Four types of questions are possible and for each type you can set target values as preferred answers:
Boolean: answered with Yes or No.
Lookup: select a value from a list.
Numeric: answer with a number; set tolerances around that number.
Text: free format text.
You can also work with parent questions. For example, make a parent question asking whether a certain option is on the product. If the answer is Yes, the list of questions expands with additional questions. If No, the additional questions remain hidden.
Questions must be combined in question sets. With a score per answer in the question and a weight per question in the question set, check sheets can be rated.
Steps
Choose the
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icon (Alt+Q).Type Question List in the search box.
Select New to start a new question, or select a question and select Edit to open the card.
Fill in the fields:
Field
Description
Code
Identifies the question.
Scope
Use this field to apply a question scope: Document: the question applies to each document (check sheet); Item: the question applies to each item in the check sheet.
Description and Description 2
Type the question to appear in the check sheet.
Type
Use this field to apply a question type: Boolean: expects a simple Yes or No answer; the setting in the Boolean field is the target value: Yes = accepted, No = rejected. Lookup: provides a several-choice option; a subform opens when selected. Numeric: looks for a numeric value; the target value must be between Tolerance (−) and Tolerance (+); specify the tolerance type (Percentage or Fixed); a subform opens when selected. Text: provides a text description option; specify a text value when Type = Text.
Sub Type
Select Blank (regular) or Parent. Parent questions can only be of the type Boolean. When answered Yes, the questions linked to the parent expand in the check sheet.
Parent Code
Questions with sub type regular (blank) can be linked to a parent question. These questions only show when the parent question is expanded.
Boolean
Select the accepted answer when Type = Boolean.
Numeric Target Value
Type the number you want as answer.
Numeric Tolerance Type
Select the type of tolerances allowed: Fixed: tolerances are specified as a set of fixed From−To values; Percentage: tolerances are specified as a set of percentages. For tolerances (−), set the target value as a −%; for tolerances (+), use %.
Text
Specify a text value when Type = Text.
Boolean Accepted Score
Type the score value when the Boolean type question is answered with the target value.
Measuring Tool
Select a resource type machine as a tool for this question.
Include Quality Measures
Set to True if quality measures specified for the operation in the routing must be expanded as sub-questions.
Note
To include quality measures, set these question fields as follows: Scope = Item, Type = Boolean, Sub Type = Parent, Boolean = Yes. See below for more on quality measures.
Set up lookup values
You can set up lookup values on the Question Lookup Values fast tab. This fast tab is dynamic, only visible for a Lookup type question.
Field
Description
Lookup
Type the code you want the user to select from.
Target Value
When checked, the lookup is marked as a preferred answer. More than one answer can be marked as target. Target answers mark the question as Accepted.
Score
The score value for the answer, multiplied by the question weight to create a line score in the check sheet.
Set up numeric tolerances
You can set up numeric tolerances on the Question Tolerances fast tab. This fast tab is dynamic, only visible for a Numeric type question.
Field
Description
From Value
Type the lower tolerance (based on the Numeric Tolerance Type in the question).
To Value
Type the higher tolerance (based on the Numeric Tolerance Type in the question).
Score
The score value for the answer, multiplied by the question weight to create a line score in the check sheet.
Result Status
Select one of three options: Accepted: within the tolerance, the question is accepted; Ambiguous: questionable, requires an additional decision; Rejected: outside the range, the question is rejected.
Set up quality measures
With this functionality, the standard quality measures from Microsoft Dynamics 365 Business Central's routing are combined with the question set specified in the measurement template.
Type Routing in the search box to open the Routing List and select the routing to update (for example, 1150).
Select an operation from the lines and open the operation menu to select Quality Measures.
Complete the following fields on the Routing Quality Measures page:
Field
Description
Qlty. Measure Code
Select from a standard list of quality measure codes. If necessary, use New to create new codes.
Description
Initially copied from the list of quality measurement codes. Once copied, modify it to be specific for the routing quality measure.
Min. Value
Specify the minimum value for the measure (the lower tolerance).
Max. Value
Specify the maximum value for the measure (the higher tolerance).
Mean Tolerance
Specify the target value for the measure: a value between the lower and the higher tolerance. The mean tolerance must be between Min. Value and Max. Value.
Set the new subscriber for the Prod. Order Routing Line, Table 5409, Prod. Order Routing Line: OnAfterModifyEvent (New).
Make sure the measurement template specifies table 5409 and the question set includes a question where Include Quality Measures is set to True (see above).
Note
More information on using quality measures in the target templates for standard tasks and the design details on Manufacturing Integration is available through the links below.