Control Plan for Inventory—Key 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.

Basic Data Setup

Viewing Norm Types

Purpose: The purpose of this exercise is to view the norm types that will be used for the test operations.  

Menu Path: Quality Management/Basic Data for Quality Management

  1. Open the Basic Data for Quality Management window.
  2. Click the Norm Type tab and populate it.
  3. Verify that a norm type for Leak exists.

General Exercise for Entering Norm Types

Required Data

Creating a Control Plan for Inventory

Purpose: The purpose of these exercises is to create a control plan for Inventory.

Note: Creating a control plan for Inventory is very similar to creating a control plan for Manufacturing.

Menu Path: Quality Management/Control Plan/Control Plan – Inventory

  1. Open the Control Plan – Inventory window.
  2. Create a new record.
  3. In the Part No field enter 29-521, and in the Part Description field enter Intake Valve.
  4. In the Part Revision field, enter 1.
  5. In the Responsible Person field, enter NIKI.
  6. Save the information. 
  7. Verify that the control plan and checklist status have automatically been set to Created.
  8. Select a control plan line and then create a new record. 
  9. In the Test Operation Description field, enter Valve Seat Leak Check. 
  10. In the Norm Type field, enter Leak or select it from the List of Values.
  11. In the Data Type field, enter Attribute.
  12. In the Nominal Value field, enter * or select it from the List of Values.
  13. In the Inspection Code field, enter a code with a fixed quantity of 3. 
  14. Select the SPC check box. 
  15. In the Evaluation Measurement Technique field, enter Leak Check Fixture.

    Note:     The following are text fields, in which an entry is not mandatory: Engineering Drawing Reference, Process Characteristic, Product Characteristic, Special Characteristic Classification, Sample Frequency, Inner Target Cp, Inner Target Cpk, Outer Target Cpk, Outer Target Cp, and Reaction Plan.
  16. Save the information.
  17. Verify that the line status is set to Planned. 

Main Exercises

Viewing and Editing SPC Setup 

Purpose: The purpose of this exercise is to show how to edit the SPC setup for Variable and Attribute data types. 

Menu Path: Quality Management/Control Plan/Control Plan – Inventory

  1. Open the Control Plan – Inventory window.
  2. Select a control plan line. Then right-click and click Setup SPC Data. The Attribute SPC Setup window appears.
  3. Under Control Chart, click p chart. 
  4. On the Control Limits tab, calculate the control limits by clicking Calculated Limits.
  5. Under Mean and Standard Deviation, click Estimate based on data.
  6. Under Calculated Values, click All data.
  7. Click Save Settings and close the window.

Activating Alarm Rules 

Purpose: The purpose of this exercise is to show how to activate SPC alarm rules for Variable and Attribute data types. 

Menu Path: Quality Management/Control Plan/Control Plan – Inventory

  1. Open the Control Plan – Inventory window.
  2. Select a control plan line. Then right-click and click  Set up SPC Data. 
  3. In the window that appears, click the Alarm Rules tab.
  4. Select the check boxes for the alarm rules you want to activate.
  5. Click Save Settings and close the window. 

Adding a Control Plan Checklist 

Purpose: The purpose of this exercise is to show how to add and approve a control plan checklist. 

Menu Path: Quality Management/Control Plan/Control Plan – Inventory

  1. Open the Control Plan – Inventory window.
  2. In the header, right-click and then click Checklist. Another window appears showing the checklist items previously entered in the Basic Data for Quality Management window.
  3. Add at least one more checklist item manually. 
  4. Approve the checklist items by selecting the respective check boxes. 
  5. Save the information and then close the window. 
  6. Query for the control plan. 
  7. Verify that the checklist status has changed to Approved.

Activating a Control Plan 

Purpose: The purpose of this exercise is to show how to activate a control plan. 

Menu Path: Quality Management/Control Plan/Control Plan – Inventory

Note: This exercise describes how to activate a control plan, but you will not do that for part no. 29-521, Intake Valve. If you have gone through the Overview of Quality Management Data lesson, you already have a similar control plan (revision 1) activated.

  1. Open the Control Plan – Inventory window.
  2. In the header, right-click and then click Active. Note: You cannot update control plan lines once the control plan has been activated. 
  3. Verify that the control plan status has changed to Active.