Identifying part number problems


ClaimMaster can check your documents for the proper numbering of parts, such as "widget 10" and "widget 30". In addition, ClaimMaster can compare the part numbers in text to the numbers used in figures. 


Getting Started

To check part numbers in your documents and figures, click on the Individual Proofing Tools menu, then select "Part Checking and Utilities->Check Part Names and Numbers":


Feature Options

Once you select the feature above, the part number browser will come up. It will be "docked" to the right side of your Word document when it launches, unless automatic docking of dialogs is disabled in ClaimMaster's Preferences.  The following options are available from the part number browser:



    1. Clicking this button will import reference numbers from figures (in Visio, PDF, Word, or PPT) format.  When the figures are imported, the left-side figure viewer will be opened, allowing you to simultaneously review figures and reference part numbers in the document.
    2. When figures are imported into ClaimMaster, this portion of the screen will show the figure.  Click and hold on the figure with the left mouse button to bring up the magnifier for smaller images.



       


    1. ClaimMaster will attempt to extract figure descriptions from the opened Word document and match them to PDF/Word/PPT figures.
    2. You can browse through each sheet/page of the figures document by pressing left/right arrows.  The part view on the right will be updated as you move from one sheet to another.
    3. Pressing this vertical bar will either remove the figure viewer from the screen or expand it back, if any figures are loaded.
    4. Pressing this button will import reference numbers from the body of the currently open Word document. 
      1. Note - if only a portion of the text is selected, then ClaimMaster will parse any reference numbers only in that section/paragraph. Otherwise, if nothing is selected, ClaimMaster will process the entire document by default.
    5. Pressing this button will import reference numbers from from an excel file (csv) – both part numbers and part names will be imported.
    6. Pressing this button will export all part names/numbers to a CSV file.
    7. The parts browser has two sections – the “Proofreading View” and the “Drafting View”. The “Proofreading View”, which always opens by default, allows you to view and browse part numbers sorted either numerically or by their corresponding part names. Any inconsistent part numbers or names will be highlighted. Clicking on the items in the “Proofreading View” will highlight the corresponding items in the document. For help on the "Drafting View", see this section. 
      • Errors are shown in red - used for part names that significantly differ from the default name used by the majority of parts for a given number. 
      • Warnings are shown in orange - used for part names that have some variations that may not be significant, but should still be double-checked.


    1. Use “Sort by” selector to select the view. You can sort either by “Part Numbers”, by “Part Names”, and by the order of appearance of a particular part # in the document. 
      • When sorted by “Part Numbers”, the parts browser will group all part names by their associated numbers. The numbers in parenthesis next to part names indicate how many times that particular part name has been used with a given part number.
      • When sorted by “Reference Name”, the view will show all reference numbers assigned to the same part name. 
      • When sorted by "Figures", the view will show all reference numbers sorted by the figures in which they are detected.  Any reference numbers missing from the figures but present in the specification (and vise versa) will be identified as well.  This view will also identify any issues in figures, such as wrong margins, fonts, backgrounds, or missing part #s.
      • When sorted by "the order of appearance", the view will show all reference numbers sorted by when they are first used in the document, in descending order. 


    1. In this section, you can export the proofreading results in several formats.  For example, you can generate a Word document with a table of figures (left column) and identified part numbers (right column), such as the one shown below.  Any numbers identified in the figures, but not in specification (and vise versa) will be highlighted.


In addition, you can generate an HTML report or a PDF of the figures with part name annotations inserted next to part numbers in the PDF.

 

    1. To simplify error browsing, select this checkbox to group plural and singular forms together and also to view only the part #s that have detected inconsistencies.


    1. Select this checkbox to only show inconsistent part names/numbers, which allows you to quickly focus on the errors.


    1. Click this button to highlight all errors/warnings in the currently open document.


    1. This section shows any errors/warnings. 


    1. Press this button to open part # parsing settings.