Managing backward and forward genealogy¶

This section provides significant value when an issue is detected during a sample-based quality check, such as an out-of-spec parameter or a defective cell. To identify the root cause, a backward genealogy search is performed to trace predecessors until the origin of the problem is found. Thereafter, similarities are analyzed to identify other potentially affected parts produced under the same conditions (same machine, operation, or time). Finally, a forward genealogy search helps to assess the impact on subsequent components and materials across all levels. This approach ensures that all affected parts and related issues are identified quickly and comprehensively.

Performing a backward and forward genealogy search¶

To identify a suspected quality issue and apply containment using backward and forward genealogy, follow the steps:

1. In the "Search" page, search the items you suspect may have an issue.
2. After finding the affected items, select them and click "Navigate Back".
   The page displays the first four genealogy levels of the selected items distributed in "swimlanes", allowing you to retrieve their predecessors in the production process.
3. After finding the item that may have caused the issue, return to the "Search" page and locate it.
4. Select the item and click "Navigate Forward".
   The page displays all products produced from that item, covering four production levels.
5. Once the defective items are identified, select them and click "Find" at the top of the column to locate other items produced during the same operation as the level‑0 item.

6. In the "Set Filtering Criteria" dialog box, you can insert the plant, operation type, equipment and time frame when you want to find if similar items were produced.

   • The "Material Definition" filter is mandatory and cannot be modified.
   • The "Plant" and "Operation Type" filters are mandatory and mutually exclusive.
   • The "Equipment" filter is optional. If no equipment is selected, the search will return all equipment involved in processing the item.
   • In the "Time Interval" filter, the "High Limit" is optional if the operation is still ongoing. In such cases, the system searches for 24 hours starting from the "Low Limit".
     

7. Click "Save".
   The "Search" page will reopen with all filters pre-configured.

8. Click "Apply Filters" to display the items likely produced within those conditions.
   
9. Select the interested items and click "Navigate Forward". The result displays four "swimlanes" starting from the selected items.
   
10. For complex genealogies, click "Add Forward" or "Add Backward" to add more levels in the respective directions.
    Note: By default, the system displays 5 levels, including the entry point. The maximum limit is 24 swimlanes; that means you can add up to +12 and –12 levels from the central point.

Exporting genealogy items (single-level export or full export of all levels)¶

1. Click "Download" to export the list of items at the selected level.
   If the number of items is large, the export is processed incrementally.

   1. Click "Generate and Download" to generate the CSV file.
   2. If the download does not start automatically, click "Download" again. You can track the progress of the operation in the "Action Queue" page.
      Note: You can download up to 300K items, divided into three .zip files, each containing a CSV, which are downloaded sequentially.
      

2. To export the full genealogy (all levels), click "Full Export" in the right-hand panel.

   In the "Create the Genealogy Export Package" dialog box, the "Name" field is automatically populated Export_<identifier>.

3. Click "Execute". A green dot is shown next to the "Action Queue" icon on the left-hand panel.

   Track the progress of the operation on the "Action Queue" page.

4. Once the operation is complete, select the corresponding row in the "Action Queue" and click "Download" in the right-hand panel.

5. Click "Generate and Download" to create the CSV file.
   

   If the download does not start automatically, click "Download" again.

Creating a containment request from genealogy level¶

1. Click "Contain" to open a dialog box where you can create a "Containment Request" and keep the suspect items in quarantine.
   
2. Leave the "Forward Containment" option active if you want the "Containment Request" to include the current level and all forward levels. You can monitor progress on the "History" page.
   

Filtering genealogy by production item¶

1. Identify the items that may have an issue.
2. Perform a search for those items using the “Search by Production Tracking Item List” functionality.
3. In the "Action Queue" page, check the request status, and when it is completed, open it to view the matched production tracking items.
4. Click “Navigate Forward”.
5. In the Genealogy page, the input items are shown at level 0, while the other levels show all the impacted items.
6. Select the first single item you want to inspect and click the “Filter” button. On the dialog box that appears, click “Filter”. The system applies a level filter based on the selected production item.
7. The unique path of the selected production item is shown. The same path is represented in the corresponding row of the downloaded CSV file.
8. Click “Reset” to go back to the Genealogy page.