Setting Preferences

Preferences for FMEA addressing different aspects can be set in the preferences menu, as well as the FMEA document properties.

Preferences Menu

You can open the preferences menu either from the menu bar (Edit > Preferences), or by making a right-click in the editor.

Thereafter, the dialog with all the settings for SOX will open. Clicking on FMEA will show you the General Editor Settings:

Click on the triangle in front of FMEA, or double-click FMEA; then the list expands:

Document properties

In the repository view right-click on the project and choose Document properties to open the "Properties for Project …" dialog. On the left click on DFMEA Formsheet.

On the right you see the mapping between action statuses and FMEA steps 5 or 6. Select an entry and move it to the right or left by clicking the right/left arrow button.

It is recommended to assign status "finished" to step 5 (Risk Analysis) and leave all others as are in step 6 (Optimization). If needed status "active" may be moved to step 5 to indicate actions that are available for reducing the risk but are not finished.