Set Standards

Set Standards

To create, modify or delete standards, select Standards on the DataSight Ribbon. The Standards grid view appears listing existing Standards, and the Standards you have created or modified.

 

Add a Standard

  1. Select the Standards tab in the Main Panel.
  2. To add a standard, click New in the Quick Access Toolbar and a new row at the bottom of the Standards list will be added.
  3. Click in the Standard Name cell and enter the name of the standard.
  4. If you wish to apply a range of dates over which the standard is active, enter the Start Date and End Date. Without Start and End Dates, the Standard can be applied over any date range.
  5. Click the Visible check box to indicate whether the Standard should be Visible for application to datasheets.
  6. Click Save in the Quick Access Toolbar. You must save the row to set the standard variables and limits.

 

Set the Standard Variables and Limits

  1. Select the Edit Variables button in the standard row to set the standard variables and their limits. The Standards window will appear.
  2. Enter further information about the standard in Details.
  3. Click Add to add a Variable to the standard.
  4. Use the drop down Variable list to select your Variable.
  5. Enter the appropriate Maximum and Minimum
  6. Repeat the process for additional variables.
  7. Click Save.

 

Modify a Standard

  1. Select the Standards tab in the Main Panel.
  2. Modify the standard name or period of applicability as required. Any changes will appear in italics.
  3. Select the Edit Variables button in the standard row to set the standard variables and their limits. The Standards window will appear.
  4. Change the Standard details, variables and their minimums and maximums as required.
  5. Click Save to save and close the Standards window.
  6. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Standards tab you will be prompted to save your changes.

 

Delete a Standard

  1. Click on the Standard row you would like to delete.
  2. Click to check the Delete checkbox against the row.
  3. Repeat for any number of Standard rows you wish to delete.
  4. Click Save in the Quick Access Toolbar at any point to save changes and continue, otherwise when you Close the Standard tab you will be prompted to save your changes.

Note

Standard Variable minimums and maximums can be left blank.

After creating or deleting a standard, please close your datasheets and re-open them to apply from an updated list of standards.

 

See also:

  • Apply Standards
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