Step Activity Command

Start Creating file and o Menu File | New

structure o Enter Project name if applicable
o Select Reference language
o Enter Structure name
o Select Structure type (FMEA type)
o Enter Numbering optionally
o Enter Owner if applicable
o Name of root: change suggested name if applicable
o Enter Item code if applicable and confirm by pressing OK
o Menu command File | Save as: enter appropriate file
name and save

Planning and Defining scope of o Menu command Editors | FMEA scope analysis
preparation analysis

Planning and Entering components o Select cell in column System Element

preparation o Context menu command Direct add…
o Enter name into highlighted cell

Planning and Selecting components o Context menu command Select Components…

preparation o Set the corresponding check mark

Planning and Setting layout o Menu command View | Format | Layout | Standard
preparation or Complex

Planning and Selecting criteria in o Double click creates check mark to mark the criterion
preparation standard layout

Planning and Selecting criteria in o Type in the desired number at the criterion
preparation complex layout

Planning and Filling cells o Type in the desired term

preparation

Structural Analysis Switching into o Menu command Editors | Structure tree

Structure Editor

Structural Analysis Entering system o Select desired system element

elements o Context menu command System elements
o Enter first name, ENTER to move entry into input box etc.
o After having entered all system elements, press ENTER to
add the data

Structural Analysis Folding and unfolding o Click on symbol ( - or + ) behind respective system element
of structure tree

Structural Analysis Focusing of o Select system element which should be focused

structure tree o Menu command View | Make Focus

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Step Activity Command

Structural Analysis Restructuring of o Select desired system element

structure tree o Menu command Edit | Reorder | ...
o Select desired operation (e.g. Up)
alternative:
o Select desired system element
o Restructure system element to desired location with pressed
Ctrl-Key and respective arrow-key

Functional Analysis Entering functions o Select desired system element

o Context menu command Functions
o Enter first name, ENTER to move entry into input box etc.
o After having entered all functions, press ENTER to add the
data

Failure Analysis Entering failures o Select desired function

o Context menu command Failures
o Enter first name, ENTER to move entry into input box etc.
o After having entered all failures, press ENTER to add the
data
alternative:
o Select desired function and press INS-key
o Select appropriate position in text suggestion with mouse
cursor and add negation

Valid for all steps in Showing and hiding o Menu command View | Display Options
general information o Checkbox activated = information is visible
o Checkbox deactivated = information is invisible

Valid for all steps in Copying of objects o Select desired object

general using Drag&Drop o Drag object with left mouse button to target object and
release mouse button with pressed Ctrl-key

Valid for all steps in Moving of objects o Select desired object

general using Drag&Drop o Drag object with left mouse button to target object and
release mouse button

Valid for all steps in Copying text of objects o Select desired object in the lower area
general in Input Collector o Context menu command Copy text
o Rename object in input line if necessary and ENTER to
move object in input box

Valid for all steps in Inheriting of objects in o Select desired object in the lower area
general Input Collector o Context menu command Apply
(Renaming not possible in alternative:
this context) o Select desired object in the lower area
o Drag object with left mouse button to input box of the input
collector and release mouse button

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Step Activity Command

Valid for all steps in Copying of objects into o Menu command Window | Two workspaces (lower
general different file workspace is opened)
o Activate lower workspace (click this workspace once)
o Menu command Editors | Structure tree (only
necessary if not opened already)
o Menu command File | Open, select file and open
o Select desired object in lower workspace
o Drag object with left mouse button to target object in upper
workspace and release mouse button
(only copying possible; no moving, no inheriting)

Failure Analysis Focusing failure mode o Select failure of focus level (= second last level)
for failure net o Context menu command -> Failure Net
alternative:
o Double-click uncolored Hot-click symbol located in front of
failure (lower workspace is opened with Failure Net
Editor)

Failure Analysis Assigning failure o Select desired failure in causes level in upper workspace
causes in failure net o While pressing left mouse button, drag object to right-
hand side half of focused failure in lower workspace and
release mouse button (result: connected failure cause)

Failure Analysis Assigning failure o Select desired failure in effects level in upper workspace
effects in failure net o While pressing left mouse button, drag object to left-hand
side half of focused failure in lower workspace and release
mouse button (result: connected failure effect)

Risk Analysis, Creating persons o Menu command Administration | Teams and

Optimization Persons (Data Manager opens in separate window)
o Context menu command New Person
o Add desired data and take over by pressing ENTER

Risk Analysis, Creating and opening o Select desired system element of second last level
Optimization the form sheet o Context menu command -> FMEA Forms Editor
o On creating, confirm info dialog by pressing OK (FMEA form
sheet opens in lower workspace)

Risk Analysis, Assigning S-, O- and D- o Select S, O or D cells and type in values between 1 and 10
Optimization ratings in form sheet alternative:
o Context menu command Severity, Occurrence or
Detection
o Select respective value in the dialog and confirm by pressing
OK

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Step Activity Command

Risk Analysis Entering initial state in o Select cell in column Preventive Action or Detection Action
form sheet o Type in action and confirm by pressing ENTER
alternative:
o Context menu command Preventive actions… or
Detection actions…
o Type in action and, in order to move it into input box, press
ENTER
o After having added all actions, press ENTER to take over
data into form sheet
(Initial state is created automatically – by default, no
confirmation prompt for deadline or responsible person)

Optimization Entering a new o Select existing revision state

revision state in form o Context menu command Revision state
sheet

Optimization Entering a single action o Select cell in column Preventive Action or Detection Action
in form sheet o Type in action and confirm by pressing ENTER

Optimization Assigning deadline and o Double-click Responsible? or Deadline? in column R/D

responsible person to a o Select desired Responsible or Deadline/Status in properties
single action dialog and confirm by pressing OK

Optimization Entering multiple o Select cell in column Preventive Action or Detection Action
actions in form sheet o Context menu command Preventive actions… or
Detection actions…
o Type in action and, in order to move it into input box, press
ENTER
o After having added all actions, press ENTER to take over
data into form sheet

Optimization Assigning deadlines o Select desired action

and responsible o Context menu command Responsibility or
persons to multiple Deadline/Status
actions individually o Select desired Responsible or Deadline/Status in properties
dialog and confirm by pressing OK
(all responsible persons and complete time period will be
shown in column R/D)

Optimization Entering alternative o Select cell in column Preventive Action or Detection Action
actions in form sheet o Type in action and, in order to move it into input box, press
(new action group) ENTER
o Select revision state
o Context menu command Action group
o Type in alternative action into respective cell of the new
action group and confirm by pressing ENTER

Optimization Assigning deadlines o Double-click Responsible? or Deadline? in column R/D

and responsible concerning each action
persons to alternative o Select desired Responsible or Deadline/Status in properties
actions dialog and confirm by pressing OK

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Step Activity Command

Results Creating o Menu command Tools | Forms/Reports |

Documentation Management Report Management Report
o Select left area
o Context menu command Create New Report…
o Enter name and ENTER

Results Naming of cells o Double-click in the corresponding cell

Documentation o Type in the desired terms

Results Formatting text o Mark the word to be changed

Documentation in cells o Change the formatting with the corresponding symbol

Results Inserting new rows o Context menu entry Insert new row
Documentation alternative:
o Context menu entry Add new sub table

Results Inserting text o Double-click text

Documentation placeholders o Context menu command Templates |
Placeholder...
o Drag and drop desired criteria for evaluation down to
“summary function/placeholder”

Results Inserting analyses o Select cell

Documentation o Context menu entry Add analyses | Add quality
rules… or Add filter/assistant rule or Add
statistic diagram or Add database details
or Add placeholder...
o Select desired criteria

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