7 - Find & Replace - Planchexx
Find & Replace
PlanChexx Quick Guide
Before Starting
The Find & Replace functionality allows users to replace any chemical used in a procedure with an alternative. This action is completed without the need to open and manually edit each procedure and can be used on single or multiple procedures. For example, if a user needed to change product A for product B they could select the target procedures by using the Facility, Area and Item filters and change them all simultaneously.
Find & Replace automatically edits each procedure, if the procedures edited are approved, Draft versions will be created. The new Draft procedures will not supersede the currently approved procedures until they have been approved. When approved, a draft procedure becomes the new Approved Procedure. The previously approved procedure automatically adopts the status of archived.
Find & Replace - Work Flow
Select Procedure Maintenance from
the Procedures menu
Click on Find & Replace
Select the Client and Facility you wish to
work with
Note: If you cannot see the required Client or Facility ask your administrator to check your permissions
If required, further refine your selection using the Area and
Item filters
Select the Product Range and Product
name of the OLD Product
Select the Product Range and Product
name of the NEW Product
Enter details of the new Percentage, Temperature, and
Time
Click on Replace
Preview the procedures to review
the content and layout
Approve the procedures to
update the document control
Find & Replace
To use the Find & Replace functionality, select Procedures from the main toolbar and click on Procedure Maintenance. Click on the Find & Replace button.
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Select the Client and Facility you wish to work with. To refine the selection of procedures that will be changed, use the appropriate Area and Item filters. Note: Facility level is the highest level at which product changes can be made. If you wish to change a product in all procedures within a Facility, select All within the Area filter.
Select the Old Range and Old Product using the filters, this identifies the product to be changed. Select the New Range and New Product using the filters, this identifies the new replacement product.
Enter the New Percentage, New Time and New Temperature of the replacement product and click in the Replace box beside each option. Finally click on the Replace button to make the changes. Previewing Procedures
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To review the completed procedure click on the Preview link located below the procedure name.
The preview link generates a partially formatted version of the procedure providing an opportunity to review the content. This is not an exact copy of the final document and should only be used for verifying the data. Note: The fully formatted and printable version of the procedure can be accessed from within the Print Maintenance area. To locate this, click on the Procedure menu and select Print Maintenance.
Approving Procedures To approve a procedure, click on the NO link situated in either the Ecolab or Customer Approved column of the Procedure Maintenance table. Your access to either the Ecolab or Customer approval option will be dependent on your user profile. Note: A draft procedure approved by either Ecolab or a Customer becomes the new Approved Procedure and displays the latest version number. The old approved procedure automatically adopts the status of Archived and displays the previous version number.
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