CREATE AN NCR

First, select the type of NCR you would like to create.

The default NCR types for Cetec are customer complaints, physical inventory, production, sales, accounting, vendor/supplier. NCR Types may be added, edited, or removed by clicking on the “Add/Edit NCR Types” link in the NCR interface, or by heading to the appropriate data maintenance table in Admin » Maintenance » Data Maintenance » NCRType.

NCR TRACKING & REVISION HISTORY

Cetec ERP tracks the movement of an NCR as it is modified and routed through the various departments and assignments in your workflow. To view this history, select the History tab on the left sidebar of the NCR worksheet and observe all states, assignments, users, and operational times associated with the NCR.

NCR DOCUMENT MANAGEMENT

To attach files and documents to any NCR, select the Documents tab on the left sidebar of the NCR worksheet. The files will be stored inside the particular NCR you attach them to for future access with complete revision control.

NCR LIST & SEARCH

The NCR list lists all NCRs stored in your NCR database in Cetec ERP. You can search the list and filter by giving it the search parameters you desire.

NCR PROCESS EXPLAINED

NCR is an active, controlled document routed along multiple personnel in a company, evolving and growing in detail along the way. Cetec contains a default workflow for how NCRs may be routed throughout the company. The default workflow states for NCRs are as follows: State 1 Creation, State 2 Review, State 3 Escalation, State 4 MRB, State 5 Management, State 6 Closure. The type of information collection required depends on the state that NCR is in. For instance, at State 1 Creation, only basic NCR summary and containment information is required. Disposition is determined at State 2, necessity for Corrective Action (CAR) is determined at state 4 and state 5, and so on. The default workflow is constructed to offer some flexibility in bypassing or returning to certain state.

STATE 1 - CREATION

HEADER INFORMATION

• NCR Type
• NCR Title
• Customer
• Part Number
• Assigned To
• Initiated By [username - this field is autopopulated]
• Critical? (Note: selecting the ‘Critical’ tag creates a bright red ‘critical’ label at the top of your NCR as a visual alert to all users who access the NCR.)
• Vendor
• Attach Image to NCR

NCR CONTAINMENT / DETAILS

• Containment. Here we log details on the scope and containment of the Non-conformance. Containment is the act of locating and quarantining material that may have been affected by the non-conformance. Containment information must be logged and tracked in the non-conformance file.

• Non-conformance details. Here, you can log any additional information particular to the non-conformance.

NCR DOWNLOAD / PRINT / DELETE / UPDATE At any point during the NCR filing and routing process, the report may be downloaded (into a zip file or a PDF), printed out on paper, or deleted. To save any edits to the NCR, click Update. Next Steps: Log containment details and send to the NCR Review state.

STATE 2 - REVIEW

DISPOSITION

Disposition refers to the course of action to follow with the materials affected by the non-conformance. To add, edit, or remove NCRDisposition options, go to Admin » Maintenance » Data Maintenance » NCRDispositions.

REVIEW COMMENTS

Here you can include any additional comments from the personnel assigned to review NCRs and determine dispositions.

Next Steps: either send to Escalation, or bypass Escalation and send straight to the MRB.

STATE 3 - ESCALATION

Escalation is primarily a review state; no additional content or functionality resides in this state.

Next Steps: either send forward to MRB state, or send back to Review state.

STATE 4 - MRB (MATERIAL REVIEW BOARD)

DISPOSITION

Here you may add or edit disposition options that were determined during state 2.

REINSPECTIONS, CORRECTIVE ACTIONS, RESOLUTIONS

• Customer Authorize (select yes or no): if your process change or disposition determination requires customer sign off, track the signoff here.

• Customer Authorization Reference (input reference number): if your process change or disposition determination requires customer sign off, track the authorization reference number here.

• Reinspected? (select yes or no): track whether your non-conformance requires reinspection, track the occurrence of reinspection here.

• Resinspection Report Number: if your non-conformance requires reinspection, log the reinspection report number associated with this nonconformance here.

• Link NCR to an existing CAR (specify exist CAR id).

• Link NCR to a new CAR (specify a CARType to assign to your new CAR, which will be tied to this NCR.

• Set a Resolution type with which to resolve the NCR.

• Accepted by: here management can sign off on process changes or disposition determinations with their name and comments before closing out the NCR.

Next Steps: either close the NCR, send to Management for final approval/closure, send back to the Escalation state, or send back to the Review state.

STATE 5 - MANAGEMENT

DISPOSITION

Here you may add or edit disposition options that were determined in state 2.

REINSPECTIONS, CORRECTIVE ACTIONS, RESOLUTIONS

Here you may add or edit customer authorization, reinspection data, CAR links, resolutions, or acceptance comments from state 4.

Next Steps: either close the NCR, or send back to MRB, Escalation, or Review states.

STATE 6 - CLOSURE

Closing a NCR logs it in the system and its status will change to Closed (it retains all of its details, attached files and documents, and assignment history). Closed documents are still searchable and accessible from the NCR list.

REOPEN A NCR

To re-open an NCR, go to the workflow section at the top right of the screen and click Re-Open. This will reopen the NCR, and assign it into State 4 (MRB) for further review and analysis.