Overview

Automapping is a feature that lets you create a series of events in bulk for project structure levels (nodes) or components associated with inspection and test plans. Automapping is enabled on a project-by-project basis.

By leveraging mapped values, you can associate them with project structure nodes and templates. Leveraging values sets the mapping of templates and the quantities for each template to be created for each project structure level or component value, which eliminates the need to manually create and schedule processes.

When enabled, you can configure automapping in the following areas:

• Automapping setup - Create map values to associate to the project structure. The map values serve as tags to associate them to the project structure node levels and templates.

  

• Map project structure - Associate map values to the project structure nodes such as areas, subsystems, and commodities. This creates a relationship between the tag values and the project structure levels. You can map multiple values to a project structure node.

  

• Map templates – From the list of published templates, you can select mapped values, associating them to the template. This creates a relationship between the tag values and the templates. You can map multiple values to a template.

  

• Go to Automapping – To run the mappings configured in Project Settings, click Go to Automapping. Select a mapped value, category, project structure nodes, templates, and default quantities to create forms (events) for each level. You can filter by type to narrow list results.

  

When you run the selected automapping items, a dialog box opens to confirm the creation of the activities. An email confirmation is sent to you with a Microsoft Excel file showing a summary of the new forms.

The new events show in the Events list in a Scheduled status where you can add an event date, and a reporter. As soon as a reporter and event date are provided, the user is notified.

You can view events associated to the project structure in Events > Project structure.

Considerations

• The setting Project structure or Integrate with Plan components must be enabled to use the Automapping feature. For more information, see Project level settings .

• You can enable Automapping at the project level in Project settings. For more information, see Automapping in Project Settings.