Data QA Workflow

Overview of the suggested stages & roles for checking imported data

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Written by Alex Inglis
Updated over a week ago

Workflow Overview

Data Import

Use the Importer Apps in Makersite to import data, during an import Makersite will Automap as much of the data that is known to the system, & make assumptions based on any previous imports that have been completed.

Following the Automapping, there may be gaps present, or datasets that have not been mapped as accurately as possible.

For more information on importing data into Makersite, please see the Importing Data section on the Makersite FAQ pages.

Manual Gap Closing

Once a data file has been uploaded & the import process has completed automapping, there may be gaps in the data mapping.

These gaps will need to be filled manually.

To manually map imported datasets to Makersite datasets, follow Step 4 in the Import a BOM FAQ article.

Once the mapping is complete, select the 'Save' button in the toolbar at the top of the page, this will ensure all changes are saved to the model before navigating away from the mapping page.

If datasets need to be mapped, or remapped after importing, the mapping page can be accessed by opening to the Product Group associated with the import file, & selecting 'Compose' at the top of the page, then selecting 'Resume Import' from the toolbar at the top.

Self Check

There are a number of methods to self check data that has been imported, this is the stage where any obvious errors can be identified & rectified.

The Mass Flow app can be used to visualize the physical mass of a component or assembly, from raw material, to the top level of the assembly. If the final mass of the component or assembly does not match expectations or the measured amount, then the model should be investigated further to find the error.

If there are discrepancies between what mass is going into the assembly at any level, this will be easily identifiable using the Sankey diagram.

The Product Matching Report can be used to identify if any datasets have not been mapped, or to check what they have been mapped to makes sense. This includes automapped & manually mapped datasets.

The GWP Report is another useful tool to sanity check the Product Model. Any gaps in the GWP Report will indicate either gaps in the mapping, or incorrectly mapped datasets.

Are the highest impact components or materials as expected?

Sharing

To share data with your team's Domain Expert, follow the Sharing Data from Makersite article on the Makersite FAQ pages.

The 'Share' button in the toolbar at the top of the page can be used to share datasets with anyone on your team.

Alternatively if you are in the 'Grid' view of any dataset or model, right clicking on the Grid will give you the option to 'Export' to either an Excel spreadsheet or CSV file. These will download to your computer.

Domain Expert QA

Once your data has been shared with your Domain Expert, they can repeat the suggested steps in the Self Check section, with their additional insight, the imported data can be reviewed in further detail.

Iteration with Ecodesigner

Using Makersite's Discussion features, a feedback loop can be created between your team to further enhance & refine the imported data. The Discussion functionality in Makersite allows your whole team to track & interact with comments transparently.

Approval

The Domain Expert shares data with the whole team.

Finalization

Carry out a QA Import Report

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