Create a plan for the Problem Solving process

As a Quality Management Representative (QMR), after you create the Problem Solving process, you can create a plan to track the associated projects, events, schedules, supplier information, and customer information.

Note

• The associated objects from the Plan tab (except for schedules) are also added to the REFERENCE ITEMS section in the Problem Description tab.

• The administrator can configure which sections appear in the Plan tab depending on the business requirements. For each section, the administrator will install the required templates, and make the required changes in the XRT Editor to display or remove the required sections.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. From the CHANGES folder, select and open the Problem Solving process.

3. Click the Plan tab.

4. Expand the Program Information section and do the following:

Section

Actions to be performed

Program/Project

In the Program/Project section, to associate the programs, projects, or subprojects of the Problem Solving process, click Add to . In the Add panel, search for and select the required programs, projects, or subprojects, and click Add. To remove a program, project, or subproject, select it, and click Remove .Note If you remove a project, the associated events are removed from the EVENT section.

Event

In the Event section, to associate the events of the Problem Solving process' programs, projects, or subprojects, click Add to . In the Add panel, search for and select the required events, and click Add.The search results display only the events that are a part of the programs, projects, or subprojects added in the Program/Project section. To remove events, select the events, and click Remove .

5. Expand the Schedules section and do the following:

In the Schedules section, to track your work efforts, click Add to .

Click Create Schedule to create a new schedule.

6. Expand the Self-Assessment Checklist section and add checklists to the plan as follows:

Click Add Quality Checklist .

In the Add Quality Checklist panel, search for and select the required checklists, and click Add.

You can add multiple checklists to the plan. Note The Quality Manager must create and release the checklists for you in the Quality Master Data library. To create checklists, the administrator must install Quality Project Management.

To work with the checklist in the Self-Assessment Checklist section, do the following:

In the Comment column, add a comment about why you have selected a specific answer. To assign a resource to work on a question, select the question, and click Assign Resource. In the Assign Resource panel, search for and select the resource, and click Assign.

To answer the checklist questions in the Information panel, do the following:

Select the checklist question, and click Information to view the question details. Click Edit and enter the answer. Click Save.

To delete a checklist, select it, and click Delete .

In the confirmation message, click Delete.

7. Expand the Supplier Information section and do the following:

Section

Actions to be performed

Vendor

In the Vendor section, to associate the vendor for the Problem Solving process, click Add to . In the Add panel, search for and select the required vendor, and click Add.

To remove the vendor, select the vendor, and click Remove . Note If you remove a vendor, the associated brands, partner contracts, contacts, and locations are also removed from the below sections.

The following video shows how to remove a vendor and its associated objects.

To view all the issues and Problem Solving processes that are assigned to this vendor, select and open the vendor and click the Quality Management tab. In this tab, you can do the following:

Create new issues and Problem Solving processes by choosing More Commands

New Create Change, and specifying the required information.

Add existing issues and Problem Solving processes by choosing More Commands

Manage > Add to My Changes, and then selecting the required objects.

Assess the vendor by using a quality checklist as follows:

In the Assessment Checklist section, click Add Quality Checklist .Note The Quality Manager must create the checklists for you in the Quality Master Data library. To create checklists, the administrator must install Quality Project Management.

In the Add Quality Checklist panel, search for and select the required checklist, and click Add. Specify a state, comment, and responsible user as appropriate. To delete a checklist, select it, and click Delete . In the confirmation message, click Delete.

Generate a report of all the issues, Problem Solving processes, and checklists that are assigned to this vendor, do the following:

Select and open the vendor and click the Reports tab. Choose More Commands

New Generate Report. In the Generate Report panel, select Supplier Quality Report.
In the FORMAT section, from the Style Sheet list, select the AWC_Supplier_Quality_Report_html.xsl style sheet. From the Report Display Locale list, select the required locale.
(Optional) In the Save to FileName box, type the file name of the report. Click Generate.The Supplier Quality Report is generated in the Reports tab.

Brand

In the Brand section, to associate the vendor's brand with the Problem Solving process, click Add to . In the Add panel, search for and select the required brand, and click Add.Note The Add panel displays only brands that belong to the vendors added in the Vendor section.

To remove the brand, select it, and click Remove .

Partner Contract

In the Partner Contract section, to associate the vendor's partner contract with the Problem Solving process, click Add to . In the Add panel, search for and select the required partner contract, and click Add.Note The Add panel displays only partner contracts that belong to the vendors added in the Vendor section.

To remove the partner contract, select it, and click Remove .

Contact

In the Contact section, to associate the required contact with the Problem Solving process, click Add to . In the Add panel, search for and select the required contact, and click Add.Note The system administrator can configure the Add panel to display contacts from only one of the following:

Vendors added in the Vendor section

Partner contracts added in the Partner Contract section

To remove the contact, select the contact, and click Remove .

Location

In the Location section, to associate the vendor's location with the Problem Solving process, click Add to . In the Add panel, search for and select the required location, and click Add.Note The system administrator can configure the Add panel to display locations from only one of the following:

Vendors added in the Vendor section

Partner contracts added in the Partner Contract section

To remove the location, select it, and click Remove .

8. Expand the Customer Information section and do the following:

Section

Actions to be performed

Customer

In the Customer section, to associate the customer to the Problem Solving process, click Add to . In the Add panel, search for and select the required customer, and click Add. To remove the customer, select the customer, and click Remove .Note If you remove a customer, the associated locations and contacts are removed from the below sections.

Location

In the Location section, to associate the customer's location with the Problem Solving process, click Add to . In the Add panel, select the required location, and click Add.Note The Add panel displays only locations that belong to the customers added in the Customer section.

Contact

In the Contact section, to associate the customer's contact with the Problem Solving process, click Add to . In the Add panel, search for and select the required contact, and click Add.Note The Add panel displays only contacts that belong to the customers added in the Customer section.

To remove the contact, select it, and click Remove .