Review, edit, or replace a recipe

You can review, edit, or replace a general, master, site, or lab recipe.

Procedure

1. If you have not already done so, open the ERM work package and open the general, master, site, or lab recipe to be edited by clicking the task button.

2. In any authoring page, double-click any element to review detailed information in the Summary panel and edit object values. For example, double-clicking a material tile displays the Materials tab in the Summary panel, which includes a broad variety of fields that show both positive and negative unit of measure values.

3. Do any of the following.

                To zoom to a specific area of the task page, select the
                    contents of that area and click Zoom to
                        Fit
                    .
                To see the entire contents of the page, in the task
                    page toolbar, click Fit All
                    .
                To modify the location of procedures and operations, drag them around in
                    the chart interface.
                To edit a flow, select a flow icon in the chart and then click
                        Edit Flow
                    .
                To delete a flow, select one or more flow icons in the
                    chart, and then click Delete
                    .
                To focus better on a portion of the
                        screen, click and drag your mouse over a region of the miniature map.
   

4. Add or remove processes, resource unit procedures, and operations as you would when authoring a lab, general, or master recipe.

5. Add equipment, material, capability, parameters, DCDs, and notes.
   Note
   Classification class and attribute preferences control the visibility of classification classes, attributes, block classes, and block properties used in the Easy Plan recipe graph interface.

6. To review or remove recipe details, do the following.

                    Select the root process or resource unit procedure and
                        click Information
                        .
                    Recipe information is detailed on the Summary tab of the Information panel.
                              
                        
                
                
                    Select a process or operation node, click Start Edit
                        ,
                        and in the Item Description text
                        box, the Rev Name text box, and
                        the Find No. text box, define or
                        modify values. When finished, click Save
                            Edits
                        .
                
                
                    To remove unwanted equipment, materials, or
                        capabilities, select the preferred tab, select the object to be removed,
                        and click Unassign.
                
                
                    To modify parameters, select the Parameters tab, select a parameter,
                        review the parameter details, and then use the Add
                        , Edit
                        , and Delete
                         commands to modify parameter
                        details.
                    Details are visible in tabs for
                            the selected parameter.
                
                
                    To add, edit, or remove data collection definitions (DCDs) from an
                        element, select the DCDs tab and do the
                        following.
                    
                        
                            
                                To create a DCD, select a DCD type, type a
                                        Name, and click
                                        Create.
                            
                            
                                To edit a DCD, select an existing DCD, click Start
                                        Edit, and make your changes. 
                            
                            
                                To remove a DCD, select the DCD to be removed and click
                                        Remove DCD
   

7. To replace a master recipe unit procedure, do the following.
   
   Select the recipe unit procedure, click More and click Replace Procedure.
   
   
   In the Replace Procedure panel, use the Classification filter to locate the recipe unit procedure that will replace the existing unit procedure.
   
   Select the recipe unit procedure and click Next.
   
   (Optional) Select a revision rule and a cloning rule, and click Replace.

8. When satisfied with your chart, in the task's upper toolbar, click Save .