How to use your existing forms

FMEA Analysis has many built-in templates of DFMEA, PFEMA, Control Plan, DRBFM, HAZOP,… If you need some minor changes, you can use Template Settings to customize these templates.

But even if you don’t want to use them at all, you can use your existing forms with FMEA Analysis to speed up your FMEA process. This article shows you how to do it.

1. Hierarchical structure

The FMEA, Control Plan,… have hierarchical structure forms. Before using them with FMEA Analysis, we need to understand their hierarchical structure.

1.1 Columns

First, like any other table, they have columns, each column has a header and items.

Columns and items of a hierarchical structure table

1.2 Column Relationships

But they also have relationships between columns and items

Relationships between columns and items of a hierarchical structure table

There are two types of column relationships:

  • 1-n relationship: one item of the left column has many (n) items of the right column. The left column is the parent-column and the right column is the child-column.
  • 1-1 relationship: one item of the left column has one and only one item of the right column. The left column is a master-column and the right column is sub-column.
Note
  • Root-column: the top-level column in the hierarchy of column relationship.
  • Master-column: include parent column and child column (also root column). These columns are marked with a checked green icon
  • Sub-column: it is a sub-column of a master column, there a no marked

2. Column requirement

Before setting up the form with FMEA Analysis, make sure that your form follows below conditions:

  1. All column’s header must be a single cell or merged cells.
  1. All columns are not a merged column.

3. Make FMEA Analysis understand your form structure

Open your form, then open the Template Settings task pane.

3.1 Set Root Column

To set the root column of a table, please follow these steps:

  1. In the Template Settings task pane, Column Structure section, click Set Root Column.
  2. A small dialog appears, select the header of the column and click OK.
  3. Columns Structure displays the root column in the tree view.

3.2 Add Child Column

To add a child-columns to an existing master column, please follow the steps below:

  1. In the Template Settings task pane, Column Structure section, select a master column (marked with a green icon) and click Add Child button.
  2. A small dialog appears, select the header of the child column you want to add and click OK.
  3. Columns Structure displays a new child column.

3.3 Add Sub Column

To add a sub-columns to an existing master column, please follow the steps below:

  1. In the Template Settings task pane, Column Structure section, select the master column (marked with a green icon) and click Add Sub Column button.
  2. A small dialog appears, select the header of the sub-column you want to add and click OK.
  3. Columns Structure displays a new sub-column.

3.4 Exchange Column

You may want to exchange an existing column in the Column Structure with another which is not in Column Structure. Here is how to do it:

  1. In the Template Settings task pane, Column Structure section, select the column and click Change Column button.
  2. A small dialog appears, select the header of the new column and click OK.
  3. Columns Structure will update with the new column.

3.5 Remove Column

You may want to remove a column out of the Column Structure. Please note that this will not delete the column’s content. Here is how to do it:

  1. In the Template Settings task pane, Column Structure section, select the column and click Remove Column button.
  2. A small dialog appears to warn you about the consequence. Click OK if you really want to do it.
  3. Columns Structure will update with the new column.

Note: when you remove a column, its child columns and sub columns are also removed.