1. Corrective Action Request (CAR) (OPTIONAL Module)
1.1. Prerequisites for CAR
Prerequisites Required for Entering a New Corrective Action Request:
 
ManEx’s standard module configuration allows most users to accomplish their daily tasks.  For those users wanting to get more from ManEx by leveraging the total solutions, this is one of the optional modules available for purchase.  To place an order or to learn more about this specific module or any of the other optional modules please contact us at http://manex.com\contactus.aspx

After activation, "Corrective Action Request" (CAR) access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

Quality Inspection Entry A Quality Inspection entry must have been entered in Work Order Shop Floor Tracking.
Customer      The Customer database must be established for Consigned part numbers.
Supplier    The Supplier database must be established for purchased parts.
Part number in Item Master  The part number must exist for a product or part.
Quality Defect Codes The Defect Codes and Names have been entered in System Setup.  
CAR Types  The Corrective Action Request types must have been entered in System Setup.
CAR Number Type  The Corrective Action Request Numbers must have been entered in System Setup.
Work Center     The Work Center must have been entered in System Setup.
Work Order   There must be a Work Order associated with the Corrective Action Request.

1.2. Introduction for CAR

The Corrective Action Request (CAR) module is used to record and track to the conclusion of all corrective action requests.

 

The user may establish his/her own type(s) of corrective actions in the system setup. Examples of types of corrective actions may be Supplier, Customer, Production, Administration, etc. In addition to classifying corrective actions by type, the user may also establish number types for the corrective action. Examples of number types might be RMA, DMR, Internal, etc.

 

The user enters information relating to each CAR including ISO reference, Quality Manual Descriptions, Customer/Supplier information and/or Work Center/Department involved.

 

There is provision for text entry of the Description of Condition, the Apparent Cause, and the Actual Cause, along with provision to enter a graphics image.

 

In the Corrective Action section, there is provision to enter Corrective Action Taken, as well as information for Follow Up & Review.

 

In the Main screen, a list of all open corrective actions is displayed, and may be sorted by Due Date, New Due Date (if revised), CAR number or CAR Type.  There is provision to enter the name of the CAR Coordinator, and include a list of team members and their percent completion of the task. There is also a place for users to enter the date and name of the team member who verified the problem; the date and name of the team member who granted the final approval of the CAR; the date and name of the team member who followed up on the CAR; and the date and name of the team member who closed the CAR.

 

 

1.3. Fields and Definitions for CAR
1.3.1. Open List Tab

This is the due date for the open CAR.  (The user may sort on this field by depressing the Due Date button.) 
This is the new or revised Due Date. (The user may sort on this field by depressing the New Due Date button.)
This is the number assigned to the Corrective Action Request. (The user may sort on this field by depressing the CAR Number button.) 
This is the type of Corrective Action Request as set up in system set up. (The user may sort on this field by depressing the CAR Type button.) 
Days Late    This is the number of days between the New Due Date column and today’s calendar date.
% Completed 
 
 The program calculates % completion of all of the users who are assigned to the project.   
Coordinator The name of the user coordinating this CAR will default in this field once the CAR has been created and Saved. 
This button is depressed so that the team members may enter their individual percentage of completion.
Team Member Name    If users are assigned to this CAR (within the CAR tab) those names will be displayed within this field. 
% Compd  Once the CAR has been completed the Individual users may add their percentage of completion within this field. 
Problem Verified  The name of the user who verified the problem.  The date will also display.
CAR Final Approval by    The name of the user who approved the CAR.  The date will also display. 
Follow Up by    The name of the user who performed the follow up. The date will also display.
CAR Completed by 
The name of the user who completed the CAR.  The date will also display.

 

   

1.3.2. CAR Tab




CAR Number 

The number assigned to the Corrective Action Report.
CAR Date The date the Corrective Action Report was created. 
CAR Description  The description of the Corrective Action Report.
CAR Type  The type of Correction Action.
Due Date 

The due date of the Correction Action.
New Due Date 

If revised, the revision due date.
Major/Minor   

Describes whether the corrective action is major or minor.
Number Type   

The type of CAR number as set up in system setup.Please refer to the Implementation – Production manual. 
Number The number associated with the Number Type.
ISO Element  The element pertaining to ISO.
Quality Manual Description  This is a read only field.
Customer/Supplier Name  If the CAR type is Customer, the name of the customer will appear.  If the CAR type is Supplier, the name of the supplier will appear here.
Work Center/Dept.   If the CAR type is Work Center/Dept., the name of the Work Center or Department will appear here.

Status of Team Progress section

Graphics Display Window

If some work has been completed by the team and registered in the Open List tab, a graph displaying the percentage of completion by each team member will display. 

Depress this button to change graph view to 3D or back to 2D. 
This button will bring up a list of users who can be assigned to the CAR team. 
In order for the user to be displayed on this list they must have Edit or Add rights to the CAR module within the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

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1.3.3. Observation Tab



Description of Condition 

This field is for the user to enter in the description of the condition for the CAR being created.  
Apparent Cause This field is for the user to enter in the apparent cause for the CAR being created. 
Actual Cause

This field is for the user to enter in the actual cause for the CAR being created. 

This button is available for the user to Load a picture for the CAR being created if applicable. 

1.3.4. Corrective Action Tab

This tab is available for user to add notes regarding Corrective Action, and Follow Up and Review for a specific CAR.




1.4. How To ..... for CAR
1.4.1. Finding A Corrective Action Request Record

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, select Quality/Engineer/Corrective Action Request(CAR)/Corrective Action Request (CAR)

The following screen will be displayed:
 



Depress the Find Record action button.
 
The following selections will be displayed:

To Find by CAR Number, user must enter the CAR Number into the Red Box
 
 

Find by CAR Status

Selecting to find by CAR Status, will display another option to find by Open or Closed CAR's. 

 

Once a user has made the selection of either Open or Closed the system will display a list of CAR's to select from.

Select by either entering the CAR number into the red box or highlight and double click on the CAR. 


Find by CAR Type

Selecting the find by CAR Type option, user will need to select the Type from the pull down. 
Once user has selected the Type from the pull down the a list of CAR will be displayed for this type: :

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1.4.2. Adding a Corrective Action Record

Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, select Quality/Engineering/Corrective Action Request(CAR)/Corrective Action Request (CAR)
 
The following screen will be displayed:
 

Depress the Add Record action button. The following screen will be displayed: 
 
 
 
 Enter the CAR Description, Due Date, and New Due Date. 
 
Depress on the down arrow to select whether the problem is Major or Minor
 
 

Depress on the down arrow to select the CAR Type:

If you select Work Center/Dept, a further selection screen will appear.

 
 
If you selected Customer or Supplier from the above as the CAR Type, a further selection screen will appear:
 
The Supplier List will be sorted by Supplier Number. The Customer List will be sorted by Customer Name in Alphabetical Order.
Upon selection, the name of the Work Center/Dept, Customer/Supplier will appear in the boxes below. 


Depress the down arrow next to the Number Type field.  The following list will appear:
 
Select the type applicable to the CAR.
 
Enter in the Number (Work Order, DMR or RMA) and the ISO element.
 
 
 
Depress the Assign button and a list of employees will appear that have Add or Edit access rights to the CAR module setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.

Make the selection for the Team Members.

Depress the OK  button. 

 
Depress the Observation Tab to enter - Description of Condition, Apparent Cause, and  Actual Cause information.  Within this screen user can also Load a Picture if applicable.
 
 
Depress the Corrective Action tab  to enter the Corrective Action and Follow Up and Review information.
 
 
Once user has completed adding all the pertain information for the CAR.  They may depress the Save button to save the changes or depress the Abandon Changes button to abandon all changes.
 
If Set to Manual numbering the following screen will be displayed upon the save to assign a number to the CAR created.  If Set to Auto numbering the CAR will be assigned a number upon the save.
 
 
 The completed screen should appear as follows:
 
 
 
When entering the CAR module all Open CAR will be displayed listing the Due Date, New Due Date, CAR Number and CAR Type. 
 
 

 
 
 
Highlight the CAR of interest and depress the Edit button and enter password.  The Approval lists will be enabled:
 
To enter an approval, depress the down arrow button and a list of employees will appear that have add or edit rights to the CAR module setup in the ManEx System Security module. Users with “Supervisor Rights” will automatically have access.  Make a selection and their name, date and time of selection will default into the appropriate fields.

To enter a percentage of completion, place the cursor in the % Completion column.   Enter in the percentage completed.  Depress the Enter key.  You will be prompted for the password.  The password entered MUST “MATCH” the name of the user.  

 
The user may then depress the CAR tab to view the Team Member Project Status of completion graph.
 
 
 
 
To obtain a 3D version, depress the 2D/3D  button.
 
 
 
1.4.3. Editing a Corrective Action Request Record
Find the CAR of interest and the following screen will appear:
 
 



Depress the Edit record and the following fields will become activated on the Open List screen. 
  
Depress the down arrow next to each of the desired fields.  A list of employees will display for selection.     Note:  That an entry in the "CAR Completed By"   field will Close the record.
 

Depress the CAR tab, when in Edit mode all the fields are available for edit. 




Depress the Observation tab and all the fields are available for edit.   

 
 
 
If you wish to load a picture, depress the Load Picture  button.  The following dialog box will be displayed.
 
 
Select a bit map image/file you want to load by highlighting and double clicking.  The load picture will display the image loaded.
 

  

 

   

Depress the Corrective Action tab -  and enter any Corrective action and/or Follow Up & Review information: 
 

 

Once the desired information has been entered into the appropriate locations, depress the Save Button, and enter your password.
 
 
1.5. Reports - CAR

To obtain the Corrective Action Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.

Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module.


Select the Report Type:  BOM - A List of Reports will be displayed that are available on the Web for BOM


NOTE:  THESE REPORTS ARE NOT AVAILABLE YET ON ManEx DESKTOP