Deviation Authorization (DA) Updated as of 8/18/2016

Transcription

1 Deviation Authorization (DA) Updated as of 8/18/2016

2 Deviation Authorization (DA) Table of Contents

3 Table of Contents 1. Objectives 2. What is a DA? 3. Create a DA 4. Work on Lifecycle 5. Deviation Authorizations by Program 6. References 7. Other Ways to Create a da 3

4 Deviation Authorization (DA) Objectives

5 Learning Objectives At the end of this modul you should be able to: Understand the Deviation Authorization (DA) process Know about DA lifecycle & responsibilities Create a DA Add objects to a DA Work on DA lifecycle 5

6 Deviation Authorization (DA) What is a DA?

7 Definition DA = Deviation Authorization Temporay deviation that expires by a set parameter Document a temporary release or a design change 7 DA s are created by the Initiator of the deviation (typically the Manufacturing Engineer/Product Engineer)

8 Deviation Authorization (DA) Create a DA

9 Prerequisites Please make sure that you set the right session settings, that means that you create your DA in the right project context (Program, not PWP)! Find this in Edit > User Settings... You can only create DA s in programs that you are a team member of. You can only create a Deviation Authorization against a Program Revision, NOT a PWP Revision. 9

10 Derive a DA 1. Target 1 or more parts for the deviation 2. Right click on the part 3. Select New Change in context... Teamcenter will display the change selection dialogue 10

11 Derive a DA (cont.) 1. Select Change Request 2. Click next The parts you selected will appear here. 11

12 Derive a DA (cont d.) 1. Give the DA a name 2. Add a problem description (optional) 3. Choose Duration Type 4. Choose Start Date 5. Choose End Date 6. Add an Extended End Date (optional) 7. Add a Quantity for Deviation (optional) 8. Add a Batch Number for Deviation (optional) 9. Add a PO Number for Deviation (optional) 10. Add a reason for Deviation (optional) 11. Add Corrective Action 12. Select personal who aknowledge and approve DA 13. Click Finish 12

13 Locate DA Item in Newstuff Folder DA Item DA Item Revision 13

14 Work Folder Structure Which data can you store where: Problem Items Contains the part(s) you raise the DA against; add additional parts as required by copy > paste Reference Items Additional documents & information (e.g. pictures) supporting the DA: add these via drag drop/copy paste from Windows Explorer Implements Not Used Implemented by Not Used 14

15 Attach Documents Add parts, documents or information to your DA s Reference Items Folder! Files from your computer Deviation Authorization 15

16 Oops! - DA created in the wrong program... Your DA is always created in the program to which you are currently logged in. Solution: If you created your DA in the wrong program take the following steps. 1) Change your session settings 2) Select the DA Item (top folder) 3) Go to the top menu: File > Save as... 4) In the Items Details tab, click Assign 5) Click Apply A copy of the DA will be created in your Newstuff-folder under the new session settings. Thus, you don t need to do all the DA creation work again. Just remember to close the old DA! (Send DA to workflow and let the PM/DEL select Reject at the DA approval task.) 16

17 Alternate Method of DA Creation (Empty DA) NOTE: Target the location you would like the DA to appear appon creation first!! File > New > Change Teamcenter will display the change selection dialogue 17

18 Alternate Method of DA Creation (Empty DA) Select Deviation Authorization X Click Next X 18

19 Alternate Method of DA Creation (Empty DA) 1. Give the DA a name 2. Add a problem description (optional) 3. Choose Duration Type 4. Choose Start Date 5. Choose End Date 6. Add an Extended End Date (optional) 7. Add a Quantity for Deviation (optional) 8. Add a Batch Number for Deviation (optional) 9. Add a PO Number for Deviation (optional) 10. Add a reason for Deviation (optional) 11. Add Corrective Action 12. Select personal who aknowledge and approve DA 13. Click Finish 19

20 Alternate Method of DA Creation (Empty DA) Paste the copied part(s) to the DA s Problem Items folder Target the part(s) for deviation and right click > copy Continue from this point as if you had derived the DA from the parts starting at slide 17 20

21 Deviation Authorization (DA) Work on Lifecycle

22 Submit to Workflow Process 1. Select the DA Item Revision to submit to the Workflow Process 2. File > New > Workflow Process... 22

23 Send to Workflow... (Step 2) The Process Template tells you what process is going to be started. You can also edit the attachments that will be sent out together with the tasks. Click OK when you re finished. 23

24 DA has been sent to Workflow Workflow Status 24

25 Navigate to My Worklist Click on My Worklist 25

26 Acknowledge Customer Approval of DA (PM and S&CL) 1. Target the DA in Tasks to Perform folder PM and Sales and Commercial Lead must Acknowled receipt of Customer Approval 2. Navigate to Viewer tab 4. Aknowledge receipt of Customer Approval 3. Open Signoff Decision by clicking on the Not Acknowledge... Link next to your name 26

27 Approve DA (PM and DEL) Follow the steps from the previous slide to Approve the DA 27

28 DA statused Approved A part with a current approved DA on it gets this icon. An approved DA gets flagged Approved 28

29 Acknowledge Implementation of DA (MEL & QEL) Follow the steps from the previous slides to Acknowledge the Implementation of the DA 29

30 Tip: Get notified when a DA is approved Subscribe to parts, designs, CRs, DAs... in order to stay informed about changes. Review your created subscriptions through the Subscription Manager. 30

31 Tip: Out-of-Office Assistant Activate the Out-of-Office Assistant to define a delegate who takes over your tasks during your holidays. If you are out sick, contact your team colleagues. They can ask IT helpdesk to activate the assistant for you. The delegate should have the same role and program access! 31

32 Deviation Authorization (DA) Deviations by Program

33 Changes by Program 33

34 Changes by Program - Report 34

35 Deviation Authorization (DA) References

36 Abbreviations PM DE DEL CR CO SDT SAM TC BOM PLM DA DAR EAR Program Manager Design Engineer Design Engineer Lead Change Request Change Order Simultaneous Development Team (your program team) Select Approval Method Teamcenter Bill of Material Product Lifecycle Management Deviation Authorization Design Approval Request Engineering Approval Request 36