SDM-DesignTracker 5.0 User Guide - MKS

122 • SDM-DESIGNTRACKER 5.0 USER GUIDE
3. The Select Records function allows you to create a report using specific
selection criteria with “And/Or” comparison functionality.
a) Enter the name of the field(s) you want to search. You can press F4
on this field to choose from a list of valid field names.
b) Select the Test parameters to compare the field with a specific
value. You can press F4 on this field to choose from a list of valid
Test parameters.
c) Enter the value you want to search for in the selected field. You
can enter a specific value or press F4 to select from a list of valid
values for the selected field.
d) Use the And/Or field to identify how the values are searched when
the expression contains more than one character string. For
example, if you want to search for all requests that have a status
code of pending and an expected date of 950220, or you want to
include all requests for customer ABC or that have a status code of
AP (approved).
There is no limit to the number of And/Or string comparisons that
can be entered. However, use caution when selecting your
comparisons⎯too many can create a blank report.
e) After all report requirements are determined, press ENTER to
submit the report. The system first validates the selection criteria
and redisplays the Define Subset panel.
f) Press ENTER again to submit the report and redisplay the SDM-
DesignTracker main menu.
Updating Design Request Information in SDM-
ProjectMaster
This batch function is used to update the actual effort, actual cost, and estimated
project completion date for all design requests associated with projects in SDM-
ProjectMaster. The estimated date of completion is updated to all associated SDM-
SupportCenter calls. The required information is retrieved from the SDM-
ProjectMaster database. This advances communication within the project.
This function is required if you want to update the information in SDM-
ProjectMaster. A project leader typically performs it, whenever needed.
The program will only process design requests that have an open status code.
To update design request information in SDM-
ProjectMaster:
1. On the SDM-DesignTracker Menu, type option 5, Update SDM-
ProjectMaster Information, and press ENTER. The Update DR
ProjectMaster Info panel displays. Or, use Update ProjectMaster
command DTUPDPM at the command line.
2. Select if you want to run the update in batch.
3. Press ENTER to run the update for all the information. The SDM-
DesignTracker main menu redisplays.