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TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004

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Page 1: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

TRWTRW

Engineering Change Request System {CRS}

Released in the Windchill Environment

User Training Manual

Engineering Change Request System {CRS}

Released in the Windchill Environment

User Training Manual

TRW Automotive

November, 2004

TRW Automotive

November, 2004

Page 2: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWTraining Topics Training Topics Introduction & Overview / Task Driven System

CRS Access, Navigation, Setting User Profile

Worklist, Search, Personal Calendars, Reassign, BOM View

Part Master / Summary of all Part Data

Review and Approve

Change Issues

Document Creation

Part Generator / Clipboard

Deviation, P&R & GI

IPD (Internal Plant Document)

Engineering Request Documents

Value Additions & Technical Support

Introduction & Overview / Task Driven System

CRS Access, Navigation, Setting User Profile

Worklist, Search, Personal Calendars, Reassign, BOM View

Part Master / Summary of all Part Data

Review and Approve

Change Issues

Document Creation

Part Generator / Clipboard

Deviation, P&R & GI

IPD (Internal Plant Document)

Engineering Request Documents

Value Additions & Technical Support

Page 3: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRW

Aschau Engineering

Center

Customer Assembly Plants

Aschaffenburg Engineering Center

Washington/MesaEngineering Centers

Alfdorf Engineering

Center

About CRS - Global Overview/Impact - Design Release/Update Shared Drawing Use, Notifications,

Approvals, BOM Control and Access, Multiple Manufacturing Centers, Customers, Suppliers About CRS - Global Overview/Impact - Design Release/Update Shared Drawing Use, Notifications,

Approvals, BOM Control and Access, Multiple Manufacturing Centers, Customers, Suppliers

Production

Production

Production

ProductionProduction

Production

Production

Production

Production

Production

Production

Production

Supply Base

Supply Base

Supply Base

Supply

Base

Drawing

Formats

Supply Base

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing

Formats

Drawing Formats

Drawing

Formats

Supply Base

Supply

BaseSupply Base

Page 4: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWOur Global electronic system is called CRS (Change Request System), within the system we process various documents that are used to summarize all information that pertains to that document type

Our Global electronic system is called CRS (Change Request System), within the system we process various documents that are used to summarize all information that pertains to that document type

ERD - Engineering Request Document authorizes the release of procedures, production and prototype drawings. Gathers customer, functional group and plant approvals. Identifies all impacted facilities and authorizes BOM activity. Requires addressing service, engineering tests, DFMEA, global and other issues.

DEV - Deviations provide authorization for variances from the acceptable production intent on design, testing, shipments, bill of material (part replacement to prevent obsolescence or support availability), rework, part traceability, PPAP, recall and other conditions that do not meet production standards

P&R – Process and Routing documents are used for supplier tool moves, line moves, tool refurbishment and component PPAPs. They describe and authorize a permanent change to a process and facilitate PFMEA and Control Plan document updates due to design change.

GI - General Information notices are used for documentation, notification and confirmation of various engineering activity.

CI – Change Issues are new documents used for information gathering and soliciting responses from selected individuals where posted and response dates are tracked. Responses can be used to support engineering decisions or represent concurrence from a supplier that drawings and PO’s have been received.

IPD – Internal Plant Documents are new routings to be used for the notification and releasing of plant specific documentation. Very automated and simple to use

Page 5: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRW

Input Sources: Customer / Supplier / Test / Manufacturing / VAVE / Issues

Originator / Engineer initiates ERD and leaves in create status

PRA completes ERD(impact analysis upon customer, carlines, parts, plant, tools, etc.)

Design initiates the final drawing(s) update process then approves their task

Approval Team

Finished

ERD and Drawings in "Release" status {Viewable in WCRS}

Drawing Mark-Up process begins.

SET approval process is initaited. Includes; engineering, quaility, plant, design etc.

Global ERD Process Flow

for Parts and BOM

yes

no

Approval Issues are resolved by contacting the appropriate individuals

Create Status

In-Process Status

Information contained on the ERD: ERD(folder)#Initiation Source Lead ProgramProject NumberPart Numbers EffectedFacilities ImpactedService ImpactNotif ication TeamApproval SummaryProblem/Descriptions/ReasonsBOM information Customer approval requirementsDesign center responsibleCross customer / Global indicatorsCost (PCS/RPPA) Information supplied by engineer:Electronic Mark-Up'sOther attachmentsCustomer Approval Documents

Pre-Release

Release Status

Note: May be slight variations in flow at each engineering center; i.e. Design update initiated after approvals

Essential Steps:

All Parts Released in ERD and Notification made

ERD Approval of Proposed Changes

Drawings Completed and Registered (ERD Release)

Part Utilization in Affected Mfg plants

Global access to BOM information

Continued

Engineering Part Release Process Improvements Note: A Change Issue can be used to gather and assemble engineering information prior to the initiation of an ERD.

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TRWTRW

Parts from ERD are auto loaded into Global EBOM Part Master Plant specific

templates created for Part Downloads to ERP System Part Masters

Structure BOM in Plant Specific ERP system (MBOM) {Engineering Control}

Manufacturing Info attached, PM, Plant management of Prod effective dates

"WCRS" VIEW All

BOM Information

From One System

Selections:

* Enter Plant

* Enter Part Number

* Select Single or Multi Level

* Select BOM Display

* Print Out BOM

BOM Displays:

* Date Range Parameters

* No Date - All Confi gurations

All Parts are released in WCRS and electronically downloaded to all impacted plants, as indicated in ERD

Engineering Part Release Process Improvements Continued

Page 7: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCRS Access & NavigationCRS Access & Navigation

Internet Browser Internet Explorer 5.5 or higher

URL: Training: http://wctrn4.washmi.trw.com/Windchill/wtcore/jsp/wt/portal/index.jsp

Production: http://connect.trw.com/Windchill/wtcore/jsp/wt/portal/index.jsp

Login Dialog Box: Enter User ID, &

Password

Internet Browser Internet Explorer 5.5 or higher

URL: Training: http://wctrn4.washmi.trw.com/Windchill/wtcore/jsp/wt/portal/index.jsp

Production: http://connect.trw.com/Windchill/wtcore/jsp/wt/portal/index.jsp

Login Dialog Box: Enter User ID, &

PasswordPeople Soft ID, if available, or, use your Email Address

Password can be Customized

If you are new to Windchill (do not have a current ID and password) you will be sent an email prior to Launch

Page 8: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWHow To Request a Userid How to Change a password if you have forgottenHow To Request a Userid How to Change a password if you have forgotten

If you do not have a user ID you can request one online.

If you have forgotten your password you can request a reset.

This must be completed prior to using the system

Page 9: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCRS Access & Navigation Winchill HomepageCRS Access & Navigation Winchill Homepage

CRS Main Menu

Toolbar

Access Worklist

Personal Cabinet

Setup Page

Search

Visualization

Meeting Center

Library

The remainder of these icons are used for administrative purposes.

Page 10: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWSetting User ProfileSetting User Profile

From the Home Page, select My Profile

Select Change User Preference*YOU MUST ENTER USER FACILITY AND FUNCTION to use the system.

Page 11: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWSetting User ProfileSetting User Profile

Select Facility from Change Facility Drop Down List (i.e. Plant)

Select Function from Drop Down List (i.e. Job title)

Change Password Utility

(People Soft IDOr Email Address)

Page 12: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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Worklist, Search, Personal

Calendars, Reassign, BOM View, ENG Part

List

Worklist, Search, Personal

Calendars, Reassign, BOM View, ENG Part

List

Page 13: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWAccessing the WorklistAccessing the Worklist

The Worklist supplies each user with “tasks” that allows the user to complete the activity indicated (varies with each document).

Manage Layouts allows user to customize worklist, see next slide.

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TRWTRWAccessing the WorklistChanging worklist layoutAccessing the WorklistChanging worklist layout

The Manage Layouts feature allows the user to change the way tasks are displayed in their worklist. Each column can be sorted or grouped. *Note: the recommended Default for CRS users is as Shown above and results shown below.

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TRWTRWPersonal CalendarDelegate Task – used with a know time of absencePersonal CalendarDelegate Task – used with a know time of absence

The calendar allows the user to delegate tasks on indicated days.

Look up another users calendar.Calendar will show users working days &If tasks will be assigned to a different user.

Select days to delegate tasks, click delegate.Select User from list and click OK button.All tasks assigned on that calendar day will be reassigned to the indicated user. (New users name will now be written on that calendar day.

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TRWTRWReassigning TaskIf you received a task meant for someone else you can forward to the correct individual

Reassigning TaskIf you received a task meant for someone else you can forward to the correct individual

Check the “Work Item Selector” box and select the Reassign button.

Select User to reassign to, and click Submit, task will delete out of worklist.The approval page of the document will show user 1 reassigned to user 2.

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TRWTRWGroupWise Task Notification GroupWise Task Notification

To access the worklist from your email notification select the “HERE” link

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TRWTRWA Task is sent to a users worklist upon their role in the Work flow. For example, when a user creates any type of CRS document, a task will enter that users worklist. The Instructions indicate their next actions.

Example Task Example Task

The CRS document “ERD”, is accessed through a Link in the Task

You may enter Comments that will appear in the Task that is sent to the next user in the workflow.

An ‘OkToTool’ selection will need a Checker and a Release Analyst. Just the Release Analyst for a ‘Standard Release’ selection

Selecting Task Complete continues the workflow for a newly created document.

Page 19: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWSearch optionsSearch options

Windchill allows the user to search specifically for certain documents, reports, parts, etc.By entering a key word, Windchill will search for all documents including that word.

Page 20: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWExample Search ResultsExample Search Results

Example search results for all Released ERDs originating in Aschau.

Page 21: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWExample Search ResultsExample Search Results

Search on Part will give you results like below:

Links to PartMaster

Links to Spicer

Links to Eng Part List

Page 22: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWInformation acquired from ERP SystemInformation acquired from WCRS SystemManual editing i.e.Plant/Part Variation

Assemblies should have a link to launch their Eng Part List

Example from Search Results - Eng Part ListExample from Search Results - Eng Part List

Page 23: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWView BOM from SAPView BOM from SAP

From the WCRS homepage, select WCRS, View BOMs from SAP.

Type the part number, select plant, effectivity dates and click single level or multiple level query.

Page 24: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWExample of Single Level BOM Query from SAPExample of Single Level BOM Query from SAP

Note: View BOM from Maxcim is used the same.

Page 25: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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Part MasterPart Master

Page 26: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWPart MasterPart Master

Continued

Link to all drawings registered (markups, released, etc.)

6L3435611B08AAW

6L3435611B08ABWB6L3435611B08AAW

000395, 000398

ENG Part List

Page 27: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWPart Master, cont.Part Master, cont.

Part Master includes all platforms affected, and all related parts (service numbers, customer numbers, colors, SAP numbers) if applicable.

Page 28: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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Change IssueChange Issue

Page 29: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRW

35

CreatorInitiates

CI

Prg. MgrRequired

?

YesPrg. Mgr selectsChange Owner

No

Change Owner selects

Reviewers

Users review CIComplete Task,

Provide Feedback

Change Ownerreviewsfeedback

Accepted

Cancel

Creator selects

Reviewers

Flow Chart for WC Change Issue

Additional Info

Creator becomes the Change

Owner

CancelCreator selects

Prg.Mgr

Sent to wrong PM

When reviewers have responded or a Maximum of 5 working days, the Change Owner will receive another task summarizing the reviewer responses.

System OverviewInformal information gathering tool – CI workflow

Many uses exist for this tool. The routing, sharing, concurrence, gathering of information can easily be acquired through this workflow and available for decision making or use as an attachment to an ERD.

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TRWTRWCreating a Change IssueCreating a Change Issue

A Change Issue is an informal document, that can be used for:

Gathering ideas Obtaining, Attaching or Sending files Attaching to a CRS Document when beneficial

Select WCRS from the menu bar. Select Create CI – Change Issue.

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TRWTRWCreating Change Issue, cont.Creating Change Issue, cont.

Complete all fields on Request screen. Fields flagged with “*” are required. When attachments are completed select WorkList link.

Click Save

Link to add attachments

For attachments select Browse to locate file, when finished adding files, select Complete.

Continued

Page 32: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCreating Change Issue, cont.Creating Change Issue, cont.By selecting Worklist from Change Issue you would view as below

Select link to launch into task.

OR:Task can be accessed via Groupwise notification

Select link.

Page 33: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCreating Change Issue, cont.This is the Change Issue TaskCreating Change Issue, cont.This is the Change Issue Task

Link to view Change Issue

To add Program Manager or Reviewers, select Add Users button. Search for users, select and click Add. Multiple users may be selected from this window. Once finished, select OK.

Select from available options.Perform Review (send to Reviewers) or to Program Manager.Select Task Complete

Page 34: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCompleting a Change IssueCompleting a Change Issue

Once the Change Owner accepts the final task, the Change Issue will move to ‘Completed’ State. Once a Change Issue is complete, it may be attached to an ERD for supporting documentation if needed. A Change Issue may only be attached to one ERD.

Page 35: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

TRWTRW

Part GeneratorPart Generator

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TRWTRWPart GeneratorPart Generator

From the Windchill home page, select WCRS from the menu bar on the left. Select Part Generator. You have the option to create TRW Part Numbers, Non-TRW Part Numbers (admin only), TRW Chart Part Numbers or Engineering Document numbers i.e. specs, procedures.

Page 37: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWPart GeneratorPart Generator

Select from pop-up window Part Description & Commodity Code. All fields except for Part Ref. Desc are req’d.

Select Number of Parts to Generate and select Create Part(s).

The Clipboard will store all parts that you have previously created.

All Part or Document Types Can be Selected from this field

* Buyer Mary Jane - Plastic

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TRWTRWUpdating/Viewing PartsCreated Parts – The ClipboardUpdating/Viewing PartsCreated Parts – The Clipboard

Part Generator will automatically pull a CV & DV part. Select the links to view the part master. The update link will allow you to change any information if needed.

Example clipboard.

Page 39: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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Engineering Request

Documents, Creation and MU

Example

Engineering Request

Documents, Creation and MU

Example

Page 40: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWEngineering Request DocumentCreateEngineering Request DocumentCreate

From the Windchill main menu select Create ERD.

Page 41: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWEngineering Request DocumentRequest PageEngineering Request DocumentRequest Page

Complete all required fields and click Save.

WCRS will do three things: 1) assign an ERD number2) add the attachment bars3) send a task to the creators

worklist.

Documents/Drawings for Release:Any document to be released within the ERD.User Reference Documents:Attachment added for supporting documentation.Change Issue:Attach from within WCRS for link to files/approvals, etc.Windchill System Documents:Any document attached from within Windchill (i.e. Procedures, IP Documents, CAD files, etc.)

Go to Part Submissions to complete ERD

Page 42: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWCreate new layer.

Mark up drawing using tools on left side of screen.

**Include ERD#, revision, your name, and date in revision column Mark-up note. If ERD is Advanced Release or OK to Tool, also note on drawing.**

New Layer

Line

Arrow

Creating an Electronic Markup in Spicer

Text

Highlight

Circle

Dimension

Select

Move/Resize

Page 43: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRW

4. Choose file location. This can be a folder created on your computer

5. Type file name (followed by .smf), use this format

6. File type should be Spicer Document (.smf)

1. File

2. Save As

3. Browse

7. Save

Saving an Electronic Markup

33045678_A01.smf

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TRWTRWEngineering Request DocumentPart SubmissionsEngineering Request DocumentPart Submissions

Once the Request page is complete, click Part Submissions to add parts to be released.

A Part Submission Wizard will pop up similar to that of a Deviation.

Click here to add Parts.

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TRWTRWEngineering Request DocumentPart Submission WizardEngineering Request DocumentPart Submission Wizard Change Item Type:

TRW PartNon-TRW PartDocumentSource Selection:Select from WCRSCopy from Submissions Already DefinedGenerate New Number (Links to Part Master)Current Part Number:Can be manually entered, or searched in WCRSChange Type:Initial ReleaseMajor RevisionMinor RevisionNo Drawing ImpactObsoleteProgram AddComplete required fields and click Next.

Step 2 will display the current status of the part in Part Master.Status on Pending ERDs will display all ERDs that that part is listed on and not yet released. Select revision that the new ERD will be superceding.

000553

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TRWTRWEngineering Request DocumentPart Submission WizardEngineering Request DocumentPart Submission Wizard

Complete required fields in Step 3. and click Finish.

WCRS will then ask if you want to add more Parts.Yes will direct you back to Step 1. of the Part Submission.No will close the window and exit the wizard.

Page 47: TRW Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual TRW Automotive November, 2004 TRW Automotive November,

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TRWTRWEngineering Request DocumentSelect PRA TaskEngineering Request DocumentSelect PRA Task

Always review Instructions for each task.They are different for each step in the workflow.

Enter comments if desired.A comment is required if user is canceling, or placing a document on hold.

Select Standard Release or Ok to Tool/Advanced Release.This selection must match field selected on Request page.

Select Design Checker (if Ok to Tool / Advanced Release), PRA, and select Task Complete.

After completing Request Page & Part Submissions page, go to your worklist to access Task.

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TRWTRWEngineering Request DocumentApproval Team Review/ApprovalEngineering Request DocumentApproval Team Review/Approval

After PRA completes document, approval members can access task through their worklist.

Link to view document.Recommendation: right click and select Open in New Window.This allows user to view document and close window vs. clicking back button to task page.

Enter comments if desired. Required if placing on hold.Click Task Complete.

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TRWTRWEngineering Request DocumentPart Detail pageEngineering Request DocumentPart Detail page

Print option allows user to select specific pages or all information to print.Document will be formatted and opened in new window. Select File, Print in browser.This link is available from all screens within the document.

Click on part number to view drawings. Links will appear below.

Update Print

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TRWTRWEngineering Request DocumentPlatform PageEngineering Request DocumentPlatform Page

Select links to display platforms associated to that part number. Active part number will be highlighted.

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TRWTRWEngineering Request DocumentApproval PageEngineering Request DocumentApproval Page

Approval page will display pending & completed approvals. Plant Facilitator may add approvers as required.

Everyone has the ability to extend an FYI in any state of the document.WCRS will record and display sent to, sent from, date & comment.

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TRWTRWEngineering Request DocumentTrackingEngineering Request DocumentTracking

Approvals prior to submitting OTT/Adv. Release to PRA. Must be checked in Create State

Approval by PRA after design has completed drawing(s).

Design approval by engineer. This box will auto fill via task.

To be completed by plant personnel.

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TRWTRW

Deviation, GI & P&RDeviation, GI & P&R

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TRWTRWCreating a DeviationCreating a Deviation

From the WCRS homepage, select WCRS from the menu bar. Select Create DEV - Deviation

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TRWTRWCreating a DeviationCreating a Deviation

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TRWTRWCreating a Deviation (Part Details)Creating a Deviation (Part Details)

User must be in Update mode to add/update the part details page. To add parts, click the Add New Details button .

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TRWTRWTakes you to Part Detail WizardTakes you to Part Detail Wizard

Complete the required fields using the Part Details Wizard.

Select Finish when complete, the Part Details page will auto fill.

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TRWTRWCreating a DeviationCreating a Deviation

Active Part number will be RedDeselect the Unaffected Platforms in relation to this part number.

Note: After you Save, now you have completed user input for the DeviationNow you can go to the Worklist and send to PRA for processing

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TRWTRWApproval PageApproval Page

System will display all pending approvals. Hold comments will also appear under Pending Approvals

Approvals with comments will appear under Approvals.

Click Create FYI to extend FYI.

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TRWTRWCreating a DeviationCreating a Deviation

Once the deviation is complete, access task via worklist. Choose PRA Product Release Analyst, Add comments if desired and select Task Complete. This sends your newly created Deviation out for processing

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TRWTRWReview and ApproveReview and Approve

Access Task via worklist or GroupWise notification.

Review document by selecting link (right click and open in new window)

After review of document enter comments if desired, select Approve or On Hold (comments required if placing the document on Hold) and click Task Complete.

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TRWTRWCreating a GICreating a GI

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TRWTRWCreating a GICreating a GI

Enter Part Number and select Check. The system will auto fill all fields except for Part Summary.**Be sure to select Add button before switching screens or part will not be saved.**

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TRWTRWCreating a GICreating a GI

Deselect the Unaffected Platforms in relation to this part number.

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TRWTRWCreating a P&RCreating a P&R

Complete required fields, add attachments if desired and select Save

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TRWTRWCreating a P&RCreating a P&R

Enter Part Number and click Check. Fields will auto fill, complete Part Summary and click Save.

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TRWTRW

Internal Plant Documents

Internal Plant Documents

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TRWTRWInternal Plant DocumentsCreateInternal Plant DocumentsCreate

An IPD is used within Windchill to create documents used strictly for the originating facility.IPD’s may be used for:Manufacturing InstructionsPlant documentsPlant drawingsPlant proceduresQC documentsRouting instructionsService documents

From the Windchill main menu select Create IP document

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TRWTRW

Your Primary content file will be your main document, any attachments may be added as necessary. Click on the appropriate link to browse files and add to IPD.

Document Categories include OPS Doc, Alert Doc, & CAD Doc.

Number may be assigned by originator, or if left blank, be a system assigned number (ex. IP000001

“*” indicates required field

A team can be assigned as default according to user needs / document types.

Internal Plant DocumentsCreate

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TRWTRWInternal Plant DocumentsProperties PageInternal Plant DocumentsProperties Page

Click on the Update link to make changes, add attachments, add carlines, etc.

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TRWTRWInternal Plant DocumentPlatforms PageInternal Plant DocumentPlatforms PageIn the Update mode, carlines may be added by clicking the Select Platform box, and removed by the remove link.

Platforms may be searched by Customer, Platform ID, or Platform.Select the Platform by checking the box, and selecting OK.

Upon completion of your Platform Page you go to your worklist and select reviewersto send out document for release into system

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TRWTRWValue Additions - Incorporated into the New WCRS

Value Additions - Incorporated into the New WCRS

Web Based Secure System – Access through browser able to link pertinent information to parts. The system offers ‘Full Text Search Capability’ to retrieve registered documents

Engineering Change Documents are - Easily understood containing all pertinent information

Performance Improvements – The system speed will be greatly improved for Europe

System Response Reminders – Example system will send a reminder to take action 7 Days after the posted date into a users In-Box through an email reminder

System Referencing – Reference documents to parts in Part Master i.e. Specifications to Drawing #

Improved Reporting – User selected reports and ad hoc tool for customized needs

Proxy Delegation – A User can redirect their approval notifications if unavailable e.g.. Holiday

Standardized Part Usage – All facilities using same part generator – part numbers and specs

Change Issue – The informal information sharing and gathering tool

Task Driven Responses – Workflow notifications communicate response through a task

File Submissions - Improvements for drawing mark–ups, documents and attachments

Service Improvements – Capture service impact for part interchangeability at time of design change. Customer production and service numbers captured in a system table

Color Information – Colored parts will be captured on a table, very useful for part extensions

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TRWTRW Value Additions - Incorporated into the New WCRS – Continued Value Additions - Incorporated into the New WCRS – Continued

Improved commodity and buyer identification - Resulting in fewer change notification issues

Simple, efficient CRS Document creation - To begin the routing and approval process

Automated Final Drawing registration - upon engineers approval task

Engineering Part List - Would supplement our global drawings and provide complete component part numbers and suffix levels (a complete BOM) for assembly and subassemblies.

All Drawings Contained - In a single system and database (legacy - DMS and EIS systems)

One CRS System - All product line information in a single database (legacy – 2 databases)

Single System Access - View BOM’s contained in various manufacturing systems

New Document Type IPD – This is a simple notification and document release workflow for plants

ELV – Link in Part Master to Centor software where material and recycle information is viewed

External Document Access – Connect WCRS on the road, at supplier, or customer with just an ID

Drawing Distribution – Utility to provide electronic drawing distribution for purchasing, internal TRW and external users

Standard Part Identifiers – Query attributes maintained for standard parts {based upon part description} – enhancement started, to be completed after launch

Ease of ERD completion for charted parts – Indicate chart number, Parts display and are auto updated

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TRWTRWHelpful HintsHelpful Hints

Saving your Userid and Password: When entering your USERID and PASSWORD, check the box “save this password in your password list”.

Creating a Shortcut to Windchill: To add an icon to your desktop, log into the application. Once in Windchill, RIGHT CLICK anywhere on the page. Choose the “Create Shortcut” option. The system will tell you “a shortcut to the current page will be placed on your desktop”. Choose “OK”.

To Open Documents in Windchill within the Application the Document was Authored in: Sometimes browsers are configured to open all documents within the browser application. To correct this, your browser must be configured correctly.

Double click on the My Computer icon on your desktopChoose the “Tools” option (at top of page)Select “Folder Options”Select the “File Types” tab (at top of page)For each document type you access via Windchill:

Scroll to the correct document type (e.g. Microsoft Word Document {doc})Highlight the document type (e.g. Microsoft Word Document {doc})Select the “Advanced” option (bottom of page)De-Select (remove checkmark from) the “Browse in Same Window” option. Press

OK to save.

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TRWTRWTechnical AssistanceTechnical Assistance

To receive assistance with the use of WCRS Contact your Local Engineering Administrator, WCRS Plant Facilitator or IS Person

Or Contact Your Local help desk (24 x 7)

Please inform the helpdesk of your issue and the Document number if Applicable of which you are having the Issue with.

To receive assistance with the use of WCRS Contact your Local Engineering Administrator, WCRS Plant Facilitator or IS Person

Or Contact Your Local help desk (24 x 7)

Please inform the helpdesk of your issue and the Document number if Applicable of which you are having the Issue with.

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TRWTRWTraining Manual Development Updates Training Manual Development Updates

Updated OCT 12 2004 (Items 1-14)

1) Slide 26 – Described by document link updates, ENG Part List, Pending ERD’s

2) Slide 30 - Updated text at top of slide

3) Slide 7 – User name text

4) Slide 23 – Updated view to include Maxcim

5) Slide 33 – References reviewers selections (was PM)

6) Slide 13 – Updated text to say “see next slide”

7) Slide 37 – Updated CC to Buyer

8) Slide 40 – Updated view from WCRS menu

9) Slide 41 – Updated text in lower text boxes

10) Slide 44 – Added up-assembly impact to the part submission

11) Slide 49 – Updated view includes Eng Pts List & update field

12) Slide 60 – Added arrows

13) Slide 64 – Updated deselect text for platform

14) Slide 73 – Text added - Ease of ERD completion for charted parts

15)

Updated OCT 12 2004 (Items 1-14)

1) Slide 26 – Described by document link updates, ENG Part List, Pending ERD’s

2) Slide 30 - Updated text at top of slide

3) Slide 7 – User name text

4) Slide 23 – Updated view to include Maxcim

5) Slide 33 – References reviewers selections (was PM)

6) Slide 13 – Updated text to say “see next slide”

7) Slide 37 – Updated CC to Buyer

8) Slide 40 – Updated view from WCRS menu

9) Slide 41 – Updated text in lower text boxes

10) Slide 44 – Added up-assembly impact to the part submission

11) Slide 49 – Updated view includes Eng Pts List & update field

12) Slide 60 – Added arrows

13) Slide 64 – Updated deselect text for platform

14) Slide 73 – Text added - Ease of ERD completion for charted parts

15)