Sample Size Charts

Sample Size Charts replace the Oeser/Strohecker functionality in previous versions of COSMO Quality Assurance. With the Sample Size Charts functionality, you can define different, more complex sample configurations based on item / item variant, item category, and unit of measure. All source types in the Test Plan Assignment page are supported and the chart can be combined with other methods of the Sample Occurrence, such as the Absolute No. of Test Orders. The number of samples determine the number of test orders created.

The following video provides an overview of the Sample Size Charts function.

Set up sample size charts for sample planning

The pattern of sampling to identify the number of samples to take and to create a corresponding number of test orders are defined in the Sample Size Template Charts page for reuse in various configurations or manually entered in the Sample Size Charts page accessed from the sample planning.

Sample Size Template Chart

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sample Size Template Charts, and then choose the related link.
  2. Choose the New action to create a Sample Size Template Chart.
  3. In the Code field, enter a unique identifier for the chart.
  4. In the Description field, enter a short description of the chart.
  5. In the From Lot Size field, enter the lower lot size that a sample is needed.
  6. In the To Lot Size field, enter the higher lot size that a sample is needed.
  7. In the Sample Size field, enter the size of the sample needed for the specified lot range.
  8. Go to the next line and enter the lot size range and sample size for the range.
  9. Repeat step 8 for all lot ranges relevant for this template.

Add sample size template chart in sample occurrence

The Sample Size Template Chart can be assigned in the Sample Occurrence Card. The values from the template can be changed per sample planning.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sample Occurrences, and then choose the related link.
  2. Create the sample occurrence or open the existing one to add the sample size template chart.
  3. In the Sample Size Template Chart Code field, enter the relevant chart code.
  4. On the Actions menu, choose the Show Sample Size Template Chart action to view the chart.
Note

Making changes to the chart here will also change the source template. Changes for individual sample plannings must be done in the chart accessed from the Sample Planning page.

If the Absolute No. of Test Orders is set in the Sample Occurrence, the number of test orders created from the sample planning will extend the number that is required from the sample occurrence. For example, if the Absolute No. of Test Orders field is set to 2, and two test orders are determined from sample planning, then four test orders will be created.

Sample Size Chart

The sample size chart can be opened for manual entry or editing from the sample planning in the Test Plan Assignment page or directly in the Sample Plannings page.

Add sample size chart to sample planning in test plan assignment

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Items, and then choose the related link.
  2. Create the item or locate the existing item to add sample planning.
  3. In the Quality Assurance menu, choose the Test Plan Assignment action.
  4. Fill in the fields as necessary, leaving the Sampling Method and Inspection Severity Code field blank.
  5. Choose the Sample Planning action.
  6. In the Description field, enter a short description.
  7. In the Unit of Measure Code field, enter the unit of measure relevant for this sample planning.
  8. In the Sample Occurrence Code field, enter the sample occurrence, if one exists for this sample planning.
    If a sample size template chart has been assigned to the Sample Occurrence, it will be used for this sample planning but can be edited as needed.
  9. In the Sample Size Relation field, choose if the sample size is determined based on the Quantity or No. of Units field in the source document.
  10. Choose the Sample Size Chart action.
  11. In the From Lot Size field, enter the lower lot size that a sample is needed.
  12. In the To Lot Size field, enter the higher lot size that a sample is needed.
  13. In the Sample Size field, enter the size of the sample needed for the specified lot range.
  14. Go to the next line and enter the lot size range and sample size for the range.
  15. Repeat step 14 for all lot ranges relevant for this sample planning.

Add sample size chart to sample plannings

Instead of starting in the Item Test Plan Assignment, you can create sample planning directly in the Sample Planning page. To work in this view, you must use the Personalize feature to add the Source Type field and any of the following fields: Item No., Item No. + Item Variant or Item Category Code.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Sample Plannings, and then choose the related link.
  2. Choose the New action.
  3. In the Description field, enter a brief description for the sample planning.
  4. Fill in the Item No., Item Variant, and/or Item Category Code fields.
  5. In the Unit of Measure Code field, enter the unit of measure the sample planning is based on.
  6. In the Sample Occurrence Code field, enter the sample occurrence if one exists for the sample planning.
    If a sample size template chart has been assigned to the Sample Occurrence, it will be used for this sample planning but can be edited as needed.
  7. In the Sample Size Relation field, choose if the sample size is determined based on the Quantity or No. of Units field in the source document.
  8. In the Source Type field, enter the source document that is used to create the needed sample, such as Purchase Receipt.
  9. Choose the Sample Size Chart action.
  10. In the From Lot Size field, enter the lower lot size that a sample is needed.
  11. In the To Lot Size field, enter the higher lot size that a sample is needed.
  12. In the Sample Size field, enter the size of the sample needed for the specified lot range.
  13. Go to the next line and enter the lot size range and sample size for the range.
  14. Repeat step 13 for all lot ranges relevant for this sample planning.

See Also

Test Plan Assignment on Items and Item Variants
Sample Occurrences
Create Test Orders

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