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TRW Automotive November, 2004

Engineering Change Request System {CRS} Released in the Windchill Environment User Training Manual. TRW Automotive November, 2004. Training Topics. Introduction & Overview / Task Driven System CRS Access, Navigation, Setting User Profile

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TRW Automotive November, 2004

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  1. Engineering Change Request System {CRS}Releasedin theWindchill EnvironmentUser Training Manual TRW Automotive November, 2004

  2. 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

  3. About CRS - Global Overview/Impact - Design Release/Update Shared Drawing Use, Notifications, Approvals, BOM Control and Access, Multiple Manufacturing Centers, Customers, Suppliers Drawing Formats Drawing Formats Drawing Formats Drawing Formats Drawing Formats Drawing Formats Drawing Formats Washington/Mesa Engineering Centers Alfdorf Engineering Center Supply Base Supply Base Production Production Supply Base Supply Base Production Production Engineering and Design Influence Global Manufacturint Plants Supply Base Production Production Customer Assembly Plants Production Production Production Production Production Production Supply Base Supply Base AschauEngineering Center Aschaffenburg Engineering Center Drawing Formats Drawing Formats Drawing Formats Drawing Formats

  4. 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

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

  6. EngineeringPart Release Process ImprovementsContinued

  7. CRS 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 People Soft ID, if available, or, use your Email Address If you are new to Windchill (do not have a current ID and password) you will be sent an email prior to Launch Password can be Customized

  8. How To Request a Userid How to Change a password if you have forgotten This must be completed prior to using the system If you do not have a user ID you can request one online. If you have forgotten your password you can request a reset.

  9. CRS Access & NavigationWinchill Homepage CRS Main Menu Toolbar The remainder of these icons are used for administrative purposes. Access Worklist Setup Page Visualization Library Search Personal Cabinet Meeting Center

  10. Setting User Profile From the Home Page, select My Profile Select Change User Preference *YOU MUST ENTER USER FACILITY AND FUNCTION to use the system.

  11. Setting 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 ID Or Email Address)

  12. Worklist, Search, Personal Calendars, Reassign, BOM View, ENG Part List

  13. Accessing 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.

  14. Accessing 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.

  15. Personal 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.

  16. 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.

  17. GroupWise Task Notification To access the worklist from your email notification select the “HERE” link

  18. Example Task A 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. 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.

  19. Search 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.

  20. Example Search Results Example search results for all Released ERDs originating in Aschau.

  21. Example Search Results Search on Part will give you results like below: Links to PartMaster Links to Spicer Links to Eng Part List

  22. Example from Search Results - Eng Part List Assemblies should have a link to launch their Eng Part List

  23. View 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.

  24. Example of Single Level BOM Query from SAP Note: View BOM from Maxcim is used the same.

  25. Part Master

  26. Part Master 6L3435611B08AAW 000395, 000398 ENG Part List B 6L3435611B08ABW 6L3435611B08AAW Link to all drawings registered (markups, released, etc.) Continued

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

  28. Change Issue

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

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

  31. Creating Change Issue, cont. Complete all fields on Request screen. Fields flagged with “*” are required. When attachments are completed select WorkList link. Click Save For attachments select Browse to locate file, when finished adding files, select Complete. Link to add attachments Continued

  32. 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.

  33. Creating 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

  34. Completing 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.

  35. Part Generator

  36. Part 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.

  37. Part Generator Select from pop-up window Part Description & Commodity Code. All fields except for Part Ref. Desc are req’d. All Part or Document Types Can be Selected from this field * Buyer Mary Jane - Plastic The Clipboard will store all parts that you have previously created. Select Number of Parts to Generate and select Create Part(s).

  38. Updating/Viewing PartsCreated Parts – TheClipboard 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.

  39. Engineering Request Documents, Creation and MU Example

  40. Engineering Request DocumentCreate From the Windchill main menu select Create ERD.

  41. Engineering Request DocumentRequest Page 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.) Complete all required fields and click Save. • WCRS will do three things: • assign an ERD number • add the attachment bars • send a task to the creators worklist. Go to Part Submissions to complete ERD

  42. Creating an Electronic Markup in Spicer • Create new layer. • Mark up drawing using tools on left side of screen. New Layer Line Arrow Circle Text **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.** Highlight Dimension Select Move/Resize

  43. Saving an Electronic Markup 1. File 2. Save As 4. Choose file location. This can be a folder created on your computer 5. Type file name (followed by .smf), use this format 3. Browse 33045678_A01.smf 6. File type should be Spicer Document (.smf) 7. Save

  44. Engineering Request DocumentPart Submissions Once the Request page is complete, click Part Submissions to add parts to be released. Click here to add Parts. A Part Submission Wizard will pop up similar to that of a Deviation.

  45. Engineering Request DocumentPart Submission Wizard • Change Item Type: • TRW Part • Non-TRW Part • Document • Source Selection: • Select from WCRS • Copy from Submissions Already Defined • Generate New Number (Links to Part Master) Current Part Number: • Can be manually entered, or searched in WCRS • Change Type: • Initial Release • Major Revision • Minor Revision • No Drawing Impact • Obsolete • Program Add 000553 Complete 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.

  46. Engineering 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.

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

  48. Engineering 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.

  49. Engineering Request DocumentPart Detail page UpdatePrint 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.

  50. Engineering Request DocumentPlatform Page Select links to display platforms associated to that part number. Active part number will be highlighted.

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