Product and Process Families allow you to segment, classify, and organize subsets of reusable library records.
Using Product and Process Families help colleagues quickly locate and reuse relevant records within worksheets.
Group related records together to help:
- Improve organization and structure
- Prevent misuse of unrelated records
- Support standardized reuse across teams.
Tip: Use the Foundation family when records apply across the entire organization. Use Product or Process Families when records apply only to a specific product line, process, or subset of your organization.
Keeping content for different projects apart
Use Product and Process Families to keep reusable content for different products, processes or projects separate. Families are built with tags:
- In the Reusable Library, open the Tags dropdown and click the gear icon (Manage Tags). Create a tag category and tags, for example one tag per product line or customer program.
- Apply the tags to the records that belong to each family. Records without tags stay Foundational and are available to everyone.
- Turn on a tag in the Tags dropdown to show only that family's records. Under Show items that match, choose Any to show records with any of the selected tags. Choose All to show only records that have every selected tag.
Records you add or import while tags are turned on get those tags automatically.
Note: Search Tags are different. They are keywords on programs, parts, part revisions and workbooks that help the global search find them. They don't organize Reusable Library records.
Showing risk columns in the Reusable Library
To show a hidden column, click the Column Preferences button (pin icon) in the toolbar and select the checkbox beside the column. To show all columns again, click the reset button. You can't create tasks (Recommended/Preventive Actions) on Reusable Library records. Create them in a worksheet: open the row's three-dot menu and select Tasks > Create New Task.