Activate Control Plan Template

Explanation

Use this activity to activate your control plan template revision. The control plan template must be Active to be used. A control plan template in state Active cannot be changed.

Prerequisites

A control plan template revision in state Created must exist. If a checklist exists, then all checklist items must be approved.

System Effects

As a result of this activity, the control plan template will be in Active status. If you are activating a new revision of an already existing template:

• Control plans in state Created referring to the template will be updated with the new revision
• Control plans in state Active referring to the template will be phased out and replaced by a new revision
• Reference to Existing Active Control Plans will be removed if the New template revision is activated.
• Affected shop order  will be updated with New control plans.
• Note: Control plans in a state Active with simplified revision handling enabled which refer control plan templates will behave in similar way. Changes will not be directly applied to active control plans plans, instead new revision will be created.

Window

Control Plan Template

Related Window Descriptions

Control Plan Template

Procedure

1. In the control plan template header, right-click and then click Active to change the control plan template to status Active. If the template revision is referred by any control plans, the Activate Control Plan Template Assistant window will open.
2. In the Phase In Date field, you can enter any date in the future. If any existing control plans are phased out, the phase out date will be today's date.
3. Depending on the type of the control plan template you will be guided through different steps.

Note: If the control plan template contains one or more control plan lines defined as Categorical, a Categorical Entry Type value must have been selected in the header section to be able to activate the control plan template.