Maintaining a Facility

In this Topic

Copying a Facility
Creating a New Version of a Facility
Transferring Ownership of a Facility

A facility is any business or organization that handles material, either literally or via paper, for a material source. Reference data about a facility can include inspections, materials, mix designs, test equipment, and approvals.

The Facility Summary component contains all the information currently recorded for the facility. To access the summary, go to the Facility Overview, and click the Facility ID link for the facility you want to view.

The Facility Summary component opens on the General tab, which allows you to view or change the following information:

Click in a field and add, change, or delete information as required.

To add a facility type, select a value in the Facility Type field. When you select a value, the system adds a new row, enabling you to add another facility type if needed.

To delete a newly added facility type, click the Delete button at the end of the row. The system deletes the row immediately. To delete a saved row, click the Mark for Deletion button. To reverse the mark for deletion, click the Undo button.

To record a remark, first select the type of remark from the Type field, then enter explanatory text in the Remarks text box. To delete a newly added remark, click the Delete button to the right of the remark. You can delete a saved remark by clicking the Mark for Deletion button. You can undo the mark for deletion by clicking the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To maintain additional information for the facility, click the following tabs:

Addresses	Click this tab to view or maintain addresses for the facility (see Maintaining Facility Addresses).
Source Authority	Click this tab to maintain source authorities at the facility level, and view source authorities at the source and user levels (see Maintaining Facility-Level Source Authority).
Material Categories	Click this tab to maintain the material categories that the facility is approved to manufacture, supply, or distribute (see Maintaining Facility Material Categories).
Materials	Click this tab to maintain information about the materials this facility is approved to manufacture, supply, or distribute (see Working with Facility Materials).
Test Equipment	Click this tab to view a list of the test equipment associated with this facility (see Viewing Test Equipment for a Facility).
Mix Designs	Click this tab to maintain mix designs for this facility (see Viewing Mix Designs for a Facility).

Copying a Facility

To copy a facility to use as a basis for creating a new facility, select Copy from the Actions menu on the Facility Summary component header. The system creates a new facility based on the original facility and sets the Sequence Number field to 1. For more information, see Copying a Facility.

Note: New facilities are created by using the Source Summary component for the source that owns the facility. See Creating a New Facility.

Creating a New Version of a Facility

Creating a new version of a facility retains the historical data associated with the original facility. To create a new version of the facility, select Create New Version from the Actions menu on the Facility Summary component header. The system locks the value in the Facility ID field and increments the value in the Sequence Number field by one. Information about the original version of the facility is stored in a record that cannot be modified.

You can add or change information for the new version of the facility as needed.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved.

Transferring Ownership of a Facility

To transfer ownership of a facility to a different source, follow these steps:

On the Facility Summary, select Transfer Ownership from the Actions menu on the component header.

The Transfer Ownership modal window opens and displays a list of sources that are not already associated with the facility.
Locate the source you want by scrolling through the list or by typing criteria in the Quick Find search box.

The modal window lists rows of sources that match your criteria.
Click the row for the source to which you want to transfer ownership of the selected facility.

The system adds a check mark beside the row to indicate it is selected. To cancel the selection, click the selected row again.
When you are finished, click the Save button.

The system closes the modal window, and the Source field displays the name and ID for the source you selected. When ownership of a facility is transferred to another source, the system increments the Sequence Number for the facility by one. Information about the original version of the facility at the time of ownership transfer is stored in a record that cannot be modified. The transferred facility retains all of the historical data associated with the facility under its original source.