Manage an existing non-conformance

Search for and view a non-conformance

After a non-conformance is created, you can open, manage, and edit it in the Production or Logistics client application. In the Non-Conformances window, you can search, filter, and sort non-conformances, print reports, and organize the list of non-conformances. You can also cancel or reactivate a non-conformance, create a new non-conformance, or open a selected non-conformance for further review and editing.

Log into the Production client application.
Select Advanced Features > Non-Conformances.

Note

To access the Non-Conformances window from the Logistics client application, log into Logistics, then select Non-Conformance.

To search for a non-conformance, use the filters in the upper-right corner of the window, then select the Search button (the magnifying glass). You can use one or multiple search criteria: NCR#, Source, Part Number, Title, Status, and Customer.

Tip

When managing multiple non-conformances, you can select Sorting in the upper-right corner of the Non-Conformances window to display sorting criteria to arrange the non-conformance list. Use the ASC (Ascending) and DSC (Descending) options to arrange the information in ascending or descending order (A-Z or Z-A, for example).

Do one of the following to open a non-conformance and view its details:
- Double-click a non-conformance in the list.
- Select a non-conformance from the list and select the Open Non-Conformance button in the upper-left corner of the window.
Select the Print Non-Conformance button to print the list of non-conformances.
Select the Generate Report button to create a PDF report for the selected non-conformance.
Select the Cancel Non-Conformance button to cancel the selected non-conformance, then select Yes to confirm your selection.

Note

If you change your mind after canceling a non-conformance, select the Reactivate button, then select Yes when prompted to make the non-conformance active again.

Review or edit a non-conformance

After locating and opening an existing non-conformance, you can edit non-conformance details, update its status, view its history, and make other changes.

Log into the Production client application.
Select Advanced Features > Non-Conformances to display the Non-Conformances window.

Note

To access the Non-Conformances window from the Logistics client application, log into Logistics, then select Non-Conformance.

Locate and select the non-conformance you want to review or edit, then select the Open Non-Conformance button.
Use the tree on the left side of the window to step through the details of the non-conformance: Overview, Failures, Disposition, Correction Plans, Containment Plans, Root Causes, and History. The following table describes these details and the changes you can make to a non-conformance.

Tree item	Description
Overview	Displays the overall status of the non-conformance visually (the Green progress bar). You can modify details including: NCR# - The unique non-conformance record number (NCR#) generated automatically for each new non-conformance you create. Example: NCM20180215-001. Originator - The person who created/initiated the non-conformance. Select the ellipsis (...) next to the drop-down if you want to change the originator to someone else. Source - The source of the non-conformance, for example: Receiving, Engineering, Customer, Production. Select the Manage Sources button next to the drop-down to manage/update sources. Vendor - If the non-conformance is related to receiving processes (defective materials, for example), there is typically a vendor name associated with it. Title - The title of the non-conformance. Date Created - The date and time the non-conformance was created. (This is not an editable field.) Location - The location where the non-conformance occurred, for example the name of a factory or field location. Select the Manage Locations button next to the drop-down to manage/update locations. Affected Items - Displays the items affected by the non-conformance. Select the Trace button to display the Genealogy of the affected items. Notes - Displays notes associated with the non-conformance. Documentation - Displays all documents attached to the non-conformance. You can (double-click to open a document). Use the Add and Delete buttons to add or delete documents related to the non-conformance.
Failures	Displays information related to a non-conformance failure. For all three tabs, select Add to display the Select Inventory dialog where you can search for and select parts related to the failure by UID or part number. Defects tab - Displays defects associated with the non-conformance. Symptoms tab - Displays symptoms associated with the non-conformance. Failed Measurements tab - Displays failed measurements associated with the non-conformance.
Disposition	Specifies the disposition decision for the non-conformance. Typical disposition decisions might include: Return Unused Material to Stock, Return to Vendor, Rework, Repair, and Scrap. You can also add supporting documentation to the decision and pertinent notes in the Notes area.
Correction Plans	Displays correction action plans for the non-conformance. To edit a plan, select it in the tree on the left side of the window, then select the Set to Under Construction button on the right side of the window. When you finish making changes, select the Save button to save the changes. You can also add supporting documentation to the decision and pertinent notes in the Notes area.
Containment Plans	Displays containment plans for the non-conformance. To edit a plan, select it in the tree on the left side of the window, then select the Set to Under Construction button on the right side of the window. When you finish making changes, select the Save button to save the changes. You can also add documentation to the decision and pertinent notes in the Notes area.
Root Causes	Displays root cause analysis information for the non-conformance. To edit a root cause, select it in the tree on the left side of the window, then select the Set to Under Construction button on the right side of the window. When you finish making changes, select the Save button to save the changes. You can also add supporting documentation to a root cause and pertinent notes in the Notes area.
History	Displays a complete history of the non-conformance including status changes by date, type, user, and description.