Defining Control Plan Options—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.

Main Exercises

Creating a Control Plan Checklist

Purpose: The purpose of this exercise is to show how to create a checklist template that will be used for a control plan.
Menu Path: Quality Management/Control Plan/Basic Data for Quality Management

  1. Open the Basic Data for Quality Management window.
  2. Click the Control Plan Checklist tab and populate it.
  3. In the Checklist ID list, click the applicable checklist template (Manufacturing, Purchasing, or Inventory).
  4. Select a line and then create a new record.
  5. Enter a checklist question, for example, Check Measurement Temperature.
  6. Save the information. The created checklist template will be automatically added when you create a new control plan.

Making a Control Plan Mandatory

Purpose: The purpose of this exercise is to show how to make a control plan mandatory. Note: This exercise only applies to purchase orders or shop orders.
Menu Path: Quality Management/Control Plan/Basic Data for Quality Management

  1. Open the Basic Data for Quality Management window.
  2. Click the Mandatory Control Plan tab.
  3. Query for your site.
  4. If you are dealing with a control plan for a shop order, make it mandatory by selecting the Shop Order check box.
  5. If you are dealing with a control plan for Purchasing, make it mandatory by selecting the Purchasing check box.

Once you have made a control plan mandatory, each part connected to a shop order or purchase order must have a control plan with Active status with at least one analysis created to complete the order. The shop order or purchase order cannot be released without a control plan that has Active status.