Create and Maintain Modification Baseline

Explanation

Use this activity to define all the modifications the customer wants performed by default, for every visit of serials with the given part number. All the required modifications will be automatically set as they are included in the baseline. If new required modifications are defined for the part after the baseline is defined, these modifications will be automatically included in the baseline for all the customers.

Recommended and optional modifications will not be automatically included and must be manually set for the customers. This should be revised before every visit. If required modifications are changed to optional, these modifications will not be automatically removed from the baseline. 

Prerequisites

• The customer must have been defined in the Customer window.
• Modifications must have been defined for the part and the modification revision must be set to Active.
• The template structure of the part must be set to Active.

System Effects

• When you define a baseline for a new part, for an existing customer or new customer, all the existing modifications for the part must be considered. This is done when you right-click and then click on the Import or Copy Baseline option. If a customer is entered in this dialog box, the baseline definition for the part will be copied from the given customer, if no customer is entered the baseline will be defined from the current definitions in the modification definitions. 
• All the modifications in the baseline will be used as the default work scope for all the serials of the part in their next visit.
• The modification baseline should be controlled before every visit to ensure that all relevant modification revisions are correctly defined for the part and the customer.

Window

Shop Visit 

Related Window Descriptions

Shop Visit/Visit Defaults/Modification Baseline 
Maintenance Event Summary/Modification

Procedure

1. Open the Shop Visit window and query (F3) for your customer.
2. Click the Visit Defaults tab and create a new record (F5).
3. Enter a part number and revision in the Top Part No and Top Part Rev fields. Use the List of Values to select a suitable part number and revision.
4. Save the record (F12).
5. Click the Modification Baseline tab. Right-click and then click the Import or Copy Baseline option. This option will enable you to copy a baseline from the standard or existing customer. 
6. The Import Or Copy Customer Modification Baseline dialog box will open.
7. If you wish to copy a standard baseline do not enter a value in the From Customer No field.
8. Save the record (F12).

Note: When you copy a baseline from standard, only the required modifications will be selected. If the baseline is copied from another customer, the Baseline check box will be selected for all Recommended and Optional modifications that are specified for the customer.