Using the PeopleSoft Quality Application Client

This chapter provides an overview of Quality application client charts and analysis tools, lists prerequisites, and discusses how to:

• Use the Quality application client toolbar.

• Create and manage datasets.

• Use control charts.

• Use histograms.

• Use bar graphs.

• Use line graphs.

• Use Pareto charts.

• Use box plots.

• Use spreadsheets.

• Use the statistical matrix.

• Create graph-display templates.

• Save configuration settings.

• Print displays.

Understanding PeopleSoft Quality Application Client Charts and Analysis Tools

Quality provides industry-standard charts and graphs for you to assess process performance and optimize control to achieve continuous process improvement. Each chart possesses unique display and analysis traits that you can alter to enhance the interpretation of the data. Using the Quality application client, you can display individual graphs, multiple graphs, or overlay graphs simultaneously for ease of comparison or reporting.

The Quality application client displays are also referred to as graphing tools. Each tool is activated by clicking a button on the Quality application client main window toolbar. The system renders the requested chart in a separate window based upon the selections made from the Selector panel.

Note. Each graph is displayed, one at a time, in a separate window.

See Also

Creating and Managing Datasets

Prerequisites

Before you use the Quality application client, you must:

• Install the Quality application client.

  See PeopleSoft Supplemental Instructions for PeopleSoft 8.9 Supply Chain Management Installation

• Create a dataset by extracting quality control information from the Quality database, if you want to use data that you have previously collected in the quality control environment.

  See Creating and Managing Datasets.

Using the PeopleSoft Quality Application Client Toolbar

The Quality application client toolbar is located at the top of the program's main window beneath the menu bar. The number of menus varies depending on if you have opened a dataset.

Except for standard Microsoft Windows buttons, such as Cut and Paste, buttons are unique to the Quality application client application and become active depending on the subset that you select and the graphic windows that are open. Because only one graphic window at a time is active, these options might become active or inactive dynamically as you display each graph.

You can also select each toolbar function from the View menu.

Creating and Managing Datasets

Use Quality application client panels to create and modify dataset configurations and content. From these panels, you access additional detail panels for maintaining specific dataset elements.

This section discusses how to:

• Create and manage datasets.

• Configure datasets.

• Add columns.

• Add subsets.

• Define subset and column formulas.

Pages Used to Create and Manage Datasets

Creating and Managing Datasets

Access the Spreadsheet and Selector panels.

The Selector and Spreadsheet panels appear together when you initially launch the Quality application client from an extraction or when you open an existing dataset.

Using the Selector Panel

Use the Selector panel to manage dataset configurations, specify columns used for generating graphs, and to create or manipulate a dataset for analysis. You can:

• Define columns and subsets.

• Select the graph preference to use when performing analysis.

After you configure the dataset layout, enter the cell values that make up the dataset content in the columns and rows in the spreadsheet. The number of rows allowed is only limited by the available memory of a workstation.

After populating the dataset, you can select and manipulate information for analysis. For example, you can analyze one subset of data at a time or multiple subsets together and assign columns to roles for analysis. You can:

• Select different subsets of data to analyze and graph.

• Assign roles to columns for graphing and data-grouping purposes.

• Change the graph preferences.

• Add new common columns, data columns, and subsets to the dataset.

After configuring the dataset and entering data, you can access graphs using the Quality application client toolbar.

Using the Spreadsheet

Use the Spreadsheet panel to:

• Enter cell values for a new dataset.

• View, add, change, or delete cell data associated with an existing dataset.

The Spreadsheet panel operates basically the same, whether you are adding data for the first time or modifying existing data. The program displays the data associated with an existing dataset on the spreadsheet. The spreadsheet is empty when you add data for the first time.

To enter data into a cell, either click the cell or use the arrow keys to navigate to the cell. To enter multiple lines into a tall cell, press the F2 button twice. You can also cut and paste the different cells within the spreadsheet, similar to using Microsoft Windows Excel.

Using Graphics

To perform data analysis using graphs:

1. Access the Selector and Spreadsheet panels.

   All graphs use the Measure field, except the Pareto chart, which displays attributes information.

2. Select the column values to plot on the different graph displays using the Measure field.

   This is also the data column used for calculating any statistics and tests. Only numeric columns are available for selection.

3. Select the Attribute column for the Pareto chart.

   Only character columns are available for selection.

4. (Optional) Select the column to group by.

   You specify an alternate data grouping using another column.

   As an example, you can create subgroups based upon a traceability field (lot number), as an alternative to viewing the natural subgroup size defined for the subset. All readings corresponding to a unique value are grouped together.

5. Select the graph preference to apply for analysis and graphing.

6. Select one or more subsets under Subset Selections to analyze or view using the graphing tools.

   Depending on the graphing tool, multiple subsets either overlay or are segmented when displayed. Available subsets are based on the dataset.

Note. You must select at least one subset to view any of the Quality application client displays, except for the spreadsheet.

As you make selections using the Selector panel, tool buttons become active on the Quality application client toolbar, indicating which graphs you can select.

See Also

Defining Graph and Display Preferences

Configuring Datasets

Access the Dataset Configuration dialog box.

The panel operates similarly for entering new data or changing data.

See Also

Adding Columns

Adding Subsets

Defining Subset/Column Formulas

Adding Columns

Access the Column Detail panel.

Adding Subsets

Access the Subset Detail panel.

Data Type	Select from: Variables Defects Defectives
Subgroup Size	Enter the statistical process control subgroup size used for producing control charts and calculating subgroup statistics.
Control Chart	Select the control chart used for graphing the subset and evaluating process control.
Control Proc (control procedure)	Indicate the procedure used to evaluate process control. Note. The actual charts and control procedures listed depend on the configuration of the database. Available combinations include the following types.

The current process control limits appear from the database if the dataset you are using was created using an extraction or inquiry.

Defining Subset/Column Formulas

Access the Subset/Column Detail panel.

The upper portion of the panel displays the subset and data column that you selected.

See Also

Maintaining Characteristics

Using Control Charts

This section discusses how to:

• View and manipulate control chart data.

• Modify control chart graph options.

• Run tests from control charts.

Pages Used to Use Control Charts

Viewing and Manipulating Control Chart Data

Access the Control Chart panel.

Control charts are comprised of multiple graph panes (sections) that display information about a subset. To resize the sections:

1. Place the cursor on the thick bar between the sections.

2. Drag the edge of the section to the new size.

You can also select an individual point and view the details, including subgroup calculations, trace data, and cause and corrective action information. When you click points in the chart section, a yellow vertical bar highlights the points, while corresponding values for the points appear in the detail section. To move this bar:

• Drag it.

• Use the Left Arrow and Right Arrow keys on the keyboard.

To remove the yellow highlight bar, drag it to the far left or far right of the chart.

To select multiple subgroup points:

1. Hold the Shift key down.

2. Drag the mouse over the points to remove or restore.

3. The points that you select are enclosed in red boxes in the chart section, and the summary list appears in the detail section.

To deselect the points, repeat steps 1 and 2, or use the Restore button. These subgroups are discounted from any local control limit recalculations or test violations when you click the Redraw button.

Note. When you use the control chart to apply tests, deselect points, or change control limits, the results are local to the active window; the dataset is not altered.

Title Section

This section displays the label of the chart being applied; for example, X-bar and Range charts. The title section also displays the subset for which the data is being displayed; for example, Temp A.

Chart Section

This section displays the main body of the graph. For example, if you selected the X-bar and range charts, you would see two graphs displayed on the control chart, one for the X-bar and one for the range chart. Each point on the graph represents an individual subgroup.

Alarms or out-of-control points are indicated by red triangles. Green circles represent all others. A blue square indicates that the subgroup readings were edited in the database using data-entry panels.

Note. Points with cause and action information associated with them are indicated by an over-bar.

You can see the subgroup values for each point on the chart by finding its number in the detail section of the control chart.

Control Limit Description Section

This section displays the values and appropriate labels for the upper control limit (UCL), mean (CL), and lower control limit (LCL) for each graph. These limits may be have been extracted from the database, calculated, or set local to the graph.

Separator Section

This section is blank, unless you select a point in the graph section; then it displays detailed information about the point.

Detail Section

This section displays a list of subgroup summary information if a point has not been selected on the graph. This list includes the subgroup plot point values and alarm descriptions.

If you select an individual point on the graph, use this area to see detail information, such as traceability fields, probable causes, and corrective actions for that subgroup. If the dataset has been extracted from the Quality database, the Subgroup Status field also appears. The field indicates if a subgroup has been edited or changed in the database. A status of 800 indicates that one or more sample values have been changed for the subgroup, and this point is designated as a blue square on the chart. A status of 200 indicates that the subgroup has not been edited.

See Also

Defining Quality Methods and Procedures

Modifying Control Chart Graph Options

Modifying Control Chart Graph Options

Access the Modify Control Chart dialog box.

You can change a chart by resizing the sections to adjust the amount of display information, by changing the control limits, and by choosing whether to display the control limit labels, alarm indicators, varying control limits, and test zones. Changes you make to the control chart affect only the active chart. If you open a second chart window, the changes are not in effect.

Running Tests Against Control Charts

Access the Control Procedures dialog box.

You can select a control procedure from the list and apply it to the current chart. Each procedure contains one or more control tests that are executed against the chart to test alarm conditions. The procedures and tests were set up when you defined quality methods.

To run tests, select a control procedure. The tests run immediately, and the results appear in the lower portion of the panel. The first number represents the number of chart-based alarms, or alarms not generated from specification violations. The number in parentheses is the number of alarms generated from specification violations.

For example:

• 3 (3) Subgroups Alarmed on X Chart

• 6 (3) Subgroups Alarmed on MRange Chart

The example indicates that three alarms were generated from non-specification violations, and three alarms were generated from specification violations on the X-Bar graph of the control chart.

Because each subgroup on the chart can have more than one alarm condition, the total number of alarms can exceed the number of points on the chart. The number of specification-related alarms is the same for the second MRange chart.

Use the configuration panels associated with the Selector panel in the Quality application client to change elements related to a subset, such as the subgroup size and default control procedure.

See Also

Defining Quality Methods and Procedures

Viewing and Manipulating Control Chart Data

Creating and Managing Datasets

Using Histograms

This section discusses how to:

• View and manipulate histograms.

• Modify histogram graph options.

• Run mean tests from histograms.

• Run standard deviation tests from histograms.

Pages Used to Use Histograms

Viewing and Manipulating Histograms

Access the Histogram panel.

The histogram display comprises multiple panes (sections) that display information about a subset. To resize a section:

1. Place the cursor on the thick bar between the sections.

2. Drag the edge of the section to the new size.

Click a cell and it becomes crosshatched to highlight it. When you click the Redraw button, the histogram is redrawn with the crosshatched cells removed. This is useful to examine a smaller portion of the data. By deleting cells, you can temporarily exclude the data values associated with that cell and recalculate the histogram and statistics.

To select a cell, drag the cursor across the vertical bar. The cell is highlighted in yellow. You can see the details of the selected cell in the detail section of the histogram.

Note. Cell values excluded from the graph are local to the active window; the dataset is not altered.

Title Section

This section displays the subset being analyzed for example, TEMP A.

Chart Section

The section of the histogram displays the main body of the graph, with the following conditions:

• (Optional) Specifications and +/- 3 sigma regions appear as dashed lines.

• A thin, red, vertical line indicates the mean point.

• The histogram is scaled by frequency on the left and by percent on the right.

• (Optional) The distribution curve (indicated by a thick, red, curved line) overlays the chart.

List Section

This section displays summary statistics. You can change the statistics by changing graph preference settings. The statistics are calculated based upon the active data values for this subset.

Detail Section

This section is blank, unless you select a vertical bar (cell), in which case it displays detailed cell information. To select a cell, drag the cursor over the vertical bar, and it is highlighted in yellow.

See Also

Testing for Normality

Using Pearson Best-Fit Criteria

Defining Graph and Display Preferences

Modifying Histogram Graph Options

Access the Histogram Options dialog box.

You can modify the histogram by resizing the sections to adjust the amount of display information in each section of the graph. You can choose whether to display the overlay curve, the overlay specifications, or to overlay a box plot. You can change the number of cells displayed and the upper and lower specification limits.

Note. Any changes you make to the histogram are in effect only for the active chart. If you open a second histogram window, the changes are not in effect.

Running Mean Tests from Histograms

Access the Mean Test dialog box.

Use mean tests to test the mean of the current sample versus a target mean and a confidence level.

To test for a mean:

1. Enter the target mean and confidence level, or use the defaults.

2. Click the Calculate button to see the results of the t Test calculation.

3. Click the Done button to update the graph on the histogram.

Running Standard Deviation Tests from Histograms

Access the Stdev Test dialog box.

Use standard deviation tests to test the standard deviation of the current sample versus a target standard deviation and a confidence level.

To test for standard deviation:

1. Enter the target standard deviation, or use the default.

   The standard deviation test has a limitation of df = 100. The sample size is display-only.

2. Select a confidence level.

   Valid levels include:

   • 0.995

   • 0.990

   • 0.975

   • 0.950

   • 0.050

   • 0.025

   • 0.010

   • 0.005

3. Click the Calculate button to see the results of the chi-squared test calculation.

4. Click the Done button to update the graph on the histogram.

See Also

Using Test Statistics

Using Bar Graphs

This section discusses how to:

• View and manipulate bar graphs.

• Modify bar graph options.

Pages Used to Use Bar Graphs

Viewing and Manipulating Bar Graphs

Access the Bar Graph panel.

The bar graph is comprised of multiple panes (sections) that display information about the subset that you are examining. You resize sections the same as you do for a histogram. There is a bar on the graph for each subset you selected in the Selector panel.

Title Section

This section of the bar graph displays the statistics that you are comparing.

Scale Section

This section displays the name of the statistical item you are comparing

Graph Section

This section displays a bar for each subset chosen from the Selector panel.

Modifying Bar Graph Options

Access the Modify Bar Graph dialog box.

You can modify the size of the bar display, the bar values, reorder, and change the statistic on the bar graph. Any changes you make to the bar graph are in effect only for the active chart. If you open a second bar graph window, the changes are not in effect.

See Also

Using Quality Statistical Equations and Methods

Using Line Graphs

This section discusses how to:

• View line graphs.

• Modify line graph options.

Pages Used to Use Line Graphs

Viewing Line Graphs

Access the Line Graph panel.

The line graph comprises multiple graph panes (sections) displaying information about the subset that you are examining. All subsets that you are comparing are overlaid on the same graph. You can select individual points on the line graph display to examine details.

When you click points on the graph section, a yellow vertical bar highlights the points. The corresponding values for the points are displayed in the detail section of the chart, with a single point for each subset. To move the yellow vertical bar:

• Drag it.

• Use the Left Arrow and Right Arrow keys on the keyboard.

To remove the yellow highlight bar, drag it to the far left or the far right of the chart.

Resize the sections the same as you resize histogram sections. All subsets are overlaid in the line graph, so you can view them at the same time. You can examine the graph with or without connecting lines or points.

Title Section

This section displays the label of the graph being displayed for a specific column, such as READING. The title section also displays the maximum number of points drawn on the graph.

Scale Section

This section indicates the numeric values for the scale used for the graph. Scales are usually calculated based upon the minimum/maximum observations for the subsets selected, but you can change the scale limits using the Modify Line Graph dialog box.

Graph Section

This section displays a line for each subset that you selected in the Selector panel. For example, if you selected three subsets, the system displays three lines on the line graph. Each line has a different geometric shape for its point indicator, and a different color.

Legend Section

This section displays the geometric shape and color that represent each subset on the line graph.

Detail Section

This section displays the individual data values for the points in each subset.

See Also

Defining Graph and Display Preferences

Modifying Line Graph Options

Access the Modify Line Graph dialog box.

You can modify the line graph by resizing the sections to adjust the amount of display information, changing the display lines and points, and changing the graph scale.

Any changes you make to the line graph are in effect only for the active chart. If you open a second line graph window, the changes are not in effect.

Using Pareto Charts

This section discusses how to:

• View Pareto charts.

• Modify Pareto chart options.

Pages Used to Use Pareto Charts

Viewing Pareto Charts

Access the Pareto Chart panel.

A Pareto chart is comprised of multiple graph panes (sections) and includes information about the subset that you are examining. You can resize the sections the same way that you resize histogram sections.

When you click a cell, it becomes crosshatched to highlight it. When you click the Redraw button, the Pareto chart is redrawn with the crosshatched cells removed. This is useful to examine a smaller portion of the data or compare certain attributes only. When you click the Restore button, the Pareto chart is redrawn in its original state. The redraw and restore functions only apply to the Pareto chart that you are currently manipulating and do not affect other Pareto charts.

When you select multiple subsets on the Selector panel and click the Pareto button, the chart that is initially displayed is a composite of all the subsets selected. From there, you can cycle and view the individual Pareto charts (layers) corresponding to each subset. For example, if you selected three subsets on the Selector panel, the system generates four Pareto charts. The first Pareto chart displays a composite of all the subsets, and there is also a Pareto chart for each individual subset.

Note. Each chart is displayed, one at a time, within the existing tool window.

Note. The Attribute column role assignment on the Selector panel determines which attribute appears on the Pareto chart.

Title Section

This section includes a heading that indicates which subset of data and attribute you are currently analyzing. In the previous illustration, the attribute being analyzed is Defects, and the Pareto chart being displayed is for all the subsets that you selected on the Selector panel.

If you filter the attributes, either by clicking a cell or by using the Modify Pareto Chart dialog box, you'll see (Filtered) in the title section.

Scale Section

This section displays the name of the data column that you are analyzing and a scale that exhibits the display limits for the Pareto chart. In the illustrated panel, the data column is Defects and the scale is Frequency.

Chart Section

This section contains the main body of the Pareto chart, including a description of each attribute, the attribute count, and the percentage of the number of defects for which that attribute accounts. The red line represents the cumulative percent line, also known as the Lorenz curve.

Note. Cell values excluded from the graph are local to the active window; the dataset is not altered.

See Also

Creating and Managing Datasets

Modifying Pareto Chart Options

Modifying Pareto Chart Options

Access the Modify Pareto Chart dialog box.

You can modify Pareto charts to display:

• Cells in one window.

• Cumulative lines.

• Graphing order of the cells.

• Specific numbers of cells.

You can also filtering the attribute components that are displayed. Any changes you make to the Pareto chart are in effect only for the active chart. If you open a second Pareto chart window, the changes are not in effect.

You define component attributes in the Attribute Groups component.

When you are finished with selections, click the OK button. The Pareto chart is redrawn with the options you selected. The title section displays Filtered.

See Also

Defining Attribute Groups

Using Box Plots

This section discusses how to:

• View box plots.

• Modify box plot graph options.

Pages Used to Use Box Plots

Viewing Box Plots

Access the Box Plots panel.

The box plots display is comprised of multiple graph panes (sections), with each section displaying information about the subset that you are examining. Box plots are also referred to as Box and Whisker plots, because of the vertical whisker lines at each end of the horizontal scale.

Box plots supports three styles of plots, including:

• Box and Whisker

• Capability

• Min/Max (minimum/maximum)

When you select multiple subsets on the Selector panel and click the Box Plots button, the displays represent the subsets you select. All selected subsets are overlaid together in the same box plots window.

You can select individual box plots by clicking the subset name. A red box appears around the subset that you selected. The detail section of the display changes from the collective summary of statistics for all box plots to individual summary statistics for the selected subset.

Deselect an individual box plot by clicking above the first box or below the last box in the label area. Click to the left of the boxes.

Title Section

This section includes a heading that indicates the plot type, the data column used as the basis for generating the box plots, and normality criteria for the calculations used to generate the box plots. In the previous illustration, the plot type is Box and Whisker, the data column is Reading, and the normality criteria is Pearson Best Fit.

The graph preference that you select on the Selector panel determines the normality criteria.

Scale Section

This section displays the name of the data column that you are analyzing and a scale, which exhibits the box plot's limits. In the previous illustration, the data column is Reading and the graph type is Box and Whisker.

Note. By default, the system calculates the scale based on the minimum/maximum values of the data to be graphed.

Chart Section

Section contents vary depending on the graph style.

The Box and Whisker chart section contains Box and Whisker displays. The ends of the whisker lines represent the minimum and maximum values, the left and right edges of the boxes represent the first quartile and third quartile values, and the centerlines represent the median value.

The individual boxes correspond to either the subsets that you selected or the data groupings established with the group by column role assignment on the Selector panel.

A capability graph appears in this section:

Chart section - capability graph

The left and right edges of the capability graph box represent the plus and minus 3 sigma values, and the centerline represents the mean value. In addition, green dashed lines represent the lower-and upper-specification limits, while yellow parts represent the areas out of specification based upon the distribution fitting (Normality, Pearson Best Fit) criteria in effect.

Individual boxes correspond to either the subsets that you selected or the data groupings established with the group by column role assignment on the Selector panel.

A min/max graph appears in the following section:

Chart section - min/max graph

The left and right endpoints represent minimum and maximum values, and the centerline represents the mean.

The individual boxes correspond to either the subsets that you selected or the data groupings established with the group by column role assignment on the Selector panel.

Detail Section

This section of box plots includes the collective summary statistics for all box plots on the display. If you select an individual box plot, then the summary statistics for that individual box plot appear.

See Also

Defining Graph and Display Preferences

Modifying Box Plot Graph Options

Creating and Managing Datasets

Modifying Box Plot Graph Options

Access the Modify Box Plot dialog box.

You can modify the box plots using the following:

An example of a box plot with distribution curves overlaid appears in the following section:

Overlaying distribution curves on box plots

Note. The system calculates the distribution curve according to the normality/curve fitting criteria in effect by the graph preference ID that you selected.

See Also

Using Box Plots

Using Spreadsheets

This section discusses how to view and manipulate spreadsheet data.

Page Used to Use Spreadsheets

Viewing and Manipulating Spreadsheet Data

Access the Spreadsheet panel.

A spreadsheet displays the current dataset information in a grid format. Subsets within the dataset appear across the bottom of the spreadsheet. The spreadsheet functions much like a Microsoft Excel spreadsheet.

You can enter additional data in the cells or change existing data. You can copy, cut, and paste data within cells. Use the horizontal scroll bar at the bottom of the display to view additional data columns.

Click each subset at the bottom of the spreadsheet to see the data associated with that subset.

You can also export the data on the spreadsheet to a Microsoft Excel spreadsheet and other application types. To export the data, select File, Export, and the appropriate options.

See Also

Creating and Managing Datasets

Using the Statistical Matrix

This section discusses how to view statistical matrix data.

Page Used to Use the Statistical Matrix

Viewing Statistical Matrix Data

Access the Statistical Matrix panel.

The statistical matrix format is similar to a spreadsheet. You can view tabular formatted statistics related to one or more subsets of the dataset in the following categories:

• General statistics

  Includes mean, observations, standard deviation, variance, covariance, range, minimum, maximum, skewness, kurtosis, Z scores, sum, upper and lower sigma, quartile, and median.

• Capability indices

  Includes Cp, Cpk, Cpl, Cpu, Cr, Cpk at 90 percent, percent below specification, percent above specification, percent of total specification, and other associated statistics.

• Defect statistics

  Includes defect sum, defects per unit, defects per hundred, defects per thousand, and defects per million.

The statistical matrix display uses the Measure column row assignments and the selected graph preferences from the Selector panel.

See Also

Creating and Managing Datasets

Creating Graph-Display Templates

This section provides an overview of graph-display templates and discusses how to:

• Create graph-display layouts.

• Apply graphic layouts.

Understanding Graph-Display Templates

Templates are custom graphic layouts that you create, store, and reuse. Using the templates, you can simultaneously display one or more data-analysis tools in the Quality application client, making it possible to compare different graphs and charts for the same sets of data. For example, suppose you use a line graph, a bar graph, and a box plot to display a dataset. You can set up the Quality application client to display the three charts in the identical format for each dataset you examine.

You can also compare two datasets that are not identical, just similar. For example, if you create a layout using certain attributes or measurement columns, you can apply that layout to all similar datasets that have those columns defined. You can access data-analysis tools individually, using the Quality application client toolbar, or use the View menu.

Creating Graph-Display Layouts

To create graph-display layouts:

1. Open a dataset.

2. Select the dataset configuration using the Selector panel.

3. Select graphs using the buttons on the toolbar.

4. Size and position the graphs in the panel.

5. Select File, Save Layout.

6. Name the layout and select a place to save it.

   The extension .tpl is automatically appended to the files.

   The system saves the file to the same directory as dataset files on a workstation. Templates, like datasets, don't reside in the PeopleSoft database and should be considered workstation-specific.

See Also

Defining Data Extractions and Loading Datasets

Applying Graphic Layouts

Access the Quality application client.

To apply a layout, select File, Apply Layout. Each time you apply a different layout to the same data, the new layout replaces the previous one. The panels on the layout display the data from the currently selected dataset. If you open a different dataset and apply the same layout, you see the new data displayed in the same arrangement of panels.

You can change any of the charts in the layout the same as when you display the chart individually. To display the original layout, apply it again.

Saving Configuration Settings

This section provides an overview of configuration settings and discusses how to save control definitions.

Understanding Configuration Settings

The control settings for each dataset are embedded in a .cld file. For data extractions or inquiries, where the output is written to a dataset file for downloading, current database configurations for control charts, control procedures, control tests, and graph and display preferences are appended to the file along with the actual data. This ensures a concise snapshot of the configuration, no matter when you view the dataset.

Page Used to Save Configuration Settings

Saving Control Definitions

The save control definitions program updates the local QS_QSRV.CFG file with control definitions set in the database and embedded in an extraction or inquiry dataset file. With this selection, changes made using the Quality menu in PeopleSoft are copied to a client machine for offline analysis.

Using the option, you create and save a new control test using Quality. If you want the new test available for offline analysis in the Quality application client, the local configuration must be updated to include the test.

To update the configuration:

1. Perform an extraction or inquiry.

2. Download the associated dataset file.

3. Open the file in the Quality application client.

4. Select File, Save Control Definitions to update the local cache (configuration) file with the new test.

Printing Displays

Any of the Quality application client displays can be printed.

To print a Quality application client display:

1. Open the control chart, histogram, or Pareto chart to print.

2. Select File, Print.

   Select Print Preview to view how the file will look before you print it.