Preparing for configuration

  1. Configure item groups to create one guideline for a group of items.
  2. Configure contexts (locations, product brands, uses, and end uses) and assign them to formulas. Context information is used as criteria for finding guidelines during a guideline check.
  3. Configure Document codes for the GRSTMT symbol (in the Symbol form). Assign them to roles through filters (in the Filter form) so that notes can be attached to item and parameter guidelines.
  4. Configure standard guidelines, with text and generic variables, that can be reused for specific guidelines for items, item groups, and parameters.
  5. Configure specific guidelines for items or item groups and parameters, replace the variables in the standard guidelines with values and add additional text, if desired.