Reviewing and Approving a Source Release (SR) Source Release Functional Workflow Overview

Transcription

1 Source Release Functional Workflow Overview In PPAP-MetricStream, once the supplier submits one or more SR documents, the SQIE can begin the SR review. Once all required SR documents (including the ROC) have been submitted by the supplier, the SQIE can complete the Review and Approve the SR step. These are the final steps to completing a SR. To begin the Review step, the SQIE can click on the SR Item ID in the notification or by clicking the SR ITEM ID under My Tasks, My Related SRs or My Assignments sections of the SR Internal dashboard. 1

2 Reviewing a SR Now let s take a closer look at the Review step... 2

3 Section 6 Review SR Documents Purpose: In Section 6, once the supplier has submitted the documents for each element marked Submit, the SQIE is required to review those documents and mark the element as either Accept or Reject. If the supplier does not submit all document elements at one time, the SQIE can begin their review and then complete their review by repeating the following process as element documents are submitted: 1. Open the SR and expand Section Review the supplier s submitted documents and choose to Accept or Reject the element. If Reject is selected, enter comments. 3

4 Section 6 Review SR Documents (cont.) 3. Open the ROC by clicking on the hyperlink for element Review the information on the ROC form. Then, select Accept ROC or Reject ROC in the Action Type section at the bottom of the ROC form and click the button. 5. To complete Section 6 Review SR Documents, select Accept/Reject Documents in the Action Type field and then click the button. 4

5 Note: At any time during the Review, the SQIE can also change an element from Retain to Submit. If this happens, the system will automatically void the ROC regardless of the ROC s current status and the ROC will have to be resubmitted by the supplier and reviewed again by the SQIE. Also during the review, if the SQIE marks an element as Reject, the system will automatically void the ROC regardless of the ROC s current status (even if the ROC was accepted) and the ROC will have to be resubmitted by the supplier and reviewed again by the SQIE. Once the SQIE marks all submitted elements as Accept then no further changes can be made. After the documents (including the ROC) have been Accepted/Rejected you will receive the confirmation of work processing. 5

6 Once the SQIE reviews and accepts all the elements marked submit including the ROC, the review step is complete. The My Related SRs dashboard will then be updated to show Approve SR in the SQIE Work To Do column as shown below. To complete the final step, Approve, the SQIE will click the SR Item ID link. Now, let s take a closer look at the approve step 6

7 Approve a SR Approve a Source Release Once you have reviewed the information, proceed to the SR Take Action section and select Action Type Approve SR. Remember clicking the Save and Continue or Save and Exit buttons only saves the data but it will not perform the selected Action Type. To perform the selected Action Type, the SQIE must click on the button. Once the SQIE approves the SR, the SR is complete and removed from the My Related SRs dashboard. The SR Status will be updated to SR Approved and can be found in the CLOSED SR Report under the My Report Shortcuts section on the SR Internal tab. 7

8 Other SQIE Action Types In addition to the Approve SR and Accept/Reject Documents Action Types, the SQIE can at any time select one of the following additional Action Types: Now let s take a closer look at each of these actions... 8

9 Other SQIE Action Types Assign New Due Date When the SQIE selects Assign New Date the New SR Supplier Submission Due Date and New SR SQIE Submission Due Date fields will appear. The system automatically sends an notification of the changes to all involved in the SR. Once the Submit button is clicked, the form is closed, the selected action is taken and notifications are sent to all involved in the PPAP. The supplier can also request a new Due Date for the SR. Once the request is made, the SQIE Work To Do column will be updated to Grant/ Deny New Due Date. 9

10 Other SQIE Action Types (cont.) The SQIE has 3 options for dispositioning the Supplier Due Date Change Request: Assign New Due Date Requires the selection of a New SR Supplier Submission Due Date, New SR SQIE Submission Due Date, and Action Type Comments. Reject New Due Date Request Keeps the original SR Due Dates, but requires Action Type Comments. Grand New Due Date Request Accepts the supplier proposed due date, but requires Action Type Comments to be made Once the Submit button is clicked, the form is closed, the selected action is taken and notifications are sent to all involved in the PPAP 10

11 Other SQIE Action Types (cont.) Cancel SR The Source Release can be cancelled at any time, until it has been approved. The SQIE is required to provide Action Type Comments when Cancel SR is selected. Once the Submit button is clicked, the form is closed, the selected action is taken and notifications are sent to all involved in the SR. A cancelled SR will be removed from the My Related SRs dashboard, but can still be viewed from the CLOSED SR Report. 11

12 Reassign SQIE Reassign SQIE Action Type allows the SQIE to assign the SR to another SQIE. Other SQIE by Action Types (cont.) Reassign SR Supplier Contact Reassign SR Supplier Contact Action Type allows the SQIE to assign the Source Release to a different supplier contact for the selected Supplier Site ID (SSID). In both reassignments, the SQIE will enter the reason for the reassignment in the mandatory Action Type Comments field. Once again, clicking on the Save and Continue or Save and Exit buttons only saves the data but will not perform the selected Action Type. The SQIE must click on the Submit button to perform the selected Action Type. 12