View and Analyze NCR Chart
Explanation
This activity is used to view and analyze non conformance report (NCR) information graphically. To analyze the
NCR information different types of setting and filter combinations can be applied in any order. It is possible to
save a specific chart filter setting by clicking Save Filter, adding information about the chart
filter and then clicking OK. If Global is enabled, the saved chart filter will be available
for all users. Otherwise, if Global is disabled, the filter will be only available for the user
who created the filter. To apply a saved chart filter, click Apply Predefined Filter, choose the
filter and click Finish.
In the Settings section:
- The NCRs can be grouped in different ways, by selecting an item in the list of values (LOV) picker in the
field Grouped By.
- The date range is defined by the values entered in the date fields From Date and To
Date using the date picker.
- The Draw Chart setting is used to define if the audit chart should display the selected date
range as:
- Aggregated - The data displayed on the chart will be the aggregated values for the
selected date range.
- Yearly - Yearly data will be displayed for the selected date range.
- Quarterly - Quarterly data will be displayed for the selected date range.
- The NCR data can be presented in different type of charts. Which chart to use is defined using the
Type field. The Pie chart option can only be selected if aggregated chart data is
displayed.
- If the chart data is displayed yearly or quarterly it is possible to select whether the Stacked
setting should be enabled or disabled.
- The Value setting is used to define if the NCR chart should display values as count of NCRs
or as a summary of NCR costs. Costs will be converted to the currency of the user's default company according
to the default currency rate type for that company.
In the Filter section:
The content in the chart can be filtered depending on different attributes by selecting one or more items in the
list of values (LOV) pickers in the fields Status, Non Conformance Code, Severity ID, Root Cause ID, Source
ID, Location ID, Reference Standard, Reference ID, Company and Site.
Prerequisites
- At least one non conformance report, connected to a user allowed company and/or site must exist.
- The NCR(s) must belong to a NCR code that has Show in Chart enabled.
System Effects
None