Work Order Certifications

This video details the specific adding or editing of a Cert for a Work Order.

Video Text

00:01 In this video we're going to be doing a brief or as brief as I can make it overview of work order certifications on. So let's I'm scoring or modules here now I'm going to do a work order search because I drive my certifications for more quarter. So I'm going to find a recent work order done here. So I have um, the sorter for Portland. So certifications are part of the work order out there. There's other ways to do this and I'll cover that as well. But does this work order. I want to go into my certification page of it. And so this is, if you're using quality responses, this is after quality data is at detracking effort. All tracking or at least applicable tracking is done. These are some of the options that will be available. This site, we're also using the advanced specification library and that's what's building the specification statement here that you see on the top of the page.

01:06 So let's just do, let's just add a certain, select the add button, hit start generating the cert and um, you have a certain note pop up. And then on this site, the way it's configured, I have process information and you know when my operation, my load and a data question showing into miscellaneous results as an example, and I'll punch you that quickly, I'm showing a specification statement, process process name in accordance with Spec and that's a spec attached to the work order process header. And then I also have another statement here coming in and this statement is coming in from either the system default, the process level or the part number level on a work order or mail real part coffee to a work or that statement is coming into their. There's three pages to assert. There's a general page which is, we'll call it the statements page.

02:15 There's the parts page and this is the part information on search copied from a work order you can edit on. The only edits allowed in this build is the quantity of the edit, the quantity of the certification. Partial sir, you cannot edit above. You know, you can't say I'm certifying hundred 60 pieces because you only have a hundred 50 anywhere. You can do it. If I wanted to do a 75, so if I OK that it'll say that if I cancel it, it won't. I'm just gonna cancel it. So be my full quantity there. And the next page to assert his quality tests page. This is the quality characteristics and results, Andrew from the word pop into the work order or copies of the certification from the work order. So once you review that information, you pop back over to the general page and then if the service was good, you could go through to pro and we'll do that a little bit later here.

03:10 So let's talk briefly about statements. Now I had mentioned that these statements here are coming from the work order process operation and data collection. So if I go back to my work order on the process page for the OSCE temper step, open the editor here, I see the operation is mark show on cert. That's the trigger at this level to get at least the operation at a minimum to show on the cert, cancel that. There's also data questions on this operation. I click on that data question and I have this numeric response here. If I edit that, you'll see that that is also marked his show on insert and you can also add a certain label which would overwrite. Know How many minutes did the. Did you crunch the parts? You could, you know, let's put that in as. Although I won't update my existing service, but it will update a new certain going forward so I put that label in there. Click on.

04:23 Yeah.

04:26 All right. I'm back to work on a process page, so that's by marking the operation. You get the operation by system setting. I'll show you the second. You can get the operation it in whatever information we want. Load information from production pathway in data questions to populate onto the cert. You cannot. You can have a data question marks throw on Cert, but if the operation it's attached to his mock, not mark Sean Sir, it will not flow off so it has to be the operation and the data question to get that to flow over. All right, so that's where that information is coming from. Now this, like I said earlier, the process per per the process in accordance with specifications, that's going from a specification in a system set up system setting where this is building this statement on the search, this is coming from the process page which will show you where the goals come from, a little back to the work order.

05:27 If I drill into the system into the actual process that was copied to the work order, I can see that on the process header, I have a specification attached to it and you'll see that it'll be my middle 68, 75 that's is attached there, so that's what helps build that part of the statement. I'm showing it to the cert now. You can see it's open the header on this, I can see on the process level my certification statement. This is temporary DCI grade one certification stiffnesses example. It can be as robust as you want, but that's just a simple one I could see that doesn't match my cert, so that instantly tells me that, so we're done with the process. We'll back out of that. That instantly tells me that the part on that work order had a different certification statements, so if I drill from the work order to the real part and drill to the customer part level on that part.

06:32 In this case I opened this editor, I can see that I have a certification statement here that populates that as well, or overwrites the part level around sort of process level certification statement with apart level. So that's a hierarchy system setting or system level process part number each more specific than the last. It takes the most specific, which is a pickable this cancel, that does get out of the uh, parts and get back to our cert. So that's where these statements are coming from. Now if I'm good with this or I can go in and they'll just do a quick glance into what this looks like before approval. You'll see that, you know, and get copies of statements over, but you'll see it as not approved and there's no liability on this one. So we're good there. So if I'm good with the certification, I can go in now and approval is an approval by here.

07:29 Mr Pruitt rights controlled cert can certify, so you have to have that rural as a user, so let's just get that there and then I have to put in my password to approve it. Now it'll take a second cert. You'll see the search screen change to the editors will close for no more editing to these, you know, all the editors are locked out and then when we a quick parenthesis certification, we'll see the drops, the name and title on the name signature title. Now this is all from the user. My signature is coming from my user in the system. My titles, Conklin, their dates, and this is a non editable assert any at this point, it's close that off. The second part of this, I want to make a change to the certain. Maybe change the statement. I go to the advanced tab and I amend this search.

08:26 It'll change the certain number from 98 dash. I should have pointed that off before I met at the work order number Dash, the first certification dash, the first amendment. It reopens the editors. This is totally editable at this point. Again, couple of things I want to show your while I'm in there, she showed you the last but other options for getting search statements. You can do a copy from previous previous work orders for that customer and then you can change the date range here. Three, we haven't defaulted to short range or three months, but you look 12, six months or all overwrite existing or insert a cursor or are possibilities there. Let's cancel that. Another other possibility is we have a tool called statement builder and what this does is take a combination of all possible search statements coming in from this. So we have a specification statement.

09:17 We have a mill, another specification statement. This is a certification statement as a specification level. Then we have the part number certification statement, the process level, and you can pick and we'll do an insert in just click and add and add to build off the statement. OK, and I added it all into that as well. A final tool for statements or phrases and then you can have different standards, cert phrases. You control the list and you have the by acme search phrases. You know, a couple different examples and you can pick and choose different phrases to, to build out that search statement. So that's, you know, on an approval. Then you know, you have general page which were on the parts once again, how you can edit and then quality tests on a quality test should pointed this out earlier. If I want to admit, omit a reading from a cert, I can de-select that row here and it is not removing it from the data, it's just omitting it from the certification report.

10:21 So if I admit that and we do a quick print, I get, I get to results entered instead of three. No, this is, this particular one is just showing a range entry before as part of the um, results signal range. We have variations of this available for result entry. If you're doing range entry, we need to know that and we would do a different report dialogue here that would show the scale. Of course, you know, the, the inspection type, the scale, the minimum reading, the maximum reading, quantity tested quantity, past quantity field. It's another suburb report that we can do as part of the certification in replacing this. This format that we have here, ISO, there's skip back to the just not approve. This one closes for a second and we're gonna go back to the search page for this work quarter. So I have the original certification.

11:19 I did an approved. I have an amended certification so you can control these documents. You have the rights and rights as a user. One of the things to note, let's go to assert a [inaudible]. If you decide you want to delete a search approved cert. If I go in advanced, you know delete. Yup. It's going to give me it's approved and there's a message I need attach to the media. The media attached to this certain. This example is open that is a pdf rendering of the original certification, so for report report changes made on your site. We are saving as media under the cert on the approval, a pdf of the original search authors or change the original search is still available in your site because when you're in front of the report it's going to grab the new report type. All right, so let's close that out.

12:19 So manage your sorts of pluck. Complete. I want to add a third cert. That's the other option, nor my statement and my statements are good. I want to save it and then it's an option on assert in your forecasting. Me specifically designed to handle this. I'm going to add media to the search. Am I attach point is going to be the certification must select from a file on my local machine here, my downloads. If I have patch a picture, a jpeg to the search, attach it to don there, attach immediate. Sir, if I go to quick print this, and this is not on all certification reports unless you specifically requested from us, just so you know can handle it. We can have as immediate attachment to the cert. The last page would be a full page rendering of that media item. Not has to be a jpeg for this to work, so that's another option.

13:17 There's sir, so that's basis, so that's there. This information here, this miscellaneous comments feels controlled from the operation. We're going to go into the setup system settings and just overview. All the system are most in-system settings for a. You look at a setting on the certain name, name of Sir. There's ad order specifications name that enables it. It's enabled and process information and updated questions to assert enabled ad quality data to miscellaneous concert. That's if you're using a tracking id that automatically had that to quality data to. I want to point out here is the default header to fall quarter. There's 6:57, 56. This is how you can edit the formatting of the comments that come in on showing low date and time and show load equipment. I'm not showing a calculated load times that that was a load information. If I go on the other format, this is showing us operation named use operation description, use operation full name, which is both the name and description and include operating instructions to lose your settings.

14:36 You can play with to get what you were applicably want to a certification. All right? Um, and then there's also here, and this is a little a, yeah, background noise, we'll call it if you want to require a certain of work quarter are. This is a certification required up and the value being any cert required. That means what that says is any operation containing that tech string is our work order process. You'll have to have at a certain, not approve it, but before he had a shipper and there's also the system setting 14, do not allow new certification without enough samples in this site is turned off. But this is one of the ways to ensure that you have enough quality care. Quality characteristics are the complete responder too. So that kind of covers the basics of certification and a lot of options here. Um, everybody does it a little bit differently, but I just wanted to cover the basics of it. And if you have questions, feel free to contact us via a help request available in any, every basically every page of blue streak. And we're glad to go through it with him.