System Features 

1

Process Linking

Quickly create a follow-on process (i.e. NCM --> CAPA)

2

Morning Reminders

Any user with any Open Item gets one reminder email each morning.

3

Open Items List

A real-time personal things-to-do list.  Has a link to each open item.

4

Audio Feedback

Different sounds mean different things.  (Optional by User)

5

Manager Matrix

A matrix of people vs. all processes showing quantity of action items to be worked.  Drill into process records or a person's Open Items List.

6

Part Information

Review all available information for a single part number on one screen.

7

Password Control

Part 11 compliant if needed.

8

Permissions

Authorities based on Job Role or a specific Process Authority.

9

Backup Email

Action notifications go to a Backup Person if someone is out of office – keeps the process moving.

10

Auto Out-Of-Office

People are automatically flagged Out-Of-Office if they were notified of an open item but didn't open the system.

11

Escalation

Notifications to Managers if time limits are exceeded.

12

MRP Connection

Automatically connect to your MRP system.

 Process Features

2

Process Staging

All processes have named Stages which the process goes through sequentially.  A specific action must be taken by an authorized person to move to the next Stage.

3

Assignment

Process records are automatically assigned to the author, and can be re-assigned as needed.

4

Prioritization

Some processes can be given a priority.

6

Link to Part Drawing

Created automatically when a part number is entered or selected.

7

MRP Lookup

Pull information from MRP automatically as needed.

8

File Attachments

Attach any number of electronic files to this record, including emails.

9

Filter Screen by Part Number

Enter part number – screen is filtered to records written against that part number for easy review.

10

Filter Screen by Name

Filter by records that contain action items for the Current User or a Selected User.

11

On-Screen Link to Help Files

Open process-specific Help files directly from each Process screen.

12

Color-Coded Fields

Required, Optional, Locked, System Entered, Choice Required.  Colors change per process Stage or user authority.

13

Easy Date Entry

Pop-Up Calendar

14

Dynamic Fields

Some fields will be enabled or disabled depending on selection made in a previous portion of a process.

15

Electronic Signatures

Record current user name and current date (Part 11 compliant if needed)

16

Codes

Two Level Coding

17

All Required Fields Must Be Filled In

Process movement to next stage is prevented if information is missing.

18

Email Sent Messagebox

Users are told what communication is being generated from their PC.  (Optional by user)

19

Record Name / Date

Names and Dates are automatically recorded for certain actions and for approvals.

20

Comments

Comments are Name, Date, and Time stamped and stored in chronological order.

21

Auto-Spellcheck

Uses Word spellcheck engine so custom dictionaries are used.  (Optional by user)

22

Content-dependent Approver selection

Keep people out of the approval cycle if they aren’t really needed.

23

Disapproval

A disapproval stops the process.  The person who disapproved now must get the disposition resolved. 

24

Change Approver Name

Can be changed by someone else in same group.  Original and new approvers get notified.

25

Different Person Can Approve

Someone else in the same group can make the approval.  Original person gets notified.  Actual approver name is recorded.

26

On Last Approval, process moves to next Stage

Process moves to next Stage automatically when last Approver says Yes.

27

Linked Processes

Push Process button to copy appropriate info to a new record in that process.  Record numbers are recorded for quick cross-reference.

28

Single Record Report

Internal, Supplier, or Customer Copy

29

Quickly Send Report by Email

To Supplier or Customer

30

Close Early Reason

If the process is started, it can be closed early by a process Owner after entering a reason.

31

Create Follow-up Record

If a verification fails, the process Owner can quickly create a new record with the same description information.  The original and new process records will be linked.

32

Clone

A process description can be used to create a new process record.  Saves typing time.

 Reports 

1

User-Defined Reports

Users select criteria – more criteria yields fewer results.

2

Output: Summary List

Typical report with summary information.

3

Output. Full Sheets

Complete information for each record.

4

Output: Spreadsheet

Users can get access to raw data for further analysis or charting.

5

Process Cycle Time

Detailed analysis of process by Stage and by Person.

6

Escalation

Provides a summary list of Process records that have been escalated.

7

Outcome Success

Success % of a process outcome (i.e., CAPA Verification Success %).

8

Various

Many different types of reports can be developed.

 Charts 

1

Process Dependent

Standard Pareto charts are included.  Many other informative charts can be developed for any process.