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Settings, the library and Smart Fill

Last updated 6 August 2026

Two gears. The one in the top bar is the shop: things that are true of every plan you write. The one in the Power Editor toolbar is this plan: how its numbers are displayed.

Shop information

  • Organization name and supplier or CAGE code. Most aerospace primes require the CAGE code, and it prints on every AS9102 Form 1.
  • Default reviewer and default approver, which pre-fill the sign-off block on a first article report.

The library

Methods and frequencies are picked from a list rather than typed, and this is where the list lives. Add your own gauges as you meet them. Process templates are kept here too.

The reason for a closed list is an auditor rather than tidiness: free text produces three spellings of one gauge across a year of control plans, and nothing downstream can tell they are the same.

Units and precision

  • The shop picks a default input unit, inches or millimeters, and how many decimals each is displayed to. Four decimals for inches and two for millimeters are the defaults.
  • A plan can override the display: leave it native so mixed-unit plans stay mixed, or force everything to inches or millimeters.
  • Precision can be overridden per plan too.
  • The Power Editor always shows native units regardless, because that is where you type.

Smart Fill

Smart Fill is a set of shop-wide rules of the form when this, then that. They fill in the fields you would otherwise key the same way a few hundred times a year.

WhenMeaning
AlwaysNo condition. The effect becomes the starting value of every new characteristic.
Tolerance bandThe width of the tolerance window, compared with less than, greater than or equal to.
ClassEqual to Critical, Major, Minor or Reference.
MethodEqual to a method from the library.

The effect sets class, frequency or notes. A rule that says a tolerance band under one thousandth makes a characteristic Critical and inspected one hundred percent is the shape most shops start with.

  • Rules are shop-wide, so changing one reaches every plan you open afterward.
  • Threads, GD&T and basic dimensions are skipped: a tolerance band does not mean the same thing on them.
  • A rule never overwrites a field you just changed by hand in the same edit.
  • Rules are named from what they do rather than by you, so the list reads as a set of statements.
  • A filled cell flashes and names the rule that filled it, so nothing changes silently.

Draft and locked

A plan is a draft or it is locked. Locking makes it read-only and writes the file; unlocking is one click. There is no approval workflow, no effective date and no audit log here, because those live in your document control system and a second half-implementation of them would be worse than none.