Relyence User Guide
The FMEA Dashboard

The FMEA Dashboard

The Relyence FMEA Dashboard gathers and organizes your FMEA data to provide a holistic overview of your product or system. You can create any number of FMEA Dashboards and customize them to your needs. 

For complete details on Relyence Dashboard capabilities, please refer to the  Getting Started with the Relyence Dashboard topic for an introductory overview, the Customizing the Relyence Dashboard topic for information on creating and customizing Dashboards to suit your needs, and the Managing Dashboards topic for details on setting properties, deleting, and duplicating Dashboards.

Relyence Dashboards are created by adding widgets from the Relyence Dashboard Editor. The Dashboard widgets includes a variety of charts, tables, and graphs aggregating data into a high-level visual format. The following applies to all Dashboard widgets:

  • Widgets can be expanded to full-screen size of viewing. Click the Maximize/Minimize icon in the upper right corner of the widget to expand and collapse a widget.
  • Drilldown is supported in many widgets. For example, clicking on a row in a table-based widget will open the underlying Analysis and take you to the selected data. 
  • Data in table-based widgets can be exported to an Excel-based report. Click the Export Report icon in the upper right corner of a widget to create an Excel report.
  • For performance reasons, table-based widgets are limited to 50 rows of data. To view all the data, utilize the Excel Report feature.

Each widget has a unique set of Properties to allow you to customize it to suit your needs. The listing below describes the available widgets and their associated property settings.

All widgets except for those in the General group have these Properties:

  • Analyses: You can choose which Analyses you want the widget to use for data gathering. The dropdown list displays a listing of Analyses that pertain to the widget (i.e. FMEA Analyses for FMEA widgets). You can choose one Analysis or multiple Analyses.
  • Use sample data: When selected, the widget will show a randomly generated set of data. 
  • Use My Titles: When selected, the Title and Subtitle fields appear for you to enter your own titles for the widget when displayed. If not set, Relyence uses default titles and subtitles.

All widgets that are available for Relyence Products that use an Analysis Tree may include the following Properties:

  • Only include the selected Subsystem: If you want to include only a specific subsystem in the widget, select the Only include the selected Subsystem checkbox. You must have only a single Analysis selected in the Analyses list to be able to select a Subsystem. When selected, choose the Subsystem from the Analysis Tree list you want to include.
  • Only include <data> from a selected Subsystem: If you want to include only the data (i.e. Parts, Incidents, etc.) from a specific subsystem, or branch of a subsystem, in the widget, select the Only include <data> from a selected Subsystem checkbox. You must have only a single Analysis selected in the Analyses list to be able to select a Subsystem or Subsystem branch. When selected, choose the Subsystem from the Analysis Tree list you want to include. To include the Subsystem and its branch, select the Include children checkbox.

Additional Properties that appear for specific widgets are noted below.

General Widgets

  • Analysis Status: A list of all Analyses that you have access to view or edit. The listing includes the Analysis Name and Description, the Owners, the Status, the date last modified and the team member who made the last modification. Click on a row to open the Analysis.
  • Analysis Status Breakdown: A pie chart showing the number of Analyses in each Analysis Status state. Click on a pie chart slice to drilldown and see the list of Analyses in the particular Status state. You can then click on an Analysis in the drilldown list to open it.
  • Recent Analyses: A list of your most recently used Analyses. Click on the Analysis to re-open.
  • Sign In Log: A listing of all Sign Ins to Relyence. The listing includes the team member Name, Email, and the Sign In date. (Note: This widget is only available if you have the Sign In Logging option licensed.)
    • Properties:
      • Include only Sign Ins with unavailable licenses. Select to include log ins that did not acquire all requested licenses.
      • Include only most recent unique Sign Ins: Select to include a listing of team members who have signed in. If someone signs in more than once, they will only appear in the list once. If you want to track every Sign In, clear this checkbox.
      • Number of months to include: Select from 1 - 12 months.
  • Sign Ins Per Month: A graph showing the number of Sign Ins per month up to the previous 12 months. (Note: This widget is only available if you have the Sign In Logging option licensed.)
    • Properties:
      • Include only Sign Ins with unavailable licenses. Select to include log ins that did not acquire all requested licenses.
      • Include only unique Sign Ins: Select to include a listing of team members who have signed in. If someone signs in more than once, they will only appear in the list once. If you want to track every Sign In, clear this checkbox.
      • Number of months to include: Select from 1 - 12 months.

DFMEA Widgets 

  • AP Breakdown for DFMEA: A pie chart of AP values (High, Medium, Low).
    • Properties:
      • Use Revised Values: Select to use the Revised AP Values; otherwise the AP Values are used.
  • DFMEA Cause Breakdown: A pie chart with the count of Cause records grouped by a text field specified in the Fields to group by field.
    • Properties:
      • Only include Causes from a selected Subsystem: If a subsystem is selected, only Cause records associated with that Subsystem will be included in the pie chart.
      • Field to group by: The Text field used to group the Cause records on the pie chart.
      • Ignore blanks: If selected, Cause records where the selected Field to group by value is blank will not be included on the pie chart.
  • DFMEA Revised Values Complete: A pie chart with the count of Action records' status with regards to key fields Revised Severity, Revised Occurrence, and Revised Detection having been assigned. Records are grouped into 4 categories: all Revised values are complete but the Completion Data is blank, all Revised values are complete and Completion Date is assigned, at least one Revised value is missing and Completion Date is blank, and at least one Revised value is missing and the Completion Date is assigned.
    • Properties:
      • Only include Actions from a selected Subsystem: If a subsystem is selected, only Action records associated with that Subsystem will be included in the pie chart.
      • Only include Actions with a Target Completion Date: If selected, only Action records that have a date in the Target Completion Date field will be included in the pie chart.
  • DFMEA Risk Matrix: A graphical risk matrix, either in 2D or 3D. Completely customizable in Properties. 
    • Properties:
      • X-Axis: Select from Severity, Occurrence, Detection, Revised Severity, Revised Occurrence, Revised Detection to use as x-axis values.
      • Y-Axis: Select from Severity, Occurrence, Detection, Revised Severity, Revised Occurrence, Revised Detection to use as y-axis values.
      • Risk Matrix: Define the Risk Levels and associated Colors. Select the Paint checkbox for the appropriate Risk Level and click on the cells in the grid to set your risk profile coloring as desired.
      • Show 3D Matrix: Select to display a 3D chart, otherwise a 2D chart is shown.
  • DFMEA Workflow: A funnel chart showing the Workflow progress of your DFMEAs.
  • DFMEA Workflow Breakdown: A pie chart with the count of how many Subsystems are at each Workflow Step.
  • DFMEA Workflow Overdue: A listing of DFMEAs that are past their approval due dates. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the DFMEA Subsystems that you are responsible for.
  • DFMEA Workflow Pending Approval: A listing of DFMEAs for which approval has been requested. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the DFMEA Subsystems that you are responsible for.
  • DFMEA Workflow Rejected: A listing of DFMEAs that have been rejected during the approval process.
  • DFMEA Workflow Responsibility: A listing of DFMEAs showing the Workflow State and who is responsible. 
    • Properties: 
      • Subsystems that I am responsible for: Select to include only the DFMEA Subsystems that you are responsible for.
  • Overdue Recommended Actions for DFMEA: A listing of Recommended Actions that are past their due dates.
    • Properties:
      • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
        • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
  • Overdue Test Plans: A listing of test plans that are past due based on their Due Dates in the DVP&R Worksheet(s).
  • RPN Breakdown for DFMEA: A pie chart of RPN values broken down by RPN Ranges set in Properties for the Analysis.
    • Properties:
      • Use Revised Values: Select to use the Revised RPN Values; otherwise the RPN Values are used.
  • RPN Over Threshold for DFMEA: A listing of all FMEA items that have an RPN over the specified value.
    • Properties:
      • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
        • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
  • Recommended Actions Complete for DFMEA: A gauge indicating the percentage of Recommended Actions that are complete. A Recommended Action is considered complete if the Actions Taken is not blank. 
  • Recommended Actions Status for DFMEA: A pie chart of the breakdown of your Recommended Actions’ status: Completed, Incomplete, and Overdue.
  • Requirements with No Test Plans: A listing of Requirements from the DVP&R Worksheet(s) that have no associated test plans.
  • Severity, Occurrence, Detection, or RPN Filter for DFMEA: A filtered list of FMEA items based on the filter selections you set in Properties. You can select to filter based on Severity, Occurrence, Detection, or RPN and also set the value to use for filtering.
    • Properties: 
      • Filter: Choose from Severity, Detection, Occurrence, or RPN to use to filter FMEA data.
      • Is greater than or equal to: Set the value of the data being filtered on above which you want to see.
      • Use Revised Values: Select to use the Revised value of the filtered item.
  • Subsystems per DFMEA Workflow Step: A series of gauges indicating the number of DFMEA Subsystems in each Step of the DFMEA Workflow that are not marked as Closed.
  • Tagged Breakdown for DFMEA Causes: A pie chart showing the number of Causes with Tag field checked (True) and with Tag field unchecked (False).
  • Tagged DFMEA Causes: A listing of the FMEA records that are designated as Tagged in your DFMEA Worksheet.
  • Tagged DVP&R Test Plans: A listing of DVP&R Test Plans that are designated as Tagged in your DVP&R Worksheet.
  • Test Plan Status: A pie chart showing the breakdown of your test plans that have passed and failed. You can drilldown on each pie chart section to get a listing of the associated Test Plans. You can drill down a second time on any Test Plan in this list to be automatically taken to the appropriate Test Plan in the DVP&R Worksheet.
  • Top N RPN for DFMEA: A listing of the (N) number of failure modes with the highest or lowest RPN values.
    • Properties:
      • Select and values: Select from Highest or Lowest and enter the number of values to include. 
      • Use Revised Values: Select to use the Revised RPN Values; otherwise the RPN Values are used.
  • Total RPN Comparison for DFMEA: A line graph showing the RPN trend over your DFMEA Analysis and Revisions.
  • Verification Test Results: A gauge indicating the percentage of Test Plans that have passed.

PFMEA Widgets 

  • AP Breakdown for PFMEA: A pie chart of AP values (High, Medium, Low).
    • Properties:
      • Use Revised Values: Select to use the Revised AP Values; otherwise the AP Values are used.
  • Overdue Recommended Actions for PFMEA: A listing of Recommended Actions that are past their due dates.
    • Properties:
      • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
        • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
  • PFMEA Cause Breakdown: A pie chart with the count of Cause records grouped by a text field specified in the Fields to group by field.
    • Properties:
      • Only include Causes from a selected Subsystem: If a subsystem is selected, only Cause records associated with that Subsystem will be included in the pie chart.
      • Field to group by: The Text field used to group the Cause records on the pie chart.
      • Ignore blanks: If selected, Cause records where the selected Field to group by value is blank will not be included on the pie chart.
  • PFMEA Revised Values Complete: A pie chart with the count of Action records' status with regards to key fields Revised Severity, Revised Occurrence, and Revised Detection having been assigned. Records are grouped into 4 categories: all Revised values are complete but the Completion Date is blank, all Revised values are complete and Completion Date is assigned, at least one Revised value is missing and Completion Date is blank, and at least one Revised value is missing and the Completion Date is assigned.
    • Properties:
      • Only include Actions from a selected Subsystem: If a subsystem is selected, only Action records associated with that Subsystem will be included in the pie chart.
      • Only include Actions with a Target Completion Date: If selected, only Action records that have a date in the Target Completion Date field will be included in the pie chart.
  • PFMEA Risk Matrix: A graphical risk matrix, either in 2D or 3D. Completely customizable in Properties. 
    • Properties:
      • X-Axis: Select from Severity, Occurrence, Detection, Revised Severity, Revised Occurrence, Revised Detection to use as x-axis values.
      • Y-Axis: Select from Severity, Occurrence, Detection, Revised Severity, Revised Occurrence, Revised Detection to use as y-axis values.
      • Risk Matrix: Define the Risk Levels and associated Colors. Select the Paint checkbox for the appropriate Risk Level and click on the cells in the grid to set your risk profile coloring as desired.
      • Show 3D Matrix: Select to display a 3D chart, otherwise a 2D chart is shown.
  • PFMEA Workflow: A funnel chart showing the Workflow progress of your PFMEAs.
  • PFMEA Workflow Breakdown: A pie chart with the count of how many Subsystems are at each Workflow Step.
  • PFMEA Workflow Overdue: A listing of PFMEAs that are past their approval due dates.
    • Properties:
      • Subsystems that I am responsible for: Select to display only the PFMEA Subsystems that you are responsible for.
  • PFMEA Workflow Pending Approval: A listing of PFMEAs for which approval has been requested. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the PFMEA Subsystems that you are responsible for.
  • PFMEA Workflow Rejected: A listing of PFMEAs that have been rejected during the approval process.
  • PFMEA Workflow Responsibility: A listing of PFMEAs showing the Workflow State and who is responsible.
    • Properties:
      • Subsystems that I am responsible for: Select to include only the PFMEA Subsystems that you are responsible for.
  • RPN Breakdown for PFMEA: A pie chart of RPN values broken down by RPN Ranges set in Properties for the Analysis.
    • Properties:
      • Use Revised Values: Select to use the Revised RPN Values; otherwise the RPN Values are used.
  • RPN Over Threshold for PFMEA: A listing of all FMEA items that have an RPN over the specified value.
    • Properties:
      • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
        • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
  • Recommended Actions Complete for PFMEA: A gauge indicating the percentage of Recommended Actions that are complete. A Recommended Action is considered complete if the Actions Taken is not blank. 
  • Recommended Actions Status for PFMEA: A pie chart of the breakdown of your Recommended Actions’ status: Completed, Incomplete, and Overdue.
  • Severity, Occurrence, Detection, or RPN Filter for PFMEA: A filtered list of FMEA items based on the filter selections you set in Properties. You can select to filter based on Severity, Occurrence, Detection, or RPN and also set the value to use for filtering.
    • Properties: 
      • Filter: Choose from Severity, Detection, Occurrence, or RPN to use to filter FMEA data.
      • Is greater than or equal to: Set the value of the data being filtered on above which you want to see.
      • Use Revised Values: Select to use the Revised value of the filtered item.
  • Subsystems per PFMEA Workflow Step: A series of gauges indicating the number of PFMEA Subsystems in each Step of the PFMEA Workflow that are not marked as Closed.
  • Tagged Breakdown for PFMEA Causes: A pie chart showing the number of Causes with Tag field checked (True) and with Tag field unchecked (False).
  • Tagged PFMEA Causes: A listing of the FMEA records that are designated as Tagged in your PFMEA Worksheet.
  • Top N RPN for PFMEA: A listing of the (N) number of failure modes with the highest or lowest RPN values.
    • Properties:
      • Select and values: Select from Highest or Lowest and enter the number of values to include. 
      • Use Revised Values: Select to use the Revised RPN Values; otherwise the RPN Values are used
  • Total RPN Comparison for PFMEA: A graph showing the total RPN of the Analysis and the total RPN for each Revision.

FMEA-MSR Widgets 

  • AP Breakdown for FMEA-MSR: A graph of the breakdown of FMEA-MSR items in the various AP (Action Priority) levels.
    • Use Revised Values: Select to use the Revised AP Values; otherwise the AP Values are used
  • FMEA-MSR Cause Breakdown: A pie chart with the count of Cause records grouped by a text field specified in the Fields to group by field.
    • Properties:
      • Only include Causes from a selected Subsystem: If a subsystem is selected, only Cause records associated with that Subsystem will be included in the pie chart.
      • Field to group by: The Text field used to group the Cause records on the pie chart.
      • Ignore blanks: If selected, Cause records where the selected Field to group by value is blank will not be included on the pie chart.
  • FMEA-MSR Revised Values Complete: A pie chart with the count of Action records' status with regards to key fields Revised Severity, Revised Frequency, and Revised Monitoring having been assigned. Records are grouped into 4 categories: all Revised values are complete but the Completion Data is blank, all Revised values are complete and Completion Date is assigned, at least one Revised value is missing and Completion Date is blank, and at least one Revised value is missing and the Completion Date is assigned.
    • Properties:
      • Only include Actions from a selected Subsystem: If a subsystem is selected, only Action records associated with that Subsystem will be included in the pie chart.
      • Only include Actions with a Target Completion Date: If selected, only Action records that have a date in the Target Completion Date field will be included in the pie chart.
  • FMEA-MSR Workflow: A funnel chart showing the Workflow progress of your PFMEAs.
  • FMEA-MSR Workflow Breakdown: A pie chart with the count of how many Subsystems are at each Workflow Step.
  • FMEA-MSR Workflow Overdue: A listing of FMEA-MSRs that are past their approval due dates. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the FMEA-MSRs Subsystems that you are responsible for.
  • FMEA-MSR Workflow Pending Approval: A listing of FMEA-MSRs for which approval has been requested. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the FMEA-MSR Subsystems that you are responsible for.
  • FMEA-MSR Workflow Rejected: A listing of FMEA-MSRs that have been rejected during the approval process.
  • FMEA-MSR Workflow Responsibility: A listing of FMEA-MSRs showing the Workflow State and who is responsible. 
    • Properties: 
      • Subsystems that I am responsible for: Select to include only the FMEA-MSR Subsystems that you are responsible for.
  • Overdue Recommended Actions for FMEA-MSR: A listing of Recommended Actions that are past their due dates.
    • Properties:
      • Customize Dashboard Fields: Select to customize the fields included on the table in the Dashboard; once selected, the fields currently set to be displayed are shown.
        • Click the pencil icon to show the Customize Dashboard Fields dialog where you can add/remove fields to display and change the field display order.
  • Recommended Actions Complete for FMEA-MSR: A gauge indicating the percentage of Recommended Actions that are complete. A Recommended Action is considered complete if the Actions Taken is not blank. 
  • Recommended Actions Status for FMEA-MSR: A pie chart of the status of Recommended Actions broken down by Completed Incomplete, or Overdue.
    • Properties:
      • Filter on Effective Date: To filter based on a date, select Filter on Effective Date and enter the date in the Ignore items with Effective Dates prior to field; otherwise clear it to include all items regardless of date.
      • Action Complete Field: Select the field to use for indicating whether an Action is considered complete: Action Taken, the Closed checkbox, or the Effective Date. If Action Taken or Effective Date is selected and data is entered in the field, the Action is considered complete.
  • Severity, Frequency, or Monitoring for FMEA-MSR: A filtered list of FMEA-MSR items based on the filter selections you set in Properties. You can select to filter based on Severity, Frequency, or Monitoring, and also set the value to use for filtering.
    • Properties: 
      • Filter: Choose from Severity, Frequency, or Monitoring to use to filter FMEA-MSR data.
      • Is greater than or equal to: Set the value of the data being filtered on above which you want to see.
      • Use Revised Values: Select to use the Revised value of the filtered item.
  • Subsystems per FMEA-MSR Workflow Step: A series of gauges indicating the number of FMEA-MSR Subsystems in each Step of the FMEA-MSR Workflow that are not marked as Closed.
  • Tagged Breakdown for FMEA-MSR Causes: A pie chart showing the number of Causes with Tag field checked (True) and with Tag field unchecked (False).
  • Tagged FMEA-MSR Causes: A listing of the FMEA records that are designated as Tagged in your FMEA-MSR Worksheet.

FMECA Widgets

  • Catastrophic Failure Modes: A listing failure modes with a catastrophic severity.
  • Criticality Matrix: A graphical criticality matrix, either in 2D or 3D. Completely customizable in Properties.
    • Properties:
      • Risk Matrix: Define the Risk Levels and associated Colors. Select the Paint checkbox for the appropriate Risk Level and click on the cells in the grid to set your risk profile coloring as desired.
      • Show 3D Matrix: Select to display a 3D chart, otherwise a 2D chart is shown. 
  • FMECA Workflow: A funnel chart showing the Workflow progress of your FMECAs.
  • FMECA Workflow Breakdown: A pie chart with the count of how many Subsystems are at each Workflow Step.
  • FMECA Workflow Overdue: A listing of FMECAs that are past their approval due dates. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the FMECA Subsystems that you are responsible for.
  • FMECA Workflow Pending Approval: A listing of FMECAs for which approval has been requested. 
    • Properties:
      • Subsystems that I am responsible for: Select to display only the FMECA Subsystems that you are responsible for.
  • FMECA Workflow Rejected: A listing of FMECAs that have been rejected during the approval process.
  • FMECA Workflow Responsibility: A listing of FMECAs showing the Workflow State and who is responsible. 
    • Properties: 
      • Subsystems that I am responsible for: Select to include only the FMECA Subsystems that you are responsible for.
  • Severity Breakdown: A pie chart of Severity categories across your FMECA(s).
  • Subsystems per FMECA Workflow Step: A series of gauges indicating the number of FMECA Subsystems in each Step of the FMECA Workflow that are not marked as Closed.

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