK to save your changes.

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 Reporting

Running Printable Reports

You can run a report for the entire table, or a selection of rows.

► To run a report for selected rows:

1. Select the rows from the table that you wish to include in the report.

Note: To select multiple non-adjacent rows, hold down the CTRL key while selecting
rows.

2. Click the Run Report button in the report toolbar.

3. Select the report you require from the drop-down list. The Select Option window is
displayed.

4. Select Selected Rows.

5. Click OK. The Report Viewer window is displayed.

► To run a report for the entire table:

1. Click the Run Report button in the report toolbar.
2. Select the report you require from the drop-down list. The Select Option window is
displayed.
3. Select Entire table.
4. Click OK. The Report Viewer window is displayed.

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Report Viewer Toolbar

► The following buttons are available on the Report Viewer toolbar:

Button Action

Print the report

Export the report to a file. (Refer to Exporting a Printable Report (page 145) for more
information.)

Go to the first page of the report

View the previous page of the report

View the next page of the report

Go to the last page of the report

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 Reporting

Exporting a Printable Report

You can export the contents of the printable report currently being viewed to an external file.

► To export a report to a file:

1. Click the Export Report button on the Report Viewer toolbar. The Export Report dialog
is displayed:

2. Select one of the file formats from the list:

▪ Comma-Separated
▪ Tab-Separated
▪ DocBook
▪ HTML
▪ LaTeX
▪ PDF
▪ XML
3. Click OK. A Save File dialog is displayed.
4. Select the location to save the file to.
5. Enter the name of the file
6. Click Save.

Note: You must put the file extension matching the file format you chose on the end of
the file name. For example, a Comma-Separated file called Results should be saved as:
Results.csv

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Reports Across All Test Types

► The following report builder windows allow you to report over several, or all test types in
a single report:

Report Description

Results for Job Create reports of all the test results for a job. This includes all tests completed
for the job in the QMS Lab and on the machines.

Results for all Create reports of the results for all test types for the specified report period.
tests

Non- Create reports of failed tests for all test types for the specified report period.
Conformance

Product Create reports of failed tests for a Job number, Job spec or Customer.
History

Accessing the Report Builder Window

► To access the report builder window for a report across all test types:

1. Click Reports on the Test Administration tab toolbar.

The following drop-down list is displayed.

2. Click a report to open the report builder window.

Note: If you click on Dashboard you do not open a report builder window. The QMS
Dashboard report is opened.

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Marking Bad Data

If you have the permission Mark bad data, then additional icons are visible on the Results for
all tests toolbar. These are:

▪ Mark as bad data.

▪ Remove bad data flag.

► To mark data as bad:

1. Select the required measurement or test in the Report Data table.

2. Click in the toolbar.

The Result Status is changed to Bad data. If the Include bad data measurements
checkbox is not ticked, then the result is removed from the Report Data table.

If the selected measurement has a sample size greater than one, then all results for the
measurement are marked as bad data.

Note: When a measurement is flagged as bad, this can impact the overall test result. For
example, if a test has three measurements where two have passed and one has failed, then the
overall test result is Fail. However, if the failed measurement is flagged as bad data, then the
overall result of the test is changed to Pass.

► To remove a bad data flag:

1. Select the required measurement, that is marked as bad data, in the Report Data table.

2. Click in the toolbar.

The Result Status is returned to it's original value.

Report Selection Criteria

The report selection criteria are described below.

Note: The selection criteria that are available depend on the report builder window you are
viewing.

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Job Selection

If you want to retrieve data for a specific job number, job spec or customer, then
select the appropriate radio button. You can enter more than one job number, job
spec or customer. Separate each item using a comma.

Profile

Select the required report profile from the drop-down list. This criteria is only
available for the Results for Job report.

Failed Tests Only Checkbox

Ensure this checkbox is ticked if you want to retrieve data for failed tests only.

Note:
For the Non-Conformance report this checkbox is ticked by default and can not be
changed.
If the Show tests 'outside control limits' (OCL) in reports as Failed parameter is set to
True, then OCL tests are also retrieved.

Include Bad Data Measurements

When this checkbox is not ticked, then measurements with a Result status of Bad
data are not displayed, and Bad data is also not included in any pre-configured
printable reports.

By default this checkbox is not ticked.

Ensure this checkbox is ticked if you want to retrieve data that has been marked as
Bad data.

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 Reporting

Note:

If you have the permission Mark bad data, then you can mark data as 'bad' in the
Results for all tests report or via the Shift Summary form of the Test Submission
Client.

Certificate of Compliance reports generated from the Test Submission clients do

not include measurements with a Result status of Bad data, regardless of the
setting of this checkbox.

This checkbox does not appear on the Non-Conformance report as the Non-
Conformance report is used to display only tests with a Fail Result status.

Corrugator Environment Tests Checkbox

Ensure this checkbox is ticked if you want to retrieve environmental indicator tests
that were performed in the report period.

Note: This option is not available in Rigids industry mode.

Report Period

Select the appropriate radio button for the report period. Adjust the report period,
if required, by clicking on the appropriate arrow button or by using the keyboard to
enter a new value.

Report Filters
For the following filter fields: Test name, Tester ID, Result Status, Job No, Job Run Date, Job
Spec, Customer, and Cavity: Refer to Field Descriptions (page 149) for more information.

Note: The filters that are available depend on the report builder window you are viewing.

Field Descriptions
Job Run Date

The date the job was run.

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Job Start/Finish Time

The time the job started and finished.

Location

The machine or quality lab where the test was carried out.

Cavity

The cavity number.

Note: This field is only available in Rigids industry mode.

Time Tested

The time that the test was completed.

Test Name

The name of the test type.

Tester ID

The tester's name or identification.

Job No

The job number.

Job Spec

The job specification number.

Customer

The customer name.

Measurement

The name of the measurement.

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Results

The results submitted for the measurement. If the sample size is more than one
click the arrow in the cell to display all results.

Average

The average or (if the sample size is one) the measurement value.

Standard Deviation

The standard deviation or (if the sample size is one) zero.

Ideal

The ideal value for the measurement.

Result Status

The result status of the final result submitted for the measurement. This may be:
Pass, OCL, Fail, Undetermined, Data only, Qualified pass, Error, or Bad Data.

Tolerance Level

The tolerance level the test result was within.

Pre-Configured Printable Reports

► The following table lists the pre-configured printable reports:

Report builder window Printable reports

Result for Job ▪ Certificate of Compliance - External

▪ Certificate of Compliance - Internal

Results for all Tests ▪ Test Results

Non-Conformance ▪ Test Results

Product History (none)

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Pre-Configured Table Configurations

► The following table lists the pre-configured table configurations (excluding the default
configuration):

Report builder window Table configurations

Result for Job ▪ Formatted Report Data (by Job)

Results for all Tests ▪ Formatted Report Data (by Location)

Non-Conformance ▪ Formatted Report Data (by Location)

Product History ▪ Formatted Report Data (by Job)

Pre-Configured Graphs
There are no pre-configured graphs for reports across all test types.

Reports by Test Type

► The following report builder windows allow you to create reports for a single test type:

Report Description

Test Results Create reports of test results with time, date and location details.

Aggregated Test Create reports with count, average and standard deviation over the report
Results period for each measurement.
Note: Results with a status of Bad data are not included in aggregated test
result calculations.

Compliance (Done Create reports of the number of tests attempted (as a percentage).
%)
Note: Tests where all measurements are marked as Bad data are not
included in calculations.

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Report Description

Compliance (Pass Create reports of the number of tests (as a percentage):

%)
▪ with an overall pass result
▪ with a overall fail result
▪ not attempted.

Performance Create reports of monthly average test results (as compared to the ideal
value).
Note: Results with a status of Bad data are not included in the Ideal %
calculations.

Performance Create reports of the distribution of test results (as compared to the ideal
Frequency value).
Note: Results with a status of Bad data are not included in the Ideal %
Frequency calculations.

Accessing the Report Builder Window

► To access the report builder window for a report by test type:
1. In the Test Administration tab, click the required plant in the test location tree.
2. Right-click on the required test type in the table.
The following shortcut menu is displayed. Reports by test type are shown within the red
box.

3. Click a report to open the report builder window.

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Report Selection Criteria

The report selection criteria are described below.

Note: The selection criteria that are available depend on the report builder window you are
viewing.

Include Reattempted Test Results Checkbox

Ensure this checkbox is ticked if you want to include test results that have been re-
entered.

Include Bad Data Measurements

When this checkbox is not ticked, then measurements with a Result status of Bad
data are not displayed, and Bad data is also not included in any pre-configured
graphs.

By default this checkbox is not ticked.

Ensure this checkbox is ticked if you want to retrieve data that has been marked as
Bad data.

Note:
▪ If you have the permission Mark bad data, then you can mark data as 'bad' in the
Results for all tests report or via the Shift Summary form of the Test Submission Client.
▪ This checkbox appears on only the Test Results report.

Measurement

Select a measurement from the drop down list.

Group by

Select the field(s) that you want to group results by, from the drop down list that is
displayed when you click .

Board Grade

Select a board grade from the drop down list.

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Note: This criteria is not available in Rigids industry mode.

Location

Select a location from the drop down list.

Report Period

Select the appropriate radio button for the report period. Adjust the report period,
if required, by clicking on the appropriate arrow button or by using the keyboard to
enter a new value.

Report Filters
For a description of the following filter fields: Date, Attempted %, Not Attempted %, Pass %,
Fail %, Month, Ideal %, % of Ideal, and Frequency: Refer to Field Descriptions (page 149) for
more information.)

Note:
▪ The filters that are available depend on the report builder window you are viewing.
▪ If, for the selection criteria Group by, you group by location, then you can not filter by
date.
▪ For the Test Results report, except for Test name the filters are the same as the filters
for reports across all test types. Refer to Report Filters (page 149) for more information.

Field Descriptions
Note: For the Test Results report, except for the Test Name the fields are the same as the fields
for reports across all test types. Refer to Field Descriptions (page 149) for more information.

Location

The location the test was carried out. Displayed if you Group By Location or
Location and Date.

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Date

The date the test was carried out. Displayed if you Group By Date or Location and
Date.

Attempted %

The percentage of tests with a result submission of those that fell required, due, or
overdue. If you group by:

▪ Date, then this is the daily Attempted %

▪ Location, then this is Attempted % for the Location
▪ Location and Date, then this is daily Attempted % for the Location.

Not Attempted %

The percentage of tests where there is no result submission of those that fell due
or overdue. If you group by:

▪ Date, then this is the daily Not Attempted %

▪ Location, then this is Not Attempted % for the Location
▪ Location and Date, then this is daily Not Attempted % for the Location.

Pass %

The percentage of tests with a overall pass (or qualified pass or data only) result of
those that fell required, due or overdue.

Note: Passed tests include OCL tests if the Show tests 'outside control limits' (OCL) in reports
as Failed is set to False.

If you group by:

▪ Date, then this is the daily Pass %

▪ Location, then this is Pass % for the Location
▪ Location and Date, then this is daily Pass % for the Location.

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Fail %

The percentage of tests with an overall fail (or undetermined) result of those that
fell required, due or overdue.

Note: Failed tests include OCL tests if the Show tests 'outside control limits' (OCL) in reports as
Failed is set to True.

If you group by:

▪ Date, then this is the daily Fail %

▪ Location, then this is Fail % for the Location
▪ Location and Date, then this is daily Fail % for the Location.

Month

The calendar month.

Ideal %

The average of Ideal % for the month. Each individual Ideal % is calculated by
(value*100%)/Ideal.

Note: Results with a status of Bad data are not included in the Ideal % calculations.

% of Ideal

The percentage range of the ideal value (calculated by (value*100%)/ideal) that the
test result falls within. These are displayed in the table in intervals of 5 (0-5, 5-10,
10-15 and so on).

Frequency

The number of test results that fall into the corresponding percentage range of the
ideal value.

Note: Results with a status of Bad data are not included in the Ideal % Frequency calculations.

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Example: If the Ideal result for a measurement has been specified as 100 (by declaring it as the
Target when defining the tolerance rule), and the user inputs a result of 72, this is 72% of the
ideal, so in the Performance Frequency Report this test result would go into the 70-75 ‘% of
Ideal’ group.

Pre-Configured Printable Reports

The Test Results report builder window has the pre-configured printable report, Test Results.
None of the other report builder windows for reports by test type have pre-configured
printable reports.

Pre-Configured Table Configurations

► The following table lists the pre-configured table configurations (excluding the default
configuration):

Report builder window Table configurations

Test Results ▪ Chart Data

▪ Formatted Report Data (by Location)

Aggregated Test Results (none)

Compliance (Done %) ▪ Report by Date

Compliance (Pass %) ▪ Report by Date

▪ Report by Date (Percentage)

Performance ▪ Report by Date

Performance Frequency ▪ Test Performance

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Pre-Configured Graphs
► The following table lists the pre-configured graphs:

Report Pre- Description

builder configured
window graphs

Test Results Test Results Bar graph where the x-axis is Date, Location and the y-axis is
Average

Aggregated (none)
Test Results

Compliance Are tests Bar graph where the x-axis is what you have Grouped by and the
(Done %) being done? y-axis is Attempted %

Compliance Are tests Stacked Bar Graph where the x-axis is what you have Grouped by
(Pass %) passing? and the y-axis is the count. Pass %, Fail % and Not Attempted %
are colour coded as shown in the key.
Note: If you have grouped by Date, the graph is a Stacked Area
Graph.

Are tests Stacked Bar Graph where the x-axis is what you have Grouped by
passing? and the y-axis is the percentage. Pass %, Fail % and Not
(Percentage) Attempted % are colour-coded as shown in the key.
Note: If you have grouped by Date, the graph is a Stacked Area
Graph.

Performance Are test Bar Graph where the x-axis is month and the y-axis is Ideal %.
results
meeting the
ideal?

Performance Test Bar Graph where the x-axis is % of Ideal and the y-axis is
Frequency Performance Frequency.

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QMS Dashboard
The QMS Dashboard is designed to provide graphical reporting at machine, shift and test level.
The QMS dashboard is an exception report displaying data for incomplete, late and failed tests.

The QMS dashboard provides four types of views of the incomplete, late and failed tests data:
Shifts, Machines, Trends and Tests. These views can help to identify problems with machines,
tests and shifts. As well as providing trend information on test conformance.

An important feature of the QMS Dashboard is that most charts are interactive allowing you to
make a selection in the chart and then the entrie dashboard recalulates. Refer to Filtering
Display Data (page 161) for more information. The only chart that is not interactive is the
Measurements chart.

You can also view the detail of a data point by hovering your mouse over it.

Accessing the QMS Dashboard

You can access the QMS Dashboard from the QMS Client. Click Reports in the Test
Administration toolbar and select the new Dashboard option from the drop down menu.

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► The following is an example of the QMS Dashboard:

Note: Red represents Failed tests, green represents Late tests and blue represents Incomplete
tests in the machine, trend and test charts.

Filtering Display Data

You can filter a dashboard to display only data for a selected item.

The item may be a segment in a pie chart, a bar in a bar chart, or a data point on a line chart.

When you select a segment in a pie chart, the segment moves slightly out of the pie chart.

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When you select a bar in a bar chart or a data point on a line chart, the column behind the bar
or the data point becomes shaded.

Note: To make a selection by clicking, ensure that the mouse cursor is in selection mode .

Selecting More Than One Item

You can select more than one item by holding the CTRL key and clicking another item in the
chart. The dashboard refreshes to show only the data for the selected items.

De-Selecting Items
If you have selected just one item, then you can de-select it by clicking it again. However, if you
have more than one item selected, clicking an item de-selects all other items. If you want to de-
select just one item, then hold the CTRL key before clicking the item.

Selecting Items from More Than One Chart

You can select items from more than one chart. For example, you may want to select a machine
group and a month. In this case you do not need to hold the CTRL key, just click on the required
items in the different charts.

Resetting the Dashboard

You can reset the dashboard display to the default, after making a succession of selections, by

clicking in the main toolbar.

Overall Summary Statistics

The overall summary statistics show:

▪ Incomplete - the percentage of all triggered tests that are incomplete

▪ Late - the percentage of all triggered tests that were late
▪ Failed - the percentage of all triggered tests that failed.

Shifts
Incomplete Tab
This pie chart shows the proportion of total figures of incomplete tests attributed to each shift.

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Late Tab
This pie chart shows the proportion of total figures of late tests attributed to each shift.

Failed Tab
This pie chart shows the proportion of total figures of failed tests attributed to each shift.

► The following is an example of the Incomplete pie chart (the Third Shift is selected):

Machines
Machine Groups Tab
This is a stacked bar chart showing the number of tests incomplete, late and failed for each
machine group.

The machine groups are identified by their group name. The order the machine groups are
displayed is descending order of total number of exceptions.

Machines Tab
This is a stacked bar chart showing the number of tests incomplete, late and failed for each
machine.

The machines are identified by their Machine Number as assigned in Kiwiplan pcsmenu:AJ. The
order the machines are displayed is descending order of total number of exceptions.

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► The following is an example of the Machine Groups stacked bar chart (the Die Cutters
machine group is selected):

Note: The Quality lab is included as a machine group with the label LAB. In the Machines tab it
has a label of 0 (zero).

Trends
Monthly Tab
This is a line chart showing the percentage of tests incomplete, late and failed for each month.
This chart shows the current month and 12 months prior.

Daily Tab
This is a line chart showing the percentage of tests incomplete, late and failed for each day in a
month.

This shows the most recent 31 days unless you select the current month then this shows the
days of the current month or if you select the previous month then this shows the days of the
previous month. If you select any other month then the chart does not apply.

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 Reporting

► The following is an example of the Monthly line chart (the month of March 2013 is
selected):

Tests
Tests Tab
This is a stacked bar chart showing the number of tests incomplete, late and failed for each test.

The order the tests are displayed is descending order of total number of exceptions.

Measurements Tab
This is a bar chart showing the number of measurements that have failed for each
measurement defined against a test type. The measurements are displayed in descending order
of total number of exceptions. Only the 20 measurements with the most exceptions are
displayed.

Note: Failed measurements are included whether they are from tests that are complete or not.

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► The following is an example of the Tests bar chart (the Line Clearance test is selected):

Data Grid
The Data Grid shows that data on incomplete, late and failed tests.

The data is grouped by Machine Group, Machine, Shift, Test Name.

► The following table describes the data displayed in the Data grid:

Column Description

Group This is the name given to the machine group the machine belongs to. It is the
Description from the Machine's Group number from Kiwiplan pcsmenu:AJ.

Machine Machines are identified by their Machine Number as assigned in Kiwiplan

pcsmenu:AJ.

Shift The shift name defined in shift.xml.

Test Name The Test Name from the test definition.

I The total number of incomplete tests for the test, shift and machine.
(Incomplete)

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Column Description

L (Late) The total number of late tests for the test, shift and machine.

F (Failed) The total number of failed tests for the test, shift and machine.

For each shift a summary record is provided showing the totals for incomplete, late and failed
tests.

For each machine a summary record is provided showing the totals for incomplete, late and
failed tests.

For each machine group a summary record is provided showing the totals for incomplete, late
and failed tests.

For the report a summary record is provided showing the totals for incomplete, late and failed
tests.

You can navigate the Data Grid in the same way that you can navigate the Details Grid. Refer to
Navigating the Details Grid (page 169) for more information.

You can print and export the Data Grid in the same way that you can print and export the
Details Grid. (Refer to Quick Print (page 170) for more information.) and Quick Export (Refer to
Quick Export (page 170) for more information.)

Details

You can view the details of the data at measurement level.

Measurement details are retrieved based on any selections made in the QMS Dashboard. Refer
to Filtering Display Data (page 161) for more information.

A maximum of 23,000 records can be retrieved.

► To view details of the data at measurement level:

1. Make the required selection in the QMS Dashboard. Refer to Filtering Display Data (page
161) for more information.
2. Click the above Details icon on the dashboard toolbar.

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If there are less than 23,000 records and you have made a selection, then the Details
pop-up window is displayed.

If there are less than 23,000 records and you have not made a selection, then a warning
message is displayed:

▪ Click Yes to proceed and open the Details pop-up window, otherwise click No.
If there are more than 23,000 records, then an error message is displayed:

▪ Click OK to return to the dashboard.

► The following is an example of the Details pop-up window:

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 Reporting

Note:
The title of the Details pop-up window shows the selections made in the QMS Dashboard.
The format is:
Details for Tab:Shift 1, Shift 2 | Machine Groups:Group1 |
Machine:Machine 1, Machine 2 | Monthly:MM/YY | Day:DD/MM |
Test:Test Name

Details for Incomplete:Third Shift | Machine Groups:DIE CUTTERS |

Machines:2425, 2444 | Monthly:02/13 | Tests:CALIPER CHECKS

Navigating the Details Grid

You can use the scroll bar to view all records in a page.

► Use the following buttons to navigate through the pages of the Details grid:

Button Action

Navigate to the next page.

Navigate to the previous page.

Navigate to the first page.

Navigate to the last page.

Refresh the grid.

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Quick Print
► To print the Details grid:
1. Click in the right of the header bar.

2. Select from the drop down menu.

A print preview is displayed.

3. Hover the mouse over the lower part of the print preview window to display a toolbar.
4. Click the Print icon to open the Print dialog box.

Quick Export
► To export the Details grid:
1. Click in the right of the header bar.

2. Select from the drop-down menu.

A File Download dialog box is displayed.

Reset

Data for the last fortnight is extracted from Kiwiplan MAP every hour. To refresh a dashboard
with the new data, click the above icon in the main toolbar of the dashboard. This will also de-
select all filters. Refer to Filtering Display Data (page 161) for more information.

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Print Preview

► To print a dashboard:
1. Click the above icon in the main toolbar of the dashboard.
The Print Preview window opens.

Note:
▪ This window cannot be resized.
▪ By default the Small button is selected. This prints in portrait paper orientation. If you
want to print in landscape then click the Large button. If you click the Large button the
Print Preview window displays large.

2. Click .
The Print window is opened.

3. Select the required printer and, if you have selected the Large button, ensure that the
printer preferences specify a landscape paper orientation.
4. Click Print.
5. Click in the top right corner to close the Print Preview window.

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Index
Assigning permissions to a role, 30
% Associated QMS parameters, 134
Associating test types to a test group, 99
% of Ideal, 157
Attempted %, 156
Available dependencies, 70
A
Average, 151
Accessing the Configure Defaults form, 21
Accessing the Create Test Type wizard, 46 B
Accessing the Lab Test Submission form,
125 Basis, 55
Accessing the QMS Dashboard, 160 Board, 116
Accessing the report builder window, 146, Board (Dry End or Wet End), 119
153 Board (General as a Dependency), 117
Accessing the Report Profiles window, 33 Board Grade, 154
Adding a tolerance rule (Number), 102 Board Type, 70, 72
Adding locations, 65 Board-based frequency rules, 92
Adding tolerance rule (List), 109 Bottle-based frequency rules, 89
Additional dependencies for corrugators, 71 Bypass MAP data update, 25
Additional dependency settings for
corrugators, 77 C
Additional frequency types for the
Calendar Tool, 83
corrugator, 90
Cavity, 150
Additional parameters for corrugators, 27
Cavity Submission, 49
Advanced Configuration, 106
Changing the order of measurements, 63
Allow manual test submission, 24
Changing the priority of dependencies, 68
Allow reentry of failed test data, 24, 135
Checkbox Result Type, 58
Allow reentry of passed test data, 24, 135
Coating (Dry End), 120
Allow resubmission of completed test data,
24 Coating-based frequency rules, 98
Allow test cancellation, 23 Compulsory, 49
Anchor on the most current test in test Compulsory test completion before sending
viewer, 25 a job feedback, 22
Assigning a role to a user, 32 Configuring QMS Defaults, 21
Corrugator areas, 42

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 Index

Corrugator environment tests checkbox, Editing Tolerance Rules, 110

149 Effect of machine downtime in time-based
Corrugator Station, 77 tests, 84
Creating a measurement, 50 Entering Comments, 134
Creating a Report Profile, 33 Entering general measurement information,
Creating a role, 29 50
Creating a user, 29 Entering general test information, 47
Creating Corrugator Areas, 43 Entering information in the Test Properties
pane, 116
Creating frequency rules, 79
Entering multiple filter values, 142
Creating Test Groups, 111
Entering Test Data, 128
Creating Test Types, 44
Entering Test Properties, 129
Creating tolerance rules, 101
Environmental Indicator, 49
Customer, 70, 72, 150
Example, 68
Enter and Exit Caliper, 106
D
Examples of the Test Properties pane for
Data Grid, 166 the Corrugator, 119
Date, 156 Examples of the Test Properties pane for
Defining a list, 58 the Quality Lab, 116
Defining the measurement result type, 53 Exporting a printable report, 145
Deleting a measurement, 64 External Reference, 50, 52
Deleting a Report Profile, 34
Deleting a role, 30 F
Deleting Corrugator Areas, 43 Fail %, 157
Deleting frequency rules, 100 Failed tests only checkbox, 148
Deleting Test Groups, 112 Failure display priority, 24
Deleting Test Types, 113 Failure Document (URL), 52
Deleting tolerance rules, 111 Failure Level Notifications, 37
Derived, 56 Failure Levels, 107
Details, 167 Field descriptions, 149, 155
Displayable, 56 Filtering display data, 161
Filtering the report data table, 141
E Flute Type, 77
Editing a Report Profile, 34 Flute-based frequency rules, 93
Editing frequency rules, 99 Format, 55
Editing Test Groups, 112 Formula, 56

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Frequency, 157 Job Run Date, 149

Frequency rules, 78 Job Selection, 148
Job Spec, 150
G Job Specification, 70, 73
General, 70, 73 Job Start/Finish Time, 150
General (No Material Dependency), 118 Job-based frequency rules, 79, 96
General (Starch as a Dependency), 119
L
General tab, 22
Group By, 154 Lab Tests Details Table, 19
Lab Tests Submission, 123
H Lab Tests Submission form, 125
Height of required measurement icon Lab Tests tab, 18
(pixels), 23 Lab Tests Tab Field Descriptions, 125
Height of test type icon (pixels), 23 Lineal-based frequency rules, 95
Highlight failed test in shift summary, 24 List Result Type, 57
Location, 150, 155
I Location to store exported reports, 26
Icon, 48, 51
M
Icons, 122
Ideal, 151 Machines, 163
Ideal %, 157 Marking bad data, 147
Include bad data measurements, 148, 154 Material Type, 48
Include reattempted test results checkbox, Measurement, 150, 154
154 Measurement Statuses, 131
Ink (General as a Dependency), 118 Measurements with a Variable Sample Size,
Ink Type, 70, 73 126
Instructions, 121 Minimum duration in minutes for a
Instructions (URL), 48, 52 downtime to be considered in test
triggering, 25
Interval between exporting reports (mins),
26 Modifying a measurement, 64
Introduction, 8, 124, 138 Modifying Test Types, 112
Month, 157
J
N
Job No, 150
Job Operation, 70, 73 Name, 48, 51

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 Index

Navigating in QMS, 11 P
Navigating the Details Grid, 169
Pallet-based frequency rules, 85
Not Attempted %, 156
Paper, 117
Notes, 27
Paper (Wet End), 120
Number of minutes by which the start and
Paper Type, 70, 73
end times of a downtime will be extended,
25 Paper-based frequency rules, 91
Number Result Type, 54 Pass %, 156
Pass/Fail Result Type, 57
O Pre-configured graphs, 152, 159
Pre-configured printable reports, 151, 158
Order Coating, 77
Pre-configured table configurations, 152,
Order Quantity, 70, 73 158
Overall Summary Statistics, 162 Preview Triggering, 114
Overdue margin (%) for bottle-triggered Previewing Test Triggering, 114
test, 22
Print Preview, 171
Overdue margin (%) for coating change
triggered test, 27 Profile, 148
Overdue margin (%) for job-triggered test, Program-based frequency rules, 94
22
Overdue margin (%) for lineal-triggered Q
test, 27
QMS Dashboard, 160
Overdue margin (%) for paper change
QMS Introduction and Configuration, 7
triggered test, 27
Quick Export, 170
Overdue margin (%) for program-triggered
test, 27 Quick Print, 170
Overdue margin (mins) for time-triggered
test, 22 R
Overdue margin (sheets) for sheet-triggered Recurring percentage (%) for job-triggered
test, 22 test, 22
Overdue margin for board change triggered Re-entering Test Data, 132
test, 27
Removing locations, 66
Overdue margin for flute-change-triggered
Report builder toolbar, 140
test, 27
Report builder window example, 139
Overdue Test Notifications, 40
Report filters, 149, 155
Overview of QMS processes, 8
Report period, 149, 155
Report Profiles, 32
Report selection criteria, 147, 154

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Report to export, 26 Shortcut Menu, 14, 17, 21

Report Viewer toolbar, 144 Show tests 'outside control limits' (OCL) in
Reporting, 136 reports as Failed, 26
Reports across all test types, 146 Special Instructions, 70, 74
Reports by test type, 152 Specifying a fixed sample size, 59
Require authentication for entering OCL Specifying a variable sample size, 60
and failure comments or cancelling tests, Specifying dependency settings, 72
23, 134 Specifying quantity ranges, 74
Require failure comments, 24, 135 Specifying the sample size, 58
Require supervisor ID for entering OCL and Standard Deviation, 151
failure comments or cancelling tests, 23,
Starch Type, 70, 77
134
Step 1. Measurements, 46
Reset, 170
Step 2. Locations, 64
Resin, 116
Step 3. Dependencies, 67
Resin Type, 70, 74
Step 4. Frequency Rules, 77
Result Status, 151
Step 5. Tolerance Rules, 100
Result Types, 127
Step 6. Preview Triggering, 111
Results, 151
Supervisor usergroup, 23, 135
Reviewing and Re-entering Test Data, 129
Running printable reports, 143
T
Running QMS, 9
Test Administration Toolbar, 13
S Test Completion Statuses, 36
Test Details Pane, 14
Security tab, 28
Test Details Toolbar, 14
Selecting dependencies, 68
Test Group Administration tab, 15
Sequence No., 48
Test Group Administration Toolbar, 16
Setting pass criteria for tolerance rules, 60
Test Groups, 111
Setting search phrases for special
instructions, 76 Test Instructions, 127
Setting up a chart for the measurement, 62 Test Location Tree, 13
Setting up electronic sign messages, 39 Test name, 150
Setting up email notifications, 38 Test Name, 71, 74
Setting up overdue notification emails, 41 Test Result Statuses, 36
Setting up prompts for failure reason, 39 Test Statuses, 35
Sheet-based frequency rules, 87 Test Submission Example, 126
Shifts, 162

176 © Kiwiplan NZ, 2019. All rights reserved.

 Index

Test Submission Example After Test Data is URLs, 121

Submitted, 130 Using Expressions to compare
Test Trigger Statuses, 35 measurements in QMS, 105
Tester ID, 150
Tests, 165 V
Text Result Type, 58 Viewing a Report Profile, 33
The Main Menu Items, 11 Viewing information in the Trigger Details
The Main Toolbar, 12 pane, 120
The number of days of history to include in Viewing test types associated with a group,
the update of MAP data, 25 112
The number of historical and future Viewing the Test Plan for a Job, 113
programs to view, 27
The Tabs, 12 W
The Test Administration tab, 12
Web Tables tab, 28
Time Tested, 150
What is a dependency?, 67
Time-based frequency rules, 81
What is a Derived Measurement?, 56
Tolerance Level, 151
What is a test group?, 111
Trends, 164
What is a test type?, 46
Width of required measurement icon
U
(pixels), 23
Understanding frequency types, 79 Width of test type icon (pixels), 23
Units, 56

End of Document

© Kiwiplan NZ, 2019. All rights reserved. 177