Create a sample plan

A sample plan is created to collect user inputs at a given time. You can save multiple sample plans simultaneously. To save a sample plan, you need to link at least one sample plan frequency to it.

You can delete a sample plan if there is no active quality management specification linked to it.

You must have the privileges to create a sample plan.

Create a sample plan

1. Open or go to the Sample Plan Definition workspace tab.

2. Do one of the following:

   • Press the Ctrl+N keys.

   • Right-click in the tab and on the context menu click New.

   • On the ribbon, go to the Home tab and on the New menu click New Sample Plan.

   A new sample plan is added.

3. In the new sample plan's Properties window, complete the settings. See Sample plan properties.

4. Save the changes.

An error message appears if the sample plan cannot be created. Modify the sample plan, as needed, to correct the error, and save to clear the error.