Creating Split Checklist Templates and Split Reason Codes—Basic Data and Requirements Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Main Exercises

Purpose: The purpose of these exercises is to create your own split checklist and split reason codes to be used for splitting shop orders.

Windows:
Split Checklist Basic Data/Split Checklist Template
Split Checklist Basic Data/Split Reason Code

Creating a Split Checklist Template

  1. Open the Split Checklist Basic Data window, and click the Split Checklist Template tab.
  2. Create a new record.
  3. In the header, enter a number (such as 100) in the Checklist ID field.
  4. Enter a description identifying the checklist in the Checklist Description field.
  5. In the Site field, enter your site, or select the appropriate site from the List of Values.
  6. In the Site Default Template list, click Default only if you want this to be the default split checklist for the site. Otherwise, No Default is correct.
  7. Decide what split checklist steps are desired. The table below contains an example.
Split Checklist Item No Checklist Question Checklist Comment
10 Costs to date validated
20 Quality of split items checked
30 Priority verified Check with supervisor
  1. In the table section, create a new row, and then enter a number in the Split Checklist Item No field.
  2. In the Checklist Question field, enter a question indicating the checklist item to be completed.
  3. In the Checklist Comment field, enter a comment, if desired, indicating additional information about the checklist step.
  4. Add additional rows until all your checklist steps have been entered.
  5. Save the information.

Creating Split Reason Codes

  1. Open the Split Checklist Basic Data window and click the Split Reason Code tab.
  2. Create a new row, and then enter a split reason code in the Split Reason Code field. (For example, if you wanted this reason code to be used when the level of scrap has become excessive, you might use SCRAP as the code.)
  3. In the Split Reason Desc field, enter a description for the code. (For example, your description might clearly indicate that you are correcting excessive scrapping.)
  4. In the Split Reason Note field, enter a note, if desired, indicating additional information about the reason for the split.
  5. In the MRB Number Required field, click either Required or Not Required.
  6. In the Split Reason Type field, click Scrap, Rework, Engineering, Material, or Expediting, whichever is most appropriate. 
  7. Save the information.
  8. Repeat steps 2 through 7 to create additional split reason codes that you will want to use when splitting shop orders.