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The Components tab provides a comprehensive interface for managing and organizing all product components within your project. This feature helps you track component details, compliance information, and project status.
Overview
The Components tab allows you to:
- View and manage all project components in a structured table
- Import components from various sources (BOM spreadsheets, schematics, documents)
- Track UL compliance information
- Organize components by category
- Export component data
- Add components manually with detailed specifications
Component Management
Viewing Components
The Components tab displays all components in an interactive table with the following information:
Component Details
- Component Name: The name/identifier of the component
- Part Number: Customer part number
- Manufacturer: Component manufacturer
- MPN: Manufacturer part number
- Type: Component type classification
- Quantity: Quantity of the component
- Revision: Revision number
- UL Compliance Type: Compliance status (Listed, Recognized, Not Compliant)
- UL File/Agency Number: UL file or agency number
- Frame Rating: Frame rating and connection information
- UL Compliance Updated: Timestamp of last compliance check
- UL PDF Attached: Whether compliance documentation is attached
Project Management
- Status: Component status (Pending, In Progress, Completed)
- Owner: Component owner/assignee
- Release Status: Release status information
- Notes: General notes about the component
- Validation Notes: Validation-specific notes
- Extra/Remarks: Additional remarks
Component Categories
Components can be filtered by category:
- All Components: Shows all components regardless of category
- Electrical: Electrical components
- Safety Systems: Safety system components
- Control Systems: Control system components
Status Summary
The tab displays a status summary showing:
- Number of completed components
- Number of components in progress
- Number of pending components
Adding Components
Manual Component Addition
You can add components manually through the “Add Component” button, which opens a comprehensive form:
- Component Name (required): Name of the component
- System Type: Choose between “Physical Machine/Equipment” or “Software Component/Controller”
System Description
- Function/Description: Describe the component’s purpose and key features
- Operating Environment: Select from predefined environments:
- Industrial Manufacturing
- Clean Room
- Hazardous Area
- Outdoor
- Laboratory
- Mining Operations
- Automotive Manufacturing
- Other
Operating Modes
- Operating Modes: Comma-separated list of operating modes (e.g., “Normal Operation, Setup Mode, Maintenance Mode”)
- Setup Mode Description: Detailed description of setup mode procedures
- Maintenance Mode Description: Detailed description of maintenance mode procedures
System Interfaces
- Interfaces & Connections: Describe control interfaces, sensor inputs, actuator outputs, and communication protocols
Advanced HARA Fields (Optional)
- System Tasks: JSON format for task definitions in ODD (Operational Design Domain)
- System Variability: JSON format for variability factors
- Notes: Any additional notes or remarks
Importing Components
The Components tab supports multiple import methods:
BOM Spreadsheet Import
- Click the Import button
- Select BOM Spreadsheet
- Upload an XLSX or XLS file
- The system automatically detects column headers and imports components
Document/Image Import
- Click the Import button
- Select Document/Image
- Navigate to the Reference Document Automation workflow
- Import components from uploaded documents or images
Schematic Import
- Click the Import button
- Select Schematic Import
- Choose a schematic document from your project files
- The system analyzes the schematic and imports missing components
- Only numeric part numbers are captured (alphanumeric references like R1, C1 are ignored)
Supported schematic formats:
- PDF files
- PNG/JPG images
- KiCad schematic files (.sch, .kicad)
- Files with “schematic” in the filename
UL Compliance Checking
Running Compliance Checks
The Components tab includes automated UL compliance checking:
- Click Run UL Compliance Check
- Choose between two methods:
AI Analysis (Recommended)
- Uses advanced AI to analyze component data
- More accurate and faster than web scraping
- Determines UL compliance status automatically
Automated Web Scraping
- Automatically searches UL databases and websites
- May take longer than AI analysis
- Less reliable than AI analysis
Compliance Check Behavior
- Only components that haven’t been marked as compliant are checked
- The check respects current table filters
- You’ll see a confirmation dialog showing how many components will be checked
- Results are updated automatically after the check completes
Compliance Status Indicators
Components display color-coded compliance status:
- Green: Listed/Compliant
- Yellow: Recognized
- Red: Not Compliant/Unknown
Editing Components
Inline Editing
Most fields in the components table can be edited directly:
- Click on any editable cell
- Make your changes
- Press Enter or click outside the cell to save
Notes Editing
Notes fields use a popup editor for longer text:
- Click on a Notes cell
- A larger text editor opens
- Enter your notes
- Save your changes
Component Selection and Deletion
Selecting Components
- Click on rows to select individual components
- Use checkboxes for multiple selection
- Selected components are highlighted
Deleting Components
Delete Selected Components
- Select one or more components
- Click Delete Selected
- Confirm the deletion
- Selected components are permanently removed
Delete All Components
- Click Delete All
- Confirm the action (double confirmation required)
- Warning: This permanently deletes ALL components and cannot be undone
Exporting Components
Export to Excel
- Click Export XLSX
- The system generates an Excel file with all component data
- The file is automatically downloaded
The exported file includes:
- All component details
- UL compliance information
- Project management fields
- Additional notes and remarks
Table Features
Filtering and Sorting
- Column Filters: Each column has a filter option
- Floating Filters: Quick filter access at the top of each column
- Sorting: Click column headers to sort ascending/descending
- Multi-column Sorting: Hold Shift while clicking headers
Column Management
- Resize Columns: Drag column borders to resize
- Reorder Columns: Drag column headers to reorder
- Show/Hide Columns: Use the column management panel
- Column Groups: Columns are organized into logical groups
Advanced Features
- Range Selection: Select ranges of cells for copying
- Copy to Clipboard: Copy cell values with Ctrl+C
- Search: Use column filters to search for specific values
- Sidebar: Access column and filter management panels
Best Practices
Component Organization
- Use Descriptive Names: Choose clear, descriptive component names
- Complete All Fields: Fill in as much information as possible for better tracking
- Regular Updates: Keep component information current
- Status Tracking: Update component status as work progresses
Import Workflows
- Start with BOM: Import your Bill of Materials first
- Supplement with Schematics: Use schematic import to catch missing components
- Verify Imports: Review imported components for accuracy
- Manual Additions: Add any missing components manually
Compliance Management
- Run Regular Checks: Periodically run UL compliance checks
- Review Results: Verify compliance status for all components
- Attach Documentation: Link UL PDFs when available
- Track Updates: Monitor compliance update timestamps
Data Management
- Regular Exports: Export component data regularly as backups
- Version Control: Use revision fields to track component versions
- Notes: Document important information in notes fields
- Validation: Use validation notes for compliance tracking
Troubleshooting
Import Issues
Problem: BOM import fails or shows errors
- Solution: Verify file format is XLSX or XLS
- Solution: Check that column headers are present
- Solution: Ensure file is not corrupted
Problem: Schematic import doesn’t find components
- Solution: Verify schematic file format is supported
- Solution: Check that part numbers are visible in the schematic
- Solution: Ensure schematic is uploaded to project documents first
Compliance Check Issues
Problem: Compliance check doesn’t run
- Solution: Verify components are selected/filtered correctly
- Solution: Check that components need compliance checking (not already marked compliant)
- Solution: Ensure project ID is valid
Problem: Compliance results are incorrect
- Solution: Verify component manufacturer and part number information
- Solution: Try running AI analysis instead of web scraping
- Solution: Manually update compliance status if needed
Display Issues
Problem: Components table doesn’t load
- Solution: Refresh the page
- Solution: Check browser console for errors
- Solution: Verify project ID is correct
Problem: Columns are too narrow/wide
- Solution: Resize columns by dragging borders
- Solution: Use “Size Columns to Fit” option
- Solution: Reset column widths in column management panel
Integration with Other Features
TARA Workflow
Components are used in the TARA (Threat Analysis and Risk Assessment) workflow:
- Select components for cybersecurity analysis
- Clone TARA data between components
- Continue existing TARA analysis for specific components
Standards Compliance
Components can be linked to:
- Applicable standards
- Compliance requirements
- Testing protocols
- Certification status
Project Management
Components integrate with:
- Project status tracking
- Owner assignment
- Release management
- Validation workflows
