Introduction
The main purpose of the QTrendControl software is to provide tabular, statistical and charting trending of quality related inspection data.
Inspection data can be represented in several datasheet views and printable hierarchical banded report. Datasheet views provide data exploring, filtration and searching capabilities, while printable reports can be used for annual and ad-hoc quality reporting, such in cases of internal and external audits and annual quality review preparation.
When reporting inspection data, first step is to define reporting constraining criteria - time period, organizational elements to be included and some grouping and formatting options.
This article explains how to define these constraints in order to get desired reports and views.
Reporting Form
Open the reporting form by clicking the "Reporting of Inspection Results" button on the main switchboard.
This will open the form where you can define your reporting criteria.
Start and End Date(Time) Criteria
On the lower part of the reporting form, you can enter start and end time period for reporting.
You can enter full date and time or only start and end date.
You can enter start and end date(time) manually or by choosing date from a calendar.
On the QTrendControl demo instance date format is set to Cetral European format (DD.MM.YYYY.). This date format is configurable for client installations, on server side.
Grouping and Ordering Criteria
All reporting is applicable to current record for organization. In case of multiple organizations (i.e. companies), navigate desired organization, by using navigation toolbar on the bottom of the form.
(Note that on the demo instance, curretnly there is only one organization defined).
On the right part of the reporting form you can notice two tabs, "Grouping and ordering Criteria" and "Selection Criteria". The grouping and ordering criteria lists organizational structure nodes which will be included in printable reports. This is only applicable to printable banded report, it is not applicable for datasheet views. By default, all organizational sub-hierarchies (department, plant, area, line, device, inspection type, inspection type, inspection point, product) are included, meaning that printable report will contain respective grouping headers with basic statistics on each node.
You can, however, constrain this list to only desired hierarchical elements, by using provided templating functionality described below.
Templates for Grouping and Ordering Criteria
Notice list of templates on the left side of the form.
These templates provide description of grouping criteria that can be applied or un-applied by using buttons "Appply Reporting Template" and "Undo Apply Reporting Template".
For example, if you select templeate "Reporting data test template 4" that contains only "Inspection point" organizational element and then click "Apply Reporting Template" button, you will notice that in the tab "Grouping and ordering criteria", only inspection point will be included.
If you now click button "Undo Apply Reporting Template", default inclusion of all organizational elements will be applied again.
"Ordering" part of this criteria, meaning ad-hoc rearranging of order of organizational elements inside printable report, is not yet implemented. Currently, order of organizational elements in report is always organization-->department-->plant-->area-->line-->device-->inspection type--->inspection point.
Grouping and selection criteria templates are defined on another form. Notice that on the upper most part of the reporting form there are two tabs: "Reporting" and "Templates for results reporting".
Switch to the "Templates for results reporting" tab. Here you can define custom templates, providing list of organization elements for each template. You can use then these templates for speeding up reporting for vatious purposes.
Selection Criteria
On the right part of the reporting form, switch to the tab "Selection Criteria".
Only selected organizational elements are included into reports and views generation. By default. all available organizational elements are selected.
For products, there is opposite logic - by default all products defined in the product catalogue will be included. If you explicitly select products in the list, then only explicitly selected products will be included.
Similarly, for batches, lots and samples - by default all will be included. If you explicitly select some batches. lots or samples, then the filtering will be applied.
This requires some further explanation. Organizational elements (department, plant, area, line, device, inspection type, inspection point) are elements defined in master data, i.e. inspection matrix. Product catalogue is also part of master data. However, batches, lots and samples are not part of master data, but rather part of transactional data defined on level of inspection. Batch, lot and sample designations are not mandatory, but optional elements that can be (but are not required) entered during inspection input. See this data input form for clarification:
Notice that there are input text boxes for entering batch, lot and sample data, as well as drop-down selection combobox for choosing a product from product catalogue:
So, if you enter those optional elements during inspection data input, you will be able to constrain reporting data based on those criteria. If there are no data of these elements on inspections level, or you don't select any during the report creation, then by default it will be considered that you wish to report on all products, batches, lots and samples.
So, bottom line is that for organizational elements, it is expected that all elements to be included must be explicitly selected, while for products, batches, lots and samples it is considered that all elements are selected implicitly, if you wish to exclude some elements then you need to explicitly select those elements.
Organizational Structure Elements
Notice following sub-tabs: "Departments", "Plants", "Areas", "Lines" and "Devices". These tabs provide list of organizational elements, which are in master/detail relationship to each other, in hierarchical manner.
By default, all available organizational elements are selected on all hierarchical levels.
However, if you explicitly select only some of the elements in a higher level then only respective dependent elements will be available in dependent organizational levels.
For example, let's constrain the list only to "Softened hot sanitary water system" department. Then in other tabs, only elements belonging to that department will be available for selection.
Now, pay attention to "Inspection Types" sub-tab.
in this tab we can choose between all available inspection types. Bare in mind that inspection types are defined for an organization, so the list is filtered only per organization (i.e. company), not per subordinated organizational levels!
Finally, pay attention to the "Inspection Points" sub-tab.
Available list of inspection points is constrained by both selected organizational elements (organization, department, plant, area, line, device) and selected inspection type!
Products Criteria
if defined in the product catalogue, you will be able to select products to be included into reports generation.
Currently, there is only one product entered in the demo instance, so the list contains only one item.
As already explained, if you wish to include all the products, you don't need to select anything, because by default it is considered that all products are included (ooposite logic to explicit selection of organizational elements).
Batches, Lots and Samples Criteria
QTrendControl enables you to specify (optinally) batch, lot and sample designation during inspection data input, on level of inspection header. If you enter such data, you will be able to constrain reports generation to specific batch, lot or sample.
However, similarly to products, by default it is considered that all batches, lots and samples are included. Only if you explicitly select some elements then additional filtering on those criteria will be applied.
Options for Plotting Limits on Charts
Notice options selection box on the lower part of the reporting form.
These options are applicable to printable report and datasheet view by inspection points.
In QTrendControl you can define predefined limits (specification limits, warning limits, action limits etc.) in the inspection matrix. However, the program will also calculate control limits on the real data, based on SPC methodology. These are called "new proposal limits". You can choose whether you wish to include both limits or only predefined or only calculated limits.
Generating Reports and Reporting Views
There are several available types of datasheet views and reports from which you can choose.
Printable Report by Inspection Points
This is a hierarchically structured printable report in which there are basic statistics on each organizational level, as well as full statistical analysis, control chart and tabular review for each inspecition point and inspection parameter (i.e. quality characteristic).
Datasheet View by Inspection Points
This is a master/detail datasheet view in which data is reported bottom-up - in the master datasheet there are inspection parameters (i.e. quality characteristics), while in the sub-datasheet there are three sub-tabs with tabular, statistical analysis and control charts.
Datasheet view enables searching, filtering, hiding and unhiding of columns, as well as copying data into external programs (such as Excel or external statistical software).
Flat Datasheet View by Inspection Points
This is a two-dimensional, spreadsheet like view of inspection data, suitable for exporting into Excel or similar spreadsheet software for pivoting and further data exploration and analysis.
Datasheet View by Inspections
This is a master/detail datasheet view in which data is reported top-bottom, meaning that in master datasheet are inspections headers while in sub-daatsheet are inspection details.
Datasheet view enables searching, filtering, hiding and unhiding of columns, as well as copying data into external programs (such as Excel or external statistical software).
Discover More
Visit our website to learn more about QTrendControl and how it can transform your operations. Contact us to schedule a demo and see the difference for yourself.
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https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/20-trendcontrol-software/features
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/introduction
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/system-architecture
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/master-data-management
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/inspection-data-input
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/inspection-results-reporting
https://matasoft.hr/QTrendControl/index.php/qtrendcontrol-software/qtrendcontrol-demo
https://matasoft.hr/QTrendControl/index.php/qdoe-design-of-experiments-software/about-qdoe-software
https://matasoft.hr/QTrendControl/index.php/qdoe-design-of-experiments-software/doe-case-studies
