reviewing and approving a source release v0 4-8-16 and... · 2016-04-28 · ppap-metricstre am...

PPAP-MetricStream Reviewing and Approving a Source Release (SR)

Revision 0

1

Source Release Functional Workflow Overview

In PPAP-MetricStream, once the supplier submits one or more SR documents, the

SQIE can begin the SR review. Once all required SR documents (including the

ROC) have been submitted by the supplier, the SQIE can complete the Review

and Approve the SR step. These are the final steps to completing a SR. To begin

the Review step, the SQIE can click on the SR Item ID in the email notification or

by clicking the SR ITEM ID under My Tasks, My Related SRs or My

Assignments sections of the SR Internal dashboard.


Revision 0

2

Reviewing a SR

Now let’s take a closer look at the Review step...


Revision 0

3

Section 6 – Review SR Documents

Purpose: In Section 6, once the supplier has submitted the documents for each element

marked “Submit”, the SQIE is required to review those documents and mark the element as

either “Accept” or “Reject”.

If the supplier does not submit all document elements at one time, the SQIE can begin their review and

then complete their review by repeating the following process as element documents are submitted:

1. Open the SR and expand Section 6.

2. Review the supplier’s submitted documents and choose to “Accept” or

“Reject” the element. If “Reject” is selected, enter comments.


Revision 0

4

Section 6 – Review SR Documents (cont.) 3. Open the ROC by clicking on the hyperlink for element 7. 4. Review the information on the ROC form. Then, select “Accept ROC or Reject ROC in the Action Type section at the bottom of the ROC form and click the

button. 5. To complete Section 6 – Review SR Documents, select “Accept/Reject Documents” in the Action Type field and then

click the button.


Revision 0

5

After the documents (including the ROC) have been Accepted/Rejected you will receive

the confirmation of work processing.

Note: At any time during the Review, the SQIE can also change an element from “Retain” to

“Submit”. If this happens, the system will automatically void the ROC regardless of the ROC’s

current status and the ROC will have to be resubmitted by the supplier and reviewed again by

the SQIE.

Also during the review, if the SQIE marks an element as “Reject”, the system will automatically

void the ROC regardless of the ROC’s current status (even if the ROC was accepted) and the

ROC will have to be resubmitted by the supplier and reviewed again by the SQIE. Once the

SQIE marks all submitted elements as “Accept” then no further changes can be made.


Revision 0

6

Once the SQIE reviews and accepts all the elements marked “submit” including the ROC, the review step is

complete. The My Related SRs dashboard will then be updated to show “Approve SR” in the SQIE Work To

Do column as shown below.

To complete the final step, Approve, the SQIE will click the SR Item ID link.

Now, let’s take a closer look at the approve step…


Revision 0

7

Approve a SR

Approve a Source Release

Once you have reviewed the information, proceed to the SR—Take Action

section and select Action Type “Approve SR”.

Remember clicking the Save and Continue or Save and Exit buttons only

saves the data but it will not perform the selected Action Type.

To perform the selected Action Type, the SQIE must click on the

button.

Once the SQIE approves the SR, the SR is complete and removed from the My Related SRs dashboard. The SR Status will be updated to “SR Approved” and can be found in the “CLOSED SR Report” under the My Report Shortcuts section on the SR Internal tab.


Revision 0

8

Other SQIE Action Types

In addition to the “Approve SR” and “Accept/Reject Documents” Action Types, the SQIE can at any time

select one of the following additional Action Types:

Now let’s take a closer look at each of these actions...


Revision 0

9

Other SQIE Action Types

Assign New Due Date

When the SQIE selects

“Assign New Date” the New

SR Supplier Submission Due

Date and New SR SQIE

Submission Due Date fields will

appear. The system

automatically sends an email

notification of the changes to

all involved in the SR.

Once the Submit button is clicked, the form is closed, the selected action is taken and

email notifications are sent to all involved in the PPAP.

The supplier can also request a new Due Date for the SR. Once the request is made, the

SQIE Work To Do column will be updated to “Grant/ Deny New Due Date”.


Revision 0

10

Other SQIE Action Types (cont.)

The SQIE has 3 options for dispositioning the Supplier Due Date Change Request:

• Assign New Due Date � Requires the selection of a New SR Supplier

Submission Due Date, New SR SQIE Submission Due Date, and Action

Type Comments.

• Reject New Due Date Request � Keeps the original SR Due Dates, but

requires Action Type Comments.

• Grand New Due Date Request �� Accepts the supplier proposed due

date, but requires Action Type Comments to be made

Once the Submit button is clicked, the form is closed, the selected action is taken

and email notifications are sent to all involved in the PPAP


Revision 0

11

Other SQIE Action Types (cont.)

Cancel SR

The Source Release can be cancelled at any time, until it has been approved.

The SQIE is required to provide Action Type Comments when “Cancel SR” is

selected.

Once the Submit button is clicked, the form is closed, the selected action is taken

and email notifications are sent to all involved in the SR.

A cancelled SR will be removed from the My Related SRs dashboard, but can still be viewed from the “CLOSED SR Report”.


Revision 0

12

Other SQIE by Action Types (cont.)

Reassign SQIE

“Reassign SQIE” Action

Type allows the SQIE to

assign the SR to another

SQIE.

Reassign SR Supplier

Contact

“Reassign SR Supplier

Contact” Action Type

allows the SQIE to

assign the Source

Release to a different

supplier contact for the

selected Supplier Site ID

(SSID).

In both reassignments, the SQIE will enter the reason for the reassignment in the

mandatory Action Type Comments field.

Once again, clicking on the Save and Continue or Save and Exit buttons only saves the data but will not perform the selected Action Type. The SQIE must click on the Submit button to perform the selected Action Type.