The release of the APIS IQ software Version 7.0 includes a great variety of innovations. This document gives an overview of the most important new features.
Since the release of the new AIAG & VDA FMEA Handbook on 3rd June 2019 it was still possible to make several adaptions. We are pleased to take your feedback on Version 7.0 and we will seek to respond constructively.
More functionalities and changes will be implemented with service packs, which we provide regularly.
Changes which were already implemented in service packs for Version 6.5, are described in the respective Readme file. A few select of those features were also integrated in this document.
After a new major release of the APIS IQ software you can find the news and changes also within the topic
News in Version... in the online Help.
After installing the new version of the APIS IQ software, older documents need to be converted before they can be edited. The APIS IQ software executes this step automatically. When opening an IQ document with write access, the IQ software checks with which version the document was created and converts automatically if necessary. But it is also possible, to convert all documents of a directory automatically in one step.
Previous versions of the APIS IQ software cannot work with documents, which were already converted into the current format.
If it is necessary to provide other users, who do not have the current program version, with the document, we recommend to keep old documents for a certain period of time. The installation of the new version of the APIS IQ software requires a different program directory than the previous one.
Important: The documents created with the APIS IQ software may in no case be edited by any other program. This destroys the data and leads to software errors.
Use the existing interfaces for data exchange with other systems.
The release of V 7.0 does not include any of the planned innovations in the field of Functional Safety. That means, the functionality there is the same as in V6.5. However, preparations were done to implement the collected requirements with one of the next service packs.
The method with Frequency (F) and Monitoring (M) described in the AIAG & VDA FMEA Handbook (2019) will not be implemented entirely with the first release of V7.0. According additions will be provided with one of the next service packs.
The new input collector
Toolbars at the workspaces
Auto complete support in Structure list and Function/Failure analysis
Extended input fields in Structure list and Function/Failure analysis
New folding operations
Create last structure level automatically
Focus in the Structure tree
Context menu for Hot-click symbols
Background color for objects
The new Object Inspector
Hide empty rows in the Object Inspector
New structuring in Display options, Document and Workstation settings
Catalogs - Details of instance count
Modularize structure subsequently
Activate Application components
Computer based training / Learning units
Conversion of process elements to system elements
The input collector has been reworked and now, in addition to a suggestion list, also has an auto complete list. This replaces the incremental search and the filters.
Picture: Input collector with catalog
If an entry was input by pressing the Enter key, the task pane includes additional possible actions, e.g. regarding variants and inheritance. It is also possible to change the object type, and this way enter functions, product and process characteristics at the same time.
The classical view includes up to three toolbars, which are displayed above the workspaces in the Personal Desktop. The actions always refer to the content of the active workspace.
The user now has the possibility to assign one of the three toolbars directly to the workspaces (menu:
View | Toolbars | Headline workspace).
Picture: Two workspaces in the Personal Desktop, each with assigned third toolbar
The auto complete technique, also known as full text search or auto completion list, could only be used in table editors so far. It is now also available in the Structure list and the Function/Failure analysis, e.g. via Ins key.
All potential dependent objects can be displayed in the Structure list and the Function/Failure analysis. This is done when performing a direct edit, e.g. via the Ins key. New objects can then be created by double clicking a potential object or pressing Enter.
You can choose to activate
Direct insert: Activate extended input fields in the rubric
General of the
Picture: Extended input fields - View after pressing the Ins key on a system element
The Structure tree and net editors now use +/- symbols for folding. Clicking on them folds/unfolds the neighboring nodes in this direction.
Remark: The line width of the folding symbol shows whether one or more levels have been folded.
Picture: Folding symbols when folding one or more levels
The FMEA method describes that e.g. in the field of Process FMEA the "5-M" (Man, Machine, ...) have to be considered as potential system elements for causes. For pragmatical reasons, the name of the process step is added to the name of the system element for causes quite often.
Attributes and categories in the Data Manager now offers the possibility to define several
Naming patterns with according system elements including placeholders.
This makes it possible to create the last level of a structure by context menu command.
When working in the Structure tree, apart from the established possibilities to fold and filter, now there is also the possibility to set a focus, known from working in the net editors. You can find the command
Make focus in the right click menu. As an alternative you can also use the hot key Ctrl+K.
Picture: Structure tree with two selected system elements
Picture: Structure tree with focus on the previously selected system elements
Via the Display options it is possible to show Hot-click symbols. In V6.5 and V7.0 the information e.g. in the Structure list is displayed as follows:
|Picture: Structure list Version 6.5||Picture: Structure list Version 7.0|
The behavior when executing a double click on one of these icons is unchanged in Version 7.0
But now there is also a context menu for these Hot-click symbols. A click with the right mouse button on one of them offers different options specific to the icon. The Hot-click context menu for the FMEA forms icon for example shows
Picture: Hot-click context menu FMEA forms icon
To open the regular context menu like in V6.5, you need to right-click on the name. The whole functionality can also be disabled via
Workstation settings | Personal Desktop.
So far it was possible to define a background color for the following objects:
Now you can also choose a background color for:
So it is possible for example, to assign a background color to causes and maybe also effects in the FMEA form.
Picture: FMEA form (extract) with background colors at effect and cause
The previous Object Inspector has been reworked. Important innovations:
Object Inspector (undocked).
Reduced viewin the undocked Object Inspector
Picture: Matrix display of selected actions
Picture: Reduced view of selected actions
The Object Inspector now offers the additional option to hide empty rows.
Picture: Context menu in the Object Inspector V6.5
Picture: Context menu in the Object Inspector V7.0
Display options, e.g. FMEA form, Document and Workstation settings are now structured more clearly by topic.
Remark: There is still the possibility to work with a search pattern.
Picture: Display options FMEA form with optional entry of a search pattern
Edit menu in the editors offers the
Zoom functionality. The zoom grades are 50%, 70%, 100%, 150% und 200%. So far also zoom by mouse wheel was bound to these predefined zoom grades.
Zoom by mouse wheel can now be done in steps of 10% from 10% to 390%. Zooming is also supported in all editors now.
The catalog shows the entries in form of a list. Via the context menu it was possible to open a dialog
Details of instance count.
Now it is possible, like in the Structure list of the Structure editor, to show the hierarchical list for selected catalog entries side by side. The context menu also includes the command
Go to object to go to an editor if necessary.
Picture: Catalog with Details of instance count in list view
Normal Drag&Drop moves or copies (pressed Ctrl key) objects to one (!) target. So far, Drag&Drop with the right mouse key (Special Drag&Drop) additionally supports several actions via the context menu. This also happens only in regards to one (!) target. It can be used e.g. to copy notes.
Now it is possible to transfer data to multiple targets using Special Drag&Drop. The target area has to be marked in advance.
Picture: Use Case - Assigning a function to multiple system elements
Picture: Use Case - Transferring actions; here to two failures
Picture: Use Case - Transferring of the object attribute "Note"; here to three actions.
The context menu of system elements in the Structure tree now includes the feature
Extract into new structure. This makes it possible to separate a complex structure tree into several structures.
Note: The newly created structure does not contain any variants.
Picture: Info dialog during modularization
The APIS IQ software includes functionalities, which may not be needed by every user. Therefore it is possible to activate or deactivate application components via
Tools | Workstation settings | Settings.
The product type APIS IQ-RM Pro Version 6.5 offers the following options:
In Version 7.0. a separate rubric
Application components was introduced in the Workstation settings. It includes the following options:
Note: If a functionality is deactivated, no data is lost in the FME files. Only the respective editors are no longer displayed in the
The learning units which so far could be accessed via
Help | Open learning units were removed.
Instead, videos about how to use the APIS IQ software were created. You can find these on www.apis-iq.com or on YouTube.
In V7.0 the structure tree only includes system elements with their object attributes and dependent objects.
Previous (V6.5) process elements are automatically converted to system elements.
Hot-click symbol for the Cover sheet
Create Cover sheet via header data
Simultaneous opening of multiple FMEA forms
New formsheet columns for S*O, O*D and S*D
Valuations in brackets
Filter criteria for action groups
Excel export with colors, symbols and graphics
Cascaded (relative) symbolic deadlines
RPN/AP calculation for Failure nets with 2 levels
Statistics- Icons for Analysis types
Statistics with incompletely rated revision states
Assigning multiple classifications
The management dialogs
FMEA Forms Management and
Control Plan Management may now include a
Cover sheet icon.
This can be used for hot-click, that means a double click on it opens the respective Cover sheet.
Picture: Hot-click icon „Cover sheet“ in the management dialog
Apart from the menu command
Tools | Forms/Reports it is possible to use the context menu in the management dialogs to switch to the Cover sheet and thus create one.
The context menu (right click) in the header area of the FMEA form now includes the entry
-> FMEA cover sheet. This can be used to create and open a Cover sheet.
With the Document setting
Enable opening of multiple FMEA forms it is possible to select several FMEA forms in the FMEA Forms Management and open these in one workspace.
So it may be possible to do without a possibly very large group form. Also contents can be displayed together in one view in a very flexible way.
You can find this Document setting in the rubric
Via the Display options additional columns for the result of the multiplication of S*O, O*D and S*D can be displayed in the FMEA form.
Picture: FMEA form – additional column S*O
When the display option
Use colors for valuations is active, the background color will be displayed according to these parameters. You can find the respective display option in the FMEA form.
Picture: Dialog „Parameters for Color coding“
To make it easier to recognise that a revision state is not completed yet, also O and/or D ratings will be displayed in brackets, if at least one of the actions is not completed.
New additional filter criteria have been introduced for action groups. These can be used to determine degradations in O/D ratings or AP.
Picture: Filter criteria action group level - Extended
Apart from general enhancements for the Excel export of table views (e.g. an FMEA form), colors, symbols and graphics can be exported as well now.
Picture: APIS IQ Software - FMEA form (Extract) with color in cells
Picture: MS Excel – FMEA form (Extract) in the exported XLSX file
For the deadline of an action a symbolic deadline can be assigned. The accordant specific deadline can be defined or changed at a later time if necessary.
For projects with a sequence of deadlines a symbolic deadline can be collated to another symbolic deadline. That means, it is located one level deeper in the hierarchy.
Deadline changes on higher levels will then affect deadlines on the lower level.
The allocation and the reordering can be done via
Edit | Reorder or Drag&Drop.
The display of the symbolic deadlines in the Data Manager is either with outline name or indent string.
Picture: Cascaded symbolic deadlines with indent string
For the calculation of the RPN/AP in the Failure net the S rating is taken from the first effect level. This way it is possible to calculate an RPN/AP also for failure nets with only two levels.
Note: So far the S rating has been taken from the next higher level.
The icons for the different analysis types which were partly located in the toolbar, have been moved to the extended toolbar now. Also an icon for the new analysis type
Frequency analysis AP has been added.
Picture: Statistics editor with three toolbars
With a Document setting it is possible to decide that statistics now also take failures into account, where a complete rating with S, O and D is missing. This can only work if a complete rating is not necessary for the respective analysis. A Risk matrix SxO for example can also take into account failures without D rating.
You can find the respective document setting
Statistics: Allow evaluation of not fully rated revision states in the rubric
With a Document setting the rubric
Classification in the Properties dialog can be changed so that more than one classification can be assigned.
Picture: Dialog (Partial view) classifikation, if the setting for multiple classifications is active.
You can find the respective document setting
Enable assignment of multiple classifications in the rubric
Management Report Editor
With the Management Report (Menu command
Tools | Forms/Reports) you can create and manage regular status reports. In predefined areas, the user can define the appearance of the report. With the help of filters, quality rules and place holders certain operating figures can be determined and maintained automatically.
Picture: Example for Management Report
Using a special template, the user can create a report, which summarizes the results of the analysis. This summary can be used for documentation purposes.
Picture: Example for Management Report with calculated percentage and automatically assigned background color
Reports can be saved in versions, and also can be ex- and imported. If necessary, reports can be compared as well.
Picture: Comparison of Management Report examples including highlight of the differences
The functionality Summary Function makes it possible to determine operating figures and is based on the filter concept. Summary Functions can be used e.g. by text template in notes or in the PIM as individual Quality Report (IQR).
Apart from the dynamic placeholders it is also possible to save the operating figures permanently with the values they had when the analysis was executed. For this a conversion to static information is necessary. To do this either change the "%" at the placeholder to "%%" manually or use the context menu of selected information.
Picture: Calculation of dynamic operating figures by Summary Function
Summary Function which was already available in V6.5 was optimized in details. For example counted results (from filters) can include a link, which refers to the IQ Explorer and starts a search with the filter behind. So the result list which leads to the counted results becomes visible.
Fonts and colors / selection color
Transfer settings to a different workstation
Management for user information
Fonts and colors has been reworked.
The IQ software now includes e.g. a separate selection color which does not depend on the selection color of Windows. The predefined default value of yellow can be changed if necessary.
With the TPL file (= TemPLate file) settings can be transfered from one workstation to another (Menu command
Workstation settings | Settings | System optimization | Other).
User information dialogs, which are displayed from time to time, can be deactivated by the user, storing the user's choice if applicable. These dialogs can be "reactivated" via
Tools | Workstation settings | Reactivate user information. Additionally there is now also the possibility to manage the deactivated dialogs and user choices (Menu command
Tools | Workstation settings | Manage user information).
Remark: The dialog
Manage user information shows context information, the text of the information dialog and the user's choice in form of a table.
Innovations for filters
Quality rules are an additional concept to determine the degree of maturity of an FMEA and find abnormalities. The needed rules can be selected from a catalog with predefined rules. In contrast to the Assistent rules it is not intended that the user creates new rules.
Quality rules can be used in the following editors:
Use the suggestion list and select the Quality Rules command which opens a dialog to select the specific quality rules.
After highlighting or finding objects which match the quality rule, further steps can be taken, e.g. open in Object Inspector or
Go to Next Highlighted.
Picture: Selection dialog quality rules
The product flavors APIS IQ-FMEA PRO and APIS IQ-RM PRO include functionalities, which are related to the regulated environment of medicinal technonolgy (GxP). The following four requirements for computer-aided systems (here IQ software) have to be fulfilled:
This functionality is called
Audit Trail in the IQ software. It can be activated via the Document settings and should be combined with log in via an LDAP server.
Picture: Document settings - Administration
After the activation it is possible to log changes via an approval process for the current fme file. This way small and big versions of an FMEA can be generated, which either pass through only a part of or the whole procedure. And also the further workflow is supported.
System filters are now displayed ordered in topics. This makes it easier to find the needed filters.
Picture: System filters with outline
Date in the future.
DeepL Pro integration of the translation service
Singe projects/structures in terminology control
The translation service DeepL Pro, which evolved from Linguee, is a well known provider for professional, software based translation.
The Workstation settings now offer the possibility to enter an authentication key for DeepL. So it is possible to automatically translate selected objects, e.g. in
Terminology and translation (Menu command
Edit | Translate (de -> en).
Further information about DeepL Pro can be found under https://www.deepl.com/pro.html
With multiple projects/structures in an FME file it may be wise to see only objects with instances in certain projects/structures in Terminology and translation.
There is now the menu command
View | Limit to projects/structures.
Note: When closing Terminology and translation this restriction will be reset.
FMEA scope analysis
Structure type AIAG/VDA MSR (2019)
Action Priority catalog
Statistics by AP
Embedding of diagrams (e.g. Boundary diagram)
Step 1 - Planning and preparation described in the method part of the AIAG & VDA FMEA Handbook (2019) is supported by the new editor
FMEA scope analysis. In a selection matrix it is possible to assign different valuation criteria.
The criteria to be used are provided by structure type and are based on the entries in the administration editor
Valuation criteria (FMEA scope) (Menu command
Administration | Attributes and categories). They can be deselected individually and also their order can be changed.
It is possible to select already existing system elements of a structure, but also to create new system elements directly in the editor.
Picture: Editor FMEA scope analysis (Default)
Picture: Editor FMEA scope analysis (Complex)
It is possible to enter further information, e.g. Notes or link to a reference FMEA.
The AIAG & VDA FMEA Handbook (2019) introduces the new FMEA type FMEA for monitoring and system response (MSR). This is available as the new structure type AIAG/VDA MSR (2019) in the IQ software.
Picture: selection list Structure type
According to the methodolgy described in the AIAG & VDA FMEA Handbook (2019), catalogs for the Action Priority (AP) for DFMEA, PFMEA and FMEA-MSR have been implemented (Menu command
Administration | AP catalogs).
Picture: Dialog AP catalog (Extract)
Like with other valuation catalogs it is also possible to create more, own AP catalogs and manage them.
For the newly implemented Action Priority (AP) also corresponding statstics were integrated.
Picture: Frequencs analysis AP
According to the methodology described in the AIAG & VDA FMEA Handbook (2019) two additional valuation catalogs for Severity (S), Occurrence (O) and Detection (D) have been integrated:
Additionally for FMEA-MSR there is the valuation catalog for Severity (S), Frequency (F) and Monitoring (M):
Note: In connection with FMEA-MSR the usage of Frequency (F) instead of Occurrence (O) and Monitoring (M) instead of Detection (D) may lead to problems, especially with a more global thinking. E.g. in statistics or in the labels in some tables the Occurrence (O) also includes the "renamed" Frequency (F) and the same goes for Detection (D) and Mononitoring (M).
The Block Diagram editor offers the user the possibility to import graphics from different sources.
In the graphics, areas can be defined and assigned to IQ objects. This way a bidirectional link is created, so that it is possible to synchronize from the graphic to the IQ object and vice versa.
Picture: Import options for the Block Diagram editor
It is not necessary to manually define areas and link them to IQ objects if the imported files already contain the respective information. Using these kind of data formats (.svg or .xml) the areas, objects and links are created automatically and can be adjusted afterwards.
The Block Diagram editor contains an administration dialog to manage all block diagrams in an .fme file and create versions of them.
Remark: The company LieberLieber wrote a connector for Enterprise Architect (EA) that allows to export diagrams as well as system elements and functions / product characteristics into an .xml file that can be opened in IQ software. If you are interested in this connector, please contact firstname.lastname@example.org
Picture: Block Diagram with automatically created structure
The Parameter-Diagram (Editor:
P-Diagram) focusses on a function and makes it possible to enter according information like:
Picture: „Function 1“ with Hot-click symbol for the P-Diagram
Picture: P-Diagram (Example)
Remark: There are several layouts for the P-Diagram the user can choose from.
The available Noise Factor categories can be adapted to your needs in the Data Manager (Menu command
Administration | Attributes and categories).
According to the methodology described in the AIAG & VDA FMEA Handbook (2019) new FMEA Forms were implemented.
The new AIAG/VDA Forms editor at first shows all information in columns side by side.
Picture: AIAG/VDA Form
The number of columns can be reduced, if you switch to the "stacked view". In this view system elements and functions for the three levels are positioned separately on top.
Picture: AIAG/VDA Form - stacked view
These options enable the user to execute the AIAG/VDA steps 2 to 6.
The other layouts described in the method of AIAG/VDA 2019 in the Annex A will be integrated if required.
As a simple and pragmatic solution, the previous, proven VDA96/06 layout was also adapted and a new layout
AIAG/VDA 2019 has been integrated into the existing FMEA Form editor. This layout can be activated via menu command
View | Format | Layout in the editor.
Picture: FMEA Forms editor with AIAG/VDA 2019 layout
All information included in the AIAG/VDA form can also be shown if necessary. The activation can be done via the Display options as usual.
Picture: FMEA Forms editor with AIAG/VDA 2019 layout with extended Display options
Note: The AIAG/VDA steps 2 and 3 can then be executed in the proven or also in new editors, especially Structure and Function net editor.
The Six Sigma tools are included in the product flavors APIS IQ-FMEA PRO and APIS IQ-RM PRO. They support the concept Design for Six Sigma (DfSS).
The available editors are
Pairwise Comparison Matrix (PWC-Matrix) and
House of Quality 1-3 (HoQ). Customer requirements which were alread entered in the Customer Requirements Management can be contrasted with the first CTQ characteristics in the PWC Matrix.
Picture: Additional editors with activated Six Sigma tools
Picture: Six Sigma tools – support towards Robust Design
Pairwise Comparison Matrix
House of Quality
The editor Pairwise Comparison Matrix is one of the editors supporting Design for Six Sigma (DfSS). Per default it is inactive. Like other application components it can be activated via
Workstation Settings | Settings | Application components.
The editor allows to compare customer requirements to each other by selecting "Important" or "Less important".
Picture: Pairwise Comparison with three customer requirements
In the HoQ editors (House of Quality), CTQ characteristics (Critical to Quality) are followed by CDP characteristics (Critical Design Parameters), which lead to CPP characteristics (Critical Process Parameters). All of these are contrasted with one another and prioritized.
Possible entries for prioritization are:
0 = no correlation
1 = low/suspected correlation
3 = medium correlation
9 = high correlation
If the Six Sigma tools are activated, the tab
Attributes in the characteristics
Properties dialog includes the option to decide, whether a characteristic shall be classified as CTQ, DCP or CPP characteristic. The respectively classified product characteristics are then available for HoQ1, HoQ2 or HoQ3. You can also create new characteristics directly in the HoQ editors.
Picture: HoQ 1 – Customer requirmenets / CTQ
Design Verification Plan and Report (DVP&R)
If the functionality DVP&R has been activated in the Workstation setting, the following additional features are available:
Administration | DVP&R Management). Remark: In the previous version DVP&Rs were not saved as named and managed objects with their own header data.
To be included in DVPR. For detection action this attribute is active by default. So detection actions will be displayed automatically in the
Test namecolumn in the DVP&R.
Bild: DVP&R-Formblatt (Auszug)
Tests which are created directly in the DVP&R, will be added to the structure as detection actions.
Palette representations based on previously selected representation
Customer Requirements Management
Presentation print / Web Publisher
Process Flow Diagram line color
IQ-Url-Reference so far offers the possibility to jump from external systems to an object in the APIS IQ software. This behaves like a parameterized call into IQ software.
With the Command-Line Bookmark a parameterized call of an external system/application can be done out of IQ software, e.g. to customer complaints management systems.
The definition of a Command-Line Bookmarks has to be done via the menu:
Tools | Workstation settings | Settings | System optimization | Other.
Picture: Parameters for the integration in Command-Line Bookmarks
After having defined it, the Command-Line Bookmark can be inserted at selected objects. The availabe parameters for the call correspond to the object attribute available at the selected object. By opening the bookmark, an external program can be opened e.g. with the parameter ID number.
Palette representations offer a simple possibility to switch assigned symbols, e.g. in the Process Flow Diagram and in the Control Plan.
So far a new representation was completely empty and had to be filled with symbols again.
In Version 7.0 an existing representation can be selected and this will be used as template for the new representation then. That means, all mappings will be copied and only necessary changes have to be done.
In Version 6.5 users of APIS IQ-FMEA PRO and APIS IQ-RM PRO could activate the Customer Requirements Management. Now it is available in all product flavors.
The integrated Customer Requirements Management is inactive by default. Like other application components this functionality can be activated via
Workstation Settings | Settings | Application components.
The functionality is unchanged to Version 6.5. It enables to work on the customer requirements assigned to the project in the
Customer Requirements Editor and
Deadline Customer Requirements Editor.
Picture: Customer requirements in the Customer Requirements Editor
The information from the Customer Requirements Management can provide important input for some features related to Design for Six Sigma (DfSS).
Presentation print and Web Publisher offer many possibilities to choose settings for each selected component. Display options can be changed or filters can be set.
An additional information can be integrated in the output now, e.g. as additional sheet in the Presentation print. The additional information comes from a note, which can be entered at the chosen components in the batch.
Picture: Example for a note at a component of the Presentation print
The connecting lines in the Process Flow Diagram now include the attribute
Picture: Connecting line in the PFD with color attribute Red