---
alias: user-guide-record-material-defects
description: "Record material defects by adding details to a selected item, using CAD or picture-based methods"
---

# Record Material Defect

:lock: MaterialDefect.**Record**

## Overview

This operation is used to record defects for a given **Material**.

## Setup

No special setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Material** exists and is Active.
* A **Step** must have **Reasons** of type Defect associated to it.

## Sequence of Steps

Open the **Material** and navigate to the **Defects** view. Select a **Material Defect** from the **Defects** panel on the left side of the screen.

Select the **Record** button on the top ribbon to start recording defects. You then have three options:

### Record Using no Drawing

1. Add as many Defects as desired (select :material-plus: in the top right of the grid to add, and :material-trash-can: to remove) - specifying one item minimum - providing for each item the following information:

      * Sub-Material (optional)
      * Reason
      * Reference Designator (accepts numbers, letters, underscores or dots, but not spaces)
      * Part Number (to be used as a replacement if required by the Repair Action of the Reason)
      * Remark (optional)

    !!! note
	    If provided, the Part Number must be a valid Product of the Material Product BOM. If the BOM is of scope Materials with defined characteristics for a given Material, the system will only display BOM Products that have the same characteristics.

    ![Diagram showing a screenshot of a record feature with an optional remark field.](../images/MD_image5.png)

2. When you finish adding the defects, select **Record** to complete the operation.

### Record Using CAD

Depending on the **CAD Content Type** of your **Product**, follow the instructions below.

#### ECAD - Electronic CAD

1. Add as many Defects as desired (select :material-plus: in the top right of the grid to add, and :material-trash-can: to remove) - specifying one item minimum - providing for each item the following information:

      * Sub-Material (optional)
      * Reason
      * Reference Designator (accepts numbers, letters, underscores or dots, but not spaces)
      * Part Number (associated with the Reference Designator)
      * Pin (relates to Reference Designator)
      * Remark (optional)

    ![Screenshot showing a record material defect in an Electronic CAD environment.](../images/record_material_defect_ecad.png)

2. When you finish adding the defects, select **Record** to complete the operation.

#### MCAD - Mechanical CAD

1. Search or select a component.
2. Select :material-plus: on the component to open the window and add defect information.
3. Add as many Defects as desired - specifying one item minimum - providing for each item the following information:

      * Reason
      * Remark (optional)
      * Sub-Material (optional)

4. Select **Add** and the defect will appear in the **Defects** panel on the right:

    ![Screenshot showing a mechanical CAD interface with a defect added to the Defects panel.](../images/record_material_defect_mcad.png)

    !!! info
        If you select the component directly on the diagram, the component is automatically color-coded and the :material-plus: icon appears precisely at the pointer's selected position (see image above). If you select the component from the tree view, the other components appear ghosted and the :material-plus: icon appears at an edge of the component (see image below); this behavior is also triggered if you select the defect from the list in the Defects panel.

    ![Screenshot showing a mechanical CAD diagram with a selected component highlighted in color.](../images/record_material_defect_mcad01.png)

    !!! note
        To remove Defects select the defect in the Defects panel and use :material-trash-can:. To edit Defects select the component and use :material-pencil:.

    ![Screenshot showing a Mechanical CAD project with defects panel open, highlighting a selected component.](../images/record_material_defect_mcad02.png)

5. Using the buttons on the bottom left, you can choose to view the diagram in the following ways:

       * Perspective View (default)
       * Front View
       * Top View
       * Side View
       * Exploded View (expand using slider: 0-100%)

    ![Screenshot showing an exploded view of a mechanical component with a slider set to 50% expansion.](../images/record_material_defect_mcad_a.png)

6. Using the dice, you can rotate the diagram as needed:

    ![Screenshot showing a mechanical CAD diagram with a highlighted area marked "2 F @& + @ i a".](../images/record_material_defect_mcad_b.png)

7. Using the buttons on the bottom right, you can do the following for a more detailed view:

       * Pan
       * Zoom in
       * Zoom out
       * Fit to window

    ![Screenshot showing a mechanical CAD interface with a highlighted area indicating a material defect.](../images/record_material_defect_mcad_c.png)

8. When you finish adding the defects, select **Record** to complete the operation.

    !!! note
        In the Defects view you also have two possible views depending on your selection: directly on the diagram - color-coded component, from the Defects panel on the left - components that are not selected appear ghosted.

    ![Screenshot showing a button labeled "Record" in a Mechanical CAD interface.](../images/record_material_defect_mcad_d.png)

### Record Using Picture

1. Start by uploading the desired File to serve as a base for the defect.

    ![Screenshot showing a file upload interface with a filename hint "MD image1".](../images/MD_image1.png)

2. In this screen, if you select From Product, you will open the Take Snapshot from CAD Model wizard, which has a Components panel on the left and a Layers panel on the right.

    ![Screenshot showing the "Take Snapshot" wizard with a Components panel on the left and a Layers pane.](../images/MD_take_snapshot.png)

3. Select **Take Snapshot** or **Cancel** as needed.

    !!! note
	    If you take the snapshot, you can download, delete, zoom in, and zoom out of it.

4. Select **Next** to continue.

5. In the left panel, identify the defect by using the available shape options. Select the appropriate shape tool and create the selected shape in the picture:

      * Square - select the image and drag to another point to form a square or rectangular shape.
      * Circle - select the image and drag to another point to form a circle or ovoid shape.
      * Polygon - select for each individual vortex and close the shape by selecting the original point.

6. Each shape identifies a single Defect. Add as many shapes as desired and select the following information in the right panel for each shape:

      * Sub-Material (optional)
      * Reason
      * Part Number (to be used as a replacement if required by the Repair Action of the Reason)
      * Remark (optional)

    ![Screenshot showing a record settings interface with options for picture quality and resolution.](../images/MD_image2.png)

7. Any shape can be removed by selecting the :material-trash-can: button on the top right corner of the picture.

    !!! warning
	    Removing a shape will also remove the associated defect.

8. When you finish adding the defects, select **Record** to complete the operation.