Create the Problem Solving checklist reference

data

A checklist consists of a list of questions that define the acceptance criteria for the various stages of a Problem Solving process. It is used to evaluate the completion of a Problem Solving process. Each Problem Solving process can have one or more checklists associated to it, and each checklist can have multiple chapters, questions, and subquestions. Multiple questions and subquestions ensure that none of the acceptance criteria is inadvertently overlooked. Further, the questions are designed in such a way that they can be answered with a simple yes or no.

You, as the Quality Manager, must create and release the checklists in the Quality Master Data library. The Quality Management Representative (QMR) assigns the checklists to the required Problem Solving process. The QMR can assign multiple checklists to a Problem Solving process. Depending on the selected Sub-area of the checklist, the chapter and associated questions and subquestions are populated in the stage of the Problem Solving process. For example, if you have selected Containment Actions as the Sub-area of a chapter, then the chapter and its associated questions and subquestions are populated in the Containment Actions tab of the Problem Solving process.

Procedure

1. In QUALITY MASTER DATA, click the Checklists tab.

2. Click New > Add.

3. In the Add panel, specify a value for the Checklist ID, and enter a Name for the checklist.

You can optionally add a description if required.

4. From the Checklist Type, select the Checklist.

5. From the Checklist Area, select the PSP.

Warning Do not specify the Sub-area for Checklist. You must specify the Area and Sub-area only for chapters, questions, and subquestions to populate them in the respective stage of the Problem Solving process.

6. Select a Calculation Method and specify the checklist number, if required.

7. In the Settings section, select the Assessment Required and Mandatory check boxes if required.

8. Click Add to create the checklist in the Quality Master Data library.

9. To add a Chapter, Question, or Sub-Question to the checklist, do the following:

Select the checklist and click New > Add.

In the Add panel, specify the Checklist ID and Name.

From the Checklist Type list, select Chapter, Question, or Sub-Question. In the tree view, you can also drag and drop checklists, chapters, questions, or sub-questions from one element to other.

From the Checklist Area list, select PSP.

From the Sub-area list, select the Problem Solving process stage where you want to populate the chapter, question, or sub-question.

Select a Calculation Method and specify the checklist number, if required.

In the Settings section, select the Assessment Required and Mandatory check boxes if required.

Click Add. The Chapter, Question, or Sub-Question are included in the checklist. After you release the checklist, the chapters, questions, or sub-questions are populated in the respective stages of the Problem Solving process when the checklist is added to the Problem Solving process.