Harmoni portal allows users to maintain checksheet definitions that can then be linked to parts, revisions, operations, machines, etc. This module follows the same principles as Work Instructions and Programs in that the definitions are revision controlled and must be published / approved before they can be linked. To define a checksheet, navigate to Master Files / Checksheets and press the ‘New Checksheet’ button:

At this point you will be prompted for a name for this checksheet definition. This can be any text value you choose. Be mindful that you may use the same checksheet definition for multiple parts so consider establishing a naming convention that suits your organizations needs. After entering a checksheet name, press the ‘Create’ button:

You will now enter the designer for the checksheet definition. You must start by filling in the header level fields:

Description: Informational only field not currently displayed outside of the checksheet designer.

Rev. No: A revision indicator for this checksheet definition. This field is also informational only and not displayed elsewhere in the system.

Next you will proceed to the ‘Inspection Steps’ section. Inspection steps define each of the features you wish to measure for this checksheet definition. The fields are as follows:

Step Name: A short indicator of the feature being measured. This is used for tab labels on the Harmoni device so consider using concise labels here to avoid screen clutter.

Inspection Method: An indicator of how the operator show take the measurement. For example ‘Calipers’. This value is displayed under the ‘Inspection Plan’ tab on the Harmoni terminal.

Check Frequency: An indicator to the operator of how frequently this measure should be taken. For example, if this measure were to be taken every 10 parts, enter 10 here. This value is displayed under the ‘Inspection Plan’ tab on the Harmoni terminal.

Measurement Target: This is a key value that must be expressed as a numeric value. This indicates the specification nominal for the inspection of this feature.

Measurement Units: An informational field noting the unit of measure that the measurement target is expressed in.

Measurement Tolerance (+): This defines the maximum value, in terms of measurement units defined above, that when added to the measurement target would result in an acceptable part. The values Measurement Target plus Measurement Tolerance (+) would indicate the upper control limit for this measure.

Measurement Tolerance (-): This defines the maximum value, in terms of measurement units defined above, that when subtracted from the measurement target would result in an acceptable part. The values Measurement Target minus Measurement Tolerance (-) would indicate the lower control limit for this measure.

Operator Instructions: A free-form text field that can provide additional notes to the operator. This value is displayed under the ‘Inspection Plan’ tab on the Harmoni terminal.

Reference Image: Clicking within this box will allow you to upload an image and apply annotations in relation to this measure.

Note: after uploading the reference image, you can add annotations by hovering and selecting this icon:

You may add as many inspections steps as you like by pressing the ‘Add Inspection Step’ button at the bottom of the last-defined step. Each of these steps will allow for the same fields to be defined.

After your checksheet definition is completed, you must next publish it by selecting ‘Published’ from the drop-down at the bottom of the screen and selecting ‘Save Page’:

You must next approve the revision. After clicking ‘Save’ there will be a tab called ‘History’ you can click on to get to this feature:

Only one revision of a checksheet definition may be approved at a time and only approved revisions will be displayed on the Harmoni terminal.

Next we need to link this checksheet to your parts. To do so, close this checksheet designer by clicking the ‘X’ in the upper right corner and navigate to Master Files / Parts:

Type the part number you wish to associate this checksheet definition to using the search box and click on the part number field to select the appropriate part:

In the pop-up dialog, click on the ‘Checksheets’ tab and press the ‘Add Link’ button to make the association:

The first step in adding a link is to define how specific you want it to be. It is by default going to be part-specific, but the following options allow you to target this linkage further:

Part Revision: This checksheet definition can be linked ONLY to a specific part revision. The presumption here would be that you would define alternate checksheet definitions for each revision of the part to reflect potentially varying measurement requirements.

Assembly Seq: Allows the checksheet definition to only target a specific subassembly in the manufacturing process.

Operation Seq: Allows the checksheet definition to only target a specific operation sequence in the manufacturing process. Note that ‘Assembly Seq’ and ‘Operation Seq’ to target only a specific operation of a specific subassembly.

Resource: Allows the checksheet definition to only apply to a specific machine.

Operation Type: Allows the checksheet definition to target specifically setup or run activities.

Harmoni terminals will automatically pull up the most specific link.

Upon selecting the details, hit next and you will have the opportunity to select the checksheet definition to associate with this link:

At this point you will be returned to the prior screen and see that your link has now been established:

Should you need to delete a link, you can do so by clicking the trash icon next to the link: