Defining an Inspection Quality Control Plan

Displays the IQCP Task Owner and the Due Date. Click the Change Task Owner link to assign the ICQP to another user. For additional information, see Changing the IQCP Task Owner.

Enter the information in the IQCP section fields. Some of this information in this section will default from the Initiate IQCP window.

• Product Line* - Zoom to select the product line. If product line is not entered, then this field is populated with the product line of the selected part. For more information on configuration, see IQCP Product Lines.
• Part - Zoom to select the part. For more information on configuration, see IQCP Parts.
• Part Revision - Enter the part revision.
• Sampling System* - Click the drop down button and select the sampling system, such as System B or Water Pump System A. For more information on configuration, see Sampling Systems.
• AQL* - Click the drop down button and select the acceptable quality limit for the lot, such as .4 or 10.0. The AQL is a quality measurement for maximum numbers of defects which a manufacturer can tolerate. For more information on configuration, see AQLs.
• Managing Site* - Zoom to select a managing site. The site selected defines the IQCP team associated with the new IQCP record. This field defaults to the site of the logged in user. For additional information on configuration, see Managing Sites.
• Title* - Enter a unique name for the IQCP.
• Description - Enter a description of the IQCP.

The master plan is used in defining the characteristics of a part. Characteristics are inspected during the incoming or initial inspections to ensure parts are conforming to agreed part specifications between the manufacturer and the supplier. Click the Add Characteristic link to add a characteristic to the master plan and then enter the information in the following General Characteristic section fields:

• No.* - Enter the number of the characteristic.
• Characteristic* - Zoom to select a specific characteristic to add to the IQCP. The options in this field are filtered by the selected part. If no part is defined, then all characteristics are displayed. For more information on configuration, see Characteristics.
• Type* - Click the drop down button and select the type of characteristic, such as Variable, Attribute, or Checklist. For more information on configuration, see Characteristic Types.
• Severity* - Click the drop down button and select the severity of the characteristic. This field defaults from the selected characteristic. For more information on configuration, see Severities.
• Nominal* - Enter a nominal value and select the unit of measurement. For more information on configuration, see IQCP Units of Measurement.

NOTE: This field is only visible if Variable is selected as the Type.

• Tolerance (+ and -)* - Click the up and down arrows to specify the range within which the variable must fall in order to pass the inspection.

NOTE: This field is only visible if Variable is selected as the Type.

• Description - Enter a description of the characteristic.
• Apply to First Inspection Only - Check this check box to apply the characteristic to the first inspection only for a item.
• Sampling Plan - Click the drop down button and select the sampling plan to be used for the characteristic. The sampling plan indicates the number of parts from each lot that are to be inspected (sample size or series of sample sizes). For additional information on configuration, see Sampling Plans.
• AQL - Click the drop down button and select the acceptable quality limit for the lot, such as .4 or 10.0. The AQL is a quality measurement for maximum numbers of defects which a manufacturer can tolerate. For more information on configuration, see AQLs.
• Document Number - Zoom to select a document from the Document Management system. Click the View link to display the document. If Document Management is not installed, then enter a reference number for an external document.
• Document Revision - Enter the document revision.
• Reference Number - Enter the reference number.
• Equipment - Enter the equipment used for the characteristic.

Click the Add Additional Plan link to add additional plans to the master plan. Additional plans are used to define additional inspection plans for the part in case a manufacturer wants to conduct a more in-depth inspection on a part from a particular supplier. Enter the information in the following Additional Plan section fields:

• Receiving Location* - Zoom to select the receiving location for the part. For additional information on configuration, see Receiving Locations.

• Supplier* - Zoom to select the supplier for the part. For additional information on configuration, see Suppliers.
• Supplier Site - Enter the specific supplier site.
• Additional Characteristic - See the field definitions above, in the Master Plan section, for field definitions and instructions to add additional characteristics.

Click the Add Document link to add a document to the IQCP. Enter the information in the following Document section fields:

• Document Number* - Zoom to select a document from the Document Management system. Click the View link to display the document. If Document Management is not installed, then enter a reference number for an external document. Forms Designer can be used to configure this field to link to an external document system. See the Studio Designer Help System for additional information.
• Document Revision - Enter the referenced document's revision number.
• Title - Enter the title of the document.

Policies control the optional steps that can be performed in your IQCP workflow. An administrator can set these controls and restrict users from changing them. Enter the information in the following Policy section fields:

• Perform Approval - Select Yes if you want to perform IQCP Approval. If No is selected, then the approval will be skipped for this record. If the policy is set to No, then when the IQCP is submitted, the status of the IQCP will be Current and the Effective Date will be the submission date.
• Make Current Upon Sign-off - Select Yes if you want the IQCP to be Current once it is signed off and if approval is not required.
• If approval is required and Yes is selected, then when the IQCP is signed off, the status changes to Current the Effective Date is populated with the current date.
• If approval is not required and No is selected, then the IQCP will be in Prereleased status. The IQCP must be manually released. For additional information, see Making an IQCP Current.
• If approval is required and No is selected, then the IQCP will be in Prereleased status. The IQCP must be manually released. For additional information, see Making an IQCP Current.

Several different user roles are involved in the IQCP management process. Customers must configure their own roles to be used with the system. The IQCP team members default based on the site selected. The following tasks (roles) have been configured as defaults in the Inspection Management application:

• IQCP Owner - Ownership is a required task in the IQCP record. The owner of the record is not assigned any task other than ownership. Only one IQCP owner can be defined. If a IQCP owner is not defined, then the IQCP owner defaults to the logged in user.
• IQCP Approval - IQCP approval is a optional task in the IQCP process. If the Perform Approval policy is enabled, then an approver must be selected. Multiple approvers can be selected.

If needed, attachments can be added prior to signing off the IQCP.