Workbooks are containers that organize the elements of your FMEA initiatives, while FMEA Worksheets provide a structured framework for documenting and analyzing potential failure modes, their causes and effects, existing controls, and associated risks.
How it works:
Workbooks serve as the central hub for managing your FMEA activities. They define team members and permissions/restrictions, include supporting artifacts, and contain your FMEA worksheets
Workbooks also provide access to worksheet releases, published PPAP packages, and APQP document references, ensuring traceability and organized management of all related program documentation.
Nuances:
Worksheets support version control through releases or by using revisions configured for the associated part, ensuring traceability and maintaining a historical record.
Worksheets can be standardized using industry templates or customized for specific products, processes, parts, or customer requirements, such as GM’s RPL classification standards.
Workbooks and their associated FMEA Worksheets together provide a structured, traceable, and collaborative environment for managing complex FMEA initiatives.
How do I add a workbook?
Workbooks are added to a Part Revision in the Program Tree:
- In the Program Tree, find the Part Revision that the workbook belongs to.
- Click its three-dot menu and choose Add New Workbook. A new workbook panel opens.
- Enter the Workbook Name and choose a Status. Both are required. You can also add Search Tags and Notes.
- Click Save.
After you save, the Permissions, Attachments, Worksheets, Releases, PPAP and Documents tabs become available. Open Worksheets to work on your Process Flow, PFMEA, Control Plan or DFMEA.
Note: Add New Workbook is unavailable on a deactivated Part Revision. Activate it first (see Deactivating & Activating Components).
Naming your workbook
Give each workbook a unique name, as the Workbook Name field asks. Colleagues find workbooks with the Global Search, so use words they will search for, and add Search Tags for other keywords.