JobBOSS

Quality Toolkit
User Guide

Doc Rev.
Dated:

JobBOSS Quality Toolkit

1.02
8/25/02

Page 1

1.0 The Quality Toolkit

The JobBOSS Quality Toolkit consists of five menu options:
NC

CPA

Tools & Equip

Mgmt.

JobBOSS Quality Toolkit

Create/Link a non-conformance to an existing JobBOSS Vendor,

Purchase Order, PO Line; or JobBOSS Customer, Job/Sales Order,
Work Center
Ability to create internal Job/Work Center, or miscellaneous nonconformances
Manage life-cycle of non-conformances, with user security: Creation,
Investigation, Disposition and Accounting stages
NC Status automatically updates as process unfolds
Search engine to look at all non-conformances, or by search criteria
Unique Accounting integration tab -- for accounting disposition,
visibility to customer/vendor invoice or credit memo, and summary
Cost of Quality information
Track Quality hrs/costs per NC activity tab
Use non-conformance Trend Analysis and History to decide if CPA is
required
Classifications coding system for non-conformances
Automatically updates user To-Do List

Create/maintain CPA's, linked back to NC or multiple NC's

Manage Life Cycle of CPA's, with user security: General,
Investigation, Action Plan, Verification, Accounting stages
CPA status automatically updates as process unfolds
Track Quality hrs/costs per CPA activity tab
Automatically updates To-Do List
Maintain a complete listing of all equipment by type: Tools Tooling,
Machinery, Building Equipment, etc, or any company asset class
Ability to categorize by type, class, status
Schedule all planned maintenance tasks and record unplanned repairs
Record multiple maintenance tasks per piece of equipment with
unique frequencies for each maintenance task
Track maintenance hrs and costs, with integration to JobBOSS
purchase orders
Creates a complete maintenance To-Do list by class, employee or
individual piece of equipment

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Doc Control

To Do

Track all Quality Documents (policies, procedures, standards,

procedures, work instructions) in a master database
Ability to log document approval sources, and complete distribution
lists on a per document basis
Track status of documents (active, pending, obsolete)
Track document revision changes, and quickly copy old revisions to
new revision, complete with existing approval and distribution lists
Ability to search, list, or find all company documents.
Ability to Link to actual document file path, or web page, and view
document on-line
Excellent tool for confirming status of documents and distributions
during audits
Number each document with unique identifier (ISO document#)
User-Specific, To-Do list, with drill back to specific NC, CPA or
Maintenance event
Provides a virtual whiteboard To-Do List, instead of flowing
paperwork throughout company

2.0 Accessing the Quality Toolkit

Access the JobBOSS Quality Toolkit is controlled using User IDs and Passwords. Thus, before
any employee can start using this tool the system administrator must go into the Quality Toolkit
and create all the users. To do this he/she must use the User ID sysadm and the Password
sysadm. Neither the User ID nor the password is case sensitive. After the system administrator
logs in for the first time he/she should immediately change the sysadm password. See Section 3.3
for details on changing passwords.
1.

On the Desktop, double-click the

Powertools Quality

The Enter Your ID and Password dialog box appears.

The JobBOSS Quality Toolkit allows you to link to

more than one database. The program links to the
Production database by default. To include other
databases on the Database drop-down list see
Appendix A.
JobBOSS Quality Toolkit

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2.

In the User ID field, type sysadm

and press Tab.

3.

In the Password field, type

sysadm and click the Log In
button.

JobBOSS Quality Toolkit

You are now logged in as the system administrator.

The JobBOSS Quality Toolkit Main Menu screen
appears. Your name and the active database appear on
the lower right side of the screen.

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3.0 Setting Security

JobBOSS Quality Toolkit allows you to give your users various levels of security. Security is
setup using two screens. The first allows you to enter a user into the system by specifying that
persons name, user ID, password and email address. The second screen allows you to actually
set the security options for the user. For example, one user may need complete access to the NC
module but read-only access to the CPA module.
The system administrator is the only user who has the rights needed to add, edit and delete
users, and set or modify security options. Any user with system administrator privileges also has
the ability to open a closed record or task.

3.1

Adding Users

When you add a new user to the system, by default they have no access to any of the Quality
functions. Once the user is created the system administrator can use the Module Security
window to give him/her the appropriate access levels. In this section you will learn how to create
the user. In Section 3.5 you will learn how to set and/or modify their security level. Remember,
only a system administrator has the rights required to create a new user and modify their security
access.
1.

In the JobBOSS Quality

Toolkit Main Menu
screen, from the Tools
menu, select Security.

The Security window appears.

2.

In the Security dialog

box, click the Users
button.

The User Security window appears displaying the first user in

the system. If no users have been setup, the fields appear empty.

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3.

In the User Security

window, click the New
button.

4.

In the User ID field, type

the ID for the new user.
The User ID can be any
alphanumeric
combination up to 15
characters in length. It is
not case sensitive.

5.

Press Tab and in the

Name field, type the
users full name.

6.

Press Tab and in the

Password field, type the
users login password.
The password can be any
alphanumeric
combination up to 15
characters in length. It is
not case sensitive.

7.

Press Tab and in the

Email field, type the
users email address.

8.

To give this user system

administrator rights, click
the System
Administrator check
box.

9.

Click Save.

JobBOSS Quality Toolkit

The fields in the User Security window clear.

The record is saved but still remains on the screen.

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3.2

Copying User Security

In Section 3.5 of this documentation you will learn how to set security options for each
individual user. When you are creating a new user, you may find it easier to copy the security
options from an existing user rather than enter them manually. For example, if the new user
(Nina) needs the same rights as an existing user (Harold), in the Security Copy section of the
User Security window, simple select Harold from the drop-down list. You can then select to
copy the security for the Quality module only or copy the security for all the modules.
1. In the User Security window,
fill in the User ID, Name,
Password and Email fields.
2. In the Security Copy section of
the User Security window,
from the Like User drop-down
list, select the user whose
security you want to copy.

3. To copy security for only the

A Confirm Copy dialog box appears.
Quality Module, click the Copy
Security This Module button,
or
To copy security for all the
modules, click the Copy
Security All Modules button.

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4. Click the Yes button to

complete the security copy.

The Copy Successful dialog box appears.

5. Click the OK button to close

the Copy Successful dialog
box.
6.

3.3

Click Save.

The record is saved but still remains on the screen.

Viewing and Modifying User Information

The system administrator has the ability to view and modify all the users on the system. He/she
can use the VCR buttons located in the upper right corner of the User Security screen to toggle
through the user list.
Display next record
Display first record

Display last record

Display previous record

Alternatively, the system administrator can use the Open Form Magnifying glass, located to the
right of the User ID field, to display a listing of all users simultaneously. Once the User Lookup
window appears, double-clicking any user displays that users information in the User Security
window. This information can then be modified and the record resaved.

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3.4

Deleting Users

In addition to viewing and modifying user information, the system administrator also has the
ability to delete users from the system.
1. In the User Security
window, use the
VCR buttons or the
User Lookup
window to display
the record you want
to delete.
2. Click the Delete
button.

The Quality Powertools dialog box appears asking you to confirm the
deletion.

3. Click the Yes

button.

The record is deleted. The User Security window displays the next
record in the system.

4.

To exit the User

Security window,
click the Exit
button.

The User Security window closes; the Security Setup window

reappears.

5.

To exit the Security

Setup window,
click the Exit
button.

The Security Setup window closes; the JobBOSS Quality Module

main screen reappears.

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3.5

Setting Module Security

When a new user is created, by default he/she has no access to any of the Quality modules. (The
only exception to this is if the user was created using the Security Copy featuresee Section
3.2). To grant users the appropriate level of security, the system administrator must use the
Module Security window.
No Access

The user cannot access the function.

Read

The user can view records in the specified function but cannot edit, modify,
delete or add a record.

Edit

The user can edit records in the specified function but cannot add new
records or delete existing records.

Update

The user can add new records; edit and close existing record; delete existing
records that he/she created.
Remember: Only the Quality Manager and/or System Administrator can
delete NCs and CPAs originated by other users.

Selecting these check boxes

enables the user to receive
automatic e-mails every time
an NC or CPA is originated.
These check boxes can be
selected even if the user has
no access to the function.
They are independent of all
other security options. For
example, a user might have
no access to the NC function
but still receive a broadcast
email indicating that an NC
was originated.

Selecting the Quality Manger check box gives the user

special abilities over and above those indicated in the
top portion of the Module Security window. A Quality
Manager has access to everyone elses to-do list.
Additionally, he/she can reopen a closed tab (or
uncomplete a completed tab). Selecting this check box
does not override the other security options selected in
this window.

JobBOSS Quality Toolkit

Selecting the Maintenance

Manager check box enables
the user to view everyones
maintenance to-do items.
Selecting this check box does
not override the other
security options selected in
this window.

Selecting any of these check boxes

enables the user to receive NC,
CPA, Maintenance & Repairs
and/or Accounting to-do items
automatically. The users ID
appears in the NC, CPA,
Maintenance & Repairs and/or
Accounting drop-down list as a
potential candidate to do a task.

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1.

In the JobBOSS Quality Toolkit

Main Menu screen, from the Tools
menu, select Security.

The Security window appears.

2.

In the Security window, click the

Security button.

The Module Security window appears.

3.

From the User ID drop-down list,

select the user for whom you want to
specify security.

The drop-down list displays a listing of all the users

you created using the User Security feature.

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4.

Select the desired option buttons and

check boxes.

5.

Click the Save button.

The record is saved.

6.

Click the Reports tab.

The Reports tab appears for the selected user. The

user has access to all the reports by default.

7.

If required, click the reports that the

user should not have access to.

The reports are deselected.

8.

Click the Exit button.

The Module Security window closes; the Security

Setup window reappears.

9.

Click the Exit button.

The Security Setup window closes; the JobBOSS

Quality Toolkit main screen reappears.

JobBOSS Quality Toolkit

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4.0 Setting Options

The Options window gives the system administrator the ability to establish hourly costs, set auto
number starts and provide footer information for reports.

Selecting the NC
Investigation
Mandatory check box
requires users to fill in
the NC Investigation
tab. The Investigation
tab cannot be marked
complete and the NC
cannot be closed until
this tab is filled in.

Selecting the JobBOSS

Accounting Integration check
box integrates the Quality
Module with JobBOSS
Accounting, allowing invoice
and credit memo lookup from
JobBOSS.

JobBOSS Quality Toolkit

Use these fields to set

the hourly costs for
QC, Rework,
Maintenance and
Accounting. These
amounts will be used
to calculate the cost
summaries.

Selecting the Auto Select User for

NC & CPA check box
automatically enters the current
user (the person who is logged in)
as the person responsible for the
next tab. If this check box is not
selected, once the user tries to
proceed past the first tab in NC
and /or CPA, the system asks them
to identify the person responsible
for the next step. Selecting this
check box bypasses this step and
automatically enters the logged-in
user as the person who is
responsible for the next step. This
feature is particularly useful for
smaller companies where one
person is responsible for all steps
of an NC or CPA.

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Use these fields to

specify the starting
number for NCR and
CPAR.

1.

In the JobBOSS Quality Toolkit Main

Menu screen, from the Tools menu,
select Options.

2.

In the Options tab, enter the desired

values in the cost fields, and select the
desired check boxes.

JobBOSS Quality Toolkit

The information you

enter in these fields
will print on the report
footer.

The Options window appears.

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3.

Click the AutoNumber tab.

4.

In the AutoNumber tab, enter the

desired starting numbers for NCR and
CPAR.

5.

Click the QC Form #s tab.

6.

In the QC Form #s tab, enter the

desired information into each field.

7.

Click the Save & Exit button.

The Options window closes.

Note: You do not have to access all

three tabs of the Options window. If
you only need to modify information on
one of the three tabs, simply access that
tab, make the required modifications
and then click the Save & Exit button.

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5.0 NC
The following flowchart outlines the nonconformance lifecycle in JobBOSSQuality Module.
As you can see, only one printout is required at the end of the process.

Nonconforming
Product

NC Origination
This is the stage in which the NC is first
identified and entered into the system.
When Origination is completed, status
changes to Investigation.
ToDo list.
Broadcast email to everyone on
email broadcast list (optional).

NC Investigation
During the stage, the nonconformance is
examined. Causes and problems are
identified. When Origination is completed,
status changes to Disposition.
ToDo List
Email (optional)

NC Disposition
During this stage the actions to correct or
resolve the nonconformance are outlined.
When Disposition is completed, status changes
to Completed.

ToDo List

Back to Originator to
be Closed

Print and Send NC to Shop Floor,

Supplier or Other

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5.1

Creating a Nonconformance

The NC feature enables you to create new nonconformance records, or review, edit or delete
existing nonconformance records.
Please refer to the following information before creating an NC.
1. Once each stage of the NC creation is finished it needs to be marked as completed. This is
accomplished by selecting the completion check box at the lower right corner of the tab.
Ownership of the tab will go to the person who completes the tab and saves it (the person
who selects the completion check box). This may not necessarily be the person who filled the
information into the fields. Once a tab is completed it is locked into a read-only mode. The
only people who can re-open and edit the tab are the system administrator, the quality
manager and the person who has ownership of the tab.
2. The email button on the Origination tab sends a broadcast email to everyone on the
broadcast email list, (See Section 3.5Setting Module Security), informing them of the new
NC. The email buttons on the Investigation and Disposition tabs are used to email the
specific person/people who have been chosen to investigate and/or disposition the NC.
3. The person/people who have been chosen to investigate and/or disposition the NC will
automatically receive items stating this on their ToDo lists.
4. Once a stage (tab) is completed, the status of the NC automatically changes to the next stage
(tab) in the sequence. For example, if the Origination is marked as completed, the status
automatically changes to Investigation.

5.1.1 Originating an NC
It is during the Origination stage that the NC is first identified and entered into the system. The
person who is logged in and enters the information into the Origination tab of the
Nonconformances screen is automatically entered in the NC Originated By field. If however,
someone else logs in and completes this tab by selecting the NC Origination Complete check
box, then their ID will automatically appear in the NC Originated By field. The NC Originated
By field indicates that they have ownership of the tab.
Before you can originate a nonconformance, you must understand the various NC types. The
table below outlines the four NC types. When a particular NC type is selected, additional fields
appear on the Nonconformances screen. These additional fields are also outlined in the table.

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NC Type
WC/Job

Vendor/PO

Description
The nonconformance
is internal such as a
problem with a
specific work center.

The nonconformance
is related to a vendor.
For example, rejected
parts from a specific
vendor.

WC

Additional Fields
This field provides a drop-down list of all
work centers entered in your JobBOSS
database.

Job

This field provides you with a drop-down

list of all jobs entered in your JobBOSS
database.

Vendor

This field provides a drop-down list of all

vendors entered in your JobBOSS
database.
This field provides you with a drop-down
list of all POs for the selected vendor,
entered in your JobBOSS database.

PO

Packlist Fill in these fields with packlist and

Reference reference information. These fields are not
mandatory.

Customer

The nonconformance
is related to a
customer. For
example, parts
rejected by a specific
customer.
Note: Although the
RMA check box is
always visible, it is
relevant only for the
NC type Customer.
Selecting this check
box issues a Return
Material
Authorization that
can be printed and
sent to the customer.

JobBOSS Quality Toolkit

Customer This field provides a drop-down list of all

customers entered in your JobBOSS
database.
RMA

Select this check box if a Return Material

Authorization is required. By clicking the
note pad next to this field, you can display
the RMA Notes screen. Use this screen to
enter additional information about the
RMA. Additionally, when this check box is
selected, a printer icon appears next to the
field. Use this icon to print the RMA
including any notes and/or instructions you
entered in the RMA Notes screen.

Job

This field provides you with a drop-down

list of all jobs for the selected customer,
entered in your JobBOSS database.

Sales
Order

This field provides you with a drop-down

list of all sales orders for the selected job,
entered in your JobBOSS database.

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Reference Fill in these fields with packlist and

Packlist reference information. These fields are not
mandatory.
Other

The nonconformance
does not fit into any
of the other
categories. For
example, an
employee forgetting
to ear his safety
glasses.

Blank
field

This field allows you to type a brief

description of the non-conformance.

1.

In the JobBOSS Quality Toolkit

Main Menu screen, click the NC
button.

The NC Lookup window appears.

2.

In the NC Lookup window, click

the New button.

The Nonconformances screen appears displaying the

Origination tab.

3.

To autonumber the NC with the

next number in the sequence,
click the Auto button.

The next number in the sequence appears in the NC No.

field.

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4.

From the NC Type drop-down

list, select the desired option.

The fields that appear will depend on the NC Type you

selected. (See table at the beginning of Section 5.1).

5.

Select the desired options

from the drop-down lists
and/or type the information
into the fields.

(See table at the beginning of Section 5.1 for information

about these fields.)

6.

If desired, type additional

information into the Part
No./Material, Description,
and Drawing fields.

Note: You can also enter an extended description by

7.

Type the relevant information

into the Total Qty., Rejected
Qty., and Lot fields.

8.

In the Nonconformance text

box, type a detailed account of
the nonconformance.

9.

From the Location drop-down

list, select the location where
the defective product is being
stored.

clicking the
button, typing the information and
then clicking the Close button.

This list is obtained from your JobBOSS database.

10. To send a broadcast email

informing people of the NC
origination, click the Email
button.

The Email window opens; all the information is already

entered.

11. Click Send.

The email is sent; the email window closes.

12. In the NC Origination Hrs.

field, click the calculator
button.

The Hours Calculator dialog box appears.

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13. In the Additional Hrs. field,

type the number of hours you
worked on the NC origination.
14. Click the Add button.
15. Click the Save button.

The record is saved.

16. Click the NC Origination

Complete check box.

The Investigate Now? dialog box appears asking if you

want to enter the investigation stage now or defer it to a
later time. Clicking yes takes you directly to the
Investigation tab. Clicking No takes you directly to the
Disposition tab.

16. Click the Yes button.

The Enter Investigation By dialog box appears. This

dialog box reminds you to enter the ID of the person
responsible for the investigation stage into the
Investigation By field.
Note: In the Options window, if you selected the Auto
Select User for NC and CPA check box, this dialog will
not appear. Instead, your ID will automatically be entered
into the Investigation By field. See Section 4.0 Setting
Options.

17. Click the OK button.

The Investigation tab appears. The cursor appears in the

Investigation By field.

Note: The following procedures assume that the NC you just created will remain on the
screen and the same person will be completing all of the stages. When you start using the
Quality toolkit in your shop however, different people will probably be completing the various
steps or stages of an NC. Such being the case, they will close out of the Nonconformances
screen after they have completed their stage. The person responsible for the next stage will
then have to access the existing NC. For documentation on viewing and modifying an existing
(non-closed) NC, please refer to Section 5.2Using the NC Lookup Screen.
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5.1.2 Investigating an NC
During the Investigation stage the nonconformance is examined; causes and problems are
identified. The status of an NC automatically changes to Investigation when the Origination tab
is completed. As was the case with the Origination stage, ownership of this tab belongs to the
person who completes it by clicking the Investigation Complete check box.
1.

In the Nonconformances
screen, make sure the
Investigation tab is selected.

The Investigation tab displays the NC Number from the

Origination tab. The Status field displays Investigation
and the cursor appears in the Investigation By field.

2.

From the Investigation By

An investigation item will automatically appear on that
drop-down list, select the user users ToDo list.
responsible for performing
the investigation.

3.

To send an email to the user

responsible for the
investigation, click the email
button.

The email window opens; all the information is already

entered.

4.

Click Send.

The email is sent; the email window closes.

5.

Click the Save button.

The record is saved.

If you are not responsible for the Investigation stage, at this point you would close out of
the Nonconformances screen. The user responsible for the Investigation stage will receive a
ToDo item regarding the investigation of this nonconformance, and also receive an email (if
the email button was pressed). He/she would continue with the remainder of this
procedure.

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6.

In the Investigation text box,

type a detailed account of the
investigation.

7.

From the Origin drop-down

list, select the appropriate
option.

This list displays six possible options for the origin of the
problem. For example, if the problem occurred because of
a work center, you would select Internal-WC.

8.

From the Origin Ref dropdown list, select the

appropriate option.

The options displayed on this list will depend on the

selection you made from the Origin drop-down list. For
example, if from the Origin drop-down list you selected
Customer, then the Origin Ref: drop-down list will display
a listing of all your customers.

9.

From the Cause drop-down

list, select the cause of the
nonconformance.

You can be even more specific about the cause of the NC by sub-dividing each cause into
categories. For example, if the cause is Operator, the Category field might contain the names
of all your operators; if the cause is Training, the Category field might contain options such as
Internal Training and External Training.
10. To add a category specific to
a cause, click the Category
button.

JobBOSS Quality Toolkit

The Origin Categories dialog box appears.

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11. Make sure the Origin Cause

field displays the item for
which you want to create a
category.
12. Click the New Line button.

A triangle appears on the next available line.

13. Type the name of the new

category.
14. Click the Save button.

The new category is saved.

15. Click the Origin Categories

Close button.

The Origin Categories dialog box closes.

16. From the Category dropdown list, select the desired

category.
17. To link the NC to an existing
CPA or to a future CPA,
select the CPA Requested
check box.

When the CPA Requested check box is selected, two

additional fields appear.

18. In the CPA Requested By

field, type the name of the
person requesting the CPA.
19. To link the NC to an existing
CPA, click the magnifying
glass next to the CPA No.
field.

The CPA Lookup window appears. This window displays

a listing of all the CPAs currently in the system.

Note: You must have CPA

edit access or higher to
perform this function.

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20. In the CPA Lookup window, The CPA Lookup window closes; the selected CPA
double-click the desired CPA. appears in the CPA No field.
21. In the Inv Hrs. field, click the The Hours Calculator dialog box appears.
calculator button.

22. In the Additional Hrs. field,

type the number of hours you
worked on the NC
investigation.
23. Click the Add button.
24. Click the Save button.

The record is saved.

25. Click the Investigation

Complete check box.

The Enter Disposition By dialog box appears. This dialog

box reminds you to enter the ID of the person responsible
for the disposition stage into the Disposition By field.
Note: In the Options window, if you selected the Auto
Select User for NC and CPA check box, this dialog will not
appear. Instead, your ID will automatically be entered into
the Disposition By field. See Section 4.0 Setting Options.

26. Click the OK button.

JobBOSS Quality Toolkit

The Disposition tab appears. The cursor appears in the

Disposition By field.

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5.1.3 Dispositioning an NC
During the Disposition stage, the actions to correct or resolve the non-conformance are outlined.
The status of an NC automatically changes to Disposition when the Investigation tab is
completed. As was the case with the Origination and Investigation stages, ownership of this
tab belongs to the person who completes it by clicking the Disposition Complete check box.
1.

In the Nonconformances
screen, make sure the
Disposition tab is
selected.

The Disposition tab displays the NC Number from the

Origination tab. The Status field displays Disposition and the
cursor appears in the Disposition By field.

2.

From the Disposition By

drop-down list, select the
user responsible for
performing the
disposition.

A disposition item will automatically appear on that users

ToDo list.

3.

To send an email to the

user responsible for the
disposition, click the
email button.

The email window opens; all the information is already

entered.

4.

Click Send.

The email is sent; the email window closes.

5.

Click the Save button.

The record is saved.

If you are not responsible for the Disposition stage, at this point you would close out of the
Nonconformances screen. The user responsible for the Disposition stage will receive a ToDo
item regarding the disposition of this nonconformance, and also receive an email (if the
email button was pressed). He/she would continue with the remainder of this procedure.

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6.

From the Disposition dropdown list, select the desired

option.

If the disposition option you need is not listed in the Disposition drop-down list you can add it to
the list by clicking the Disposition Codes button.
Clicking this button brings up the Disposition Codes dialog box. Click the New Line button,
type the new entry, click the Save button. When you are finished, click the Close button to return
to the Disposition tab of the Nonconformances screen.

7.

If the rework hasnt been

completed yet, in the Est.
Rework Hrs. field, click the
calculator button.

8.

In the Additional Hrs. field,

type the estimated number of
hours needed to rework the
part.

9.

Click the Add button.

The Hours Calculator dialog box appears.

The Est. Rework Cost field is automatically updated.

10. If appropriate, in the Scrap

Material Cost field, type the
cost of the scrap material
associated with this rework.

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11. If the rework has been

completed, in the Act. Rework
Hrs. field, click the calculator
button.

The Hours Calculator dialog box appears.

12. In the Additional Hrs. field,

type the actural number of
hours needed to rework the
part.
13. In the Disposition Hrs. field,
click the calculator button.

The Hours Calculator dialog box appears.

14. In the Additional Hrs. field,

type the number of hours you
worked on the NC disposition.
15. Click the Add button.
16. Click the Save button.

The record is saved.

17. Click the NC Disposition

Complete check box.

The NC Completed dialog box appears. This dialog box

indicates that the NC will be placed in the Originators
ToDo List to be closed.

18. Click the OK button.

The NC Completed dialog box closes; the Disposition tab

remains on the screen.

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5.1.4 Closing an NC
Once the Disposition tab of the NC has been completed, the NC is placed in the Originators
ToDo list to be closed. The Originator then closes the NC, prints a hard copy and distributes it to
the appropriate parties. Remember, only users with Update status can close an NC. (See
Section 3.5Setting Module Security).
1.

In the Nonconformances
screen, click the
Origination tab.

The Origination tab appears. The Status field displays

Completed.

2.

From the Status dropdown list, select Closed.

The status changes to Closed; The Close Date field appears

displaying the current date.

3.

Click the NCR button.

The Nonconformance Report appears outlining all of the

information associated with this NC.

4.

Click the Print button.

The Nonconformance Report prints.

5.

Click the Close button.

The Nonconformance Report closes; the Nonconformances

screen reappears.

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5.1.5 The Accounting Tab

The last tab of the Nonconformances screen is the Accounting tab. This tab provides you with a
summary of costs associated with the nonconformance.

Type any accounting notes in

this area.

Selecting this check box indicates that the accounting

department must take action. This option is automatically set
for NC records that are type Vendor or Customer. It can be
selected manually for other NC types. Accounting
intervention creates an accounting ToDo.
Click this button to
print the NC
Accounting Report.

Use the
Accounting
Details area to
report accounting
information about
the customer
and/or vender
associated with
this
nonconformance.

This area
provides you
with a summary
of accounting
costs associated
with this
nonconformanc

Use this field to enter the number of

hours you worked on the accounting
aspect of this nonconformance.

1.

In the Nonconformances
screen, click the Accounting
tab.

JobBOSS Quality Toolkit

Use the magnifying glasses to drill-down in

JobBOSS Accounting, to view the actual invoice
and/or credit memo. This feature is only available
to those who have JobBOSS Accounting.

The Accounting tab appears.

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2.

Make sure the correct NC

number is displayed in the
NCR No. field.

3.

If required, select the

Accounting Intervention
Required check box.

4.

In the Accounting Notes text

box, type any relevant
information.

5.

In the Accounting Details

area, fill in the appropriate
information.

6.

In the Accounting Hrs. field,

click the calculator button.

7.

In the Additional Hrs. field,

type the number of hours you
worked on the NC accounting.

8.

Click the Add button.

9.

Select the Accounting

Intervention Complete check
box.

Selecting this check box indicates that the accounting

department must take action with either a customer PO or
a vender PO.

The Hours Calculator dialog box appears.

10. Click the Save button.

The record is saved.

11. Click the Close button.

The Nonconformances screen closes.

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5.2

Using the NC Lookup Screen

You can use the NC Lookup screen to display the desired non-conformance record(s). For
example, if you know the NC number, you can simply type it in. You can display all NC records
of a specific status (i.e. Closed, Completed, etc.). You can even use a wildcard in the Mat./Desc.
field to display all NC records including a certain material or description. Another alternative is
to list all NC records of a specific type (i.e. workcenter/job related, vendor related, customer
related, etc.).

Use this field if you know

the NC number of the
specific NC you want to
display.

Use the Status drop-down list to

display all NC records of a specific
status. The various status options
are outlined in the Status table
below.

Select this check box to display only

NC records where you have
authorized a customer return.

Use the Matl./Desc.

field in combination
with the wildcard
character (*) to
display NC records
containing a specific
material type. For
example, to display
records referring to
brackets, type
*bracket in this
field.

Use the NC Type drop-down list to display

all NC records of a specific type. The various
type options are outlined in the Type table on
the following pages.

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NC Status Table
Status
Not Closed

Description
This status option displays NC reports in any of the four stages
(Origination, Investigation, Disposition, Completed) but have not been
closed yet.

All

This status option displays all NC reports in the system. When you select
this option, a date filter appears. Use the From and To fields to specify
the creation date range of the NC reports you want to display. You can
type these dates manually, or you can double-click From or To to display
a calendar and then double-click the desired date on the calendar.

If you leave the From and To fields blank, the system will display all
records regardless of creation date.
Origination

This status option displays all NC reports currently in the Origination

stage.

Investigation

This status option displays all NC reports currently in the Investigation

stage.

Disposition

This status option displays all NC reports currently in the Disposition

stage.

Completed

This status option displays NC reports that have completed all of the four
stages (Origination, Investigation, Disposition, Completed) but have not
been closed yet.

Closed

This status option displays NC reports that require no further action.

When you select this option, a date filter appears. Use the From and To
fields to specify the creation date range of the NC reports you want to
display. You can type these dates manually, or you can double-click
From or To to display a calendar and then double-click the desired date
on the calendar. If you leave the From and To fields blank, the system
will display all records regardless of creation date.

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The NC Type refers to where the NC is being detected. For example, if a nonconformance
results from a customer rejecting parts, the NC Type would be Customer. If a nonconformance
results from a rejection of vendor parts, the NC Type would be Vendor.

NC Type Table
NC Type
All

Description
Selecting this option displays all NC records regardless of type.

WC/Job

Selecting this option displays all NC records where the nonconformance is internal, for example, a problem with a specific work
center. When this type is selected, two additional fields appear: WC and
Job. The WC field provides a drop-down list of all work centers
entered in your JobBOSS database. The Job field enables you to type
the specific job number associated with the desired NC.

Vendor/PO

Selecting this option displays all NC records where the nonconformance is related to a vendor, for example, rejected parts from a
specific vendor. When this type is selected, two additional fields
appear: Vendor and PO. The Vendor field provides a drop-down list of
all vendors entered in your JobBOSS database. The PO field enables
you to type the specific PO number associated with the desired NC.

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Customer

Selecting this option displays all NC records where the nonconformance

is related to a customer, for example, parts rejected by a specific
customer. When this type is selected, two additional fields appear:
Customer and Job. The Customer field provides a drop-down list of all
customers entered in your JobBOSS database. The Job field enables
you to type the specific job number associated with the desired NC.

Other

Selecting this option displays all NC records where the nonconformance

does not fit into any of the other categories.

1. In the JobBOSS Quality

Toolkit Main Menu screen,
click the NC button.

JobBOSS Quality Toolkit

The NC Lookup screen appears.

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2. To display a specific NC, in

the NC No: field type the
desired NC number and then
click the Show List button.

The NC record corresponding to the typed number appears.

3. To display all NC records

pertaining to a specific status,
make sure the NC No: field is
blank, from the Status dropdown list, select the desired
status option and then click
the Show List button.

All NC records corresponding to the selected status appear.

In this example, the status is Completed. Therefore, the
system displays all the NC records where all of the four
stages (Origination, Investigation, Disposition, Completed)
have been completed, but the records have not been closed
yet.

Note: If you select a status of

All or Closed, you also need
to specify a creation date
range. Double-click From
and To to display a calendar
and then double-click the
desired date on the calendar.

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4. To display all NC records

associated with a specific
material or description, make
sure the NC No: field is
blank, and that the Status
field displays the desired
option. In the Mat./Desc.
field type the desired
description and then press
Show List.

All NC records with the specified text in the Mat./Desc. field

appear. In this example, all the displayed records include the
word bracket in the Mat./Desc. field. Because Not Closed is
displayed in the Status field, the displayed records must
meet both criteria; a Status of Not Closed and the word
bracket in the Mat./Desc. field.

Note: Use the wildcard

character * as a placeholder.
For example, to display
record involving brackets,
type *bracket* in the
Mat./Desc. field.
5. To display all NC records of
a specific type, make sure the
NC No: field is blank, and
that the Status field displays
the desired option. From the
NC Type drop-down list
select the desired type and
click the Show List button.

All NC records of the specified type appear. In this example,

all NC records of type WC/Job, where the WC is FIELD are
displayed, regardless of NC creation date.

Note: If you select WC/Job,

Vendor/PO or Customer, you
must also pick options from
the WC, Vendor, or
Customer field drop-down
lists, and/or type information
into the Job, PO field.

Once youve displayed the desired NC records, you can access a specific record by doubleclicking it. You can then make any necessary modifications and/or additions.
6.

To access a specific record, The Nonconformances screen for that specific record
in the NC Lookup screen,
appears.
double-click the desired
record.

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7.

If required, make any

necessary edits and/or
additions to the record and
click the Save button.

8.

To delete a record, make

sure the record is displayed
in the Nonconformances
screen, and click the Del
button.

The Delete Confirmation dialog box appears.

9.

Click the Yes button.

The record is deleted. Remember, the system administrator,

the quality manager and the NC originator are the only
users who can delete a record.

10.

In the Nonconformances
screen, click the Close
button.

The Nonconformances screen closes.

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6.0 CPA
The CPA function enables you to create, modify and track corrective preventative actions. The
following flowchart outlines the corrective preventative action lifecycle in JobBOSSQuality
Module.

Need for a Corrective Action, a Preventative Action, or a

Continuous Improvement
Origination
This is the stage in which the CPA is first created and
entered into the system. When Origination is completed,
status changes to Investigation.

Investigation

ToDo list.
Broadcast email to everyone
on email broadcast list
(optional).

During the stage, the root cause of the CPA is examined.

Causes and problems identified. When Origination is
completed, status changes to Action Plan.
ToDo List
Email (optional)

Action Plan
During the stage, a detailed description of the CPA
implementation is outlined. When Origination is
completed, status changes to Verification.

Verification
This tab is filled in after the action plan has been
implemented. This stage involves verifying whether or
not the action plan was implemented and whether or not
it was effective. When Origination is completed, status
changes to Completed.

Back to
Originator to be
Closed

NC Association
This function enables you to link the CPA to an existing
NC. This association can be completed at any stage of
the CPA.

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6.1

Creating a CPA

The CPA feature enables you to create new corrective preventative actions, or review, edit or
delete existing CPAs.
Please refer to the following information before creating a CPA.
1.

Once each stage of the CPA creation is finished it needs to be marked as completed. This
is accomplished by selecting the completion check box at the lower right corner of the
tab. Ownership of the tab will go to the person who completes the tab and saves it (the
person who selects the completion check box). This may not necessarily be the person
who filled the information into the fields. Once a tab is completed it is locked into a readonly mode. The only people who can re-open and edit the tab are the system
administrator, the quality manager and the person who has ownership of the tab.

2.

The email button on the Origination tab sends a broadcast email to everyone on the
broadcast email list, (See Section 3.5Setting Module Security), informing them of the
new CPA. The email buttons on the Investigation and Action Plan and Verification tabs
are used to email the specific person/people who have been chosen to investigate, action,
and/or verify the CPA.

3.

The person/people who have been chosen to investigate, action, and/or verify the CPA
will automatically receive items stating this on their ToDo lists.

4.

Once a stage (tab) is completed, the status of the CPA automatically changes to the next
stage (tab) in the sequence. For example, if the Origination is marked as completed, the
status automatically changes to Investigation.

6.1.1 Originating a CPA

It is during the Origination stage that the CPA is first entered into the system. The person who is
logged in and enters the information into the Origination tab of the Corrective Preventative
Actions screen is automatically entered in the CPA Originated By field. If however, someone
else logs in and completes this tab by selecting the CPA Origination Complete check box, then
their ID will automatically appear in the CPA Originated By field. The CPA Originated By field
indicates that they have ownership of the tab.
Before you can originate a CPA, you must understand the various CPA types. The table below
outlines the three CPA types.

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CPA Type
Corrective Action

Description
An action taken to eliminate the causes of an existing
nonconformity, defect, or other undesirable situation, to
prevent recurrence.

Preventative Action

An action taken to eliminate the causes of a potential

nonconformity, defect or other undesirable situation, to
prevent occurrence.

Continuous Improvement

Modifications to existing policy, procedures, etc., to

improve existing methodologies for greater company
efficiency and productivity.

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the CPA button.

The CPA Lookup window appears.

2.

In the CPA Lookup window,

click the New button.

The Corrective Preventative Actions window appears

displaying the Origination tab.

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3.

To autonumber the CPA with the next

number in the sequence, click the
Auto button.

4.

From the Type drop-down list, select

the desired option.

The next number in the sequence appears in the

CPA No. field.

You can be even more specific about the type of the NC by sub-dividing each type into
categories. A list of categories is already provided but you can also add to this list.
5.

To add a category specific to a cause,

click the Category button.

6.

Make sure the CPA Type field

displays the item for which you want
to create a category.

7.

Click the New Line button.

8.

Type the name of the new category.

9.

Click the Save button.

10. Click the CPA Categories Close

button.

The CPA Categories dialog box appears.

A triangle appears on the next available line.

The new category is saved.

The CPA Categories dialog box closes.

11. From the Category drop-down list,

select the desired category.

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You can create additional Origins by using the same procedure you used to create
additional categories.
12. To add an origin specific to a CPA
type, click the Origin button.

The CPA Origin dialog box appears.

13. Make sure the CPA Type field

displays the item for which you want
to create an origin.
14. Click the New Line button.

A triangle appears on the next available line.

15. Type the name of the new origin.

16. Click the Save button.

The new origin is saved.

17. Click the CPA Origin Close button.

The CPA Origin dialog box closes.

18. From the Origin drop-down list,

select the desired option.
19. In the Description field, type a brief
description of the CPA.
20. In the Assigned To field, type the
name of the person who is responsible
for the actions.
21. From the Dept. drop-down list, select
the desired option.

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22. In the To Be Completed By field,

type the required completion date.
23. In the Problem field, type a detailed
explanation of the problem.
24. To send a broadcast email informing
people of the CPA origination, click
the email button.

The email window opens; all the information is

already entered.

25. Click Send.

The email is sent; the email window closes.

26. In the CPA Origination Hrs. field,

click the calculator button.

The Hours Calculator dialog box appears.

27. In the Additional Hrs. field, type the

number of hours you worked on the
CPA origination.
27. Click the Add button.
28. Click the Save button.

The record is saved.

30. Click the CPA Origination

Complete check box.

The Enter Investigation By dialog box appears.

This dialog box reminds you to enter the ID of the
person responsible for the investigation stage into
the Investigation By field.
Note: In the Options window, if you selected the
Auto Select User for NC and CPA check box, this
dialog will not appear. Instead, your ID will
automatically be entered into the Investigation By
field. See Section 4.0 Setting Options.

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31. Click the OK button.

The Investigation tab appears. The cursor appears

in the Investigation By field.

32. Click the Save button.

The record is saved.

Note: The following procedures assume that the CPA you just created will remain on the
screen and the same person will be completing all of the stages. When you start using the
Quality toolkit in your shop however, different people will probably be completing the various
steps or stages of a CPA. Such being the case, they will close out of the Corrective Preventative
Actions window after they have completed their stage. The person responsible for the next
stage will then have to access the existing CPA. For documentation on viewing and modifying
an existing (non-closed) CPA, please refer to Section 6.2Using the CPA Lookup Screen.

6.1.2 Investigating a CPA

During the Investigation stage the root cause of the CPA is examined. Causes and problems
identified. The status of a CPA automatically changes to Investigation when the Origination tab
is completed. As was the case with the Origination stage, ownership of this tab belongs to the
person who completes it by clicking the Investigation Complete check box.
1.

In the Corrective
Preventative Actions screen,
make sure the Investigation
tab is selected.

2.

From the Investigation By

An investigation item will automatically appear on that
drop-down list, select the user users ToDo list.
responsible for performing
the investigation.

JobBOSS Quality Toolkit

The Investigation tab displays the CPA Number from the

Origination tab. The Status field displays Investigation
and the cursor appears in the Investigation By field.

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3.

To send an email to the user The Email window opens; all the information is already
responsible for the
entered.
investigation, click the email
button.

4.

Click Send.

The email is sent; the Email window closes.

5.

Click the Save button.

The record is saved.

If you are not responsible for the Investigation stage, at this point you would close out of the
Corrective Preventative Actions window. The user responsible for the Investigation stage will
receive a ToDo item regarding the investigation of this CPA, and also receive an email (if the
email button was pressed). He/she would continue with the remainder of this procedure.
6.

In the Investigation text

box, type a detailed account
of the investigation.

7.

In the Inv Hrs. field, click

the calculator button.

8.

In the Additional Hrs. field,

type the number of hours
you worked on the CPA
investigation.

9.

Click the Add button.

10. Click the Save button.

JobBOSS Quality Toolkit

The Hours Calculator dialog box appears.

The record is saved.

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11. Click the Investigation

Complete check box.

The Enter Action By dialog box appears. This dialog box

reminds you to enter the ID of the person responsible for the
action stage into the Action By field.
Note: In the Options window, if you selected the Auto Select
User for NC and CPA check box, this dialog will not
appear. Instead, your ID will automatically be entered into
the Action By field. See Section 4.0 Setting Options.

19. Click the OK button.

The Action Plan tab appears. The cursor appears in the

Action By field.

6.1.3 Actioning a CPA

During the Action Plan stage, a detailed description of the CPA implementation is outlined.
1.

In the Corrective Preventative

Actions screen, make sure the
Actio Plan tab is selected.

The Action Plan tab displays the CPA Number from the
Origination tab. The Status field displays Action and the
cursor appears in the Action By field.

2.

From the Action By dropdown list, select the user

responsible for performing the
action.

An action item will automatically appear on that users

ToDo list.

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3.

To send an email to the user

responsible for the action,
click the email button.

The Email window opens; all the information is already

entered.

4.

Click Send.

The email is sent; the Email window closes.

5.

Click the Save button.

The record is saved.

If you are not responsible for the Action stage, at this point you would close out of the
Corrective Preventative Actions screen. The user responsible for the Action stage will receive a
ToDo item regarding the action of this CPA, and also receive an email (if the email button was
pressed). He/she would continue with the remainder of this procedure.
6.

In the Description field, type a

brief description of the action.

7.

In the Action Plan field, type

a detailed outline of the action
plan.

8.

In the Action Plan Hrs. field,

click the calculator button.

9.

In the Additional Hrs. field,

type the number of hours you
worked on the CPA action
plan.

The Hours Calculator dialog box appears.

10. Click the Add button.

11. Click the Save button.

JobBOSS Quality Toolkit

The record is saved.

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12. Click the Action Plan

Complete check box.

The Enter Verification By dialog box appears. This dialog

box reminds you to enter the ID of the person responsible
for the action stage into the Verification By field.
Note: In the Options window, if you selected the Auto
Select User for NC and CPA check box, this dialog will
not appear. Instead, your ID will automatically be entered
into the Verification By field. See Section 4.0 Setting
Options.

13. Click the OK button.

The Verification tab appears. The cursor appears in the

Verification By field.

6.1.4 Verifying a CPA

The Verification tab of the Corrective Preventative Actions screen is usually completed after the
action plan has been implemented. This stage involves verifying whether or not the action plan
was implemented and whether or not it was effective.
1.

In the Corrective Preventative

Actions screen, make sure the
Verification tab is selected.

JobBOSS Quality Toolkit

The Verification tab displays the CPA Number from the

Origination tab. The Status field displays Verification
and the cursor appears in the Verification By field.

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2.

From the Verification By

drop-down list, select the user
responsible for performing the
verification.

A verification item will automatically appear on that

users ToDo list.

3.

To send an email to the user

responsible for the
verification, click the email
button.

The Email window opens; all the information is already

entered.

4.

Click Send.

The Email is sent; the email window closes.

5.

Click the Save button.

The record is saved.

If you are not responsible for the Verification stage, at this point you would close out of the
Corrective Preventative Actions screen. The user responsible for the Verification stage will
receive a ToDo item regarding the verification of this CPA, and also receive an email (if the
email button was pressed). He/she would continue with the remainder of this procedure.
6.

In the Description field, type a

brief description of the
verification.

7.

In the Verification field, type

a detailed outline of the
verification.

8.

In the Findings area, select

the desired check box(es).

9.

In the Verification Hrs. field,

click the calculator button.

The Hours Calculator dialog box appears.

10. In the Additional Hrs. field,

type the number of hours you
worked on the CPA
verification.

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11. Click the Add button.

12. Click the Save button.

The record is saved.

13. Click the Verification

Complete check box.

The CPA Completed dialog box appears. This dialog box

indicates that the CPA will be placed in the Originators
ToDo List to be closed.

14. Click the OK button.

The NC Completed dialog box closes; the Verification tab

remains on the screen.

6.1.5 NC Association
The NC Association function enables you to link the CPA to an existing NC. This association
can be completed at any stage of the CPA. This tab can be completed at any point during the
CPA.
1.

In the Corrective
Preventative Actions
screen, select the NC
Association tab.

The NC Association tab displays the CPA Number from the

Origination tab.

2.

To display all
unassociated NCs, from
the NC Association
drop-down list, select
Unassociated NCs.

The list box displays all unassociated NCs.

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3.

From the list box, select

the NC you want to
associate with this CPA.

4.

Click the Select button to

view the selected NC
record.

The Nonconformances screen for the selected record appears.

5.

To close the
Nonconformances
screen and return to the
Creative Preventative
Actions screen, click the
Close button.

The Creative Preventative Actions screen reappears displaying

the NC Association tab.

6.

With the record still

selected in the list box,
click the Associate
button.

The Accept Association dialog box appears asking you to

confirm the association.

7.

Click the Yes button.

The NC is removed from the Unassociated NCs list.

6.1.6 Closing a CPA

Once the Verification tab of the CPA has been completed, the CPA is placed in the Originators
ToDo list to be closed. The Originator then closes the NC, prints a hard copy and distributes it to
the appropriate parties. Remember, only users with Update status can close a CPA. (See
Section 3.5Setting Module Security). Note: If you want to associate the CPA with an NC
you must do so before you close the CPA. This step is not mandatory however.

1.

In the Corrective and

Preventative Actions
screen, click the
Origination tab.

JobBOSS Quality Toolkit

The Origination tab appears. The Status field displays

Completed.

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2.

From the Status dropdown list, select Closed.

The status changes to Closed; The Close Date field appears

displaying the current date.

3.

Click the Save button.

The record is saved.

4.

Click the CPA button.

The Corrective Preventative Action report appears.

5.

Click the Print button.

The report prints.

6.

Click the Close button.

The Corrective Preventative Action report closes; the

Corrective Preventative Actions screen reappears.

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6.1.7 The Accounting Tab

The CPA Accounting tab provides you with a summary of the costs associated with the CPA.
This is a view only screen. No information can be added or modified on this tab.

JobBOSS Quality Toolkit

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6.2

Using the CPA Lookup Screen

1. In the JobBOSS Quality Toolkit

Main Menu screen, click the
CPA button.

The CPA Lookup screen appears.

2. To display a specific CPA, in the

CPA No: field type the desired
CPA number and then click the
Show List button.

The CPA record corresponding to the typed number

appears.

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3. To display all CPA records

pertaining to a specific status,
make sure the NC No: field is
blank, from the Status drop-down
list, select the desired status
option and then click the Show
List button.

All CPA records corresponding to the selected status

appear. In this example, the status is Completed.
Therefore, the system displays all the CPA records where
all of the five stages (Origination, Investigation, Action,
Verification and Completed) have been completed, but
the records have not been closed yet.

Note: If you select a status of All

or Closed, you also need to
specify a creation date range.
Double-click From and To to
display a calendar and then
double-click the desired date on
the calendar.

4. To display all CPA records of a

specific type, make sure the NC
No: field is blank, and that the
Status field displays the desired
option. From the Type drop-down
list, select the desired option and
then press Show List.

JobBOSS Quality Toolkit

All CPA records of the specified type appear. In this

example, all the displayed records of the the type
Corrective Action. Because Not Closed is displayed in
the Status field, the displayed records must meet both
criteria; a Status of Not Closed and the Type Corrective
Action.

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5. To display all CPA records of a

specific Category, make sure the
CPA No field is blank, and that
the Status field displays the
desired option. From the
Category drop-down list select
the desired option and click the
Show List button.

All CPA records of the specified category appear. In this

example, all CPA records with a category of Training
are displayed.

6. To display all CPA records of a

specific Origin, make sure the
CPA No field is blank, and that
the Status field displays the
desired option. From the Origin
drop-down list, select the desired
option and click the Show List
button.

All CAP records of the specified origin appear. In this

example, all CPA records with an origin of Internal
Nonconformance are displayed.

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7. To display all CPA records

associated with a specific
description, make sure the CPA
No field is blank, and that the
Status field displays the desired
option. In the Description field
type the desired description and
then press Show List.

All CPA records with the specified text in the

Description field appear. In this example, all the
displayed records include the words design problems in
the Description field.

Note: Use the wildcard

character * as a placeholder.
For example, to display record
involving design problems, type
*design problems* in the
Description field.

Once youve displayed the desired CPA records, you can access a specific record by doubleclicking it. You can then make any necessary modifications and/or additions.
6.

To access a specific record, in

the CPA Lookup screen,
double-click the desired
record.

7.

If required, make any

necessary edits and/or
additions to the record and
click the Save button.

8.

To delete a record, make sure

the record is displayed in the
Corrective Preventative
Actions screen, and click the
Del button.

The Delete Confirmation dialog box appears.

9.

Click the Yes button.

The record is deleted. Remember, the system

administrator, the quality manager and the CPA
originator are the only users who can delete a record.

10.

In the Corrective Preventative The Corrective Preventative Actions screen closes.

Actions screen, click the Close
button.

JobBOSS Quality Toolkit

The Corrective Preventative Actions screen for that

specific record appears.

Page 58

7.0 Tool & Equipment Management

The Tool & Equipment feature allows you to maintain a database of all capital equipment,
quality instruments and virtually every other category of tooling that your company tracks. This
feature enables planned maintenance and unplanned repairs to be performed with an audit trail
and cost accounting. This feature also details the estimated/actual cost of each maintenance or
repair task, and summarizes the total expenses per item on screen.

7.1

Entering a New Tool/Equipment

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Tool & Equip Mgmt
button.

The Equipment Lookup window appears.

2.

In the Equipment Lookup

window, click the New button.

The Tool & Equipment Mgmt window appears displaying

the Equipment tab.

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3.

To autonumber the Equipment ID

with the next number in the sequence,
click the Auto button.

4.

From the Status drop-down list, select

the desired option.

5.

In the Equipment Name text box,

type the name of the tool/equipment.

6.

If desired, to include an extended

description of the tool/equipment,
click the Notes button and in the
Extended Description screen, type
the desired information.

The next number in the sequence appears in the

Equipment ID field.

The information typed into this screen will appear

on the Equipment Report.

Click the Close button to close the

Extended Description screen.

7.

In the Details area of the Tool &

Reminder: You can double-click the Acquisition
Equip Mgmt screen, type in the
Date field and then select the desired date from
Acquisition Date, Model Year,
the Calendar.
Serial Number and Manufacturer of
the tool/equipment.

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8.

From the Owner drop-down list,

select the desired option.
Note: If you select Customer as the
owner, the Customer field appears
and the Acquisition field becomes
dull and inactive. Select the desired
customer from the Customer dropdown list.
If you select Leaser as the owner, the
Vendor field appears. Select the
desired vendor from the Vendor
drop-down list.

9.

If the Acquisition field is active (i.e.

if the Owner field displays anything
other than Customer or Employee),
from the drop-down list, select the
desired option.

Another field appears, depending on your

selection. For example, if you select Purchased,
then the Vendor field appears; if you select Built,
then the Job field appears; Leased, than a Vendor
field appears.

Note: Remember, if you selected

Customer or Employee from the
Owner drop-down list, then the
Acquisition field and its associated
fields do not appear.
10. From the Vendor or Job drop-down
list, select the desire option.
11. From the Assigned To drop-down list
select the desired option.

Another field appears, depending on your

selection. For example, if you select Dept, then the
Dept field appears; if you select Employee, then
the Employee field appears; Vendor, than a
Vendor field appears.
\

12. From the Dept, Employee or Vendor

field, select the desired option.

13. From the Class drop-down list, select

the desired option.

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You can be even more specific about Class by sub-dividing each class into categories. A list of
categories is already provided but you can also add to this list.
14. To add a category specific to a class,
click the Category button.

The Equipment Categories dialog box appears.

15. Make sure the Equipment Class field

displays the item for which you want
to create a category.
16. Click the New Line button.

A triangle appears on the next available line.

17. Type the name of the new category.

18. Click the Save button.

The new category is saved.

19. Click the Equipment Categories

Close button.

The Equipment Categories dialog box closes.

20. From the Category drop-down list,

select the desired category.
21. From the Location drop-down list,
select the desired location.

JobBOSS Quality Toolkit

The options displayed on this drop-down list are

obtained from the JB Location database.

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22. If appropriate, select the Equip Meter

check box.
Note: An Equip Meter is a measure
device used to keep a cumulative
total of cycles, hours or miles/kms
that a machine runs.
When this check box is selected, two
additional fields are displayed. In the
first text field, type the cumulative
total to date for the machine; from the
Measured In drop-down list, select
the option that represents the units of
measure for the amount you typed.
23.

In the Financial area of the Tool &

Equip Mgmt screen, fill in the
appropriate information.

24. In the Notes field, type any additional

information about the tool/equipment.
25. To add a picture of the
tool/equipment, in the Picture field,
type the electronic location of the
picture file, or click the Magnifying
Glass icon to browse for the location.

You can access the picture file by clicking the

view icon located to the right of the magnifying
glass icon.

26. To add the web site of the

tool/equipment manufacturer, in the
Website field, type the web address,
or click the Magnifying Glass icon to
browse for the location.

You can access the web site by clicking the view

icon located to the right of the magnifying glass
icon.

27. To add the tool/equipment manual, in

the Manual field, type the electronic
location of the manual file, or click
the Magnifying Glass icon to browse
for the location.

You can access the manual file by clicking the

view icon located to the right of the magnifying
glass icon.

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28. To save the record, click the Save

button.

The record is saved.

29. To print the record, click the Equip

button.

The Equip ID screen appears.

30. Click the Print button.

The report prints.

31. Click the Close button.

The Equip ID screen closes; The Tools & Equip

Mgmt screen reappears.

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7.2

Completing the Maintenance and Repairs Tab

Use the Maintenance & Repairs tab of the Tool & Equipment Mgmt screen to schedule
maintenance and repair activity. Maintenance activities are planned and can reoccur at set
intervals. Repair activities are not planned and occur only as needed (i.e. when a machine breaks
down).

7.2.1 Schedule a Maintenance Activity

1.

In the Tool & Equipment

Mgmt screen, click the
Maintenance & Repairs tab.

The Maintenance & Repairs tab appears. The equipment

information from the previous tab is displayed.

2.

To schedule a new
maintenance activity, click the
New Maintenance button.

The Schedule Maintenance Task screen appears.

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3.

In the Description field, type a

brief description of the
maintenance activity.

4.

From the Type drop-down list,

select the maintenance type.

5.

From the Source drop-down

list, select the maintenance
source.

6.

If you selected either User or

Vendor from the Source dropdown list, then from the
Performed By drop-down list
select one of the options. If you
selected Other from the Source
drop-down list, then in the
Performed By field, type the
individual/organization
responsible for the
maintenance.

7.

If desired, from the Job dropdown list, select the job the
maintenance is to be charged
to.

8.

If the maintenance is to be
performed regularly, in the
Schedule area, click the
Recurring option button. In
the To Be Performed Every
text box, type the number
interval and from the dropdown list, select either Days or
Months.

JobBOSS Quality Toolkit

If you selected User from the Source drop-down list, then

the Performed By drop-down list displays a list of users.
If you selected Vendor from the Source drop-down list,
then the Performed By drop-down list displays a list of
vendors.

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9.

If the maintenance is to be
performed only once, in the
Schedule area, click the One
Time options button. From
the One Time Maintenance
Based On drop-down list,
select Date or Meter.
Note: The Meter option is
available only if the Equip.
Meter check box was
selected on the Equipment
tab.

If the Equip. Meter check box was selected on the Equipment tab, and if the One Time
Maintenance Based On field displays Meter, then the bottom left corner of the Scheduled
Maintenance Task screen displays Equipment Meter. Otherwise, it displays Maintenance
Dates.

The Last Maintenance field in the Maintenance Dates area will display the date that the last
maintenance activity occurred. The Last Maintenance field in the Equipment Meter area will
display the meter reading of the last maintenance.
10.

If the lower left corner

displays Maintenance Dates,
double-click the Next
Maintenance text box, and
on the calendar, double-click
the date for the maintenance
activity.
If the lower left corner
displays Equipment Meter,
in the Next Maintenance
field, type the meter reading
amount you want the next
maintenance to occur.

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11.

In the Instructions & Notes

text box, type any pertinent
information about the
maintenance activity.

12.

In the Hours & Costs area,

click the Calculator button
to display the Hours
Calculator dialog box.

Type the estimate and/or

actual hours in the
Additional Hrs. field and
then click the Add button.
13.

In the Hours & Costs area,

type the estimate and/or
actual costs in the
appropriate fields.

14.

Click the Save button.

15.

Click the Task button.

The Maintenance Ticket appears.

16.

Click the Print button.

The Maintenance Ticket prints.

17.

Click the Close button.

The Maintenance Ticket closes; The Scheduled

Maintenance Task screen reappears.

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18.

When the maintenance task

The Complete Maintenance Task dialog box appears.
has been completed, click the
Complete Maintenance
button.

19.

Click the Yes button.

20.

In the Meter Reading field,

The Enter Complete Date dialog box appears.
type the number displayed on
the equipments meter and
then click the OK button.

21.

To enter a completion date of

today, click the Today
button; to enter a completion
date of yesterday, click the
Yesterday button; to enter
any other completion date,
click the Other Date button
and then double-click the
desired date on the calendar.

JobBOSS Quality Toolkit

If the Equip. Meter check box was selected in the

Equipment tab, then the Enter Meter Reading dialog box
appears. If the check box was not selected, the Enter
Completed Date dialog box appears. (See step 21 below).

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22.

Click the OK button.

The Enter Completed Date dialog box closes; the Status

of the maintenance changes to Completed.

23.

Click the Save button.

The record is saved.

24.

Click the Close button.

The Scheduled Maintenance Task screen closes; the

Maintenance and Repair tab reappears.

7.2.2 Schedule a Repair Activity

1.

In the Tool & Equipment

Mgmt screen, click the
Maintenance & Repairs
tab.

The Maintenance & Repairs tab appears. The equipment

information from the previous tab is displayed.

2.

To schedule a new repair

activity, click the New
Repair button.

The Unscheduled Repair Task screen appears.

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3.

In the Description field, type

a brief description of the
repair activity.

4.

From the Source drop-down

list, select the repair source.

5.

If you selected either User or

Vendor from the Source
drop-down list, then from the
Performed By drop-down list
select one of the options. If
you selected Other from the
Source drop-down list, then
in the Performed By field,
type the
individual/organization
responsible for the repair.

6.

If desired, from the Job dropdown list, select the job the
repair is to be charged to.

7.

If the repair is covered under

warranty, click the
Warranty check box.

8.

If the process leading to the

repair was preventable, click
the Preventable check box
and in the By text box, type a
brief description of how it
was preventable.

9.

In the Notes text box, type

any pertinent about the repair
activity.

JobBOSS Quality Toolkit

If you selected User from the Source drop-down list, then

the Performed By drop-down list displays a list of users.
If you selected Vendor from the Source drop-down list,
then the Performed By drop-down list displays a list of
vendors.

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10.

In the Hours & Costs area,

click the Calculator button
to display the Hours
Calculator dialog box.

Type the estimate and/or

actual hours in the
Additional Hrs. field and
then click the Add button.
11.

In the Hours & Costs area,

type the estimate and/or
actual costs in the
appropriate fields.

12.

Click the Save button.

13.

Click the Task button.

The Repair Ticket appears.

14.

Click the Print button.

The Repair Ticket prints.

15.

Click the Close button.

The Repair Ticket closes; The Unscheduled Repair Task

screen reappears.

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16.

When the repair task has

been completed, click the
Complete Repair button.

The Complete Maintenance Task dialog box appears.

17.

Click the Yes button.

If the Equip. Meter check box was selected in the

Equipment tab, then the Enter Meter Reading dialog box
appears. If the check box was not selected, the Enter
Completed Date dialog box appears. (See step 19 below).

18.

In the Meter Reading field,

The Enter Complete Date dialog box appears.
type the number displayed on
the equipments meter and
then click the OK button.

19.

To enter a completion date of

today, click the Today
button; to enter a completion
date of yesterday, click the
Yesterday button; to enter
any other completion date,
click the Other Date button
and then double-click the
desired date on the calendar.

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20.

Click the OK button.

The Enter Completed Date dialog box closes; the Status

of the repair changes to Completed.

21.

Click the Save button.

The record is saved.

22.

Click the Close button.

The Unscheduled Repair Task screen closes; the

Maintenance and Repair tab reappears.

7.3

Viewing Accounting Information

The Accounting tab of the Tool & Equipment Mgmt screen provides you with a summary of the
costs associated with the maintenance and/or repair. This is a view only screen. No information
can be added or modified on this tab.

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7.4

Using the Tool & Equipment Mgmt Lookup Screen

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Tool & Equip Mgmt
button.

The Equipment Lookup screen appears.

2.

To display a specific
tool/equipment, in the Equip
ID field type the desired ID
number and then click the
Show List button.

The tool/equipment record corresponding to the typed

number appears.

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3.

To display all tool/equipment

records pertaining to a specific
status, make sure the Equip ID
field is blank, from the Status
drop-down list, select the
desired status option and then
click the Show List button.

All tool/equipment records corresponding to the selected

status appear. In this example, the status is Active.

4.

To display all tool/equipment

records associated with a
specific description, make sure
the Equip ID field is blank,
and that the Status field
displays the desired option. In
the Description field type the
desired description and then
press Show List.

All records with the specified text in the Description

field appear. In this example, all the displayed records
include the word air in the Description field.

Note: Use the wildcard

character * as a placeholder.
For example, to display record
including the word Air, type
*air* in the Description field.
5.

To display all tool/equipment

records of a specific class,
make sure the Equip ID field
is blank, and that the Status
field displays the desired
option. From the Class dropdown list, select the desired
option. From the Category
drop-down list select the
desired option and then press
Show List.

All records of the specified class and category appear.

Note: The Category field

appears when any item other
than ALL is selected from the
Class drop-down list.

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6.

To display all tool/equipment

records of a specific owner,
make sure the Equip ID field
is blank, and that the Status
field displays the desired
option. From the Owner dropdown list, select the desired
option. If required, from the
Customer drop-down list, or
from the Vendor drop-down
list, select the desired option
and then press Show List.

All records of the specified owner appear.

Note: When you select

Customer from the Owner
drop-down list, the Customer
field appears. When you select
Leaser from the Owner dropdown list, the Vendor field
appears.
7.

To display all tool/equipment

records assigned to a specific
area, make sure the Equip ID
field is blank, and that the
Status field displays the
desired option. From the
Assigned To drop-down list
select the desired option. From
the Dept drop-down list, or
from the Employee drop-down
list, or from the Vendor dropdown list, select the desired
option and then press Show
List.

All records assigned to the specifed area/person appear.

Note: When you select Dept

from the Assigned To dropdown list, the Dept field
appears. When you select
Employee from the Assigned
To drop-down list, the
Employee field appears. When
you select Vendor from the
Assigned To drop-down list,
the Vendor field appears.

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8.

To print the displayed listing,

click the List button.

The Equipment Listing appears.

9.

Click the Print button.

The report prints.

10.

Click the Close button.

The Equipment Listing closes; The Equipment Lookup

screen reappears.

Once youve displayed the desired tool/equipment records, you can access a specific record by
double-clicking it. You can then make any necessary modifications and/or additions.
11.

To access a specific record, in

the Equipment Lookup screen,
double-click the desired
record.

12.

If required, make any

necessary edits and/or
additions to the record and
click the Save button.

13.

To delete a record, make sure

the record is displayed in the
Tool & Equipment Mgmt
screen, and click the Del
button.

The Delete Confirmation dialog box appears.

14.

Click the Yes button.

The record is deleted. Remember, you must have Update

privileges to delete a record.

15.

In the Tool & Equipment

Mgmt screen click the Close
button.

The Tool & Equipment Mgmt screen closes.

JobBOSS Quality Toolkit

The Tool & Equipment Mgmt screen for that specific

record appears.

Page 78

7.4.1 Looking-up Maintenance and Repair Activities

You can very easily look-up maintenance and/or repair activities for any piece of equipment.
You can display the maintenance/repair records by type or status. You can also display only
those activities that are past due. All past due maintenance or repair activities are displayed in
red.
1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Tool & Equip Mgmt
button.

2.

Select the equipment for which

you want to view the
maintenance/repair activities.

3.

Click the Select button.

The Tool & Equipment Mgmt tab appears displaying the

Equipment tab and information about the selected item.

4.

Click the Maintenance &

Repairs tab.

The Mainteance & Repairs tab appears.

5.

To display all records

pertaining to a specific type,
from the Type drop-down
select the desired option and
then click the Show List
button.

All maintenance/repair records of the selected type

appear.All past due records appear in red.

6.

To display all records

pertaining to a specific status,
make sure the Type field
displays the desired option.
From the Maintenance Status
drop-down list, select the
desired option and click the
Show List button.

All maintenance/repair records of the selected type and

status appear. All past due records appear in red.

JobBOSS Quality Toolkit

The Equipment Lookup screen appears.

Page 79

7.

To display only past due

Only past due records meeting the specified criteria are
records, make sure the Type
displayed.
field and the Maintenance
Status fields display the
desired options. Select the Past
Due Only check box and then
click the Show List button.

Once the maintenance/repair records are displayed on the Maintenance & Repair tab, you can
select it and view the Scheduled Maintenance Task screen or the Unscheduled Repair Task
screen.
8.

In the list box of the

Maintenance & Repairs tab,
select the desired maintenance
or repair record.

A triangle appears to the left of the record.

9.

Click the Select button.

The Scheduled Mainteance Task screen appears if the

records was a maintenance record; the Unscheduled
Repair Task screen appears if the records was a repair
record.

10.

Make any required

modifications and click the
Save button.

The modified record is saved.

11.

Click the Close button.

The Maintenance & Repairs tab reappears.

12.

Click the Close button.

The Tools and Equipment Mgmt screen closes.

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8.0 Document Control

The Document Control feature allows you to define all quality and manufacturing documents,
procedures, policies, etc., and to maintain document revision levels, approval and distribution
lists.

8.1

Entering a New Document

When you enter a new document into the Document Control system, you must number the
document yourself. Unlike the other features in the Quality Toolkit, the Document Control
feature does not auto number.
There are four tabs involved in entering a new document into this system. The first tab is the
Document tab. You use this tab to enter general information such as the name, location and
relevant dates of the document. The second tab is the Approval tab. Use this tab to create a list of
people who approved the document. The third tab is the Distribution tab. This tab contains a
listing of people who have a copy of the document. The last tab is the Document Log tab. This
tab provides you with a listing of all the documents entered in to the system and all of their
revisions.
1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Doc Control button.

JobBOSS Quality Toolkit

The Document Lookup window appears.

Page 81

2.

In the Document Lookup window,

click the New button.

3.

In the Document No field, type the

new document number.

4.

In the Document Name field, type the

name of the document.

5.

From the Document Type drop-down

list, select the desired option.

6.

Double-click the Document Date

field to display the Calendar, and
then double-click the calendar date
that the document was created.

7.

In the Revision field, type the revision

code of the document.

8.

In the Master Location field, enter

the physical location of the document.

9.

Double-click the Release Date field

to display the Calendar, and then
double-click the calendar date that the
document was released.

The Document Control window appears

displaying the Document tab.

The selected date appears in the Document Date

field.

The selected date appears in the Release Date

field.

10. From the Doc Status drop-down list,

select the desired option.

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11. In the File/Web Path field, type the

electronic location of the document,
or click the Magnifying Glass icon to
browse for the location.
12. In the Notes field, type any additional
information about the document.
13. Click the Save button.

The information is saved.

14. Click the Approval tab.

The Approval tab appears. The Document No and

the Document Name field display the information
you entered in the Document tab.

15. Click the New Line button.

A new blank line appears.

16. From the Name drop-down list, select

the name of the person who approved
the document, or in the Name field,
type the name of the person who
approved the document.
17. Press Tab.

The cursor advances to the Title field.

18. In the Title field, type the persons

title.
19. Press Tab.

The cursor advances to the Date field.

20. Double-click the Date field to display

the Calendar, and then double-click
the calendar date that the document
was approved.

The selected date appears in the Date field.

21. To add another person to the approval

list, repeat steps 15 to 20.
22. Click the Save button.

The information is saved.

23. Click the Distribution tab.

The Distribution tab appears. The Document No

and the Document Name field display the
information you entered in the Document tab.

24. Click the New Line button.

A new blank line appears.

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25. From the Name drop-down list, select

the name of the person who has a
copy of the document, or in the Name
field, type the name of the person who
has a copy of the document.
26. Press Tab.

The cursor advances to the Title field.

27. In the Title field, type the persons

title.
28. Press Tab.

The cursor advances to the Date field.

29. Double-click the Date field to display

the Calendar, and then double-click
the calendar date that the person
received a copy of the document.

The selected date appears in the Date field.

30. To add another person to the

distribution list, repeat steps 24 to 29.
31. Click the Save button.

The information is saved.

32. Click the Document Log tab.

The Document Log tab appears; the new

document is displayed in the log.

Note: You can view the details of

any document displayed in the
Document Log tab by selecting the
document and then pressing the
Select button.
33. Click the Close button.

JobBOSS Quality Toolkit

The Document Control screen closes.

Page 84

8.2

Using the Document Lookup Screen

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Doc Control

2.

To display all documents

All document records corresponding to the selected
pertaining to a specific status,
status appear. In this example, the status is Active.
from the Status drop-down list,
select the desired status option
and then click the Show List
button.

JobBOSS Quality Toolkit

The Document Lookup screen appears.

Page 85

3.

To display a specific
document, in the Doc Num
field type the desired ID
number and then click the
Show List button.

The document record corresponding to the typed number

appears.

4.

To display all documents

associated with a specific
name, make sure the Doc No
field is blank, and that the
Status field displays the
desired option. In the Doc
Name field type the desired
name and then press Show
List.

All records with the specified text in the Doc Name field
appear. In this example, all the displayed records include
the word enclosure in the Doc Name field.

Note: Use the wildcard

character * as a placeholder.
For example, to display record
including the word Enclosure,
type *Enclosure* in the Doc
Name field.

Once youve displayed the desired document records, you can access a specific record by
double-clicking it. This opens the Document Control screen. You can then make any necessary
modifications and/or additions.
5.

To access a specific record, in

the Document Lookup screen,
double-click the desired
record.

JobBOSS Quality Toolkit

The Document Control screen for that specific record

appears.

Page 86

6.

If required, make any

necessary edits and/or
additions to the record and
click the Save button.

7.

To access the actual document,

click the Document button.

The document opens in a new window.

Note: You must have the

correct path entered in the
File/Web Path field for this
feature to work.
8.

To delete a record, make sure

the record is displayed in the
Document Control screen, and
click the Del button.

The Delete Confirmation dialog box appears.

9.

Click the Yes button.

The record is deleted. Remember, you must have Update

status to delete a record.

10.

In the Document Control

screen click the Close button.

The Document Control screen closes.

JobBOSS Quality Toolkit

Page 87

8.3

Entering a New Revision

When you enter a new revision of an existing document into the Document Control feature you
do not need to enter it from scratch. Instead, you can simply copy the information from the
previous version of the document and then modify the revision number and path as needed.

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Doc Control
button.

The Document Lookup screen appears.

2.

In the Document Lookup

screen, double-click the
document record you want to
copy.

The Document Control screen appears displaying the

selected record.

Note: To display the desired

record in the Document
Lookup screen, refer to
Section 8.2Using the
Document Lookup Screen.
3.

Click the Copy button.

JobBOSS Quality Toolkit

A confirmation dialog box appears asking you to confirm

the copy.

Page 88

4.

Click the Yes button.

5.

In the Document Copy

dialog box, type the new
revision number.

6.

Click the OK button.

The Document Copy Successful information box appears.

7.

Click the OK button.

The Document Control screen displays the new revision

number.

8.

In the File/Web Path field,

type the electronic location
of the document, or click the
Magnifying Glass icon to
browse for the location.

9.

Make any other modification

to the tabs.

10.

Click the Save button.

The record is saved.

11.

Click the Close button.

The Document Control screen closes.

JobBOSS Quality Toolkit

The Document Copy dialog box appears.

Page 89

8.4

Printing Document Information

Within the Document Control feature, you can print a complete listing of all the documents
entered into the system. Additionally, you can print the document information, approval list and
distribution list for any specific document.

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the Doc Control
button.

2.

In the Document Lookup

screen, display all the
document records you want
included on the printout.

The Document Lookup screen appears.

Note: To review
information about
displaying specific records,
see section 8.2Using the
Document Lookup Screen.
3.

Click the List button.

JobBOSS Quality Toolkit

The Document Listing appears.

Page 90

4.

Click the Print button.

The Document Listing prints.

5.

Click the Close button.

The Document Listing closes; The Document Lookup

screen reappears.

To print the information specific to one document record, you must first display the record in
the Document Control screen.
6.

In the Document Lookup

screen, double-click the
desired document record.

The Document Control screen appears displaying the

selected record.

Note: To display the desired

record in the Document
Lookup screen, refer to
Section 8.2Using the
Document Lookup Screen.
7.

Click the Doc button.

The Doc # screen appears, displaying the information

about that particular document record.

8.

Click the Print button.

The report prints.

9.

Click the Close button.

The report closes; The Document Control screen

reappears.

10.

Click the Close button.

The Document Control screen closes.

JobBOSS Quality Toolkit

Page 91

9.0 To Do
The To Do feature works together with the NC, CPA and Tools & Maintenance features. When
an item is assigned to a user is one of the other features, it appears in that users To Do list. From
there, the user can double-click the item and go directly into the feature that created it. For
example, if a CPA item appears in a users To Do list, he/she can double-click it and go directly
to the item in the CPA feature.

9.1

Accessing the To Do Feature

The To Do screen consists of four tabs. The NC, CPA and Maintenance & Repairs tabs each
display a listing of items to be completed by the user. The Accounting tab displays all NCs
requiring accounting intervention (either customer or vendor related).

1.

In the JobBOSS Quality

Toolkit Main Menu screen,
click the To Do button.

2.

To print the To Do list, display The to do items on that tab print.

the tab of items you want to
print and press the Print
button.

JobBOSS Quality Toolkit

The To Do screen appears displaying the NC tab.

Page 92

3.

To access an item, doubleclick it.

4.

Make the necessary

modifications and click the
Save button.

5.

Click the Close button.

The To Do screen reappears.

6.

Click the Refresh List button.

If the item was completed, pressing the Refresh List

button will remove it from the To Do list.

JobBOSS Quality Toolkit

The To Do item opens in its originating feature. For

example, an double-clicking an NC item opens the
Nonconformances screen.

Page 93

9.2

Special Privileges

The System Administrator, Quality Manager and the Maintenance Manager each have special
privileges in the To Do feature. The System Administrator and the Quality Manager can access
the To Do list of any user. To do this he/she simply selects the user from the User drop-down list
located in each tab of the To Do screen. Alternatively, he/she can select the All Users check box
on the NC and CPA tabs of the To Do screen.

The Maintenance Manager can view all the maintenance items regardless of whom they are
assigned to. To do this he/she selects the All Maintenance check box located on the
Maintenance & Repairs tab of the To Do screen.

JobBOSS Quality Toolkit

Page 94

10.0 Reports
The JobBOSS Quality Toolkit Reports can be accessed through the Report menu. Simply click
the Report menu to see a listing of all available reports.

To access a specific report, select it from the Report menu and then fill in the required
information in the form. Please see Appendix C for examples of all the reports.

JobBOSS Quality Toolkit

Page 95

Appendix A
Managing Additional Databases
The JobBOSS Quality Toolkit enables you to work with multiple databases. When you first
install the toolkit, only the Production database is linked to the system. Follow these instructions
to add additional databases to your system.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.

Open Windows Explorer.

Browse to \Program Files\Quality(5 or 6)\Blank DB.
Copy PT_Data.MDB.
Paste PT_Data.MDB inside the folder containing the additional JobBOSS database
(Jobboss.MDB).
From the Start menu, choose Programs.
From the Programs sub-menu, choose Quality(5 or 6).
From the Quality(5 or 6) sub-menu, choose Utilities.
From the Utilities sub-menu, choose DB Admin.
In the DB Admin screen, click the New Database button.
In the DB Alias field, type the name (alias) for the database.
In the DB Path field, type the electronic location of the database, or click the
Magnifying Glass icon to browse for the location.
Click OK.

Appendix B
Compacting and Repairing
If you are experiencing problems with your Quality database or Quality program files, you can
compact them using the following utility.
1.
2.
3.
4.
5.
6.
7.
8.

From the Start menu, choose Programs.

From the Programs sub-menu, choose Quality(5 or 6).
From the Quality(5 or 6) sub-menu, choose Utilities.
From the Utilities sub-menu, choose Utilities.
In the JB Powertools Utilities screen, click the Compact & Repair Database
button.
From the Database drop-down list, select the database or toolkit you want to compact
and repair.
Click the Compact button.
Click the Exit button.

JobBOSS Quality Toolkit

Page 96

Appendix C

Examples of the
JobBOSS Quality Toolkit
Reports

NC# 20013

Nonconformance Report
Origination

RMA

NCR Date

6/19/2002

Total Qty

Status

Closed

Rejected Qty 1

Job

NC Type

WC/Job

Location

Work Center 90 BRAKE

Packlist

Sales Order:

Reference

Originated By billb
Material

Orignation Complete

ASSEMBLY

Lot

CEMA 3R 15kV 400AMP LOAD

Customer

Vendor
15214-01E

Rev

PO

Description

CEMA 3R 15kV 400AMP LOAD

BREAK LINEUP CONSISTING OF

2 - 15kV LOADBREAK CELLS
1 - CABLE TAP BOX
Nonconformance

Close Date

REQUIREMENT

8/6/2002

NONCONFORMANCE

MANUFACTURE CEMA 3R AS PER DWG.#S2973 REV:C

1) CLEAN UP WELDS AROUND LOUVERS

2)ANGLES NOT WELDED AROUND LOUVERS
TO HOLD FILTERS.(TOP HAT & DOORS)
3)OUTSIDE GROUND BUS EXTENDED TOO LONG
(SET BACK FOR STRESS CONE CLEARANCE)
4)1/4" GPO FOR BUS BAR SUPPORT MISSING
INSIDE OF TOP HAT BETWEEN CELL-2 AND
OUTSIDE BOX.

Investigation

Investigation Complete

Origin

Work Center

Investigated By

anthonyp

CPA Requested

Origin Ref

65 WELDING

Investigation Date

6/19/2002

CPA No:

Originc Cause

Instruction

CPA Requested By

Investigation Notes

1- Prep did not grind the welds down to what our standard requirments are. At present we have our air grinder in for repair , we used a grinder no quite as effective as the
one in for repair.
2-The print does not show any location for these filter channels to be welded on now or in the past . The Fab. Person did not know that these were to be welded on,due to
lack of imfomation on the print .
3-The print showed the bars as they were done . The print was not correct .
4-Fibre board was not shown on print . Print was not correct .

Note: The prints did not reflect items 2 clearly enough .

: The prints were not correct on item 3 & 4 .
: The operator in prep / paint didnot meet our prep. Standard.

Disposition
Disposition

Disposition Complete
Rework

Disposition Notes

Disposition By

anthonyp

Disposition Date

6/19/2002

1- Regrind welds & repaint

2- Install filter channels by welding threaded stud in place & bolting channel in place .
3- Rework as per. Reworked print .
4-Rework as per. Reworked print .

JobBOSS Shop FN13-01 R02

8/25/2002 8:42:34 PM

Page 1 of 1

NC# 20023

NC Accounting Report
Origination

RMA

NCR Date

8/1/2002

Total Qty

Status

Closed

Rejected Qty 50

Job

15449-03E

PO

NC Type

WC/Job

Location

Work Center

90 BRAKE

Packlist

Originated By anthonyp
Material

50

Orignation Complete

Customer

QUARANTINE

Lot

Vendor

Sales Order:

CSTE431-LINEB6

Rev

Reference
Q

Description

Nonconformance

LINE SIDE BUS 600A B PH

Close Date

8/6/2002

1) PARTS WERE MADE TO THE RIGHT DRAWING BUT WRONG CONFIGURATION IN FABRICATION
2) PARTS WERE INSPECTED TO THE RIGHT DRAWING BUT WRONG CONFIGURATION IN Q.C.
3) PARTS WERE IDENTIFIED TO THE RIGHT DRAWING BUT WRONG CONFIGURATION IN ASSY.
4) PARTS WERE INSPECTED TO THE RIGHT DRAWING BUT WRONG CONFIGURATION IN Q.C.
5) PARTS WERE PUT INTO STOCK TO THE RIGHT DRAWING BUT WRONG CONFIGURATION IN STORES

Investigation

Investigation Complete

Origin

Work Center

Investigated By

anthonyp

CPA Requested

Origin Ref

65 WELDING

Investigation Date

8/1/2002

CPA No:

10013

Originc Cause

Operator

CPA Requested By:

MIKEM

Investigation Notes

NONE OF THE CELLS INVOLVED TOOK THE TIME TO READ THE TRAVELER AND DRAWING INSTRUCTIONS CAREFULLY

Disposition
Disposition

Disposition Complete
Rework

Disposition Notes
1) Forward copy to Mike Fox.
2) Update traveller (15449-03E) - after existing ship function
3) Traveller to indicate the following:
a) remove part number using thinners
b) add new part number
c) qc verification
d) return to stores

Disposition By

jimd

Disposition Date

8/6/2002
Rework Hours & Cost Summary:
Est Rework Hrs

4.00

Act Rework Hrs

0.00

Hours Variance
Est Rework Labor Cost
Act Rework Labor Cost

4) create new traveller for CSTE431-loadB6

- build LineB6 parts
- Ink stamp LineB6

Accounting

Cost Variance

Actg Intervention Req'd:

4.00
$200.00
$0.00
$200.00

Accounitng Intervention Complete

Customer

Vendor

Customer Action:

Vendor Action

Origination Hrs

0.50

Customer Invoice:

Vendor Invoice:

Investigation Hrs

0.00

Customer Credit:

Vendor Credit:

Disposition Hrs

0.50

Accounting Hrs

0.00

Est Rework Hrs

4.00

Accounting Notes

Total NC Hours & Cost Summary:

Total NC Labor Hrs

1.00

NC Processing Cost

$50.00

Est Rework Labor Cost

Scrap Material Cost
Total NC Cost

JobBOSS Shop

8/25/2002 8:44:59 PM

$200.00
$0.00
$250.00

Page 1 of 1

Return Material Authorization # 20021

Customer: FORD MOTOR INC.
5600 INDIANA RD
INDIANAPOLIS
34550

IN
USA

Phone: 317-675-9988
Fax: 317-644-0966
You are authorized to return the following items to the address shown below:

Part Number:
Revision:
Description:
Qty Rejected:
Return Address:

10627087-PW
F
TURRET GUARD, REWORK
1
JobBOSS Shop
10 Main Street
Minneapolis

MN
USA

Authorized by: John Hansen

RMA Notes & Instructions:
Ship to Receiving Dock #2

JobBOSS Shop

8/25/2002 10:57:50 PM

Page 1 of 1

NC Listing
NCR

NCR Date Status

From: 6/1/2002

To: 8/31/2002

Material

Reference

WC/Vend/Cust Job/PO

20031

8/1/2002

930-FIBCOL6X6-4 - 4' HOLE FIBRE COLLAR

WC/Job

90 BRAKE

15452-02E

20030

7/29/2002 Closed

M2471 / BOTTOM PLATE - BOTTOM PLATE

Vendor/PO

BERR

25295

20029

7/29/2002 Closed

44"X48"X18"DEEP - LOT JUNCTION BOXES

WC/Job

90 BRAKE

15369-01E

20028

7/24/2002 Closed

APFC-63-XXK - LEAD KIT POS #4 ABC PH

WC/Job

ASSEMBLE

15465-02E

20027

7/23/2002 Closed

110MCS84 / MOUNTING CHANNEL - APFC-H-6450

WC/Job

ASSEMBLE

15474-01E

20026

7/22/2002 Closed

APFC-51-XX - GROUND BUS ASSY

WC/Job

90 BRAKE

15465-01E

20024

7/19/2002 Closed

CSTE431-BUSBKTB-02 - MOUNTING BRACKET

WC/Job

90 BRAKE

15449-01E

20023

8/1/2002

CSTE431-LINEB6 - LINE SIDE BUS 600A B PH

WC/Job

90 BRAKE

15449-03E

20022

7/17/2002 Closed

10656664-011PW - BRACKET MOUNTING

Vendor/PO

ATS

24886

20021

7/16/2002 Closed

10627087-PW - TURRET GUARD, REWORK

Customer

FORD

15400-01M

20020

7/16/2002 Closed

10652264-011PW - SHROUD INLET

Customer

FORD

15445-01M

20018

7/9/2002

10625966 - BRACKET

Vendor/PO

ATS

24980

20017

6/24/2002 Closed

SP2772-08 REV:A, - SP2772-08 CABLE COVER PL

Vendor/PO

CHIC

25304

20016

7/3/2002

Closed

110MCS84 / MOUNTING CHANNEL - APFC-H-61

WC/Job

ASSEMBLE

15394-01E

20015

6/24/2002 Closed

110WD70-19-25 - EQUIPMENT RACK WELDMENT

WC/Job

SHIPPING

15135-01M

20014

6/20/2002 Closed

CSTE431-NEUT-6 - NEUTRAL BUS 600A

WC/Job

90 BRAKE

15370-04E

20013

6/19/2002 Closed

CEMA 3R 15kV 400AMP LOAD - CEMA 3R 15kV 40

WC/Job

90 BRAKE

15214-01E

20012

6/18/2002 Closed

110WD70-19-25 - EQUIPMENT RACK WELDMENT

WC/Job

CLEAN

15135-01M

20011

6/18/2002 Closed

RMC311 - REMOTE METER CABINET

WC/Job

90 BRAKE

15259-01E

20010

6/18/2002 Closed

.250, HOT ROLL PLATE - 1/4" STEEL PLATES

Vendor/PO

CHIC

25159

20009

6/17/2002 Closed

SK15057-01P - TEST BENCH FRONT PANEL

Vendor/PO

JOHN

25221

20008

6/17/2002 Closed

15258-A,B,C,D,E,F - SETS DOORS AND EXTENSI

WC/Job

90 BRAKE

15258-01E

20007

6/12/2002 Closed

METER BOX 510R - REPAIR CUSTOMER

WC/Job

ASSEMBLE

15071-04E

20006

6/3/2002

10656304-011PW - COMMANDER,S PANEL

Vendor/PO

ATS

24652

20005

7/19/2002 Closed

CSTE431-LINEB6 - LINE SIDE BUS 600A B PH

WC/Job

90 BRAKE

15449-03E

20004

6/3/2002

Closed

APFC-07-XX - CAP TRAY ASSEM.1X50 KVAR

WC/Job

ASSEMBLE

15006-01E

20003

6/3/2002

Closed

STREET LIGHTING RELAYS

WC/Job

PROGRAM

15175-02E

# Records

Closed

Status: Closed

Closed

Closed

Closed

27

8/25/2002 8:40:50 PM

JobBOSS Shop

Page 1 of 1

NC Type Customer Analysis Detailed

Type: Customer

Between:

Customer: All
NC #
03079
03132
03190
03446
Customer
03479
03488
Customer
03085
03147
03177
03182
03188
03255
03256
03257
03258
03272
03273
03306
03319
03347
03348
03349
03350
03353
03354
03355
03357
03363
03364
03394
03431
03513
03514
03515
03516

NC Date

Status

NC Type

Customer

Job

1/7/2000
3/21/2000
6/23/2000
5/11/2001
ABBOTT

Closed
Closed
Closed
Closed

Customer
Customer
Customer
Customer
4

ABBOTT
ABBOTT
ABBOTT
ABBOTT

12549-04
12721-01

7/5/2001
7/24/2001

Closed
Closed

Customer
Customer

CAT
CAT

13613-03
14294-02

CAT
1/13/2000
4/14/2000
5/24/2000
5/31/2000
6/12/2000
9/13/2000
9/13/2000
9/14/2000
9/14/2000
10/2/2000
10/2/2000
11/10/2000
11/20/2000
12/15/2000
12/18/2000
12/18/2000
12/18/2000
12/18/2000
12/18/2000
12/18/2000
12/19/2000
1/5/2001
1/5/2001
2/13/2001
4/4/2001
8/28/2001
8/28/2001
8/28/2001
8/28/2001

8/25/2002 8:57:31 PM

14127-03

2
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed

Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer

FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD

12653-01
12890-01
13080-01
13448-01
13449-01
13418-01
13420-01
13565-01
13564-01
13701-01
13641-01
13803-05
13803-04
13803-03
13803-02
13803-01
13803-07
13803-06
13811-03
13811-02
13811-01
13883-01
D 003587
14509-01
14225-07
14225-08
14506-01

NC Lab Hrs NC Lab Cost

And:

Status: All NC's

Rwk Hrs

Rwk Cost

Scrap Cost

NC Total Cost

0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00

$0.00
$0.00

0.00
0.00

$0.00
$0.00

$0.00
$0.00

$0.00
$0.00

0.00

$0.00

0.00

$0.00

$0.00

$0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

JobBOSS Shop

Page 1 of 2

NC Type Customer Analysis Detailed

NC #
03517
03520
03521
03522
03523
03531
03571
03572
03576

NC Date
8/28/2001
8/28/2001
8/28/2001
8/29/2001
8/29/2001
9/5/2001
1/9/2002
1/18/2002
2/14/2002

Status

NC Type

Customer

Job

Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed

Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer
Customer

FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD
FORD

14507-01

14231-01
15044-01
15043-01
14676-01

NC Lab Hrs NC Lab Cost

Rwk Hrs

Rwk Cost

Scrap Cost

NC Total Cost

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

20019
20020
20021
Customer

7/9/2002
7/16/2002
7/16/2002
FORD

Completed
Closed
Closed

Customer
Customer
Customer
41

FORD
FORD
FORD

15418-01M
15445-01M
15400-01M

1.25
0.75
0.75
2.75

$62.50
$37.50
$37.50
$137.50

0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$62.50
$37.50
$37.50
$137.50

03341
Customer

12/6/2000
HON

Closed

Customer
1

HON

13742-01

0.00
0.00

$0.00
$0.00

0.00
0.00

$0.00
$0.00

$0.00
$0.00

$0.00
$0.00

03094
03133
03195
Customer

1/28/2000
3/23/2000
6/19/2000
IBM

Closed
Closed
Closed

Customer
Customer
Customer
3

IBM
IBM
IBM

12668-01
12701-01
12990-02

0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00

2.75

$137.50

0.00

$0.00

$0.00

$137.50

51

Total:
NC Customer Summary

# NC's
41
4
3
2
1
51

8/25/2002 8:57:31 PM

Percent Customer
80.39%
7.84%
5.88%
3.92%
1.96%
100.00%

FORD
ABBOTT
IBM
CAT
HON

NC Lab Hrs NC Lab Cost

2.75
0.00
0.00
0.00
0.00
2.75

JobBOSS Shop

$137.50
$0.00
$0.00
$0.00
$0.00
$137.50

Rwk Hrs
0.00
0.00
0.00
0.00
0.00
0.00

Rwk Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

Scrap Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

NC Total Cost
$137.50
$0.00
$0.00
$0.00
$0.00
$137.50

Page 2 of 2

NC Type Analysis Summary

NC Type Summary

# NC's
251
218
51
520

NC WC Summary

# NC's
154
44
30
8
6
5
4
251

NC Customer Summary

# NC's
41
4
3
2
1
51

NC Vendor Summary

# NC's
141
21
15
8
7
5
5
4
4
3
2
1
1

8/25/2002 11:03:26 PM

Percent NC Type
48.27% WC/Job
41.92% Vendor/PO
9.81% Customer
100.00%
Percent Work Center
61.35% INSPECT
17.53%
11.95%
3.19%
2.39%
1.99%
1.59%
100.00%

ASSEMBLE
90 BRAKE
CLEAN
PACK
PROGRAM
SHIPPING

Percent Customer
80.39%
7.84%
5.88%
3.92%
1.96%
100.00%

FORD
ABBOTT
IBM
CAT
HON

Percent Vendor
64.68%
9.63%
6.88%
3.67%
3.21%
2.29%
2.29%
1.83%
1.83%
1.38%
0.92%
0.46%
0.46%

ATS
AMER
CHIC
KING
BASIC
RICH
ALLOY
TRU
BERR
JOHN
PRU
MORR
MID

Type: All
Between:
Status: All NC's
NC Lab Hrs NC Lab Cost
24.60
11.00
2.75
38.35

$1,230.00
$550.00
$137.50
$1,917.50

NC Lab Hrs NC Lab Cost

WC: All
Vendor: All
Customer: All

And:

Rwk Hrs
191.75
2.00
0.00
193.75
Rwk Hrs

Rwk Cost
$9,587.50
$100.00
$0.00
$9,687.50
Rwk Cost

Scrap Cost
$0.00
$0.00
$0.00
$0.00
Scrap Cost

NC Total Cost
$10,805.00
$600.00
$137.50
$11,542.50
NC Total Cost

0.00

$0.00

0.00

$0.00

$0.00

$0.00

8.75
8.85
1.00
0.00
3.25
2.75
24.60

$437.50
$442.50
$50.00
$0.00
$162.50
$137.50
$1,230.00

149.00
38.25
0.00
0.00
3.50
1.00
191.75

$7,450.00
$1,912.50
$0.00
$0.00
$175.00
$50.00
$9,587.50

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$7,887.50
$2,342.50
$50.00
$0.00
$337.50
$187.50
$10,805.00

NC Lab Hrs NC Lab Cost

2.75
0.00
0.00
0.00
0.00
2.75

$137.50
$0.00
$0.00
$0.00
$0.00
$137.50

NC Lab Hrs NC Lab Cost

5.75
0.00
3.50
0.00
0.00
0.00
0.00
0.00
1.25
0.50
0.00
0.00
0.00

JobBOSS Shop

$287.50
$0.00
$175.00
$0.00
$0.00
$0.00
$0.00
$0.00
$62.50
$25.00
$0.00
$0.00
$0.00

Rwk Hrs
0.00
0.00
0.00
0.00
0.00
0.00
Rwk Hrs
0.00
0.00
1.00
0.00
0.00
0.00
0.00
0.00
0.00
1.00
0.00
0.00
0.00

Rwk Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Rwk Cost
$0.00
$0.00
$50.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$50.00
$0.00
$0.00
$0.00

Scrap Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Scrap Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

NC Total Cost
$137.50
$0.00
$0.00
$0.00
$0.00
$137.50
NC Total Cost
$287.50
$0.00
$225.00
$0.00
$0.00
$0.00
$0.00
$0.00
$62.50
$25.00
$0.00
$0.00
$0.00

Page 1 of 2

NC Type Analysis Summary

1
218

8/25/2002 11:03:27 PM

0.46% MFC
100.00%

Type: All
Between:
Status: All NC's
0.00
11.00

JobBOSS Shop

$0.00
$550.00

WC: All
Vendor: All
Customer: All

And:

0.00
2.00

$0.00
$100.00

$0.00
$0.00

$0.00
$600.00

Page 2 of 2

NC Origin Analysis Detailed

NC #
20027
20005
20037
20038
Origin

NC Date

Status

7/23/2002
7/19/2002
8/20/2002
8/20/2002
Employee

Closed
Closed
Completed
Completed

Origin
Employee
Employee
Employee
Employee
4

# NC's
4
4

Origin Reference

# NC's
2
1
1
4

Origin Cause Summary

# NC's
3
1
4

Origin Categoy Summary

8/25/2002 9:01:12 PM

ARP
BB
DS
DS

Origin Cause
Instruction
Operator
Operator
Operator

Total:
Origin Summary

Reference

Origin:Employee
Between:
Status: All NC's

Percent Origin
100.00% Employee
100.00%
Percent Origin
50.00% DS
25.00% BB
25.00% ARP
100.00%
Percent Origin Cause
75.00% Operator
25.00% Instruction
100.00%

# NC's

Percent Origin Category

3
1
4

75.00%
25.00% Work Instruction
100.00%

NC Lab Hrs NC Lab Cost

Origin Ref:All
Cause All
Category:All

And:

Rwk Hrs

Rwk Cost

Scrap Cost

NC Total Cost

1.25
0.60
0.75
0.75
3.35

$62.50
$30.00
$37.50
$37.50
$167.50

2.00
0.00
0.25
0.25
2.50

$100.00
$0.00
$12.50
$12.50
$125.00

$0.00
$0.00
$0.00
$0.00
$0.00

$162.50
$30.00
$50.00
$50.00
$292.50

3.35

$167.50

2.50

$125.00

$0.00

$292.50

NC Lab Hrs NC Lab Cost

3.35
3.35

$167.50
$167.50

NC Lab Hrs NC Lab Cost

1.50
0.60
1.25
3.35

$75.00
$30.00
$62.50
$167.50

NC Lab Hrs NC Lab Cost

2.10
1.25
3.35

$105.00
$62.50
$167.50

NC Lab Hrs NC Lab Cost

2.10
1.25
3.35

JobBOSS Shop

$105.00
$62.50
$167.50

Rwk Hrs
2.50
2.50
Rwk Hrs
0.50
0.00
2.00
2.50
Rwk Hrs
0.50
2.00
2.50
Rwk Hrs
0.50
2.00
2.50

Rwk Cost
$125.00
$125.00
Rwk Cost
$25.00
$0.00
$100.00
$125.00
Rwk Cost
$25.00
$100.00
$125.00
Rwk Cost
$25.00
$100.00
$125.00

Scrap Cost
$0.00
$0.00
Scrap Cost
$0.00
$0.00
$0.00
$0.00
Scrap Cost
$0.00
$0.00
$0.00
Scrap Cost
$0.00
$0.00
$0.00

NC Total Cost
$292.50
$292.50
NC Total Cost
$100.00
$30.00
$162.50
$292.50
NC Total Cost
$130.00
$162.50
$292.50
NC Total Cost
$130.00
$162.50
$292.50

Page 1 of 1

NC Origin Analysis Summary

Origin Summary

# NC's
266
213
31
6
4
520

Origin Cust Summary

# NC's
31
31

Origin Dept Summary

# NC's
2
2
2
6

Origin Emp Summary

# NC's
2
1
1
4

Origin Vendor Summary

# NC's
145
18
16
7
4
4
4
4
4
3
2
1

8/25/2002 11:24:55 PM

Percent Origin
51.15%
40.96%
5.96%
1.15%
0.77%
100.00%

Work Center
Vendor
Customer
Department
Employee

Percent Origin Customer

100.00% FORD
100.00%
Percent Origin Department
33.33% Indirect
33.33% Fabrication
33.33% Engineering
100.00%
Percent Origin E mployee
50.00% DS
25.00% BB
25.00% ARP
100.00%
Percent Origin Vendor
68.08%
8.45%
7.51%
3.29%
1.88%
1.88%
1.88%
1.88%
1.88%
1.41%
0.94%
0.47%

ATS
CHIC
AMER
KING
TRU
RICH
JOHN
BASIC
ALLOY
BERR
PRU
MID

Origin:All
Between:
Status: All NC's
NC Lab Hrs NC Lab Cost
12.50
15.00
2.75
4.75
3.35
38.35

$625.00
$750.00
$137.50
$237.50
$167.50
$1,917.50

NC Lab Hrs NC Lab Cost

2.75
2.75

$137.50
$137.50

NC Lab Hrs NC Lab Cost

2.00
0.75
2.00
4.75

$100.00
$37.50
$100.00
$237.50

NC Lab Hrs NC Lab Cost

1.50
0.60
1.25
3.35

$75.00
$30.00
$62.50
$167.50

NC Lab Hrs NC Lab Cost

5.75
7.50
0.00
0.00
0.00
0.00
0.50
0.00
0.00
1.25
0.00
0.00

JobBOSS Shop

$287.50
$375.00
$0.00
$0.00
$0.00
$0.00
$25.00
$0.00
$0.00
$62.50
$0.00
$0.00

Origin Ref:All
Cause All
Category:All

And:

Rwk Hrs
175.25
5.00
5.00
14.00
2.50
201.75
Rwk Hrs
5.00
5.00
Rwk Hrs
0.00
10.00
4.00
14.00
Rwk Hrs
0.50
0.00
2.00
2.50
Rwk Hrs
0.00
4.00
0.00
0.00
0.00
0.00
1.00
0.00
0.00
0.00
0.00
0.00

Rwk Cost

Scrap Cost

NC Total Cost

$0.00
$0.00
$100.00
$0.00
$50.00
$150.00

$9,375.00
$950.00
$487.50
$937.50
$342.50
$12,092.50

Rwk Cost

Scrap Cost

NC Total Cost

$250.00
$250.00

$100.00
$100.00

Rwk Cost

Scrap Cost

$8,762.50
$250.00
$250.00
$700.00
$125.00
$10,087.50

$0.00
$500.00
$200.00
$700.00
Rwk Cost
$25.00
$0.00
$100.00
$125.00
Rwk Cost
$0.00
$200.00
$0.00
$0.00
$0.00
$0.00
$50.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
Scrap Cost
$50.00
$0.00
$0.00
$50.00
Scrap Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$487.50
$487.50
NC Total Cost
$100.00
$537.50
$300.00
$937.50
NC Total Cost
$150.00
$30.00
$162.50
$342.50
NC Total Cost
$287.50
$575.00
$0.00
$0.00
$0.00
$0.00
$25.00
$0.00
$0.00
$62.50
$0.00
$0.00

Page 1 of 2

NC Origin Analysis Summary

1
213
Origin WC Summary

# NC's
123
65
41
24
12
1
266

Origin Cause Summary

# NC's
492
20
4
2
1
1
520

Origin Categoy Summary

8/25/2002 11:24:55 PM

0.47% MFC
100.00%
Percent Origin Work Center
46.24%
24.44%
15.41%
9.02%

65 WELDING
PROGRAM
CLEAN
ASSEMBLE

4.51% SHIPPING
0.38% INSPECT
100.00%
Percent Origin Cause
94.62%
3.85%
0.77%
0.38%
0.19%
0.19%
100.00%

Unknown
Operator
Instruction
Other
Process
Procedure

# NC's

Percent Origin Category

517
3
520

99.42%
0.58% Work Instruction
100.00%

Origin:All
Between:
Status: All NC's
0.00
15.00

$0.00
$750.00

NC Lab Hrs NC Lab Cost

Origin Ref:All
Cause All
Category:All

And:

0.00
5.00
Rwk Hrs

$0.00
$250.00
Rwk Cost

$0.00
$0.00
Scrap Cost

$0.00
$950.00
NC Total Cost

5.50
1.25
1.00
2.00

$275.00
$62.50
$50.00
$100.00

24.25
5.00
0.00
145.00

$1,212.50
$250.00
$0.00
$7,250.00

$0.00
$0.00
$0.00
$0.00

$1,475.00
$312.50
$50.00
$7,350.00

2.75
0.00
12.50

$137.50
$0.00
$625.00

1.00
0.00
175.25

$50.00
$0.00
$8,762.50

$0.00
$0.00
$0.00

$187.50
$0.00
$9,375.00

NC Lab Hrs NC Lab Cost

11.25
20.10
3.25
2.00
1.25
0.50
38.35

$562.50
$1,005.00
$162.50
$100.00
$62.50
$25.00
$1,917.50

NC Lab Hrs NC Lab Cost

35.60
2.75
38.35

JobBOSS Shop

$1,780.00
$137.50
$1,917.50

Rwk Hrs
10.00
164.75
20.00
5.00
0.00
2.00
201.75
Rwk Hrs
189.75
12.00
201.75

Rwk Cost
$500.00
$8,237.50
$1,000.00
$250.00
$0.00
$100.00
$10,087.50
Rwk Cost
$9,487.50
$600.00
$10,087.50

Scrap Cost

NC Total Cost

$100.00
$50.00
$0.00
$0.00
$0.00
$0.00
$150.00

$1,112.50
$9,280.00
$1,162.50
$350.00
$62.50
$125.00
$12,092.50

Scrap Cost

NC Total Cost

$150.00
$0.00
$150.00

$11,355.00
$737.50
$12,092.50

Page 2 of 2

Disposition:Scrap

NC Disposition Analysis Detailed

NC #

NC Date

Status

Disposition

NC Type

Origin Cause

Between:

And:

Status: All NC's

NC Lab Hrs NC Lab Cost

Rwk Hrs

Rwk Cost

Scrap Cost

NC Total Cost

03094
03096
03130
03131
03161
03245
03279

1/28/2000
1/31/2000
3/21/2000
3/21/2000
5/2/2000
8/28/2000
10/11/2000

Closed
Closed
Closed
Closed
Closed
Closed
Closed

Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap

Customer
Vendor/PO
WC/Job
WC/Job
WC/Job
WC/Job
WC/Job

Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown

0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

03372
03407
03432
03443
03447
03454
03480
03491
03530
03543
03548
03552
03562
Disposition

1/17/2001
3/1/2001
4/10/2001
5/2/2001
5/16/2001
5/29/2001
7/9/2001
7/25/2001
5/12/2001
10/10/2001
10/23/2001
11/6/2001
12/6/2001
Scrap

Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed
Closed

Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
Scrap
20

WC/Job
WC/Job
Vendor/PO
Vendor/PO
WC/Job
Vendor/PO
Vendor/PO
Vendor/PO
WC/Job
WC/Job
WC/Job
WC/Job
Vendor/PO

Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown
Unknown

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

0.00

$0.00

0.00

$0.00

$0.00

$0.00

20

Total:
Disposition Summary

# NC's
20
20

8/25/2002 9:04:06 PM

Percent Disposition
100.00% Scrap
100.00%

NC Lab Hrs NC Lab Cost

0.00
0.00

JobBOSS Shop

$0.00
$0.00

Rwk Hrs
0.00
0.00

Rwk Cost
$0.00
$0.00

Scrap Cost
$0.00
$0.00

NC Total Cost
$0.00
$0.00

Page 1 of 1

NC Disposition Summary

Disposition:#Name?

Between: #Name?

And: #Name?

Status: #Name?
Disposition Summary

# NC's
229
167
45
40
20
9
4
3
2
1
520

8/25/2002 9:07:14 PM

Percent Disposition
44.04%
32.12%
8.65%
7.69%
3.85%
1.73%
0.77%
0.58%
0.38%
0.19%
100.00%

Rework
Use As Is
Repair
Return To Supplier
Scrap
Other
Return
Return To Vendor
Scarp

NC Lab Hrs NC Lab Cost

17.75
7.35
1.00
8.50
0.00
0.00
0.00
3.00
0.75
0.00
38.35

JobBOSS Shop

$887.50
$367.50
$50.00
$425.00
$0.00
$0.00
$0.00
$150.00
$37.50
$0.00
$1,917.50

Rwk Hrs
177.50
0.25
11.00
1.00
0.00
0.00
0.00
4.00
0.00
0.00
193.75

Rwk Cost
$8,875.00
$12.50
$550.00
$50.00
$0.00
$0.00
$0.00
$200.00
$0.00
$0.00
$9,687.50

Scrap Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

NC Total Cost
$9,762.50
$367.50
$600.00
$425.00
$0.00
$0.00
$0.00
$350.00
$37.50
$0.00
$11,542.50

Page 1 of 1

CPA# 10012

Corrective Preventative Action

Origination

Orignation Complete

CPA Date

8/1/2002

Category

Operator

Originated By

Status

Closed

Type

Corrective Action

Date for Completion 8/16/2002

Date

Indirect

Origin

Internal NC's

Description

Close Date

8/6/2002

CPA Notes

anthonyp

Assigned To Rich Johnson

CSTE431-LINE B6

STORES DID NOT READ THE DIRECTIONS FROM THE TRAVELER AND THE DRAWING CAREFULLY.
THE WRONG PARTS WERE MADE FOR JOB #15449-03E
ONCE THE PARTS WERE IN STORES FOR STOCKING, THE ERROR WAS NOT NOTED AND THE PARTS WERE STOCKED WRONG.

Investigation
Investigation Notes

Investigation Complete
Investigated By

anthonyp

Investigation Date

8/6/2002

THE PARTS WERE STOCKED CORRECTLY. STORES DOES NOT RECEIVE DRAWINGS WITH THE PART AND ARE NOT EXPECTED TO CONFIRM THE PARTS
RECEIVED WITH A DRAWING. STORES IS EXPECTED TO VERIFY THE PARTS RECEIVED WITH THE PART NUMBER ON THE PARTS AND THE PART NUMBER
ON THE TRAVELLER.

Action
Action Notes

Action Complete
Action By

anthonyp

Action Date

8/6/2002

NO ACTION REQUIRED FOR THE CPA.

Verification

Action Implemented

Verification Notes

Verification By

Action Effective
anthonyp

Verification Complete
Verification Date

8/6/2002

THE CPA WAS NOT WARRANTED. NO VERIFICATION REQUIRED.

Associated NC's

Accounting Summary
Origination Hrs.

0.25

Investigation Hrs.

0.00

Disposition Hrs.

0.00

Verification Hrs.

0.00

Total CPA Processing Hrs.

0.25

CPA Processing Cost

JobBOSS Shop FN14-01 R04

8/25/2002 8:46:28 PM

$12.50

Page 1 of 1

CPA Schedule
CPA

Completion Due By:8/25/2002

Status

Assigned to

Dept

00204

3/14/2002

BRACKET, CREW

Action

Jerry Schwartz

Indirect

10001

5/24/2002

QP 05 Rev ??? Document and Data Control

Action

Rich Johnson

Indirect

6/7/2002

00194

1/25/2002

QP 11 R03 Control of Inspection, Measuring an

Verification

Anthony Parker

Quality

6/10/2002

00193

1/25/2002

QP 10 R03 Inspection and Testing

Verification

Anthony Parker

Quality

6/10/2002

00192

1/25/2002

QP 09 R01 Process Control

Verification

Jerry Schwartz

Fabrication

6/10/2002

00191
00190

1/25/2002
1/25/2002

QP 08 R01 Product Identification and Traceabilit

QP 07 R03 Control of Customer Supplied Produ

Verification
Verification

Rich Johnson
Jerry Schwartz

Indirect
Fabrication

6/10/2002
6/10/2002

00189

1/25/2002

QP 06 R03 Purchasing

Verification

Rich Johnson

Indirect

6/10/2002

00188

1/25/2002

QP 05 R07 Document and Data Control

Investigation

Rich Johnson

Indirect

6/10/2002

00140

12/20/1999

QCB AUDIT ARF#1

Investigation

Jim Denovic

Indirect

6/10/2002

00183

1/25/2002

QP 01 R01 Management Responsibility

Verification

Jim Denovic

Indirect

6/10/2002

00197

1/25/2002

QP 14 R03 Corrective and Preventive Actions

Verification

Jim Denovic

Indirect

6/10/2002

00182

5/28/2002

Traveler non conformities

Verification

Jerry Schwartz

Engineering

6/10/2002

00180

9/3/2001

COMPANY PROCEDURES

Verification

Jerry Schwartz

Engineering

6/10/2002

00179

8/30/2001

THE MONTHLY WIP REPORT

Verification

Jerry Schwartz

Engineering

6/10/2002

00178B

7/24/2001

Planning process

Verification

Jerry Schwartz

Engineering

6/10/2002

00178A

7/24/2001

PLANNING LEAVING QC OUT OF PROCESS,

Verification

Jerry Schwartz

Engineering

6/10/2002

00175

6/20/2001

APFC

Verification

Jerry Schwartz

Engineering

6/10/2002

00160

11/20/2000

PEDESTALS BURIAL/BASE MNT

Verification

Jim Denovic

Fabrication

6/10/2002

00149

1/18/2000

Standard Aero Switchgear-Field service report

Investigation

Jim Denovic

Fabrication

6/10/2002

00187

1/25/2002

QP 04 R05 DESIGN CONTROL

Verification

Jerry Schwartz

Engineering

6/10/2002

10002

5/29/2002

Angle, Power Entry

Verification

Jerry Schwartz

Fabrication

6/10/2002

00198

1/25/2002

QP 15 R02 Handling, Storage,Packaging, Prese

Verification

Rich Johnson

Indirect

6/10/2002

00199

1/25/2002

QP 16 R02 Control of Quality Records

Investigation

Rich Johnson

Indirect

6/10/2002

00201

1/25/2002

QP 18 R05 Training

Verification

Jim Denovic

Indirect

6/10/2002

00202

1/25/2002

QP 19 R01 Servicing

Verification

Jerry Schwartz

Engineering

6/10/2002

00203

1/25/2002

QP 20 R02 Statitical Techniques

Investigation

Anthony Parker

Quality

6/10/2002

00206

4/2/2002

Updated travelers introduced to shop floor

Verification

Jerry Schwartz

Fabrication

6/10/2002

00196

1/25/2002

QP 13 R04 Control of Non-conforming Product

Verification

Jerry Schwartz

Fabrication

6/10/2002

00195

1/25/2002

QP 12 R02 Inspection and Test Status

Investigation

Anthony Parker

Quality

6/10/2002

10000

5/24/2002

QP 05Document and Data Control

Verification

Rich Johnson

Indirect

6/18/2002

00174

6/4/2001

QCB AUDIT ARF # 03

Origination

Jim Denovic

Indirect

7/23/2002

10003

6/11/2002

TEST BENCH PANEL

Action

Jerry Schwartz

Indirect

7/26/2002

10006

7/26/2002

QCB AUDIT ARF # 2

Origination

10005

7/26/2002

QCB AUDIT ARF # 1

Investigation

Jerry Schwartz

Engineering

8/9/2002

10007

7/26/2002

QCB AUDIT ARF # 3

Investigation

Jim Denovic

Indirect

8/9/2002

10008

7/26/2002

QCB AUDIT ARF # 4

Investigation

Anthony Parker

Quality

8/9/2002

10009

7/26/2002

QCB AUDIT ARF # 5

Investigation

Rich Johnson

Indirect

8/9/2002

10010

7/26/2002

QCB AUDIT ARF # 6

Investigation

Jerry Schwartz

Engineering

8/9/2002

10004

6/13/2002

PROCEDURE TRAINING

Origination

10014

8/1/2002

CSTE431-LINE B6

Verification

Anthony Parker

Quality

8/16/2002

10013

8/1/2002

CSTE431-LINE B6

Investigation

Jerry Schwartz

Engineering

8/16/2002

# Records

CPA Date Description

Date for Comp.

4/15/2002

8/8/2002

Engineering

8/9/2002

42

8/25/2002 9:11:23 PM

JobBOSS Shop

Page 1 of 1

CPA Analysis Detailed

Type: Corrective Action

Between:

Origin:All

CPA #

CPA Date

Status

And:

Category:Operator

Type

Cause

Cause

Description

Status: All CPA's

Assigned to

Total Hrs

Total Cost

00172

6/4/2001

Closed

Corrective Action

External Audit

Operator

QCB AUDIT ARF # 01

Jerry Schwartz

1.50

$75.00

0208

6/13/2002

Closed

Corrective Action

Vendor Problems

Operator

Part shipped prior to packlist received

Anthony Parker

0.50

$25.00

10001

5/24/2002

Action

Corrective Action

Internal Nonconform Operator

QP 05 Rev ??? Document and Data Control Rich Johnson

1.00

$50.00

10002

5/29/2002

Verification

Corrective Action

Internal Nonconform Operator

Angle, Power Entry

Jerry Schwartz

1.50

$75.00

10003

6/11/2002

Action

Corrective Action

Internal Nonconform Operator

TEST BENCH PANEL

Jerry Schwartz

1.00

$50.00

10006

7/26/2002

Origination

Corrective Action

Audit - External

Operator

QCB AUDIT ARF # 2

10012

8/1/2002

Closed

Corrective Action

Internal NC's

Operator

CSTE431-LINE B6

10013

8/1/2002

Investigation

Corrective Action

Internal NC's

Operator

10014

8/1/2002

Verification

Corrective Action

Internal NC's

Operator

CPA Type Corrective Action

Total:
CPA Type Summary
9

100.00%

100.00%

100.00%

100.00%

CPA Origin Summary

$0.00

Rich Johnson

0.25

$12.50

CSTE431-LINE B6

Jerry Schwartz

0.25

$12.50

CSTE431-LINE B6

Anthony Parker

0.25

$12.50

6.25

$312.50

6.25

$312.50

CPA Type
Corrective Action

CPA Category Summary

9

0.00

CPA Category
Operator

CPA Origin

Total Hrs

Total Cost

6.25

$312.50

6.25

$312.50

Total Hrs

Total Cost

6.25

$312.50

6.25

$312.50

Total Hrs

Total Cost

33.33%

Internal Nonconformances

3.50

$175.00

33.33%

Internal NC's

0.75

$37.50

11.11%

Vendor Problems

0.50

$25.00

11.11%

External Audit

1.50

$75.00

11.11%

Audit - External

0.00

$0.00

100.00%

6.25

$312.50

8/25/2002 8:53:31 PM

JobBOSS Shop

Page 1 of 1

Type: Corrective Action

CPA Analysis Summary

Origin:All

CPA Type Summary

9

100.00%

100.00%

CPA Type

100.00%

100.00%

CPA Origin Summary

8/25/2002 9:13:

And:

Status: All CPA's

Total Hrs

Corrective Action

CPA Category Summary

Between:

Category:Operator

CPA Category

$312.50

6.25

$312.50

Total Hrs

Operator

CPA Origin

Total Cost

6.25

Total Cost

6.25

$312.50

6.25

$312.50

Total Hrs

Total Cost

33.33%

Internal Nonconformances

3.50

$175.00

33.33%

Internal NC's

0.75

$37.50

11.11%

Vendor Problems

0.50

$25.00

11.11%

External Audit

1.50

$75.00

11.11%

Audit - External

0.00

$0.00

100.00%

6.25

$312.50

JobBOSS Shop

Page 1 of 1

Equip ID: 30001

Masak CNC Lathe
Details
Extended Description

Acquisition Date 2/1/2000

Model Year

Owner

Company

Customer

Class

Equipment

Category:

Assigned To

Dept

Dept

Tool Equipment Notes

2000

Serial No

124SWF-FFDFGS

Manufacturer

Acquisition Leased

Job

Lathes

Location

Status

Machining

Employee

Use Equip Meter

Meter

A-18

MASAK
Active

Vendor
0

Units

2 SPINDLE, WITH AUTO BAR FEEDER.

7" DIA MAX.

Finance
Downtime Cost

$75.00

Vendor

Purchase Cost

$300,000.00

MFC PO

Current Value

$200,000.00

121143 Invoice

Disposal Date

344312

Disposal Value

$0.00

Accounting
Hrs

Estimate

Actual

Costs

Total Downtime Hrs

8.00

7.00

Total Maint Lab. Hrs

4.00

3.00

Material Cost

Total Repair Lab. Hrs

4.00

4.00

Service Cost

Total Labor Hrs

8.00

7.00

Total Cost

JobBOSS Shop

Maintenance

Repair

Total

Labor Cost

$150.00

$200.00

$350.00

Downtime Cost

$225.00

$300.00

$525.00

$55.00

$0.00

$55.00

$0.00

$0.00

$0.00

$430.00

$500.00

# Tasks

# Maint Tasks

# Repairs Tasks

$930.00 Total # of Tasks

8/25/2002 9:32:33 PM

Page 1 of 1

Equipment Listing
Equip ID

Equipment Name

Class

Category

00002

AIR DRILL 1/2"

Tools

Air Tools

Active

00005

Digital Caliper

Tools

Gauges

Active

00007

AIR SANDER

Tools

Air Tools

Active

00009

AIR SANDER

Tools

Air Tools

Active

00052

AIR DRILL 1/2"

Tools

Air Tools

Active

# Records

8/25/2002 9:28:09 PM

JobBOSS Shop

Status

Page 1 of 1

Equip:All
Owner: Employee
Status: All

Equipment Analysis
Equip #
00052
00009
00007
00002
00005

Equipment Description
AIR DRILL 1/2"
AIR SANDER
AIR SANDER
AIR DRILL 1/2"
Digital Caliper

Model YearSerial Number

052
009
007
002
L76025

Owner

Class

Category

Status

Employee
Employee
Employee
Employee
Employee

Tools
Tools
Tools
Tools
Tools

Air Tools
Air Tools
Air Tools
Air Tools
Gauges

Active
Active
Active
Active
Active
Class Total:
Report Total:

Sunday, August 25, 2002

Assigned To: All

Class: All
Category:All

JobBOSS Shop

Aquisition
Date

Purchased
Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

Current Value
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00

Page 1 of 1

Maintenance Ticket No. 40002

Equipment Details
Equipment ID:

30001

Mant Description:

Change Fluids

Status

Completed

OneTime

Equipment Description: Masak CNC Lathe

Type
Job
Recurring

Maintenance

PO
Yes

Preventable By

Freq Interval

30

Last date

Maintenance Notes

Equip meter

Last meter

Source

User

Category

General

Freq Type

Days

Next date

8/23/2002

Next meter

Instructions & Notes

Fluids Changed per instructions.

Performed by:

billb

Completed date

8/25/2002

JobBOSS Shop

Completed By

sysadm

8/25/2002 9:31:09 PM

Page 1 of 1

Repair Ticket No. 40004

Equipment Details
Equipment ID:

30001

Equipment Description: Masak CNC Lathe

Maintenance & Repair Details

Mant Description:

Fix Bar Feeder

Source

User

Preventable By

Warranty
Status

Job
Equip meter

Preventable
Completed

PO
0

Maintenance Notes

Instructions & Notes

Fixed Aligment of Bar Feeder.

Performed by:

roberts

Completed date

8/25/2002

JobBOSS Shop

Completed By

sysadm

8/25/2002 11:26:47 PM

Page 1 of 1

Equip: All
Owner: All
Status: All
Between:

Active Equip Maintenance/Repair Schedule

Maint /
Repair #

Scheduled

Maintenance Description

Equip
Number

Equip Description

Source
Reference

Est
Labor

Assigned To: All

Class: All
Category: All
And:

Est Down
Hrs

Est Labor
Cost

Est Mat
Cost

Est Serv
Cost

Est Total
Cost

Maintenance Date Driven Events

40005

8/29/2002

Monthly Calibration

00005

Digital Caliper

duaynek

2.00

0.00

$100.00

$0.00

$0.00

$100.00

40003

9/24/2002

Change Fluids

30001

Masak CNC Lathe

billb

2.00

150.00

$100.00

$50.00

$0.00

$300.00

00007

AIR SANDER

ALLOY

3.00

0.00

$150.00

$0.00

$0.00

$150.00

7.00

150.00

$350.00

$50.00

$0.00

$550.00

Maintenance Unscheduled Events

40006

8/30/2002

Rebuild Motor

Category Analysis

Report Total:

Category

# Maint
Calibration
General
Overhaul

Type Analysis

Type

# Maint
Maintenance

Sunday, August 25, 2002

1
1
1
3

3
3

Percent
33.33%
33.33%
33.33%
100.00%
Percent
100.00%
100.00%

JobBOSS Shop

Est
Labor

Est Down
Hrs

Est Labor
Cost

Est Mat
Cost

Est Serv
Cost

Est Total
Cost

2.00

0.00

$100.00

$0.00

$0.00

$100.00

2.00

150.00

$100.00

$50.00

$0.00

$300.00

3.00

0.00

$150.00

$0.00

$0.00

$150.00

7.00

150.00

$350.00

$50.00

$0.00

$550.00

Est
Labor

Est Down
Hrs

Est Labor
Cost

Est Mat
Cost

Est Serv
Cost

Est Total
Cost

7.00

150.00

$350.00

$50.00

$0.00

$550.00

7.00

150.00

$350.00

$50.00

$0.00

$550.00

Page 1 of 1

Equip: All
Owner: All
Status: All
Between:

Completed Maintenance/Repair Analysis

Maint / Completed
Repair #
Date
40004

8/25/2002

Maintenance Description
Fix Bar Feeder

Equip
Number

Type

30001

Repair

Category

Source
Reference
roberts

8/25/2002

Change Fluids

30001

Maintenance

Category

General

Type Analysis

Type

# Maint
Maintenance
Repair

Sunday, August 25, 2002

1
1
2

1
1
2

Act Labor
Cost

Act Mat
Cost

Act Serv
Cost

Act Total
Cost

300.00

$200.00

$0.00

$0.00

$500.00

300.00

$200.00

$0.00

$0.00

$500.00

3.00

225.00

$150.00

$55.00

$0.00

$430.00

3.00

225.00

$150.00

$55.00

$0.00

$430.00

7.00

525.00

$350.00

$55.00

$0.00

$930.00

Percent Act Labor Act DownHrs Time Hrs

Act Labor
Cost

billb

# Maint

Act Labor Act DownHrs Time Hrs

4.00

Category Total:
Report Total:

Category Analysis

General

And:

4.00

Category Total:
40002

Assigned To: All

Class: All
Category:All

Act Mat
Cost

Act Serv
Cost

Act Total
Cost

4.00

300.00

$200.00

$0.00

$0.00

$500.00

3.00

225.00

$150.00

$55.00

$0.00

$430.00

7.00

525.00

$350.00

$55.00

$0.00

$930.00

Percent Act Labor Act DownHrs Time Hrs

Act Labor
Cost

50.00%
50.00%
100.00%

50.00%
50.00%
100.00%

JobBOSS Shop

Act Mat
Cost

Act Serv
Cost

Act Total
Cost

3.00

225.00

$150.00

$55.00

$0.00

$430.00

4.00

300.00

$200.00

$0.00

$0.00

$500.00

7.00

525.00

$350.00

$55.00

$0.00

$930.00

Page 1 of 1

Doc # FN04-10
Engineering Memorandum Log
Document Info
Doc Type

Form

Revision

01

Release Date

8/20/2002

Doc Date

8/8/2002

Master Location

Vault

Doc Status

Active

File Path

C:\ManuTrain\CD\Documents\FN04-10.doc

Document Notes

CHANGES (NEW LOGOS ADDED TO ALL LISTED FORMS)

-WALL MOUNT DIMENSIONS CHANGED FROM 40" X 36" X 12" TO 40" X 36 1/4" X 15 3/4"
-PAD MOUNT DIMENSIONS CHANGED FROM 46" X 36" X 12" TO 46" X 36 1/4" X 15 3/4"
-UNDER SKETCH NUMBER: "SK-" WAS ADDED
-NOTE 5 @ BOTTOM OF SHEET CHANGED FROM "FOR MAX. 8-LOAD CONDUCTORS PER AND
NEUTRAL" TO "FOR MAX. 8-350 MCM OR 6-600 MCM OR 4-800 MCM CONDUCTORS PER AND NEUTRAL"
-NOTE 6 CHANGED FROM "FOR MAX. 12-LOAD CONDUCTORS PER AND NEUTRAL." TO "FOR
MAX. 12-600 MCM CONDUCTORS PER AND NEUTRAL
-ON UPPER RIGHT OF PAGE: "400 AMP 1 METERING" WAS "FOR UP TO 800 AMP 1 METERING"
-ADDED "5 - 240/480 VOLT"
-DIMENSIONS ON DRAWING CHANGED AS PER SHEET 1
-VENTILATION HAS NOW BEEN MOVED UP, AND SLIGHTLY REARWARD DUE TO CHANGE IN DEPTH OF
ENCLOSURE, AND VENTILATION DETAIL HAS BEEN ADDED TO FRONT VIEWS OF ENCLOSURE
-WALL MOUNTS CAN NO LONGER BE CONVERTED TO A PAD MOUNT, (HOLES @ BOTTOM ARE NO LONGER NEEDED)
-ADDED P.T. MTG. PAN (240/480V)
-ON UPPER LEFT OF PAGE: "CSTE 431 -" WAS "CSTE 431 - -1-13-M-WMA"

Approval List
Name

Tittle

Approval Date

Robert Sharp

Manufacturing Planning

8/8/2002

DON STAGER

Quality Manager

8/8/2002

Name

Location

Distribution Date

ANTHONY PARKER

President

8/8/2002

DON STAGER

GM

8/8/2002

JIM DENOVIC

Quality Mgr

8/8/2002

RICH JOHNSON

Plant Mgr

8/8/2002

Signature

Distibution List

JobBOSS Shop

8/25/2002 8:51:29 PM

Page 1 of 1

Document Listing

Type: Policy

Doc #

Document Name

Type

CP01

Employee Handbook

Policy

9/11/2001

01

Active

CP02

Company Service Vehicle

Policy

7/10/1997

00

Active

CP04

Company Standard Warranty

Policy

6/13/1996

00

Active

CP05

Company Limited Warranty

Policy

6/13/1996

00

Active

CP06

General Terms of Sales

Policy

6/27/1997

00

Active

CP07
CP08

Limited Terms of Sale

Supplier Quality Requirements

Policy
Policy

6/27/1997
5/4/2000

00
02

Active
Active

CP09

Employee Performance Review

Policy

9/3/1997

00

Active

CP10

Employee Performance Review Summary

Policy

9/4/1997

00

Active

CP11

Subcontracted Services

Policy

10/20/1997

00

Active

CP12

Financial Assistance in Employee Personal Policy

5/22/1999

00

Active

CP13

Travel Policy

Policy

5/14/1999

00

Active

CP14

Renumeration for Field Service Employees Policy

5/14/1999

00

Active

CP15

Conflict of Interest Guidelines

Policy

7/6/1999

00

Active

CP16

'G' Jobs

Policy

11/26/1999

00

Active

CP17

Accounts Payable Payment Policy

Policy

5/16/2000

00

Active

CP18

Safety Handbook

Policy

1/7/2002

00

Active

CP19

Company Credit Cards

Policy

7/26/2001

00

Active

# Records

8/25/2002 8:48:09 PM

Doc Date Rev

Status

18

JobBOSS Shop

Page 1 of 1

Quality Toolkit - Rework Report

Start Date: 5/27/2002

End Date: 8/25/2002

NCR

Date Status

Material

Description

20019

7/9/2002 Completed

10652627-011PG

ANGLE

Rework Hrs
5.00

$250.00

20036

8/15/2002 Completed

P-202-1000WA

MAIN BODY STEEL TUBING

3.00

$150.00

20037

8/20/2002 Completed

CSTE431-6-1-13-M-WMA

0.25

$12.50

8.25

$412.50

Report Total:

8/25/2002 11:18:15 PM

JobBOSS Shop

Rwk Lab Cost

Page 1 of 1

JobBOSS Rework Report

Start Date: 5/27/2002

End Date: 8/25/2002

Customer Job
GEN

12009

Work Center
PACKAGE

Work Date

Employee

8/24/2002

JJ

Part Number
AS-2690-32912600

Customer Total:
Report Total:

Rework Hrs

Rework Cost

10.00

$350.00

10.00

$350.00

10.00

$350.00

Rework Hrs: Rework Hrs as entered in JobBOSS, Labor Reporting, Time Entr
Rework Cost: Rework Cost as entered in JobBOSS, Labor Reporting, Time Ent

8/25/2002 11:18:30 PM

JobBOSS Shop

Page 1 of 1

Quality Toolkit - Scrap Report

NCR

Date

20019

7/9/2002 10652627-011PG

20037

8/20/2002

Material

Start Date: 5/27/2002

End Date: 8/25/2002

Description

Job

ANGLE

15418-01M

CSTE431-6-1-13-M-WMA

15598-02E

$50.00

$150.00

Report Total:

8/25/2002 11:17:51 PM

JobBOSS Shop

Qty Rejected

Scrap Cost
$100.00

Page 1 of 1

JobBOSS Scrap Report

Start Date: 5/27/2002

End Date: 8/25/2002

Customer Job

Work Center

Employee

GEN

1200

GRIND

HG

Work Date Part Number

8/24/2002

AS-2690-32912600

Scrap Qty Unit Price UofM

100

$50.00

1000

GEN

1200

MACHINE

RBS

8/24/2002

AS-2690-32912600

102

$50.00

1000

Lost Rev
$5.00
$5.10

Customer Total:

202

$10.10

Report Total:

202

$10.10

Scrap Qty: Scrap quantities as entered in JobBOSS, Labor Reporting, Time Entry
Unit Price: Unit Price as entered in JobBOSS Order Processing, Job
Lost Rev:

Scrap Qty x Unit Price

8/25/2002 11:17:32 P

JobBOSS Shop

Page 1 of 1