SoftExpert APQP/PPAP tasks
This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.
Prerequisite
- Access the My Tasks menu.
Presentation
The system generates records for users to perform specific actions, called tasks. These are divided into two categories: Execution and Monitoring.
Monitoring tasks do not need to be performed by the user, although they are responsible for them. On the other hand, execution tasks need to be completed by the user within a defined timeframe.
See the details about the SoftExpert APQP/PPAP tasks below:
Execution tasks
| Who receives | Users who are team members or whose approval roadmap is defined for each activity during APQP planning, provided that the approval step has been configured. |
| When | As soon as the activity is completed. |
| Purpose | Alert those responsible that there are activities pending approval, so that they can be analyzed and finalized according to the evaluation results. |
1. In the list of pending records, select the APQP/PPAP activity you wish to approve.
2. Use the buttons on the toolbar to access the available options and perform the necessary actions related to activity approval.
3. Click the approval button in the toolbar and fill in the fields on the displayed data screen:
- Approved : select whether the activity will be approved or not.
- Date : This field is automatically filled in by the system with the current date.
4. After filling in the fields, save the record to complete the action.
| Who receives | The author is designated for the activity during APQP/PPAP planning, and can be a specific user or team members, as configured in the activity form. |
| When | After the planning is complete, the APQP/PPAP schedule will be submitted for execution. |
| Purpose | Record the actual activity data and complete the associated checklist, ensuring that the information planned is effectively executed and documented. |
1. In the list of pending records, select the APQP/PPAP that contains the activity to be performed.
2. Use the buttons on the toolbar to access the available options and perform the necessary actions.
3. Click the execution button on the toolbar. The APQP/PPAP activity execution screen will be displayed.
4. In the Completed section , fill in the Start date field with the date the activity began.
5. Record all information related to the execution of the activity, including completing the checklist and other data required by the form.
6. In the Completed section , fill in the End field with the date the activity was completed.
7. After filling in all the required information, save the record.
The system will request confirmation to send the activity to the next step:
- If confirmation is not provided, the activity will remain pending .
-
If confirmation is received, the activity will proceed to one of the following stages:
- Activity approval : when there is a user, team, or approval roadmap defined in the APQP/PPAP planning.
- Closed : when the approval stage is not configured for the activity.
| Who receives | User responsible for and team members responsible for APQP/PPAP. |
| When | As soon as an APQP/PPAP is created in the system. |
| Purpose | Plan the APQP/PPAP activities, defining forms, assigning responsibilities, setting deadlines, and providing other necessary information for the execution of the study. |
1. In the list of pending records, select the APQP/PPAP that will be planned.
2. Use the buttons on the toolbar to make the necessary changes related to planning or review.
3. Click the corresponding button on the toolbar to access the APQP/PPAP data screen and perform the planning.
If the APQP/PPAP does not have revision control, the "Send to next step" button will be enabled.
Click this button to send the APQP/PPAP to the execution stage .
- If the button is not clicked, APQP/PPAP will remain in the pending records list for this task.
| Who receives | User responsible for and team members responsible for APQP/PPAP. |
| When | Once the review of the item, which will involve an APQP/PPAP study, is completed. |
| Purpose | Please note that the APQP/PPAPs associated with the item need to be revalidated due to the revision change, ensuring the consistency and conformity of the information. |
1. In the list of pending records, select the APQP/PPAP that needs to be revalidated.
2. Click the corresponding button on the toolbar to start the revalidation process.
3. On the APQP/PPAP revalidation screen , in the Action field , select one of the available options:
-
No
action will be taken on the selected APQP/PPAP. -
New
Creates a new APQP/PPAP. -
Creates
a new APQP/PPAP based on the selected APQP/PPAP, associating it with the item's latest revision. -
Open revision
: Creates a new revision for the selected APQP/PPAP.
This option is only displayed when the APQP/PPAP is approved and revision control is enabled. -
Associate last approved revision.
Replaces the obsolete APQP/PPAP revision with the item's current revision.
This option is only displayed when the APQP/PPAP is in the planning stage.
4. After selecting the desired action, click the confirmation button to execute the revalidation task.
Review tasks
| Who receives | Participants defined as responsible parties in the Participant > Stage tab of the APQP/PPAP review data screen. |
| When |
|
| Purpose | Allow for formal review of APQP/PPAPs, maintaining a complete history of changes made throughout the process. |
Warning: an APQP/PPAP can only be revised if revision control is configured for its type.
1. In the list of pending records, select the APQP/PPAP that will be analyzed in the review stage.
2. Use the buttons on the toolbar to view the data and perform the necessary actions related to the review.
3. Click the corresponding button on the toolbar to open the revision data screen.
4. On the screen shown, use the available tabs as described below.
General Tab
This tab contains general information about the release of the review:
- Release of the review: select the action to be performed:
- Accept revision: accepts the revision and sends the record to the next step. In the Drafting task, this is the only option available.
- Return to drafting stage: returns the review to the drafting stage. When selecting this option, specify the criticisms that should be addressed by the drafter. This option is not displayed in the Drafting task.
- Critique: Use this field to record observations and critiques about the review.
- Solution: When the review returns to the drafting stage with critiques, the drafter should indicate the solutions adopted in this field. This field is only applicable in this scenario.
Change Tab
This section displays information regarding changes made to the APQP/PPAP.
If the " Require changes to be filled in during preparation" option is enabled in the General Parameters , the preparer must report the changes, even if they have already been made in the revision data screen.
- Location : the location in the record where the change was made.
- Change : Description of the change made.
Checklist Tab
This tab will only be displayed if the defined review process has an associated checklist.
The checklist aims to assist the person responsible in deciding whether to approve or reject the record.
For each item:
- Select your desired answer ( Yes , No , or N/A ) in the Answer column .
- The answers may be pre-filled with a default value, as configured in the checklist.
- Filling in the Observations field will be mandatory or optional, according to the rules defined in the checklist settings.
5. After filling in all the necessary information, click the confirmation button. The APQP/PPAP will be forwarded to the next review stage that has configured participants.
| Who receives | The user who created the revision can proceed, provided that manual closure is configured on the APQP/PPAP type data screen or in the Control tab , within the revision data. |
| When | Once the APQP/PPAP has been approved in all stages configured for the review. |
| Purpose | Formally close the APQP/PPAP review, releasing the record for use and for any future revisions. |
1. In the list of pending records, select the APQP/PPAP whose review should be closed.
2. Click the corresponding button on the toolbar to open the review release screen.
3. In the closing stage, only the Accept revision option will be available in the Revision release field .
4. Click the confirmation button to complete the review. After this action, the review will be closed and the APQP/PPAP will be released , and may, if necessary, undergo further reviews according to the rules defined in the system.
Follow-up tasks
| Who receives | User responsible for and team members responsible for APQP/PPAP. |
| When | As soon as an APQP/PPAP is planned. |
| Purpose | To monitor the execution of APQP/PPAP activities, enabling the inclusion or removal of activities, as well as the return of completed activities for execution, when necessary. |
Conclusion
These are the tasks for SoftExpert APQP/PPAP. They disappear from the task menu as they are executed or completed.