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eCATS User Guide

Honeywell Confidential & Proprietary

This work contains valuable, confidential, and proprietary information. Disclosure, use or reproduction outside of Honeywell Inc. is prohibited except as authorized in writing. This unpublished work is protected by the laws of the United States and

other countries.

Notices and Trademarks

Copyright ©2010 by Honeywell International Inc.

While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be stated in its written agreement with and for its Customers.

In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and specifications in this document are subject to change without notice.

Honeywell is the registered trademarks of Honeywell International Inc.Other brand or product names are trademarks of their respective owners.

Honeywell InternationalAerospace

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Table Of Contents

INTRODUCTION 1

eCATS - Electronic Corrective Action Tracking System Overview 1System Features 1

Home 3To send Feedback about the site 3

Registration 3Honeywell ID Registration 3ECATS User Profile Registration 3Profile Request Process for Honeywell Suppliers 4Profile Request Process for Customers 5Profile Request Process for Honeywell Employees 6

Login 7Logging on to eCATS 7Changing or Forgot Password 7

HOME PAGE 9

Initiate CAR 10

Step 1: Initiate CAR – Select CAR Type 10

Step 2: Assign People 10Step 3: Product Process 16Step 4: Finding Event 18Team 20Response 22Approval 26Follow-up 27Effectiveness 29History 31Comment 32

Locate CAR 32

Initiating a CAR 33

Draft CARS 34

Locating a CAR 34

Responding to a CAR 35

Extension of Due Date 38

Creating a CAR with a new Dash 39

Attaching Documents 40

Waiting Owner Implementation, Following up and Closing a CAR 41To Schedule a Follow-up Review 41Accepted by the Follow-up Reviewer 41Rejected by the Follow-up Reviewer 42

ADVANCED SEARCH 42

Select Saved Reports 43

Quick Filter 44

Additional Filter 46

Field Selection 48

REPORTS 50

Generating a Report 53

Quick Filter 57

Report Format Selection 58PDF Format 58Drill Down by Month 58Excel Report 58HTML Data Extract 59

ADMINISTRATION 60

SBU Maintenance 61Modify SBU Name 61

Enterprise Maintenance 62Adding an Enterprise Code 63Modify Enterprise Name 64Deleting an Enterprise Code 65

Site Maintenance 66Adding a New Site ID 67Modify Site 67Deactivating a Site ID 69Adding a New Product Line 70Deleting a Product Line 71Adding a New Cell 72Deleting a Cell 73Adding a New Department 74Deleting a Department 74Customize Code Lists 75Customize Supplier Lists 77

Table Of Contents

Supplier 78Search and view the details of a Supplier 78Adding a New Supplier 79Modify Supplier 80Deleting a Supplier 81Adding a New Supplier User 82Modify Supplier User 83Deleting a Supplier User 84

Manage Internal Users 85Internal User 87User Level 87Role of the User 87Adding a New User 88Modify User 90Deleting a User 92Inactive a User 92Move User 93Reset Password 95Review Registration 96

GLOSSARY 97

Index 99

Introduction

eCATS - Electronic Corrective Action Tracking System Overview

eCATS was originally developed for Honeywell Aerospace. Due to its ability to interface with Customers, Suppliers, FAA, and External Registrars, it is now widely used by other Honeywell business units.

eCATS is a software application for documenting corrective and preventive action in response to nonconformities. It meets Customer, FAA, and External Registrar quality record requirements and enables standardization of corrective and preventive action processes.

Cause Analysis and Mistake Proofing (CAMP) workshop or on-line training is recommended to understand the process of the eCATS application.

System Features1. eCATS is a web-based application, centrally maintained, and updated in a

single server.2. Internet Explorer 5.0 or later at a resolution of 1024 x 768 pixels is required

to run eCATS. eCATS does not require any special software. It is easily accessed by any computer with an Internet access and an Internet browser.

3. Secure Socket Layer (SSL) for data encryption keeps the information safe. Each user has a login ID and limited access to the application.

4. The system complies with Honeywell’s export control requirements, giving each CAR the capability to be individually set as export controlled. The system security references the nationality of the issuing site (not that of the lead or requestor), CARs that are marked as export controlled will only be accessible to users named on the CAR or that have the same nationality as that listed for the issuing site.

5. eCATS is integrated with e-mail and MS Office tools. When an action is required or overdue, an e-mail reminder is automatically sent to the responsible persons.

6. Home page: This section maintains the updated information about each CAR from initiation until closure. It lists all of the CARs that the user is associated with.

Search CARs Create new CARs View, Respond, and Approve existing CARs Schedule Follow-up and Effectiveness reviews

The Search section allows the user to search by site, status, and dates. Advanced Search gives the users additional options.

7. CAR. This section contains: Draft CARS List Initiate CAR Advance search

8. Report: The Report section allows the user to find detailed information across multiple organizations. Report defines fields and filter conditions to

create queries that can be viewed online or exported. Reporting runs pre-formatted reports and forms with user specified filter conditions.

Note Each user must exit the CAR by clicking Exit after completing the

necessary actions. This allows the next user to proceed with the CAR. If a user does not exit the CAR, the CAR is opened in a read-only mode to other users.

The user is automatically logged off after a thirty minute period of inactivity. Typing is not considered as an activity. Interaction with the server is required. For example, moving from one page to another is considered activity.

A pop-up message appears. Click OK.

The system prompts the user with a message five minutes before logging you out. Click OK to remain logged in.

The maximum size of each document attached is 6MB. The maximum limit of the text field is 4000 characters. Avoid using

apostrophes in the text fields.

Introduction

Home

Login to eCATS through the Home page:

To send Feedback about the site

1. Click the Technical Support link on the left pane of the screen.2. Enter the subject in Subject.3. Enter issue or feedback regarding the CAR or site in Feedback.4. Enter your e-mail ID in From.5. Click Send Message.

The VeriSign Secure Site image symbolizes that the site is a secure site network utilizing Secure Sockets Layer (SSL) encryption assuring system integrity and protection.

The application is best used with the Internet Explorer browser and must be displayed with a resolution of 1024 x 768 pixels. --------------------------------------------------------------------------------------------

Registration

Suppliers and Customers can register from the Home Page. Registration is a two part process, the first part is the Honeywell ID registration and then the second part is the eCATS user profile registration.

Honeywell ID Registration

For internal Honeywell employees, the Honeywell ID is your EID and the password is your network password (LDAP).

Suppliers and Customers will create a Honeywell ID by clicking on the “Don't have Honeywell ID? Register” link on the sign in page. The Common Web Authentication (CWA) site used to create your Honeywell ID is not part of the eCATS tool. Follow the instruction on the screen or use the help link provided in the CWA for assistance. If the Supplier or Customer has a Honeywell Id for other applications, (Supplier portal, etc.) the same ID will be used here and a new one is not required.

ECATS User Profile Registration Honeywell Employees can request the creation of their user profile through

their local eCATS Site Administrator. Suppliers and Customers can register for an account by clicking on the “New

Supplier/Customer users please register here”.

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Send feedback, issues, and requests for clarification to Technical Support by clicking on the Help in the top menu of the home page.

Profile Request Process for Honeywell Suppliers1. Click the “New Supplier/Customer users please register here”. 2. Click here to Register as Supplier.3. Enter the information in the fields provided.

Fields DescriptionCompany (mandatory)

The name of the Supplier's company.

Duns # (mandatory)

Dun & Bradstreet number used as the unique ID of the Supplier. If a Supplier does not have a Duns, use the Honeywell OneSource Supplier ID. (see Supplier scorecard through the Supplier Portal)

First Name (mandatory)

The first name of the user.

Last Name (mandatory)

The last name of the user.

Title The title is the designation of the person.Address 1 (mandatory)

The address includes the company name, street address and the building name of the Supplier.

Address 2 Additional address, as applicable.Address 3City (mandatory)

The city where the Supplier resides.

State (mandatory)

The state where the Supplier resides.Select the state from the drop-down

menu.Zip/Postal (mandatory)

The zip or postal code of the area where the Supplier resides.

Country (mandatory)

The country where the Supplier resides. Select the country from the drop-down

menu.Phone (mandatory)

The contact number of the Supplier.

Fax The fax number of the Supplier.Mail Stop The mail stop is the building mail address of the

Supplier. For example, MS22.Email (mandatory)

The e-mail address of the Supplier.

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Fields DescriptionPrimary Honeywell Site (mandatory)

The site with which the Supplier is conducting business.

1. Contact the Supplier Quality representative to get your site code.

2. Click . All the site codes are displayed in a new window.

3. Select the site code by clicking the Site Code hyperlink.

Honeywell LDAP

Pre-populated with Honeywell ID

Submit Click Submit to request an eCATS account.Clear Click Clear, to clear all the fields.Back Click Back to go to the eCATS Registration

screen.

4. Click Submit to send a request for an account. An e-mail is sent to the administrator of the primary Honeywell site. When the account is approved the login ID is sent in an e-mail to you.

5. You receive an on-screen confirmation message from eCATS.

Profile Request Process for Customers1. Click the “New Supplier/Customer users please register here”.2. Click here to Register as Customer.3. Enter the information in the fields provided.

Fields DescriptionCompany (mandatory)

The name of the Customer's company.

First Name (mandatory)

The first name of the user.

Last Name (mandatory)

The last name of the user.

Title The title is the designation of the person.Address 1 (mandatory)

The address consists of the company name, street address and the building name of the Customer.

Address 2 The additional address to specify the accurate location.Address 3

City (mandatory)

The city where the Customer resides.

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Fields DescriptionState (mandatory)

The state where the Customer resides.Select the state from the drop-down

menu.Zip/Postal (mandatory)

The zip or postal code of the area where the Customer resides.

Country (mandatory)

The country where the Customer resides. Select the country from the drop-down

menu.Phone (mandatory)

The contact number of the Customer.

Fax The fax number of the Customer.Mail Stop The mail stop is the building mail address of the

Customer. For example, MS22.Email (mandatory)

The e-mail address of the Customer.

Primary Honeywell Site (mandatory)

The site with which the Customer is conducting business.

1. Contact the Quality representative to get your site code.

2. Click . All the site codes are displayed in a new window.

3. Select the site code by clicking the Site Code hyperlink.

Honeywell LDAP

Pre-populated with Honeywell ID

Submit Click Submit to request an eCATS account.Clear Click Clear, to clear all the fields.Back Click Back, to go to the eCATS Registration

screen.

6. Click Submit to send a request for an account. An e-mail is sent to the administrator of the primary Honeywell site. When the account is approved the login ID is sent in an e-mail to you.

4. You receive an on-screen confirmation message from the application.

Profile Request Process for Honeywell EmployeesAll internal Honeywell users shall request the access through their local eCATS administrator.

OR

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1. Click on the “Click here to contact administrator.2. Enter Request for an account in Subject and give your details in

Feedback.3. Enter your e-mail ID in From.4. Click Send Message. Your login ID will be sent as an e-mail to you.

Note Read the Honeywell Privacy Policy before clicking Submit.

Login

Logging on to eCATS1. Enter the eCATS address in your web browser.

http://www.ecats.honeywell.com/login.jsp

2. Enter the assigned Honeywell ID and password. 3. Click Sign In. The Select Profile page is displayed, if the login was

successful. Select Profile from the drop-down box, click Next. The first page displayed will be the user’s action items.

Note: Most users have only one Profile Suppliers and Customers use Honeywell ID

For information about Registration for Honeywell ID, see Registration.

Honeywell Employees will use EID and LDAP password.

Changing or Forgot Password1. The Honeywell ID password can be changed by clicking on the “Forgot

Password?” link on the log in screen and following the prompts.2. The eCATS profile password is only used to associate an existing eCATS

Profile to a new Honeywell ID. Newly created profiles have the association already completed and the password is not needed. If the eCATS profile password needs to be reset, contact an eCATS administrator for assistance.

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http://www.ecats.honeywell.com/login.jsp

Home pageHome page

Find a specific Corrective Action Request (CAR) by providing details like CAR ID , Status, or Date Initiated, and clicking the search button

Initiate a CAR by clicking Initiate New CAR.

This screen contains an Action Item table with the list of CARs and their status. The CARs are classified into three types:

CARs in Approval or Response Phase CARs in Implementation Phase CARs in Effectiveness or Followup Review Phase

The following table provides a description of the fields for the CAR list on the Home page. The list of CARs being displayed can be changed using Change Display drop down filter.

Field DescriptionCAR ID The unique ID assigned to a CAR that is generated.

Example:OTH20100002-01 OTH - the eCATS site code of the site that

generated the CAR. 2010 - the year when the CAR is generated. 0002 - the sequence number of the CAR. -01 - the sequential dash number for related

CARs.CAR Status The status of the CAR. Examples include: Initiation in

Progress, Waiting for Owner Assignment, etc. Person Responsible The name of the person responsible for the current

status on the CAR.CAR Type Primary CAR types are: Internal, Supplier, and

External. There are additional CAR types for Preventive Action, Supplier RMRA, and Supplier Reversals.

Initiation Date The date when the CAR was initiated by the Lead/Requester.

Due Date Due date assigned for the current stage of the CAR process.

Requester The person who raised the issue for a CAR.Owner The person assigned by the SPOC or the

Lead/Requester to take corrective action.SPOC A Single Point of Contact has the authority to assign

an Owner to a CAR. The SPOC is also responsible for ensuring that the appropriate Root Cause analysis is followed and is the initial approver of the CAR response.

Field DescriptionLead The Lead and the Requester are usually the same

person.For example, the Lead is a Production or Quality Engineer.

Note

Symbol in the CAR ID column indicates that the CAR has attachments.

The CAR is highlighted in red if the due date has passed. An action must be taken immediately.

The CAR is highlighted in yellow three days before the due date. It reminds the responsible person to take action before the due date.

Initiate CAR

Step 1: Initiate CAR – Select CAR Type

Type (mandatory)

The Lead/Requester must select the type of the CAR to be initiated from the drop-down menu. The Type designates the source type of the corrective action, e.g. Customer, Internal Audit, Supplier, etc. The selection determines the fields present in Select CAR Type.The fields on the Assign People page change based on CAR type selection.

Step 2: Assign People

Field DescriptionCAR # The unique ID assigned to each CAR. The value is NEW by

default and a unique number is assigned as soon as CAR initiation is complete.

Status The status of the CAR may be Initiation in Progress, Waiting for Owner Response, etc. The status is Initiation in Progress by default.

Export Controlled

If this check box is selected, only users of the Lead site with the same country of citizenship and those named on the CAR will have access to it.

If this check box is checked, it indicates that the CAR is

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Field Descriptionmarked as export controlled to comply with Export Control laws.

Export controlled CAR data cannot be viewed, edited or included in any report by a user who is not of the same nationality or site as that entered in the CAR.

Void CAR Select the field to nullify an existing CAR.

Note The field is displayed only to users with the

Level of an Administrator. The Lead/Requester, SPOC or Owner can

request the administrator to void a CAR. The administrator must enter reason for

voiding the CAR in the CAR comments. Voided CARs are not included in reports.

Lead Information (Initiated By)

The Lead initiates the CAR, and assigns the Requester and SPOC/ Coordinator. The fields in this section are automatically completed using information based on the User ID. The following table provides the fields available under Lead Information section:

Field DescriptionLead Site (mandatory)

The site associated with the person who is logging on to the system.

Initiation Date/Time

The date and time at which the CAR is generated.

Lead Name (mandatory)

The person initiating the CAR.

Lead ID (mandatory)

The ID of the person initiating the CAR.

Requester Information (Reported By)

The Requester identifies nonconformity, including product nonconformance or other requirements violation (e.g. failure to follow a work instruction), or identifies an opportunity for preventive action. The Requester can initiate a CAR or ask the Lead to initiate a CAR on their behalf. The Lead and the Requester can be the same person. The Lead must enter the Event Date, the date on which the nonconformance was found. Depending on the type of the CAR, the fields in the Requester Information section change. Additional fields are displayed for the following types of CARs:

Customer Audit Customer Complaint Customer Hardware Customer Non-Hardware

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DCMA Disclosure ERP Initiated - Customer HSE Regulatory ISO 14001 Audit ISO Registration Audit Investigate OEM Failure PQDR Perf Review Institute Regulatory Reliability Request for Information Space Station Audit Supplier – RMRA Supplier Reversal

The following table provides the fields available under the Requester Information section:

Field DescriptionExternal Requester Approval *

Select the check box if the Requester is external, (Customer, FAA, Third Party Registrar) that requires approval before closure.

Requester Name (mandatory)

The name of the person who requests CAR issuance.1. To choose the Requester Name, click Look up. A

pop-up window appears with search criteria based on the User ID or Last Name.

2. Enter the User ID or Last Name and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed, and a table is updated with the search results.

3. Select the Requester Name by clicking the User ID hyperlink. The Requester Name, Requester ID and Phone number are automatically completed.

Requester Company (mandatory for external CAR types) *

The external company which initiated a CAR, e.g. DNV, FAA or Customer.

1. To choose the Requester Company, click Look up. A pop-up window appears displaying the search criteria based on the Company Code or Company.

2. Enter the Company Code or Company and click Submit. To view all records, leave the fields blank and click Submit. A table displays with search results and the number of records.

3. Select the Company Name by clicking the Name hyperlink. The Requester Company, Phone and Mail Stop are automatically completed.

Requester ID (mandatory)

Requester ID is automatically completed.

Phone Phone number is automatically completed.

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Field DescriptionContact Name * When the CAR is initiated by a Customer or on their

behalf, a contact name must be provided.Contact Phone * When the CAR is initiated by a Customer or on their

behalf, a phone number must be provided.Mail Stop The mail stop is the building mail address.Requester CAR # The CAR # issued by the Customer or other external

agency.Audit Reference The Audit Reference Number if the CAR was the result of

an Audit.Event Date The date on which the event was found.

To choose the Event Date:

Enter the date manually in the dd-mmm-yyyy format.

OR Click . Select the date from a calendar.

Note When the CAR is initiated by (or on behalf of) a Customer, the FAA, or

a third party auditor , the Requester Name is replaced with the Requester Company.

* indicates the additional fields that are displayed.

Owner Information (Assigned To)

The SPOC/Coordinator is a person of authority in the function/department that they are representing. If the Owner is not assigned by the Lead/Requester, an e-mail is sent to the SPOC/Coordinator requesting owner assignment. The owner is then assigned by the SPOC/Coordinator. The Lead can assign the Owner, when the Owner and Lead are Honeywell Employees.

The following table provides the fields available under Owner Information section:

Field DescriptionOwning Site (mandatory)

The CAR is assigned to the site that is responsible for correcting the nonconformance. For inter-site CARS, the primary SPOC who also acts as the site focal is automatically populated.

SPOC/Coordinator (mandatory)

The person who co-ordinates the action to be taken.1. To choose the SPOC/Coordinator, click Look up. A pop-

up window appears with search criteria based on User ID or Last Name.

2. Enter the User ID or Last Name and click Submit. To view all records, leave the fields blank and click Submit. A table is updated with search results.

3. Select the SPOC/Coordinator by clicking the User ID

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Field Descriptionhyperlink.

Owner Name The person assigned by the SPOC or the Lead/Requester to be the owner of the CAR.

1. To choose the Owner, click Look up. A pop-up window appears with search criteria based on User ID or Last Name.

2. Enter the User ID or Last Name and click Submit. To view all records, leave the fields blank and click Submit. A table is updated with search results.

3. Select the Owner by clicking the User ID hyperlink. Owner ID Owner ID is auto-filled when Owner is selected. For Supplier

CARS, the Owner is the Supplier company identified by their DUNs number.

Product Line Product Line may be automatically completed based on Owner,

OR1. To choose Product Line, click the drop down arrow. A

list appears containing the available Product Lines.2. Select the appropriate Product Line Name.

Department Department may be automatically completed based on Owner,

OR1. To choose Department, click the drop down arrow. A

list appears containing the available Departments.2. Select the appropriate Department Name.

Cell Cell may be automatically completed based on Owner, OR

1. To choose Cell, click the drop down arrow. A list appears containing the available Cells.

2. Select the appropriate Cell Name.Date/Time to Owner

CAR date and time of owner assignment is auto-completed.

Extension Counter

The counter keeps track of the number of extensions. Date changes during the initiation process are not counted as an extension.

1. If dates are changed after initiation, they are counted as an extension. If the date is changed by an administrator, a pop-up message appears asking if this should be counted as an extension.

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Field Description

2. To confirm, click OK. The Extension Counter increments.

In rare cases an administrator may choose to not count a date change as an extension, e.g. when correcting date errors.

Lead Approval Due Or Requester Due Date

The date when the feedback regarding the corrective action cause analysis, response, and approvals must be entered on the CAR is due.

To choose the Due to Requester date: Enter the date manually in the dd-mmm-yyyy format.

ORClick . Select the date from the calendar.

SPOC Approval Due to Requester

SPOC evaluation of response and analysis is due on this date. SPOC Approves or Rejects response to the CAR by this date.

To choose the SPOC Approval Due to Requester date: Enter the date manually in the dd-mmm-yyyy format.

OR Click . Select the date from the calendar.

Owner’s Response Due

Owner evaluation of response and analysis is due on this date. Owner Approves or Rejects response to the CAR by this date.

To choose the Due from Owner date: Enter the date manually in the dd-mmm-yyyy format.

ORClick . Select the date from the calendar.

Note DUNS # is provided by Dunn & Bradstreet that uniquely identifies a

Supplier or Customer. The number is available in OneSource and on the Supplier Portal.

Command Buttons

The following command buttons are common to all pages in the CAR.

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Command Buttons

Description

Previous Goes back to previous page.

Next Goes to next pageSave Saves information entered into the CAR.Submit Submits to next approver.Create Dash Opens a new CAR with a sequential Dash Number when

the new CAR is related to the old CAR.Exit CAR Click this button to exit the CAR and go to the main

menu.

Step 3: Product ProcessProduct Data

Complete the product information to conduct a cause analysis to resolve the CAR. Include the following details about the part:

Field DescriptionHoneywell Part # The part number of the product requiring

corrective action.Serial # or Date Code The serial number or the date code of the

product requiring corrective action.Part Name The part name of the product requiring

corrective action.Program/System Name The program or system name requiring

corrective action.Customer Part # The Customer's part number of the product

requiring corrective action.Mfg. /Vendor ID # The ID number of the Manufacturer or Vendor

who built the product requiring corrective action.

Commercial - Qty Inspected The quantity of the commercial products that were inspected.

Government - Qty Rejected Not Applicable[The quantity of the government products that were rejected.]

Reject Tag # The Customer’s rejection tag number.ITR/nonconformance # The ITR Nonconformance number assigned to

the product requiring corrective action.Repair Order # The internal repair order number assigned for

tracking the hardware through the repair process.

Received Date The date when the hardware was received from the Customer.

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Field DescriptionTo choose the Received Date:


OR Click . Select the date from the

calendar.P.O / Contract # The purchase order number or the contract

number of the product requiring corrective action.

Blue Print Revision The revision level of the hardware.Mfg. Assembly Doc. # The manufacturing assembly document

number of the product requiring corrective action.

Mfg. Assembly Doc. Date The manufacturing assembly document date of the product requiring corrective action.

To choose the Mfg. Assembly Doc. Date: Enter the date manually in the dd-mmm-

yyyy format.OR

Click . Select the date from the calendar.

Mfg. Assembly Doc. Operation

The manufacturing assembly document operation of the product requiring corrective action.

MRB Reference # The material review board reference number of the product requiring corrective action.

Customer MRB Reference # The Customer material review board reference number of the product requiring corrective action.

Customer MRB Approval The Customer material review board approval of the product requiring corrective action.

MRB Quantity The material review board quantity of the product requiring corrective action.

Process Data

Field DescriptionQuality System Element Select the AS9100/ISO9000 code indicating the

Quality System Element related to the finding or the appropriate Quality System Element for the CAR.

Reference Doc # Enter Reference Document number, e.g. PRO, AP, AC, INS, INF or other document number of the product requiring corrective action.

Reference Document The reference document revision.

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Field DescriptionRevisionReference Document Title The title of the reference document of the

product requiring corrective action.Reference Document Rev. Date

The reference document revision date of the product requiring corrective action.

To choose the Reference Document Rev. Date:


OR Click . Select the date from the

calendar.

TipIf you find necessary information is missing, contact the Requester for further information and clarification.

Step 4: Finding Event

The Lead/Requester fills in the information on the requirement violation that led to the corrective action request.A good Finding Event data includes:

Only basic facts. A simple explanation of:

What happened? When and/or where the event occurred. For example, the final hour of

the burn-in process, during contract review, during final test on line 7, etc..

Use complete sentences. Keep the information simple enough to be understood by anyone who reads

this CAR. Do not use acronyms.

Requirement

Record the specific requirement violation. In the case of Preventive Action CAR types it is potential violation, and may include the text for the Quality System Element that was selected in the Product/Process page. For example, if a procedure was not followed, enter the section of the procedure where there was a problem.

Finding / Event Description (mandatory)

Enter a clear, concise explanation of the event. The event is an occurrence resulting in non-conformities, product or process failure, Customer complaint, Customer escape, audit findings, failure modes, accidents, or other problems. The finding/event text field must contain a description of the occurrence where the

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nonconformance was discovered. An example would include a deviation from the Customer's requirements. The finding is the result of the event, e.g. audit nonconformances, or product delivered is not functioning properly or damaged.

Event Code (mandatory)

The event code must correspond to the Finding/Event Description.

Choose the Event Code from the drop-down menu based on the Code or Description.

Event Type (mandatory)

The event type is typically used for audit findings to identify the nature of the finding or the event that took place. The following are the major event types:

1. Adequacy - a procedure existed, but was not adequate.2. Compliance - an adequate procedure existed, but was not followed.3. Conformance - an adequate procedure existed, but was not followed

properly. 4. Existence - a procedure did not exist.

The Event Type must correspond to the Finding/Event Description.Choose the Event Type from the drop-down menu based on the Code or Description.

Event Category /Severity (mandatory)

Choose the Event Category/ Severity code from the drop-down menu. Event Categories include:

CRT - Critical CCP - Customer Complaint I - I - Major II - II - Minor NON - Non Conformance O - Observation CMP - R&O - Customer Complaint CNC - R&O - Customer Concern ESC- R&O - Escape FS - R&O - Flight Safety IE - R&O - Internal Escape REJ - R&O - Reject CCP - Customer Complaint

Required Responses

The Lead/Requester must choose a minimum of three responses from the following table for the initiated CAR. The Owner must conduct a root cause analysis to determine the correct response and takes action. The Response can be any of the following:

Cause DescriptionDirect cause The initial event that led to a deviation from the

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Cause Descriptionrequirements. This is the first cause in the cause chain.

Contributing cause The cause that contributed to the event, but by itself would not have contributed to the event. All causes are contributing causes, but the first and last causes are given special names.

Root cause The last cause in the cause chainSpecific Action / Containment

The action taken to correct or control the consequences of the direct cause and the effects.

Preventive Action The action taken to prevent the recurrence of the event that was observed in the root and contributing causes.

Systemic Action The action taken to ensure that the event does not occur in other areas.

Other affected Products / Processes

The identification of products and processes that could be affected by the event.

Investigation Activities

The activities involved in investigating the causes for the occurrence.

TipFor future reference, Note the CAR ID before exiting the CAR.

TeamThe owner can assign team members who control, use, or depend on the process for which the CAR was initiated. These members are the natural team members as they have the vested ownership of the problem to be solved.

Note

At Aerospace sites, at least one member of the team must have Cause Analysis and Mistake Proof (CAMP) training or have a CAMP facilitator assist the team.

The natural team must know when to expand to a qualified team and must be able to identify that resource. The qualified team members are those who can provide

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necessary resources to understand the problem by providing a particular technical expertise, management support, or help in cause analysis and mistake proofing.

The team must contain a minimum of two people. Two people from different backgrounds and responsibilities putting forth different ideas can add a great value to the process. The team must not get too large, become uncontrollable, or have members without any responsibilities.

The Owner selects team members on the Team page as follows:1. Search for team members by clicking Search & Add. A pop-up window

appears with the search criteria based on user ID or last name.2. Enter the User ID or Last Name and click Submit. To view all records,

leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

3. Select the team members by clicking the Select box.4. Click OK. The selected team member's name, department, phone, and mail

stop is displayed.5. The owner can delete a particular resource from the team by checking the

Select box and clicking the Delete button.

6. Enter the Event Question. It is a why question the team uses to define the problem being analyzed and to build a cause chain. The event question is derived from the Event Description in the Finding Event page.

An Event Question is: Short Simple Concise Focused on one problem. A question starting with "Why"

An Event Question does not: Tell what caused the event State what to do next Explain the event

Note

During the response phase, event question is mandatory. If the event question is not entered, the error message below will appear.

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ResponseThe owner determines corrective action after the CAR is issued. As a response, the owner builds a cause chain. The Owner then determines the direct, contributing, and root causes before providing solutions or the corrective actions to contain the effect of the event.

The following table provides information regarding the various causes and the corrective action required for each cause:

Cause Description

Action Description

Direct Cause

The first cause in the cause chain that directly

Specific Action /Containment

The actions taken to correct the direct cause and/or the effect. Promise Date is the date of completion and is

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Cause Description

Action Description

resulted in the event.

mandatory if checked on the Finding/Event page.

To choose the Promise Date:


OR Click . Select

the date from the calendar. The date is updated in the field in the dd-mmm-yyyy format.

Contributing Cause

The causes that contributed to an event but, by itself, would not have caused the event. The causes between the direct cause and the root cause are classified as contributing causes.

Preventive Action

The actions taken against the contributing causes to prevent the recurrence of the event. Promise Date is the date of completion and is mandatory if checked on the Finding/Event page.



OR Click . Select the

date from the calendar. The date is updated in the field in the dd-mmm-yyyy format.

Root Cause The last cause in the chain.

Preventive Action

The actions taken against the root cause to prevent the recurrence of the event. Promise Date is the date of completion and is mandatory if checked on the Finding/Event page.


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Cause Description

Action Description


ORClick . Select the date from the calendar. The date is updated in the field in the dd-mmm-yyyy format.

TipAs a minimum, the Owner responds to all fields checked by the Lead/Requester in the Required Responses on the Finding Event page, during the process of initiating a CAR.

The other fields consists of:

Field DescriptionSystemic Action Actions taken to ensure that the finding does not occur in

other areas, implemented as a Plant or System-wide action. Promise Date is the date of completion and is mandatory if checked on the Finding/Event page.

To choose the Promise Date: Enter the date manually in the dd-mmm-yyyy format.

OR

Click . Select the date from the calendar. The date is updated in the field in the dd-mmm-yyyy

format.

Other Affected Product/Process

List the other products and processes that are or may be affected by the same or similar event.

Investigation Activities

The activities performed to investigate the causes of the finding.

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Field Description

Tip Do not use someone’s name. Use generic

functions / titles. Do not blame or single out others. Be careful what you say and how you say it,

because Customers can see this information. This is the place to capture miscellaneous

data carefully rather than the comments section. This data can be changed if necessary.

Root Cause Code (mandatory)

The root cause code must correspond to the Root Cause.1. To choose the root cause code, click the drop down

arrow. A list will of available codes will appear.2. Select the desired code.

C/A Code (mandatory)

The C/A code must correspond to the corrective actions taken.

1. To choose the corrective action code, click the drop down arrow. A list will of available codes will appear.

2. Select the desired code.Response Signoff - Owner

The name of the owner is automatically completed when the owner selects the Response Completed check box.

Response Signoff - Date

The date and time the response is saved is automatically completed.

Response Completed

The owner selects the check box when the response is complete.

Tip When the response is not complete, the

owner can save the responses by clicking Save.

The data entered in the Response page can be changed until you check the Response Completed check box.

The owner selects this check box only when all the responses are recorded.

If the plan cannot be completed within the Due from Owner date in the Assignment page, the owner can request to the Lead/ Requester for an extension. These extensions are counted in the extension counter.

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ApprovalThe Owner obtains approval of both the SPOC/Coordinator and the Lead/Requester for the corrective actions specified in the Response page.

Owning Site SPOC/Coordinator Disposition

The following table provides the fields available under Owning Site SPOC/Coordinator Disposition section:

Field DescriptionName The name of the SPOC/Coordinator is automatically

completed when the SPOC/Coordinator selects the accepted or rejected check box.

Date The date and time at which the SPOC/Coordinator has accepted or rejected the owner's response to the CAR.

Accepted The SPOC/Coordinator selects the check box if the owner's response is accepted. Click Submit, the date field is completed automatically.

Comments The SPOC/Coordinator can fill in any comments about the disposition.

Rejected The SPOC/Coordinator selects the check box if the owner's response is rejected. Click Submit, the date field is completed automatically.

Rejection Count The rejection count value is incremented automatically depending on the number of times the SPOC rejects the owner's response.

Lead Site Requester Disposition

The following table provides the fields available under Lead Site Requester Disposition section:

Field DescriptionName The name of the Lead is automatically completed when

the Lead selects the accepted or rejected check box.Date The date and time at which the Lead has accepted or

rejected the owner's response to the CAR.Accepted The Lead selects the check box if the owner's response is

accepted. Click Submit, the date field is completed automatically.

Comments The Lead may add comments about the disposition.Rejected The Lead selects the check box if the owner's response is

rejected. Click Submit, the date field is completed automatically.

Rejection Count The rejection count value is incremented automatically depending on the number of times the Lead rejects the owner's response.

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Follow-up When the Lead's disposition is accepted in the Approval page, the application prompts the Lead/Requester to schedule a follow-up review. The Lead/Requester selects a reviewer to follow up on the Owner's response to the CAR and to complete the information in the Follow-up page.

Follow up Reviewer Information

Field DescriptionReviewer A reviewer must verify all corrective actions were implemented as

stated. The follow-up reviewer can be a team member or any person capable of assessing the corrective actions.

1. To choose the Reviewer, click Look Up. A pop-up window appears with search criteria based on the User ID or Last Name.

2. Enter the User ID or Last Name and click Search. To view all records, leave the fields blank and click Search. The number of records found is displayed. A table is updated with the search results.

3. Select the Reviewer by clicking the Select radio button.Scheduled Date

The date when the follow-up must be completed.



Actual Date

The date when the follow-up was conducted.



TipWhen clicking Save, a pop-up message may appear

indicating that the record cannot be saved because of the following incomplete data . To correct, change

the actual date to today’s date and not a date in the future.

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Field Description

Remarks The reviewer may enter remarks about the review conducted.Follow-up Code

Select the follow-up code from the drop-down menu. The auditor/reviewer must choose one of the following codes:

FNS - Follow-up Review not Scheduled N/A - Not Applicable PHY - Physical INP - In-process OEF - Objective Evidence On File REV - Review of Revised Documentation SRV - Surveillance of Subsequent Process AOE - Awaiting Objective Evidence

Note

When the Lead/Requester does not change the Follow-up code when scheduling a review, the following pop-up message appears.

Disposition

Field DescriptionName The name of the reviewer is automatically completed when the

reviewer marks the disposition as Accepted or Rejected by selecting the respective check boxes.

Date The date and time of the disposition save by the Reviewer.Accepted The reviewer selects the Accepted check box if there is evidence

that the owner has performed all the promised actions on the CAR. # of Follow-ups

The number of follow-up reviews conducted is automatically updated when the Follow up is performed.

# of Follow-up Extensions

The number of extensions on the follow-up scheduled date is automatically updated when the schedule date is revised.

Rejection Count

The counter value automatically increments when the reviewer selects the Rejected check box and clicks Submit.

Rejected The reviewer must select the Rejected check box, if: there is no proper evidence that a corrective action has been

taken by the owner.

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Field Description the problem for which a CAR was initiated has not been

addressed.

EffectivenessAn effectiveness review verifies that the completed actions actually fixed the original problem without creating any new problems. The Follow-up Reviewer selects an Effectiveness Reviewer.

The team members determine how the effectiveness of the corrective action can be tested or measured. The Effectiveness Reviewer checks for proof that the problem is prevented and there is no chance of another occurrence of the same event. Plan on periodic effectiveness checks if the problem is serious or you do not have complete control over implementing the corrective actions.

Effectiveness Reviewer InformationThe following table provides the fields available under Reviewer Information section:

Field DescriptionReviewer The reviewer verifies that the corrective actions taken by

the owner are effective.1. To choose the Reviewer, click Look Up. A pop-up

window appears with search criteria based on the user ID or last name.

2. Enter the User ID or Last Name and click Search. To view all records, leave the fields blank and click Search. The number of records found is displayed. A table is updated with the search results.

3. Select the reviewer's name by clicking the Select radio button.

Scheduled Date The scheduled date is the date when the effectiveness review is to be performed.

To choose the Date/Time to Owner date: Enter the date manually in the dd-mmm-yyyy

format.OR

Click . Select the date from the calendar.Actual Date The actual date is the date when the review was

conducted.

To choose the Date/Time to Owner date: Enter the date manually in the dd-mmm-yyyy

format.OR

Click . Select the date from the calendar.Remarks The reviewer enters remarks about the review conducted.

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Disposition

The Disposition section provides the result of the effectiveness review. The effectiveness reviewer selects the accepted check box if the audit evidence is sufficient; or rejects. The reviewer issues a new CAR if new events are found where corrective action needs to be performed.

Field DescriptionName The name of the effectiveness reviewer is automatically completed

when the reviewer marks the disposition as Accepted or Rejected by selecting the a check box.

Date The date and time of the disposition, by the effectiveness reviewer.Accepted

The effectiveness reviewer selects the Accepted check box if there is evidence that the corrective actions is effective over a period of time.

Create New CAR

To reject and close the current CAR and open a new CAR with a sequential dash number:

1. Reject the current car and click Submit.2. Select the Close and Create New Car radio button and click

Submit.3. A pop up window will appear, click OK to proceed.

4. Click Create New CAR. A pop-up message appears indicating that the current car is closed successfully and a new CAR is created. An e-mail is sent to the Owner as notification that a CAR has been assigned and action must be taken. Another e-mail is sent to all the stakeholders of the old CAR informing them that the CAR is closed.

5. Click OK. A pop-up message appears asking for confirmation.

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Field Description

6. To open a the new CAR, click OK.Rejected The effectiveness reviewer selects the Rejected check box, if:

there is no proper evidence that a corrective action taken by the owner is effective.

the corrective actions have affected other areas and created new problems.

HistoryThe complete history of the CAR is recorded and displayed with date and time. This includes, which includes who initiated the CAR, the owner, what response was taken, the list of automated e-mails and the changes made to the CAR. The History page provides a complete report of the stages the CAR has undergone. Contents of this page are automated and accurate.

The following details can be viewed:

Field DescriptionNon-Status Changes

The steps followed in processing a CAR.

The process steps are: Initiated By Initiated Date Owning Site Assigned Owner Assigned Response Date SPOC Disposition Final/Rqst. Disposition External Disposition Follow-up Disposition Change History Email History

Initiated By The name of the person who initiated the CAR, the Lead.

Initiated Date The date and time when the incident occurred.For example, if the Lead or SPOC assigned the owner on 9th August 2006, the information is displayed as follows under Non-Status Changes:

09-AUG-2006 09:47:23 AM

Owning Site AssignedOwner AssignedResponse DateSPOC

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Field DescriptionDispositionFinal/Rqst. DispositionExternal DispositionFollow-up DispositionChange History The changes made are saved and are listed in Non-

Status Changes. The name of the person and the time that the change was made is recorded.

For example:Anita Johney made the following changes on 14-AUG-2006 03:54:55 AM:- CAR Initiation date set to 14-AUG-2006 02:52:29 AM- CAR is Initiated by Anita Johney

Status Changes

The list of automated e-mails sent by the application is recorded in the Status Changes area.

For example:Car changed by User Anita Johney on 14-AUG-2006 03:59:16 AM- Subject : Waiting for Owner Assignment- To : [email protected]

Comment Comments may be entered at any stage of the CAR. Comments provide additional information regarding the CAR or the process of resolving a CAR effectively.

1. Enter the comments in the text box provided.2. Click Add New Comment. The comments are displayed in a tabular

format, along with the name of the user and the date and time at which the comments were entered.

3. To save the new comments, click Save.

Note Comments added cannot be changed, be thoughtful about the

comments you insert. Comments cannot be added after the CAR is closed.

Locate CAR

CAR links are displayed in the Home screen for CARs assigned to the user as Lead, Requester, SPOC, Owner, Team members, or reviewer. To locate other CARs, search for the CAR by entering the criteria and clicking Search. see Search

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Initiating a CAR

The Lead/Requester logs on to eCATS to initiate a CAR. The User (name) and profile are displayed at the top left side of the screen.

Initiating a CAR consists of the following steps:

1. Click Initiate CAR from the home page.2. Select the Type of the CAR. The CAR # is NEW and the Status is

Initiation in Progress by default. 3. Click the Next to proceed to the Assign People page.

Note All the fields marked in red are mandatory.

4. Enter the details about the Lead, Requester, and Owner. Enter Event date, site details, and due dates for the SPOC, Requester, and Owner under the Assign People page.

Answer the disclosure questions if required.5. Click the Next to proceed to the Product and Process Details. Enter the details of the product in the Product Details section. Enter the details of the related documents in the Process Details section.6. Click the Next to proceed to the Findings and Events page: Enter the information about the requirement that was not met in the

Requirement section. Enter the description of what was executed differently from what is required,

in the Finding/Event description section. Select the Event Code, Event Type, Event Category/Severity from the list

of codes provided in the drop-down menus. Select the check boxes for the required response in the Required Response

section. Provide any additional information that may be helpful in the comments box

at the bottom of the page.

7. Click Submit. A pop-up message appears indicating the CAR is saved successfully.

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8. Click OK. An e-mail notification is sent to the SPOC requesting Owner assignment and the Status changes to Waiting Owner Assignment. If the lead entered an owner during the initiation process, an email is sent to the SPOC and the Owner; the Status of the CAR changes to Waiting for Owner Response.

9. Exit the CAR by clicking Exit to enable the SPOC or owner to log on and take action. The owner may assign team members to resolve the CAR.

Draft CARS

CAR can be saved as a draft by using the option save as Draft.Later this CAR can be submitted .

Locating a CAR

A CAR can be located using the following methods:

1. In the Home page, enter the CAR ID or part of a CAR ID to be located into the CAR ID field. Click on Search.

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2. If only one CAR matches the search, the car will be opened to the Assign People page, if there are multiple CARS that match your search a window with the matches will open. Select the desired CAR by clicking on the CAR ID number.

Responding to a CAR

The owner is required to respond to the CARs before the due date. Team members may be assigned to take action, or the owner can resolve the CAR.

The CAR Resolution cycle is as follows:

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Typical Order

Category Abbreviation

Expected Time Frame (in Days)

1 Waiting Owner Assignment WOA 12 Waiting for Owner

ResponseWOR 14-30

3 Waiting for SPOC Approval WSA 14 Rejected at SPOC Approval RJ1 15 Waiting for External

ApprovalWEA 3-4

6 Rejected at External Approval

RJ3 3-4

7 Waiting Owner Implementation

ORI 7

8 Pending Follow-up Review PFU Based on CAR9 Rejected at Follow-up RJF 1-210 Pending Effectiveness

ReviewPEF Based on CAR

11 Rejected at Effectiveness RJE 1-212 Closed CLD 30-90

Note All users are required to save and exit the CAR. This will ensure that

the next user has access to modify the CAR.

Responding to a CAR consists of the following steps:1. In the Home page, search for the CAR ID or click the CAR ID hyperlink.

The Owner reviews details in the Assignment, Product/Process, and Finding Event pages.

2. To assign a team for resolving the CAR, Click the Team Activity page: Select the team members. Enter the event question in the Event Question field.

4. Click the Response to CAR page: Enter the Investigation Activities and Other Affected Product/Processes. Enter the Direct, Contributing and Root causes. Select the Root Cause code by clicking the Drop down menu. Enter the actions taken to contain the event and prevent recurrences

in Specific Action/Containment, Preventive Action, and Systemic Action including the Promise Dates.

Select the C/A code by clicking the Drop down menu.5. The Owner selects the check box Check When Complete when the actions

to contain and resolve are complete. The Submit button will be grayed out until the box is checked. The Owner is automatically completed with the owner's name.

6. Click Submit. A pop-up message appears asking if the CAR is to be submitted.

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7. Click OK. The Response Date is automatically completed with the date and time when the CAR was submitted. An e-mail is sent to the SPOC/Coordinator for approval. The Status of the CAR changes to Waiting for SPOC Approval.

8. The SPOC/Coordinator logs on and reviews the pages from the Assignment to the Response. In the Approval Details page, the SPOC/Coordinator can approve or reject the Owner's response to the CAR.

To Reject Select the check box for the Rejected field. The name is automatically

completed in the SPOC field and the Rejection Count value increments.

Comments are mandatory when the CAR is rejected. An e-mail is sent to the Owner for further investigation and the Status of the CAR changes to Rejected at SPOC.

The Owner logs on and reviews the response in the Response page. If necessary, the owner will change the team members from the Team page or the responses in the Response page. The process repeats (see Step 3) until the SPOC approves the CAR.

To Accept Select the check box for the Accepted field. The name is

automatically completed in the SPOC field. Click Submit. The Date is automatically completed with date and time

when the CAR was submitted. An e-mail is sent to the Lead/ Requester for their approval. The Status of the CAR changes to Waiting for Lead/Requester Approval.

9. After the CAR is approved by the SPOC, the Lead/Requester logs on and reviews the pages from the Assign People to the Respond to CAR. In the Approval Details page, the Lead/Requester can approve or reject the Owner's response to the CAR.

To Reject Select the check box for the Rejected field. The name is

automatically completed in the Requester field and the Rejection Count value increments.

Comments are mandatory when the CAR is rejected. An e-mail is sent to the Owner for further investigation, and he Status of the CAR changes to Rejected at Lead Approval.

The Owner logs on and reviews the response in the Respond to CAR page. If necessary, the owner will change the team members from the Team Activity page or the responses in the Respond to CAR page. The process repeats (see Step 3) until the Lead/Requester approves the CAR.

To Accept

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Select the check box for the Accepted field. The name is automatically completed in the Requester field. Click Submit.

A pop-up message appears to schedule a follow-up review.

To schedule a follow-up review Click OK. The CAR changes to the Follow-Up Review page. Select a reviewer name from the look up window, then click

Submit. The CAR is sent to the Owner for Implementation. See Following up and Closing a CAR.

To cancel a follow-up review Click Cancel. A pop-up message titled Reasons for not

scheduling a review appears. Enter the reasons for not scheduling a review. This automatically fills the Remarks of the Reviewer Information section in Follow-up page.

Click OK. The CAR changes to the Follow-Up Review page. On this page, select a reviewer name from the look up table and click Submit. The CAR is sent to the Owner for Implementation. The Follow-up Code, by default will be FNS- Follow-up Review not Scheduled.

Extension of Due Date

An extension is required if the owner is unable to complete the corrective actions by the due date. The owner can submit a request to the lead/requester for an extension. The lead/requester extends the due date if the reasons provided by the owner for an extension are reasonable.

The process of extending the due date of the owner by the Lead/Requester is as follows:

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1. In the Home Page Click the CAR ID link of the CAR that requires an extension of the due date.

2. In the Assign People page and under the Due Dates Information section, the Lead/Requester can extend the Owner’s Response Due, SPOC Approval Due to Requester, and the Lead Approval Due Or

Requester Due Date by clicking . Select the date from the calendar. 3. Click Save. An e-mail notification is sent to the owner with the new owners

due date. A pop-up message appears indicating the CAR is saved successfully.

Note

If the Lead and the Requester are different, only the Lead can extend the due date of the Owner.

Creating a CAR with a new Dash

When multiple owners (for example, Internal Users and a Supplier) must provide separate answers to a single event, create CARs with a new dash for each owner. The CARs are related and can be identified easily when created with the same CAR number, but with a sequential dash number.

To create the new dash number:1. In the Home page screen, search for the CAR ID or click the CAR ID

hyperlink for which you want to create a new dash number. 2. In the Assign People page, click Create Dash at the bottom of the screen.

An XX replaces the current dash number.

A pop-up message appears saying that the dash CAR is created.

3. Click OK. Make the necessary changes to the corrective action record.

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4. Click Save. A pop-up message appears indicating the CAR is saved successfully.

5. Click OK. The sequential dash number is assigned and displayed on this record. An e-mail notification is sent to the owner. The status of the CAR is changed to Waiting for Owner Response.

Attaching Documents

Documents are attached as evidence to the action in the response. Findings in the audits can also be documented and attached.

Documents of any format can be attached to the CARs by anyone associated with the corrective action process.

The process of attaching documents is as follows:

1. In the Home page, click on Attachments, the CAR changes to the Attachments page.

Browse and select the file. Enter a file description to provide information about the attachment. Click Attach. The attached file information is present in a tabular format.

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Note To go the previous page, click the Previous button. To view the file, click on file hyperlink. The maximum size of the file that can be attached is 6MB. To delete the file, check the Select box then click Delete.

Waiting Owner Implementation, Following up and Closing a CAR

After the owner's response is approved by the SPOC and the Lead, the application prompts the Lead for a follow-up review. If the Lead/Requester chooses not to have a follow-up review, the CAR is closed.

Note

In Aerospace, all the CARs associated with preventive and/or systemic action require a follow-up review.

To Schedule a Follow-up Review In the Follow-up page, the lead/requester: Selects the reviewer and clicks Submit. An automated e-mail is sent to the

Owner and the status changes to Waiting Owner Implementation. After the owner completes the implementation stage by checking the

Implementation Complete check box and submits the CAR, the status changes to Pending follow up review.

The follow-up reviewer logs in and checks for evidence in the form of attached documents to prove that the actions have been completed.

The reviewer selects a Follow-up Code. In the Follow-up page, select the date of the review in Actual Date. The follow-up reviewer can accept or reject the Owner's response to the

CAR.

Accepted by the Follow-up Reviewer Select the check box for the Accepted field. The Name of the follow-

up reviewer is automatically completed in the Disposition section. Click Submit. The system prompts the reviewer to set an effectiveness review.

To schedule an effectiveness review

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Select the effectiveness reviewer. Schedule a date for the review to be conducted in Scheduled

Date. Click Submit. An automated e-mail is sent to the effectiveness

reviewer. The Status of the CAR changes to Pending Effectiveness Review.

The effectiveness reviewer logs in and checks the effectiveness of the corrective action over a period of time.

In the Effectiveness page, select the date on which the review was conducted in Actual Date.

The effectiveness reviewer can accept or reject the Owner's response to the CAR.

Accepted by Effectiveness Reviewer Select the check box for the Accepted field. The Name of the

effectiveness reviewer is automatically completed in the Disposition section.

Click Submit. The date and time when the CAR is saved is automatically completed in the Date field. An automated e-mail is sent to all the stakeholders informing them the CAR is closed and no more action is necessary on this issue. The Status of the CAR is changed to CLOSED.

Rejected by Effectiveness Reviewer Select the check box for the Rejected field. The Name of the

effectiveness reviewer is automatically completed in the Disposition section.

Click Submit. The date and time at which the CAR is saved is automatically completed in the Date field. An automated e-mail is sent to the owner and the team members informing them that the CAR is rejected and they must revise their response to the CAR. The Status of the CAR is changed to Failed Effectiveness Review.

Note If the effectiveness is failed then a new CAR shall be

created by clicking Close and Create New Car.

Rejected by the Follow-up Reviewer Select the check box for the Reject CAR field. The Name is automatically

completed and the Rejection Count value is incremented in the Disposition section.

Click Submit. An automated e-mail is sent to the owner and team members informing them that their actions have not been completed and submitted within the due date. The Status of the CAR is changed to Failed Follow-up Owner Action Required.

The Owner must login and take action- to resolve the CAR. The status is then changed to Pending follow up review. The procedure repeats from the Follow Up review until the CAR is closed.

Note

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Owners are not allowed to change or modify the owners response at Failed Follow-up Owner Action Required.

Advanced SearchThe Advanced Search provides filters to customize reports. The user may generate reports with only the information required, eliminating the unnecessary details.

How do I get there?

In the Home page, click Advanced SearchORClick Advanced Search in the CAR menu

The following sections are common for all types of filters:

Select Saved Reports

Generate customized reports by selecting:

The data in the fields. Any additional filters. The fields to be displayed in the report. The sort order field .

The report criteria can be saved and re-used.

To Save selected Report1. Select the fields to generate a customized report from the Quick Filter

and Field Selection pages.

The following fields are common to all the tabs in Browse/Export.

Field DescriptionSelect From Previously Saved Selections

The selection criteria of the previous selections can be saved and re-used.

Stored Selection The name of the current selection.2. Enter the name of the Stored Selection.3. Click Save.

Additional filters:

Quick Filter

The Quick Filter allows filtering of the CARs based on Business Units, Requester, Owner, etc.For more information, see detailed Quick Filter section below.

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Additional Filter

The Additional Filter allows additional filtering of the data obtained from the Quick Filter. Specify the filter conditions for the report. For more information, see detailed Additional Filter section below.

Field Selection

The Field Selection allows selection of the fields to be displayed in the report. For more information, see detailed Field Selection section below.

The data can be Sorted in the Field Selection based on multiple selected fields in an ascending or descending order using the Up and Down arrows.

Quick Filter

Select Quick Filter Fields

The Quick Filter section provides field selection capability.Field DescriptionSelect CAR IDs The report generated contains CARs with the CAR ID

or the part of the CAR ID specified.

Specify a part of the CAR ID in Select CAR IDs. For example, to obtain all the CAR IDs of the site OTHER, enter OTH. All the CARs generated from that site are obtained in the report.

To add the CAR ID to the selected list box, click

To delete the CAR ID from the selected list box:

1. Select the CAR ID to be deleted.

2. Click Part# The report generated contains CARs with the

specified Part#.

Date From The report generated containing CARs with this Start Date.

Click . Select the date from the calendar.Date To The report generated contains CARs with this End

Date. Click . Select the date from the calendar.

Business Unit The report generated contains CARs from the specified Business Unit.

Select the Business Unit from the drop-down

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Field Descriptionmenu.

Enterprise The report generated contains CARs from the specified Enterprise.

Select the Enterprise from the drop-down menu.Leading/Owning Site The report generated contains CARs with the

specified Owning Site.

Select the Owning Site from the drop-down menu.

Requester The report generated contains CARs with the specified Requester.

1. To choose the Requester, click A pop-up window appears with search criteria based on the Requester ID or Requester Name.

2. Enter the Requester ID or Requester Name and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed and a table is updated with the search results.

3. Select the Requester by clicking the Name hyperlink.

Coordinator/SPOC The report generated contains CARs with the mentioned Coordinator or SPOC.

1. To choose the Coordinator/ SPOC, click . A pop-up window appears with search criteria based on the SPOC ID or SPOC Name.

2. Enter the SPOC ID or SPOC Name and click Submit. To view all the records, leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

3. Select the Coordinator/ SPOC by clicking the Eid hyperlink.

Owner The report generated contains CARs with the specified Owner.

1. To choose the Owner, click . A pop-up window appears with search criteria based on the Owner ID/Supplier Code or Owner Name.

2. Enter the Owner ID/Supplier Code or Owner Name and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

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Field Description3. Select the Owner by clicking the Eid

hyperlink.

Status The report generated contains CARs with the specified Status.

Select the Status from the drop-down menu.Type The report generated contains CARs with the

specified Type.

Select the Type from the drop-down menu.Elements The report generated contains CARs with the

specified Elements.Elements are the AS9100, ISO9000 Standards and other specifications for which the CAR is issued.

Select the Elements from the drop-down menu.Ignore Selections When this check box is selected, ignore the

selections made.

To customize the report, click Additional Filters, see detailed Additional Filters section below.To select the fields to be displayed in the customized report, see Field Selection.

Note If fields have not been selected from the Field Selection page before

clicking Accept, a pop-up message appears.

Additional Filter

To Specify the Filter Conditions:1. Select the AND or OR logical condition from the drop-down menu.2. Select the field from the drop-down menu, for the AND operation or the OR

operation, for the data generated from Quick Filter.3. Select a relation operator from the drop-down menu. It specifies the

relational condition of the value of the field selected in Step 2.

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4. Enter the value of the field selected in Step 2 to which the relational condition in Step 3 must match.

5. Click Add.6. Select the fields to be displayed in the customized report using Field

Selection.

Field Description

Select the logical conditions AND or OR from the drop-down menu. The field names can be CAR ID, CAR Status, Owner Name, etc.Select the field name from the drop-down menu.Select one of the relational operators from the drop-down menu.The relational operators in the drop-down menu are:

= <> > >= < <= Contains Does Not Contain BLK N/B

Enter the value of the field name. For example, if the selected field name is CAR TYPE, the value of the field can be Network.

Add To add the filter condition to the list box, click this button.

Clear 1. Select a filter condition in the text box.

2. To delete the selected filter condition, click this button.

Clear All To clear all the filter conditions in the text box, click this button.

Note Multiple filter conditions may be added to the report.

If fields have not been selected from the Field Selection page before clicking Accept, a pop-up message appears.

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Field Selection

To Select the Fields:1. Select the fields from the list box.2. To transfer the selected fields to the selected field’s list box, Click .3. To sort the selection, use up and down arrows in the selected list field.4. To generate the report, click . The report is generated in html

format.5. To view the report in excel format, click .

1. A new window appears, click .

A pop-up message appears with the title File Download.

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2. Click Save. The Save As dialog box appears, select a location to save the file on the local disk.

3. Click Save. A pop-up message appears with the progress of the download.

4. When the download is complete, click Open to view the report.

Tip To select a number of consecutive fields, press Shift when selecting

the fields. To select fields that are not together, press Ctrl when selecting the

fields. Double-click a field to de-select the selection.

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More information regarding the fields in Field Selection screen:

Field DescriptionThe field names are listed in the field list box.Select the field names.

To move the selected fields upwards in the selected list box, click this button. To move the selected fields downwards in the selected list box, click this button.

To transfer all the fields to the selected field’s list box, click this button.To transfer the selected field from the Master list box to the Selected list box, click this button.To transfer the selected field from the selected field’s list box to the field list box, click this button.To transfer all the fields from the selected field’s list box to the field list box, click this button.

Reports The Reporting section contains pre-formatted reports and forms with user-specified filter conditions. By default, the reports generated contain data from the Leading or Owning site. To obtain data from other sites, add Additional Filters. The reports are of the following types:

Review & Response Forms Detailed Reports Summary Reports

The details of the report are provided in the following table:

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Report Type

Report Name

Output Type

Data Format

Default Filter

Summary

Review & Response Forms

Request Response Form

PDF Form None Creates a PDF-based Request/Response form typicallyused while providing a new issue to an owner for response or while providing a final answer to the requester for approval.

Supplier Corrective Action Form

PDF Form None Creates a PDF-based Supplier Request/Response form (SCAR) typically used while providinga new issue to the Supplier for response.

Follow up review Form

PDF Form None Creates a PDF-based form typically generated for use by the follow-up reviewer to support the follow-up review.

Effectiveness Review Form

PDF Form None Creates a PDF-based form typically generated for use by the effectiveness reviewer to support the effectiveness review.

D-9000 Response Form

PDF Form None Creates a PDF-based form typically generated for use by the effectiveness reviewer to support the effectiveness review.

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Report Type

Report Name

Output Type

Data Format

Default Filter

Summary

Full detail information Form

PDF Form None Creates a PDF-based form typically generated for use by the effectiveness reviewer to supportthe effectiveness review.

Detail Reports

Open Corrective Action Report

Microsoft Excel

Detail Local site, Open corrective actions

Provides a listing of the currently open corrective action responses,follow-up reviews, and effectiveness reviews.

Corrective Action Log Report

Microsoft Excel

Detail Local site, Open corrective actions

Provides a listing of the currently open corrective action responses, follow-up reviews, and effectiveness reviews.

Corrective Action Summary Report

Microsoft Excel

Detail None Creates an Excel-based Request/Response form typically used when providing a new issue to an owner for response or when providing a final answer to the requester for approval.

Summary Reports

Response Turn Time Summary Report

Microsoft Excel

Chart, Pivot Table, Detail

Local site, Previous 12 months

Displays the average turn-timeof corrective actions closed during a user-specified time frame.

Issued C/As by Month Report

Microsoft Excel



Displays the number of corrective actions issued during a user-

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Report Type

Report Name

Output Type

Data Format

Default Filter

Summary

specified time frame. Corrective action types are shown in a stacked bar for each month.

Corrective Action Board Report

Microsoft Excel



Displays a series of metric charts including issued CAR's breakdown of events, cause, quality system elements, etc.

CAT Process Effectiveness

Microsoft Excel



Displays a series of metric charts including issued CAR's breakdown of events, cause, quality system elements, etc.

Past Due Responses by Month

Microsoft Excel



Displays the percent of responses submitted after the owner due date or requester due date (as selected by month).

Generating a Report

How do I get there?

Click the Reports link on the Main Menu.

To generate a report:1. Select the kind of report required from the following:

Review & Response Forms Detail Reports Summary Reports

The output details are displayed on the right side of the screen. 2. For reports generated under:

Review & Response Forms and Detail Reports (except for Open Corrective Action Report), see detailed Quick Filter section above.

Generation of Open Corrective Action Report:

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a) A new window opens. Select a method to sort the CARs by the Requester Name, Owner Name, Single Point of Contact or the Follow-up Effectiveness Reviewer. Select the fields to be included in the report.

b) The output can be viewed in either HTML or Excel format. The report generated can be customized to your needs by clicking Advance Filter.

View Report in HTML Format

I. Click View Report as HTML Format.II. The open corrective action report is displayed.

View Report in Excel Format

I. Select Excel Format in Export as dropdown filed.II. Click View Report. A dialog box appears.

II. Click Save to save the report to the local drive. The Save As dialog box appears.

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III. Specify the location and the format of the report. Click Save.

IV. After the download is complete, click Open to view the report.

The Open Corrective Action Report is displayed as an Excel file.

Summary Reports

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i. In the new window, select the Date From and the Date To. To choose the Date From:

Click . Select the date from the calendar.

To choose the Date To: Click . Select the date from the calendar.

ii. To customize the report, click Advance Filter.

For Past Due Responses by month summary report, the following window opens:

Select one of the following options for the process effectiveness report:

Owner Due Date Requester Due Date

iii. A new window opens. Select the type of report to generate from the following:

Type of Summary Report

Report Format Selections

Response Turn Time Summary Report

HTML Report Excel Report HTML Data Extract

Issued C/As by Month Report

Drill Down By Month - By Type Excel Report HTML Data Extract

Corrective Action Board Report

Summary of Types Summary of Events Summary of Root Causes Excel Report HTML Data Extract

CAT Process Efficiency

Excel Report

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Type of Summary Report

Report Format Selections

CAT Process Effectiveness

Excel Report

4. To create the reports, see Report Format Selections.

Quick Filter

Following sections are common for all types of filters:

Select Saved Reports

Generate customized reports by selecting:

The data in the fields. Any additional filters. The fields to be displayed in the report. The sort fields.

The report criteria can be saved and re-used.

To Save selected Report4. Select the fields to generate a customized report from the Quick Filter

through the Sort Selection page.

The following fields are common to all the pages of the Advanced Filters.

Field DescriptionSelect From Previously Saved Selections

The selection criteria of the previous selections can be saved and re-used.

Stored Selection The name of the current selection.5. Enter the name of the Stored Selection.6. Click Save.

Following are the different types of filters:

Quick Filter

The Quick Filter allows filtering CARs based on the Business Units, Requester, Owner, etc.For more information, see Quick Filter.

Additional Filter

The Additional Filter further filters the data obtained from the Quick Filter. For more information, see Additional Filter.

Field Selection

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The Field Selection allows selection of the fields to be displayed in the report. For more information, see Field Selection.

Report Format Selection

The data produced from the filters can be represented in the following formats:

PDF FormatThe reports generated from Forms are in PDF format.

1. Select any of the following: CAR BY CAR

2. A new window appears, click the View Report hyperlink.

3. The report in PDF format is displayed.

Drill Down by MonthThe Drill Down by Month Report provides information regarding the total number of CARs issued per month.

1. Select any of the following: HTML Report Drill Down By Month - By Type Summary of Types Summary of Events Summary of Root Causes

2. Click Accept.3. Click any Month hyperlink to obtain information regarding:

the type of CARs issued in that month. the number of CARs for each CAR type. total number of CARs for that month.

4. Click any CAR Type hyperlink to obtain information regarding: the requesters of that CAR type. the number of CARs issued by each requester.

5. Click any Requester hyperlink to obtain information regarding requester of the CAR.

Excel Report1. Select Excel Report.2. Click Export.3. Follow the instructions provided in the new screen.

a) Make sure ‘macrocsv’ folder exists in your system. If it does not exist, create one in C: drive.

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b) Click on Download Data button and select ‘Save' on the dialog box shown.

c) Save the Data in the directory c:\macrocsv in your machined) Click on 'Download Template' button and select ‘Save’ anywhere in

your machine.e) Open c:\macrocsv in your Windows Explorer.f) Open downloaded template to view the reportg) Open C:\macrocsv in your Windows Explorer.

A. To open Windows Explorer, right-click Start. A menu appears.

B. Select Explore. A new window opens.

C. Browse to open C:\macrocsv in Windows Explorer.

h) To open the downloaded template, double-click the excel file.

4. The summary of the data is reproduced in the template.

HTML Data Extract1. Select HTML Report.2. Click Export.3. The report is displayed in a tabular format.

TipTo go back to the previous screen from the generated report, click

Back.

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Administration The responsibilities of the administrator are as follows:

Manage the eCATS tool for the site. Communicate with eCATS users about CARs and system updates. Monitor CAR progress through daily reports and weekly metrics. Register and manage users in eCATS.

Manage internal users. Manage Customers. Manage Suppliers. Manage sites by customizing the code lists.

Resolve site issues as the focal point for eCATS. Provide education for system users. Manage CAR Reviews. Monitor information valuable for management of corrective actions.

The types of administrators are as follows:

The Site Administrator can:

Add, modify and delete users. Move users from an old site to a new site. Reset eCATS password. Review registration. Add, modify and delete Suppliers.

Supplier numbers are DUNs numbers that match the OneSource system.

Add, modify and delete Customers. Modify the site address. Create and delete product line, cell and department codes. Customize code lists. Customize Supplier lists.

The Enterprise Administrator can:

Perform all the activities of the site administrator. Add and delete the IDs. Modify enterprise names.

The SBU Administrator can:

Perform all the activities of the enterprise administrator. Add and delete enterprise codes. Modify SBU names.

The Super User can:

Perform all the activities of the SBU administrator. Add and delete SBU codes.

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SBU Maintenance

How do I get there?

To go to SBU Maintenance from the Main Menu:1. Click the Admin.2. Click the Manage SBU.

The Strategic Business Unit (SBU) Maintenance screen displays the following:

SBU Code Name - The code of the Strategic Business Unit. SBU Name - The name of the Strategic Business Unit. Last Updated - The date on which data was modified.

Note The Super User can add, delete, and modify the SBU Code Name. The SBU Administrator can modify only the SBU Name.

Modify SBU NameThe SBU Name can be modified by a user with the access level of a Super User or an SBU Administrator.

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To Modify the SBU Name:1. Select the SBU Name to be modified by clicking on the SBU Code adjacent

to it.

2. The SBU Maintenance Administrator enters the modified strategic business unit name in SBU Description.

3. Click Update. A pop-up message appears indicating the SBU is modified successfully.

4. Click OK. The SBU Name and Last Modified fields are updated in the SBU Maintenance - Main Screen.

Enterprise Maintenance

How do I get there?

To go to Enterprise Maintenance from the Main Menu:1. Click Admin.2. Click Manage Enterprise.

The Enterprise Maintenance screen displays the following:

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Enterprise Code - The code assigned to the Enterprise. Enterprise Name - The name of the Enterprise. Last Modified - The date when the data was modified.

The Enterprise Administrator can:1. Add an Enterprise Code.2. Modify an Enterprise Name.3. Delete an Enterprise Code.

Adding an Enterprise CodeThe Enterprise Code can be added by a user with the access level of Super User or SBU Administrator.

To Add an Enterprise Code:1. Select the SBU Code.2. Click Add.3. Enter the new ENTERPRISE Code and ENTERPRISE Description in the

new window.

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4. Click Save. A pop-up message indicates the Enterprise is added successfully.

5. Click OK. The Enterprise Name and Last Modified fields are updated in the Enterprise Maintenance screen.

Modify Enterprise NameThe Enterprise name can be modified by a user with the access level of Super User, SBU Administrator, or Enterprise Administrator

To modify the Enterprise Name:1. Select the Enterprise Name by selecting the check box adjacent to the

Enterprise Code.2. Click Enterprise Code Name. A new window appears.

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3. The Enterprise Maintenance Administrator can enter the modified enterprise name in Enterprise Description.

4. Click Update. A pop-up message appears indicating the Enterprise is modified successfully.

5. Click OK. The Enterprise Name and Last Modified fields are updated in the Enterprise Maintenance screen.

Deleting an Enterprise CodeThe Enterprise Code can be deleted by a user with the access level of Super User or SBU Administrator.

To Delete an Enterprise Code:1. To delete an enterprise code, select the SBU Code from the drop-down

menu. 2. Select the check box adjacent to the Enterprise Code to be deleted.3. Click Delete. A pop-up message appears asking for confirmation.

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4. To delete the enterprise code, Click OK. A pop-up message appears indicating the Enterprise is deleted successfully.

5. Click OK.

Site Maintenance

How do I get there?

Navigate to Site Maintenance from the Main Menu:1. Click Admin.2. Click Manage Site.

The fields in site maintenance are as follows:

Field DescriptionSBU The Strategic Business Unit. ENTERPRISE The Enterprise name. Site ID The site ID must contain three characters.Site Name The name of the site.Site Address The address of the site in terms of the product line.Site Address1 The address consists of company name, street

address and the building name.Site Address2Site City The city where the site is located.Site State The state where the site is located.Site Zip The zip code of the address provided for the site.Site Country The country in which the site is located.Active This check box is selected if the site is an active

site.CAR Exportable This check box is selected if the CARs on this site

can be accessed by everyone assigned to the same site.

The Site Administrator can perform the following functions in the Manage Site pages:

1. Add a new site ID.2. Modify the site information.3. Delete a site ID.4. Add a new Product Line.

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5. Delete a Product Line.6. Add a new Cell.7. Delete a Cell.8. Add a new Department.9. Delete a Department.10. Customize Code Lists.11. Customize Supplier Lists.

Adding a New Site IDA new site ID can be added by a user with the access level of Super User, SBU Administrator, or Enterprise Administrator.

To Add a new Site ID:1. Click Add Site.2. Select SBU & Enterprise.3. Enter the following mandatory data: Site ID - The three character site id. Site Name - The name of the site. Site Country - The country in which the site is located.4. Click Save. A pop-up message appears indicating the Site is added

successfully.

5. Click OK.

Modify SiteThe Site Name can be modified by a user with the access level of Super User, SBU Administrator, or Enterprise Administrator.

To Modify the Site Name:1. Click Edit/View Site . A new window appears.

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2. Update and verify the information.3. Click Update. A pop-up message appears indicating the Site is modified

successfully.

4. Click OK.

Note Clicking the export control box prevents the CAR from being viewed by

anyone outside of the country of CAR origin.

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Deactivating a Site IDThe site ID can be deleted by a user with the access level of Super User, SBU Administrator, or Enterprise Administrator. No data is deleted, the site is no longer active.

To Delete a Site ID:1. Click Edit/View Site. A new window appears.2. Select the Site ID to be deleted from the drop-down menu.

3. Clear the Active check box.4. Click Update. A pop-up message appears indicating the Site is modified

successfully.

5. Click OK.

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Adding a New Product LineThe new Product Line can be added by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Add a new Product Line:

1. Click Product Line. A new window appears. Or Click Add Site, then click on Product Line

2. To add a new product line, Enter the ProdLine Code - The Product Line code is four characters. ProdLine Text - The description of the Product Line that the code

represents. Active - Select the check box to indicate that the code is active on the

site.

3. Click Save. A pop-up message appears indicating the Product Line is added successfully.

4. Click OK. The new product line Code and Text fields are displayed in a tabular format.

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Deleting a Product LineThe Product Line can be deleted by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Delete a Product Line:1. Click Product Line. A new window appears.

Or Click Add Site, then click on Product Line

2. Select the check box under PRODLINE Records list to delete a Product line.

3. Click Delete, then OK to confirm. A pop-up message appears indicating the Product Line record is deleted successfully.

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Adding a New CellA new Cell can be added by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Add a new Cell:1. Click Cell. A new window appears.

Or Click Add Site, then click on Cell.

2. Enter the Cell Code – Assign a four character code to the Cell. Cell Text - The description of the Cell. Active - Select the check box to indicate the code is active on the site.

3. Click Save. A pop-up message appears indicating the Cell is added successfully.

4. Click OK. The new cell Code and Text fields are displayed in a tabular format.

Deleting a CellA Cell can be deleted by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

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To Delete a Cell:1. Click Cell. A new window appears.

Or Click Add Site, then click on Cell.

2. Select the check box under the CELL Records list to delete the Cell.

3. Click Delete To confirm the deletion, click OK. A pop-up message appears indicating the Cell was deleted successfully.

4. Click OK.

Adding a New DepartmentA new Department can be added by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Add a new Department:1. Click Site – Department. A new window appears.

2. Enter the Department Code - Assign a four character Department code. Department Text - The description of the Department. Active - Select the check box to indicate the code is active on the site.

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3. Click Save. A pop-up message appears indicating the department is added successfully.

4. Click OK. The new department Code and Text fields are displayed in a tabular format.

Deleting a DepartmentThe Department can be deleted by a user with the access level of Super User, SBU Maintenance Administrator or Enterprise Administrator.

To Delete a Department:1. Click Department. A new window appears.2. Select the check box under the DEPT Records list to delete the Cell..

3. To confirm the deletion, click OK. A pop-up message appears saying that the department record is deleted successfully.

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4. Click OK.

Tip The product line, cell and department details are displayed in

ADMIN>Manage Site>.

Customize Code ListsCustomizing Code Lists can be done by a user with the access level of Super User, SBU Maintenance Administrator, or Enterprise Administrator.

Code Lists are the codes present in the drop-down menus. For example, the Event Code and the Root Cause Code.

Code Lists provide granularity in the analysis of corrective actions. By customizing the lists to match the site, both guidance and efficiency is provided to the users:

To Customize Code Lists:

1. Click Admin >Manage site >Edit /View Site

2. Click on Lookup

3. Select the site from pop-up window

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4. Select the Code Lists from Select CAR Codes to Associate to site drop-down menu. Depending on the Code List selected, the Event Category Code list will display.

5. Select the codes .

6. Click to transfer the selected code lists to the Associated Event Category Code List. To move back to Event Category Code list, use

.

7. Click Upload. A pop-up message appears indicating the Site Specific Code upload is successful.

8. Click OK.

Note If no site specific codes are selected, the default is all codes. New codes are not automatically added to your site specific table.

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Customize Supplier ListsCustomizing Supplier Lists can be done by a user with the access level of Super User, SBU Maintenance Administrator, or Enterprise Administrator.

The Customize Supplier Lists assigns a local vendor code to a Supplier. The local customization overrides the default in the system level definition. This allows eCATS to use site-specific Supplier contacts, not the system defined contact.

To Customize Supplier Lists:

1. Click ADMIN > Manage Supplier > Manage Local Supplier

2. To select the Site, click Lookup, A new window appears, select the site.

3. To select the Supplier, click Lookup. A new window appears with search criteria based on the Supplier DUNS or Supplier Name.

4. Enter Supplier DUNS or Supplier Name.5. Click Search. The details of the Supplier are displayed on the screen6. Click Add.7. Enter the site specific information for the Supplier.8. Click Save. A pop-up message indicates the Local Vendor is added

successfully.

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Supplier

How do I get there?

To go to Supplier from the Main Menu:1. Click the Admin menu.2. Click Manage Supplier.

The administrator can:1. Add a new Supplier.2. Modify Supplier information.3. Delete a Supplier.

Search and view the details of a Supplier1. Click to Manage Supplier->Edit/View Supplier (Company). 2. A new window appears with search criteria based on the Supplier name or

Supplier DUNS number (#).3. Enter the Supplier Name or Supplier DUNS and click Search. To view all

the Suppliers in eCATS, leave the fields blank and click Search. The number of records found is displayed and a table is updated with the search results.

4. Select the Supplier Name by clicking the DUNS hyperlink. The information about the Supplier displays.

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Adding a New SupplierA Supplier can be added by a user with access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Add a new Supplier:1. Prior to adding an new Supplier, perform thorough search to verify the

Supplier does not already have an account in eCATS.2. Click Manage Supplier->Add Supplier (Company).3. Enter the information in the fields provided. The DUNS# and the Supplier

Name are mandatory.

Field DescriptionSupplier Code No / DUNS # The unique ID of the Supplier.Supplier Name The Supplier's name.Address #1 The address consists of the company

name, street address and the building name.

Address #2Address #3City The city the Supplier resides.State The state the Supplier resides.Country The nationality of the Supplier.Zip The zip or the postal code of the area

the Supplier resides.Phone The contact number of the Supplier.Fax The fax number of the Supplier.E-Mail The e-mail address of the Supplier.Mail Stop The building mailing address of the

Supplier.Contact Name The contact name of the Supplier.Active When selected signifies the account of

the user is active.Secondary Contact Phone The Secondary contact details of the

Supplier.Secondary Contact E-MailSecondary Contact Name

4. Click Save. A pop-up message appears saying that the Supplier record is created successfully.

5. Click OK.

Note Supplier Duns numbers are to match OneSource, where possible.

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Modify SupplierThe Supplier information can be modified by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Modify Supplier information:1. Click Manage Supplier->Edit/View Supplier (Company).

Field DescriptionDUNS# The unique ID of the Supplier.Supplier Name The Supplier's name.Address #1 The address consists of company

name, street address and the building name.

Address #2Address #3City The Supplier’s city.State The Supplier’s state.Country The nationality of the Supplier.Zip/PostalCode The zip or the postal code of the

Supplier.Phone The contact number of the Supplier.Fax The fax number of the Supplier.E-Mail The e-mail address of the Supplier.Mail Stop The building mailing address of the

Supplier.Contact Name The contact name of the Supplier.Active A flag indicating the user is active.Secondary Contact Phone The Secondary contact details of the

Supplier.Secondary Contact E-MailSecondary Contact Name

2. A new window appears with search criteria based on the Supplier name or Supplier DUNS number (#).

3. Modify the Supplier information as required.4. Click Update. A pop-up message appears indicating the Supplier record is

updated successfully.

5. Click OK.

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Deleting a SupplierThe Supplier can be deleted by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Delete a Supplier:1. Select the Supplier to be deleted.

i. Click Manage Supplier->Edit/View Supplier (Company). A new window appears with search criteria based on the Supplier name or Supplier DUNS.

ii. Enter the Supplier Name or Supplier DUNS and click Search. To view all records, leave the fields blank and click Submit. The number of records found is displayed, and a table is updated with the search results.

iii. Select the Supplier Name by clicking the DUNS hyperlink.iv. The information about the Supplier displays.

2. Click Delete. A pop-up message appears asking for confirmation.

3. To confirm Supplier deletion, click OK. A pop-up message appears indicating the Supplier is deleted successfully.

4. Click OK.

Note

If the system is unable to delete the Supplier, modify the Supplier and mark as inactive.

1. Click Modify. A new window appears containing information about the Supplier.

2. Clear the Active check box.

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Adding a New Supplier UserA Supplier user can be added by a user with access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Add a new Supplier User:1. Click Manage Supplier->Add Supplier (User). 2. Search to verify the User does not already have an account in eCATS.3. A new window appears with search criteria based on the Supplier name or

Supplier DUNS.4. Update the Supplier user information as required.

5. Click Save. A pop-up message appears indicating the user record is created successfully.

6. Click OK.

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Modify Supplier UserThe Supplier user information can be modified by a user with access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Modify Supplier User information:1. Click Manage Supplier->Edit/View Supplier (User).

2. A new window appears with search criteria based on the input.3. Modify the Supplier user information as required.4. Click Update. A pop-up message appears indicating the User is modified

successfully.

5. Click OK.

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Deleting a Supplier User

The Supplier User can be deleted by a user with access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Delete a Supplier user:1. Click Manage Supplier->Edit/View Supplier (User). 2. A new window appears with search criteria based on input.3. Click Delete.

.

4. A pop-up message appears asking for confirmation.

5. To confirm that, click OK. A pop-up message appears indicating the Supplier User is deleted successfully

.

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Administration

Manage Internal Users

How do I get there?

To go to User Maintenance from the Main Menu:1. Click Admin.2. Click Manage Internal Users.

The Site Administrator sets up the internal users through Add Internal Users.

The administrator can: 1. Add users.2. Modify users.3. Delete users.4. Move users.5. Reset Password.6. Review Registration.7. Associate Profiles.

The following table provides information regarding the fields in Manage Users accounts:

Field DescriptionUser Type The type of user.

Select the user type from the drop-down menu. The user can be a Customer, Supplier, or an Internal User.

Customer Company (when User Type is Customer)

The name of the Customer company.Select the Customer company from the drop-down menu.

Supplier Company (when User Type is Internal User)

The name of the Supplier company.1. To select a Supplier company, click . A pop-up

window appears with search criteria based on the Supplier Name, DUNS Number or Local Vendor Code.

2. Enter the Supplier Name, DUNS Number or Local Vendor Code and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed.

3. A table is updated with the search results. Select the user by clicking the Eid hyperlink. The User and other fields are automatically completed..

Site (when User Type is Internal User)

This field is automatically completed based on the name of the User.

User The name of the user who has requested an account. The user could be any of the following:

Customer

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Administration

Field Description1. To select the User, click . A pop-up

window appears with search criteria based on the ID or Last Name.

2. Select one of the following: All Users All Customers Selected Customers Only

3. Enter the ID or Last Name and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

4. Select the user by clicking the Eid hyperlink. The User and other fields are automatically completed.

Supplier

1. To select the User, click . A pop-up window appears with search criteria based on the ID or Last Name.

2. Select Current Site Only. 3. Enter the ID or Last Name and click

Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

4. Select the user by clicking the Eid hyperlink. The User and other fields are automatically completed.

Internal User1. To select the User, click . A pop-up

window appears with search criteria based on the ID or Last Name.

2. Enter the ID or Last Name and click Submit. To view all records, leave the fields blank and click Submit. The number of records found is displayed. A table is updated with the search results.

3. Select the user by clicking the Eid hyperlink. The User and other fields are automatically completed depending on the selection.

User ID The unique ID of the user. Employee ID for Internal Users DUNS # for Suppliers

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Administration

Field Description Atlas # for Customers

First Name The first name of the user.Last Name The last name of the user.User Title The user’s title.Country The nationality of the user.Phone The contact number of the user.Fax The fax number of the user.Mail Stop The building mailing address of the user.E-mail The e-mail ID of the user.LDAP EID The user’s Honeywell IDActive Active status; checked indicates the user is active.

Internal User

Internal users have the following additional fields associated with them to provide more information about their work:

Fields DescriptionProduct Line The product line along which the user works.Cell The cell of the user.Department The department to which the user belongs.

Honeywell Employees are the internal users. To request an account in eCats, send name and EID to the corresponding site administrator.

User LevelAccess can be assigned to several levels. The user-level is defined by clicking one of the following option buttons in the screen:

User Level Customer Supplier Internal UserSuper User No No YesSBU Administrator No No YesEnterprise Administrator

No No Yes

Site Administrator No No YesCoordinator/SPOC No No YesInitiate & Respond Yes Yes YesRespond Only Yes Yes YesNo Access Yes Yes Yes

Role of the UserThe role of the Customer, Supplier and internal users are defined in the following table:

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Administration

Roles Customer Supplier Internal UserLead Yes Yes YesOwner Yes Yes YesRequester Yes Yes YesFollow-up Reviewer

Yes Yes Yes

SPOC No No YesSite Focal Point No No YesEffectiveness Reviewer

Yes Yes Yes

Command Buttons

The command buttons and their usage is defined in the following table:

Buttons DescriptionSave Click this button to add a new user.Update Click this button to save the data entered.

Adding a New UserThe new user can be added by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To add a new User:1. Click ADMIN.2. Click Manage Internal Users3. Click Add Internal User4. Enter the User ID and the new user's site and personal information.

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Administration

5. Select the user access level for the user.

6. Click Save. A pop-up message indicates the new user is added successfully.

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Administration

7. Click OK.

Note For Internal Users:

Enter the EID as the User ID. Select the Product Line, Cell, and Department from the

respective drop-down menus. For Customers, the User ID is generated automatically after the

personal information is entered and saved.

Modify UserUser information can be modified by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

The administrator can modify all user information except the User ID. The administrator can also modify the user level and the roles of the user.

To Modify User information:1. Click Manage Internal Users2. Edit/View Internal User3. Click Look Up4. A pop-Up window appears, enter the user EID or last name to be modified5. Click Search6. Click on users EID

7. Edit the information of the user.

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Administration

8. Edit the user access level.

9. Click Update. A pop-up message appears indicating the user is modified successfully.

10. Click OK.

Note

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Administration

The User ID cannot be modified. For Internal Users:

Select the Product Line, Cell, and Department from the respective drop-down menu for the user.

Deleting a UserThe user can be deleted by a user with the access level of Super User, SBU Administrator, Enterprise Administrator, or Site Administrator.

To Delete a User:1. Click Manage Internal Users

2. Edit/View Internal User

3. Click Look Up

4. A pop-Up window appears, enter the user EID or last name to be Deleted.

5. Click Search

6. Click Delete

7. A pop-up message appears indicating the user is Deleted successfully.

Inactive a User The user can be inactivated by a user with access level of a Super User, SBU Administrator, Enterprise Administrator, or a Site Administrator.

To Inactivate a User:1.Click Manage Internal Users2.Edit/ View Internal User3. Click Look Up

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Administration

4.A pop-Up window appears, enter the user EID or last name to be Inactivated

5. Click Search6. Uncheck the Active checkbox

7. Click Update

8.Click Ok. To Delete the user, click OK

9.Click Update. A pop-up message appears saying that the user is modified successfully.

Move User

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Administration

The Enterprise Administrator moves the users if they are transferred from one site to another. The CARs assigned to the user are not affected when the user changes site. The users are still responsible for the CARs assigned to them. The Enterprise Administrator of the old site must move the user from the old site to the new site.

To Move the User from the old site to the new site: 1. Click Manage Internal Users2. Click Move user3. Click on Look Up4. A pop-Up window appears, enter the user EID or last name to be Moved.

5. Click Search6. Select the SBU Enterprise and Site Under Move To box

7. Click Move, To move the user, click OK

8. A pop-up message appears indicates the user is modified successfully.

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Administration

Note

The enterprise administrator of the new site cannot transfer the user from the old site to the new site.

Reset Password Passwords can be reset by a user with the access level of a Super User, SBU Administrator, Enterprise Administrator or a Site Administrator.

To Reset Password:1. Click Manage Internal User2. Reset Password3. Enter the Last or First name of the user 4. Click Search

5. Click on radio button to select user.

6. To reset the password, click Reset Password. A pop-up message appears asking for confirmation.

7. To confirm that you want to reset the password, click OK. A pop-up message appears indicating the password is reset.

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Administration

Note

When the administrator resets the password, the password is the same as your User ID.This only resets the eCATS profile password, and does not reset the Honeywell ID password.

Review RegistrationThe registration review is done by the administrator for Suppliers and Customers. The administrator checks to determine if the requesting Supplier's company is already registered. See Supplier Maintenance.If there is a registration request from a new Supplier, the company must be registered by the administrator before approving.

Compare the DUNS# with the data in the Select Supplier Company drop-down menu. The administrator approves the registration request if there is a matching DUNS#. The administrator will reject if the DUNS# does not match or is an invalid DUNS#.

How do I get there?

To go to Admin Tab from the Main Menu:1. Click the Manage Supplier 2. Click the Review Registration

To Review the Registration process:

1. Click Review Registration. A new window appears.

2. Select the Supplier from the drop-down menu. 3. Click Accept or Reject.4. Click Approve to approve the Supplier or Reject to reject the Supplier.

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Glossary

AReviewer: A person who assesses the actions taken by conducting an independent

review to determine if the corrective actions have been effective in preventing recurrence.

CCause: A factor leading to an event.Cause Analysis and Mistake Proofing (CAMP): Cause Analysis and Mistake

Proofing is a process for finding the cause for an event and facilitating corrective action through mistake proofing to prevent recurrence of the event.

Cause Chain: A diagram showing the causes linked in sequence from the Event Question to the Root Cause.

Contributing Cause: The cause that contributed to an event, but by itself, would not have caused the event. It is the cause after the direct cause. For a simple problem, there may not be any contributing causes, for a complex problem there could be dozens.

Corrective Action: A set of planned actions implemented for the purpose of resolving the problem.

DDirect Cause: The cause that directly resulted in an event. It is the first cause in the

cause chain following the problem statement.

EEvent: A term used for a product failure, out of control process, audit findings,

accident, Customer complaint, etc..Event Question: A short, simple, concise, focused on one problem question

beginning with "why". An event question does not indicate the cause of the event, state what to do next, or explain the event.

FFollow Up: A review done by a team member to ensure all corrective actions were

implemented as stated.

HHoneywell ID: for internal users it is the EID number, for Suppliers and Customers it

is the ID created using the Common Web Authentication (CWA).

NNatural Team: A group of people having vested ownership of the problem to be

solved.

PPreventive Action: Preventive Action or Preventive Corrective Action are actions

taken to prevent the recurrence of the event, focusing on Root Cause and Contributing Causes.

QQualified Team: The natural team, including other individuals, who provide

necessary resources to understand the problem or assist in the cause analysis and mistake proofing process.

RRoot Cause: The last cause in the cause chain analysis. Root Cause is not always

the most significant cause in the chain and sometimes cannot be corrected easily or completely.

SSecure Sockets Layer (SSL): A protocol developed by Netscape for transmitting

private documents through the Internet. SSL uses a cryptographic system that uses two keys to encrypt data. The two keys used are: a public key known to everyone. a private or secret key known only to the recipient of the message.

Specific Action: Specific Action or Specific Corrective Actions are used to correct the Direct Cause and its effect, as a form of damage control. The purpose is to limit or stop the problem from getting worse and repairing whatever was affected. Specific Corrective Action does not prevent recurrence of the event.

VVested Ownership: Users of the process, controllers of the process, or people that

rely on the process have a vested ownership of the process.

Index

AAbbreviation..............................................................35Accept..................................................................35, 58Accepted

Lead selects...........................................................26SPOC/Coordinator selects.....................................26

Accepted....................................................................26Accepted....................................................................35Access eCATS...........................................................92Access rights

user varies..............................................................85Access rights..............................................................85Accessed

CAR.......................................................................35History tab.............................................................31

Accessed....................................................................31Accessed....................................................................35Accessed....................................................................66Accurate.....................................................................31Actions.................................................................26, 35Actions specified.......................................................26Active.......................................................66, 78, 85, 92Active Acitve.............................................................90Active site..................................................................66Activities

SBU administrator.................................................60site administrator...................................................60

Activities....................................................................60Actual Date................................................................41Add

filter condition.......................................................46record.....................................................................78supplier enter.........................................................78

Add............................................................................46Add............................................................................60Add............................................................................61Add............................................................................63Add............................................................................66Add............................................................................78Add New Comment...................................................32Add Supplier..............................................................78Adding

Supplier.................................................................78Adding.......................................................................78Additional Filter...................................................42, 46Additional filter creates.............................................42Address......................................................................66Address1....................................................................66Address2....................................................................66Admin tab......................................................85, 92, 93

Administration link..............................................85, 92Administration Overview..........................................60Administrator

responsibilities.......................................................60suppliers................................................................96

Administrator.............................................................60Administrator.............................................................78Administrator.............................................................85Administrator.............................................................90Administrator.............................................................96Administrators

types......................................................................60Administrators...........................................................60Affected products.......................................................35After changing

password..................................................................7After changing.............................................................7ALL CARS................................................................58All users.....................................................................35Allows eCATS...........................................................66AM.............................................................................31Analysis

corrective actions...................................................66resolve..............................................................16

Analysis.................................................................16Analysis.....................................................................66AND

Select.....................................................................46AND...........................................................................46Approval

SPOC/Coordinator................................................35Approval....................................................................26Approval....................................................................35Approve

registration.............................................................96Approve.....................................................................35Approve.....................................................................96Approved.............................................................35, 96Approved check box

select......................................................................96Approved check box..................................................96Approving..................................................................96Assign

Owner......................................................................9Assign..........................................................................9Assign team members

resolve...................................................................33Assign team members................................................33Assigned

product requiring corrective...............16Assigned...............................................................16

Assigned....................................................................31Assigned....................................................................33Assigned....................................................................35Assigned....................................................................66Assigned To...............................................................92Assigned User ID

Enter........................................................................7Assigned User ID.........................................................7Assignment..........................................................35, 39Assignment tab....................................................33, 39Atlas...........................................................................85Attached documents...................................................41Attachments.................................................................9Audit..........................................................................41Auditor.......................................................................41Auditor Information

Remarks.................................................................35Auditor Information...................................................35Authentication..............................................................7Authority....................................................................33Automated............................................................31, 41Automated e-mails.....................................................31Automatically......................................................35, 66Automatically inserted...............................................35

BBack

Internet Explorer...................................................58previous.................................................................58

Back...........................................................................58Back...........................................................................66Based

ID90supplier..................................................................78Supplier DUNS.....................................................66

Based..........................................................................66Based..........................................................................78Based..........................................................................90Based on CAR...........................................................35Behalf.........................................................................33Belong

User ID....................................................................7Belong..........................................................................7Belong........................................................................33Blank....................................................................78, 90BLK...........................................................................46Blue Print Revision........................................16Board approval

product requiring corrective...............16Board approval.................................................16Board quantity

product requiring corrective...............16Board quantity..................................................16

Board reference...............................................16Browse.................................................................42, 58Browse Export...........................................................42Browse Export Overview..........................................42Browse/Export...........................................................42Building...............................................................66, 78Building mailing........................................................78By Type.....................................................................58

CC/A

Select.....................................................................35C/A.............................................................................35Calendar opens................................................16Cancel

record.....................................................................78Cancel........................................................................35Cancel........................................................................78CAR

access.....................................................................35Creating.................................................................39duration..................................................................39exit.........................................................................35information regarding............................................32initiate....................................................................33initiated..................................................................31Initiating..........................................................31, 33Lead/Requester approves......................................35number...................................................................58Owner....................................................................33quit.........................................................................33resolve...................................................................35resolving..................................................................9respond..................................................................35Responding......................................................31, 35select......................................................................33SPOC approves.....................................................35stage.......................................................................32

CAR.............................................................................9CAR..........................................................................16CAR...........................................................................26CAR...........................................................................31CAR...........................................................................32CAR...........................................................................33CAR...........................................................................35CAR...........................................................................39CAR...........................................................................58CAR...........................................................................60CAR...........................................................................92CAR...........................................................................92CAR BY CAR...........................................................58Car changed...............................................................31CAR changes

Index

Status.....................................................................35CAR changes.............................................................35CAR consists

Initiating................................................................33Responding............................................................35

CAR consists.............................................................33CAR consists.............................................................35CAR effectively

resolving................................................................32CAR effectively.........................................................32CAR Exportable.........................................................66CAR ID............................................................9, 39, 46CAR ID hyperlink................................................35, 39CAR Initiation...........................................................31CAR Resolution cycle...............................................35CAR Status............................................................9, 46CAR TYPE..........................................................33, 46CAR Type hyperlink

obtain.....................................................................58CAR Type hyperlink..................................................58CARS.........................................................................66CARs assigned

respond..................................................................35CARs assigned...........................................................35CARs issued

number...................................................................58type........................................................................58

CARs issued...............................................................58CARs issued per

number...................................................................58CARs issued per........................................................58Categories

following...............................................................33Categories..................................................................33Category.....................................................................35Cell

Delete....................................................................66The description......................................................66

Cell.............................................................................60Cell.............................................................................66Cell Code...................................................................66Cell record.................................................................66Cell Text....................................................................66Change

following...............................................................31password..................................................................7team members.......................................................35

Change.........................................................................7Change.......................................................................31Change.......................................................................35Change History..........................................................31Changing Password.....................................................7Characters..................................................................66Check.........................................................................96

Check boxClear................................................................78, 90Select...............................................................35, 66

Check box..................................................................35Check box..................................................................66Check box..................................................................78Check box..................................................................90Check box adjacent

selecting...........................................................61, 62Check box adjacent....................................................61Check box adjacent....................................................62Check box Check When Complete

select......................................................................35Check box Check When Complete............................35Check boxes

Select.....................................................................33Check boxes...............................................................33Checked signifies.......................................................78Checks

effectiveness..........................................................41Checks........................................................................41Choosing

Type.......................................................................33Choosing....................................................................33City............................................................................66Clarification........................................................16CLD...........................................................................35Clear

check box.........................................................78, 90Clear...........................................................................78Clear...........................................................................90Clear All.....................................................................46Click Here To Add hyperlink....................................66Clicking

DUNS hyperlink....................................................78Eid hyperlink.........................................................90Search icon............................................................35

Clicking......................................................................35Clicking......................................................................78Clicking......................................................................90Clicking Accept.........................................................46Clicking Change Password..........................................7Clicking Exit..............................................................33Clicking Locate CAR................................................32Clicking Save.............................................................33Close..........................................................................58Code

Select.....................................................................66Code.....................................................................33, 60Code...........................................................................66Code List selected

Depending.............................................................66Code List selected......................................................66Code Lists

Page 101 of 121

Index

Select.....................................................................66Code Lists..................................................................66Comment....................................................................32Comments............................................................32, 35Commercial - Qty Inspected.....................16Communicate.............................................................60Company....................................................................33Compare

DUNS....................................................................96Compare.....................................................................96Completed..................................................................35Conduct.................................................................16Confirm

deletion..................................................................66password..................................................................7

Confirm........................................................................7Confirm......................................................................66Confirm......................................................................78Confirmation..............................................................78Confirmation appears

asking....................................................................66Confirmation appears.................................................66Consecutive................................................................31Consists................................................................66, 78Contact

SPOC.......................................................................7Contact.........................................................................7Contact.......................................................................78Contact Name............................................................78Contain

actions....................................................................35event......................................................................35

Contain.......................................................................35Contain.......................................................................66Contains...............................................................46, 78Contents.....................................................................31Contract................................................................16Contributing...............................................................35Coordinator Disposition.............................................35Coordinator/SPOC.....................................................85Corrective............................................................39, 41Corrective Action Request...........................................9Corrective actions

analysis..................................................................66Corrective actions......................................9, 39, 41, 60Corrective actions......................................................66Corresponding............................................................31Corresponding incident occurred...............................31Country......................................................................66Create

folder named macrocsv.........................................58Create.........................................................................58Create.........................................................................60Created

product requiring corrective...............16Created.................................................................16Created successfully..................................................78Ctrl.............................................................................48Cumulative Turn Time..............................................31Customer..................................................16, 33, 85Customer MRB Approval............................16Customer MRB Reference..........................16Customer Part...................................................16Customers..................................................7, 60, 85, 96Customers Only.........................................................85Customize

supplier lists...........................................................60Customize..................................................................60Customize Code Lists................................................66Customize drop-down menu......................................66Customize Supplier Lists...........................................66Customize Supplier Lists allows...............................66Customized................................................................46Customizing

lists........................................................................66Customizing...............................................................60Customizing...............................................................66

DData Maintenance....................................32, 33, 35, 39Data Maintenance>Assignment tab...........................66Date Code............................................................16Date field...................................................................41Days...........................................................................35Dd-mmm-yyyy format..................................16Decide........................................................................35Default

local customization overrides................................66Default.................................................................33, 35Default.......................................................................66Defect

Requester finds......................................................33Defect.........................................................................33Defined contact..........................................................66Definition...................................................................66Delete

Cell........................................................................66Department............................................................66Product Line..........................................................66record.....................................................................78SBU codes.............................................................60selected filter condition.........................................46site IDs...................................................................60want.......................................................................78

Delete.........................................................................46Delete.........................................................................60Delete.........................................................................61

Page 102 of 121

Index

Delete.........................................................................66Delete.........................................................................78Delete customers........................................................60Delete hyperlink.........................................................66Delete product............................................................60Delete suppliers.........................................................60Delete users................................................................60Deleted.................................................................66, 78Deleted successfully............................................66, 78Deleting

User.......................................................................92Deleting......................................................................92Deleting......................................................................92Deletion

confirm..................................................................66Deletion......................................................................66Department


Department................................................................66Department................................................................85Department Code.......................................................66Department Text........................................................66Depending

Code List selected.................................................66Depending..................................................................66Description

Enter......................................................................33Description...................................................16, 31Description.................................................................33Description.................................................................46Description.................................................................66Description.................................................................78Details

Enter......................................................................33following...............................................................31Owner reviews.......................................................35supplier..................................................................66

Details....................................................................16Details........................................................................31Details........................................................................33Details........................................................................35Details........................................................................66Develop metrics.........................................................60Difference..................................................................31Direct

Enter......................................................................35Direct.........................................................................35Directory....................................................................58Displayed.....................7, 31, 33, 46, 58, 66, 78, 90, 96Displayed depending

selection.................................................................78Displayed depending.................................................78Displays...............................................................61, 62

Disposition...........................................................31, 41Documents...........................................................33, 41Does Not Contain......................................................46Download Data hyperlink..........................................58Download Template hyperlink..................................58Downloaded template

open.......................................................................58Downloaded template................................................58Drill Down.................................................................58Drill Down By Month................................................58Drive..........................................................................58Drop...........................................................................46Drop-down menu.....................................33, 46, 90, 96Drop-down menus.....................................................66Due.............................................................................35DUNS

Compare................................................................96DUNS..................................................................78, 85DUNS........................................................................96DUNS hyperlink

clicking..................................................................78DUNS hyperlink........................................................78Duration

CAR.......................................................................39Duration.....................................................................39

EECATS

Enter........................................................................7Lead/Requester logs..............................................33Logging...................................................................7

ECATS.........................................................................7ECATS.......................................................................33ECATS.......................................................................60ECATS.......................................................................85ECATS Sign In>Main Menu>e-CATS Contacts........7ECATS tool

Manage..................................................................60ECATS tool...............................................................60ECATS users.............................................................60Effectiveness

checks....................................................................41Effectiveness..............................................................35Effectiveness..............................................................41Effectiveness..............................................................85Effectiveness auditor...........................................41, 85Effectiveness auditor logs..........................................41Effectiveness reviews................................................41Efficiency...................................................................66EID.............................................................................85Eid hyperlink

clicking..................................................................90Eid hyperlink.............................................................85

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Index

Eid hyperlink.............................................................90Eliminating

unnecessary details................................................42Eliminating................................................................42E-mail........................................................7, 33, 35, 78Email History.............................................................31E-mail ID

supplier..................................................................78E-mail ID...................................................................78E-mail notification.....................................................33Email Password opens.................................................7Employee ID..............................................................85Enter

actions....................................................................35assigned User ID.....................................................7description.............................................................33details....................................................................33Direct.....................................................................35eCATS.....................................................................7event......................................................................35Event Date.............................................................33ID90Login Page...............................................................7modified................................................................62modified strategic..................................................61site specific............................................................66Supplier DUNS.....................................................66Supplier Name.......................................................78User ID....................................................................7

Enter.............................................................................7Enter.......................................................................16Enter...........................................................................33Enter...........................................................................35Enter...........................................................................46Enter...........................................................................61Enter...........................................................................62Enter...........................................................................66Enter...........................................................................78Enter...........................................................................90ENTERPRISE................................................62, 63, 66Enterprise Administrator...................60, 67, 85, 92, 93Enterprise Code...................................................62, 63Enterprise Maintenance.......................................62, 63Enterprise Maintenance Administrator......................62Enterprise Name

modify...................................................................62Select.....................................................................62

Enterprise Name........................................................62Event

contain...................................................................35Enter......................................................................35

Event..........................................................................33Event..........................................................................35Event..........................................................................39

Event Category/Severity............................................33Event Code

Select.....................................................................33Event Code.................................................................33Event Code.................................................................66Event Date

enter.......................................................................33Event Date.................................................................33Event Question...........................................................35Event Type.................................................................33Events

Summary...............................................................58Events........................................................................58Excel file....................................................................58Excel format...............................................................48Excel Report..............................................................58Except

User ID..................................................................90Except........................................................................90Executed differently...................................................33Exist...........................................................................58Exit

CAR.......................................................................35want.......................................................................78

Exit.............................................................................35Exit.............................................................................78Expected Time Frame................................................35EXPORT TO WORD................................................58External Approval

Waiting..................................................................35External Approval......................................................35External Disposition..................................................31

FFax.............................................................................78Field

selecting.................................................................48Field...........................................................................48Field Selection.....................................................42, 48Field Selection tab.....................................................46Filter.....................................................................42, 46Filter condition

add.........................................................................46Select.....................................................................46

Filter condition...........................................................46Filter Conditions

Specify...................................................................46Filter Conditions........................................................42Filter Conditions........................................................46Filters...................................................................42, 58Final Requestor Approval

Waiting..................................................................35Final Requestor Approval..........................................35

Page 104 of 121

Index

Final/Rqst...................................................................31Finding

led..........................................................................35Finding.......................................................................35Finding Event tabs.....................................................35Finding relates.................................................16Finding/Event description..........................................33Finding/Event tab.......................................................33FNS............................................................................35Focal..........................................................................60Folder named macrocsv

Create....................................................................58Folder named macrocsv.............................................58Following option buttons...........................................85Follows

categories...............................................................33changes..................................................................31details....................................................................31formats...................................................................58steps.................................................................33, 35

Follows........................................................................9Follows......................................................................31Follows......................................................................33Follows......................................................................35Follows......................................................................41Follows......................................................................58Follows......................................................................60Follows......................................................................66Follows......................................................................85Follow-up.......................................................35, 41, 85Follow-up auditor................................................41, 85Follow-up auditor logs...............................................41Follow-up Code...................................................35, 41Follow-up Disposition...............................................31Follow-up Review...............................................35, 41Followup Review Phase..............................................9Follow-up tab

passes.....................................................................35transfers.................................................................35

Follow-up tab.............................................................35Follow-up tab.............................................................41Forgot Password..........................................................7Formats

following...............................................................58Formats......................................................................58Forms.........................................................................58Function/department..................................................33

GGenerated.............................................................46, 58Government - Qty Rejected......................16Granularity.................................................................66Guidance....................................................................66

HHardware

track...................................................................16Hardware.............................................................16Hardware product

print....................................................................16rejected............................................................16

Hardware product..........................................16History.......................................................................31History tab

access.....................................................................31History tab.................................................................31Honeywell..................................................................85Honeywell Employee.................................................33Honeywell Employees.....................................7, 33, 85Honeywell Part.................................................16HTML Data Extract...................................................58Html format...............................................................48HTML Report............................................................58

IID

based......................................................................90Enter......................................................................90supplier..................................................................78

ID........................................................................16, 66ID78ID90If

owner.....................................................................31If 31Incase.........................................................................35Incremental

total........................................................................31Incremental................................................................31Incremental Turn Time..............................................31Incremented...............................................................35Indicates

Quality System Element.........................16Indicates...............................................................16Indicates.....................................................................35INF document....................................................16Information................................................................41Information regarding

CAR.......................................................................32Information regarding................................................32Initiate

CAR.......................................................................33Initiate........................................................................33Initiate........................................................................85Initiate New CAR......................................................33Initiated

Page 105 of 121

Index

CAR.......................................................................31Initiated......................................................................31Initiated......................................................................33Initiated By............................................................9, 31Initiated CAR

Save.......................................................................33Initiated CAR.............................................................33Initiated Date.............................................................31Initiating

CAR.................................................................31, 33CAR consists.........................................................33

Initiating.....................................................................31Initiating.....................................................................33Initiation.....................................................................33Inputs

provide...................................................................35Inputs.........................................................................35INS............................................................................16Inspected.............................................................16Instances....................................................................33Instructions................................................................58Internal.................................................9, 33, 39, 46, 85Internal Honeywell Employee...................................33Internal repair..................................................16Internal users........................................................60, 85Internet Explorer

Back.......................................................................58Internet Explorer........................................................58Invalid DUNS............................................................96Investigation..............................................................35Investigation activities...............................................35ITR Nonconformance....................................16ITR/nonconformance.....................................16

LLast Modified.......................................................61, 62Lead

ask..........................................................................33Lead...........................................................9, 26, 31, 32Lead...........................................................................33Lead...........................................................................35Lead...........................................................................41Lead...........................................................................85Lead Approval...........................................................35Lead rejects................................................................26Lead selects

accepted.................................................................26Lead selects................................................................26Lead Site....................................................................26Lead Site Requester Disposition..........................26, 35Lead/Requester..........................................9, 26, 35, 41Lead/Requester Approval

Waiting..................................................................35

Lead/Requester Approval..........................................35Lead/Requester approves

CAR.......................................................................35Lead/Requester approves...........................................35Lead/Requester chooses.............................................41Lead/Requester logs

eCATS...................................................................33Lead/Requester logs...................................................33Lead/Requester logs...................................................35Led

finding...................................................................35Led.............................................................................35Level..........................................................9, 63, 67, 92Lists

customizing...........................................................66Site Specific Table................................................66

Lists......................................................................31, 60Lists............................................................................66Local..........................................................................58Local customization overrides

default....................................................................66Local customization overrides...................................66Local vendor

assign.....................................................................66Local vendor..............................................................66Locate CAR...............................................................32Located......................................................................66Logging

eCATS.....................................................................7Logging........................................................................7Logical

Select.....................................................................46Logical.......................................................................46Login................................................................7, 33, 41Login Page

enter.........................................................................7Login Page...................................................................7

MMacrocsv....................................................................58Mail Stop...................................................................78Mailed..........................................................................7Main menu.....................................7, 33, 35, 42, 78, 92Main Screen...............................................................61Maintenance.............................................66, 85, 92, 93Manage

eCATS tool............................................................60Manage......................................................................60Manage CAR Reviews..............................................60Manage users.............................................................60Management

valuable.................................................................60Management..............................................................60

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Manager.....................................................................33Mandatory......................................................33, 35, 78Manually...............................................................16Manufacturer.....................................................16Manufacturing assembly document....16Marked.......................................................................33Master

Select.....................................................................66Master........................................................................66Master Table..............................................................66Match.............................................................46, 66, 96Matching DUNS........................................................96Mfg...........................................................................16Missing contact

Requester........................................................16Missing contact................................................16Modified

enter.......................................................................62Modified....................................................................61Modified....................................................................62Modified....................................................................90Modified strategic

enter.......................................................................61Modified strategic......................................................61Modified successfully..............................61, 62, 66, 90Modify

Enterprise Name....................................................62record.....................................................................78SBU Code..............................................................61SBU names......................................................60, 61site.........................................................................60

Modify.......................................................................60Modify.......................................................................61Modify.......................................................................62Modify.......................................................................66Modify.......................................................................78Modify.......................................................................90Modify User Details..................................................90Monitor......................................................................60Monitor CAR progress..............................................60Month.........................................................................58Month hyperlink

obtain.....................................................................58Month hyperlink........................................................58Month Report provides..............................................58Move users.....................................................60, 85, 93MRB Quantity....................................................16MRB Reference.................................................16

NN/B.............................................................................46Name

product requiring corrective...............16

supplier..................................................................78Name......................................................................16Name..........................................................................41Name..........................................................................46Name..........................................................................60Name..........................................................................66Name..........................................................................78Nationality

supplier..................................................................78Nationality.................................................................78Need

response.................................................................33Need...........................................................................33NEW..........................................................................33New codes..................................................................66New Follow-up..........................................................41No Access radio button..............................................90Number

CARs.....................................................................58CARs issued..........................................................58CARs issued per....................................................58product requiring.......................................16product requiring corrective...............16records.............................................................78, 90

Number.................................................................16Number......................................................................58Number......................................................................78Number......................................................................90

OObtain

CAR Type hyperlink.............................................58Month hyperlink....................................................58Requester hyperlink...............................................58

Obtain........................................................................58OK............................................7, 35, 61, 62, 66, 78, 90Opens

downloaded template.............................................58Windows Explorer.................................................58

Opens...........................................................................7Opens.........................................................................58Opens.........................................................................61Opens.........................................................................62Opens.........................................................................66Opens.........................................................................78Opens.........................................................................90Opens.........................................................................96OR.......................................................................16, 46OR logical condition..................................................46ORed..........................................................................46Organization..............................................................33OTH20060002-01........................................................9Owner

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CAR.......................................................................33If 31requesting..............................................................33SPOC assigned......................................................31

Owner........................................................................26Owner........................................................................31Owner........................................................................32Owner........................................................................33Owner........................................................................35Owner........................................................................39Owner........................................................................41Owner........................................................................42Owner Assigned.........................................................31Owner Assignment

Waiting............................................................31, 35Owner Assignment....................................................31Owner Assignment....................................................35Owner details.............................................................66Owner implement

actions....................................................................35Owner implement......................................................35Owner incase

assign.....................................................................33Owner incase.............................................................33Owner logs.................................................................35Owner Name..............................................................46Owner Response

Waiting..................................................................35Owner Response........................................................26Owner Response........................................................35Owner Response........................................................39Owner Response........................................................41Owner reviews

details....................................................................35Owner reviews...........................................................35Owner Signoff...........................................................35Owners.......................................................................39Owners response

reject......................................................................35Owners response........................................................35Owning Site...............................................................26Owning Site Assigned...............................................31Owning Site SPOC....................................................35

PP.O...........................................................................16Pane..............................................................................7Part Name...........................................................16Passes

Follow-up tab........................................................35Passes.........................................................................35Password

After changing.........................................................7

change......................................................................7confirm....................................................................7

Password......................................................................7PDF Format...............................................................58PEF............................................................................35Pending Effectiveness Review........................9, 35, 41Pending Follow-up Review.................................35, 41Perform......................................................................60PFU............................................................................35Planned actions implemented

set........................................................................16Planned actions implemented................16Postal..........................................................................78Press cancel................................................................35Prevent recurrences....................................................35Preventive Action......................................................35Previous

back.......................................................................58Previous.....................................................................42Previous.....................................................................58Previous selections

selection criteria....................................................42Previous selections.....................................................42Print

hardware product......................................16Print........................................................................16Privilege.................................................................9, 33PRO..........................................................................16Problem.................................................................16Proceeding.................................................................33Process Data................................................16, 33Process Step...............................................................31Processes..............................................................35, 85ProdLine Code...........................................................66ProdLine Text............................................................66Produced....................................................................58Product................................................16, 33, 66, 85Product Data................................................16, 33Product Line


Product Line...............................................................66Product Line...............................................................85Product Line record...................................................66Product Process...............................................16Product requiring

number.............................................................16Product requiring...........................................16Product requiring corrective

assigned...........................................................16board approval............................................16board quantity.............................................16created..............................................................16name..................................................................16

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number.............................................................16Product requiring corrective...................16Product/Process..........................................................35Product/Process tab....................................................33Products...............................................................16Program/System Name...............................16Progress......................................................................33Promise Dates............................................................35Prompts........................................................................7Provide

inputs.....................................................................35Provide.......................................................................31Provide.......................................................................35Provide education......................................................60Purchase...............................................................16Purpose

resolving..........................................................16Purpose.................................................................16

QQuality System Element

indicating........................................................16Quality System Element.............................16Quantity................................................................16Quick Filter..........................................................42, 46Quit

CAR.......................................................................33Quit............................................................................33

RRaised........................................................................35Received Date...................................................16Record

add.........................................................................78cancel.....................................................................78delete.....................................................................78modify...................................................................78save........................................................................78

Record........................................................................66Record........................................................................78Recorded....................................................................31Records

number.............................................................78, 90Records......................................................................78Records......................................................................90Re-enter........................................................................7Refer............................................................................7Reference Doc...................................................16Reference document

title......................................................................16Reference document.....................................16Reference Document Rev..........................16

Reference Document Revision................16Reference Document Title.........................16Register................................................................60, 96Registered..................................................................96Registration

approve..................................................................96review....................................................................96User ID....................................................................7

Registration..................................................................7Registration................................................................85Registration................................................................96Registration requests..................................................96Reject

Owners response...................................................35Reject.........................................................................35Reject.........................................................................41Reject.........................................................................96Reject Tag...........................................................16Rejected

hardware product......................................16Rejected................................................................16Rejected.....................................................................35Rejected.....................................................................41Rejection Count.............................................26, 35, 41Rejection tag.....................................................16Relation operator

Select.....................................................................46Relation operator.......................................................46Relational condition

specifies.................................................................46Relational condition...................................................46Relational operators...................................................46Remarks

Auditor Information..............................................35Remarks.....................................................................35Repair.....................................................................16Repair Order......................................................16Repeats.......................................................................35Report..................................................................42, 48Report Format Selection............................................58Reported By...............................................................42Reports by selecting...................................................42Represented................................................................58Representing..............................................................33Represents..................................................................66Reproduced................................................................58Requester

missing contact...........................................16Requester.....................................................................9Requester............................................................16Requester...................................................................32Requester...................................................................33Requester...................................................................35Requester...................................................................42

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Requester...................................................................58Requester...................................................................85Requester finds

defect.....................................................................33Requester finds..........................................................33Requester hyperlink

obtain.....................................................................58Requester hyperlink...................................................58Requesters..................................................................58Requesting

owner.....................................................................33Requesting.................................................................33Requesting supplier's.................................................96Required Response....................................................33Requirement...............................................................33Requiring corrective.....................................16Reset password....................................................60, 85Resolve

analysis............................................................16assign team members............................................33CAR.......................................................................35

Resolve..................................................................16Resolve......................................................................33Resolve......................................................................35Resolves

site problems.........................................................60Resolves.....................................................................60Resolving

CAR effectively.....................................................32purpose............................................................16

Resolving.....................................................................9Resolving.............................................................16Resolving...................................................................32Respond

CAR.......................................................................35CARs assigned......................................................35

Respond.....................................................................35Respond.....................................................................85Respond Only........................................................9, 85Responding

CAR.................................................................31, 35CAR consists.........................................................35

Responding................................................................31Responding................................................................35Response

need.......................................................................33Response................................................................9, 31Response....................................................................33Response....................................................................50Response Date.....................................................31, 35Response Phase............................................................9Response tab........................................................26, 35Response Turn Time..................................................50Responsibilities

administrator..........................................................60Responsibilities..........................................................60Responsible................................................................93Review

scheduling..............................................................41Review.......................................................................41Review.......................................................................85Review registration........................................60, 85, 96Reviews

registration.............................................................96tabs........................................................................35team members.......................................................35

Reviews......................................................................35Reviews......................................................................96Revision................................................................16Role

User.......................................................................85Role............................................................................85Roles..........................................................................85Root Cause Code.......................................................66Root causes

Select.....................................................................35Summary...............................................................58

Root causes................................................................35Root causes................................................................58

SSave

initiated CAR.........................................................33record.....................................................................78

Save............................................................................31Save............................................................................33Save............................................................................35Save............................................................................61Save............................................................................62Save............................................................................66Save............................................................................78Save............................................................................90Saved automatically...................................................35Saved successfully...............................................33, 35SBU..............................................61, 63, 66, 67, 85, 92SBU Administrator

activities................................................................60SBU Administrator....................................................60SBU Administrator....................................................85SBU codes

delete.....................................................................60modify...................................................................61

SBU codes.................................................................60SBU codes.................................................................61SBU codes.................................................................63SBU Maintenance....................................61, 63, 67, 92SBU Maintenance Administrator............61, 63, 67, 92

Page 110 of 121

Index

SBU namesModify.............................................................60, 61Select.....................................................................61

SBU names................................................................60SBU names................................................................61Scheduled Date..........................................................41Scheduling

review....................................................................41Scheduling.................................................................35Scheduling.................................................................41Search

Supplier.................................................................78Search........................................................................66Search........................................................................78Search criteria................................................66, 78, 90Search icon

clicking..................................................................35Search icon.................................................................35Search option.............................................................33Search results.......................................................78, 90Select

AND......................................................................46approved check box...............................................96AS9100A/ISO9000......................................16C/A........................................................................35CAR.......................................................................33check box.........................................................35, 66check box Check When Complete........................35check boxes...........................................................33Code Lists..............................................................66codes......................................................................66Enterprise Name....................................................62Event Code............................................................33filter condition.......................................................46logical....................................................................46master....................................................................66relation operator....................................................46Root Cause............................................................35SBU Name.............................................................61supplier..................................................................66Supplier Name.......................................................78team members.......................................................35Type.......................................................................33User Type..............................................................90

Select.....................................................................16Select..........................................................................33Select..........................................................................35Select..........................................................................46Select..........................................................................58Select..........................................................................61Select..........................................................................62Select..........................................................................66Select..........................................................................78Select..........................................................................90

Select..........................................................................96Select Current Site Only............................................85Select Excel Report....................................................58Select Explore............................................................58Select From Previously Saved Selections..................42Select HTML Data Extract........................................58Select Save Target As................................................58Select Supplier Company drop-down menu..............96Selected

transfer...................................................................66Selected......................................................................46Selected......................................................................66Selected filter condition

delete.....................................................................46Selected filter condition.............................................46Selected signifies.......................................................78Selecting

check box adjacent..........................................61, 62fields......................................................................48

Selecting....................................................................48Selecting....................................................................61Selecting....................................................................62Selection

depending..............................................................85displayed depending..............................................78

Selection....................................................................48Selection....................................................................78Selection....................................................................85Selection criteria

previous selections................................................42Selection criteria........................................................42Sequence......................................................................9Sequential Dash Number.......................................9, 39Serial......................................................................16Set

14-AUG-2006 02...................................................31planned actions implemented............16

Set............................................................................16Set..............................................................................31Sign..............................................................................7Single Point

Contact....................................................................9Single Point..................................................................9Single Point Of Contact...............................................9Site

active.....................................................................66Modify...................................................................60

Site...............................................................................9Site.............................................................................60Site.............................................................................66Site.............................................................................67Site.............................................................................92Site.............................................................................92Site Address

Page 111 of 121

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update....................................................................66Site Address...............................................................66Site Administrator

activities................................................................60Site Administrator........................................................9Site Administrator......................................................60Site Administrator......................................................85Site Administrator......................................................92Site Administrator......................................................92Site IDs

delete.....................................................................60Site IDs......................................................................60Site Maintenance tab..................................................66Site problems

Resolves................................................................60Site problems.............................................................60Site specific

Enter......................................................................66Site specific................................................................66Site Specific Table

lists........................................................................66Site Specific Table.....................................................66Sites............................................................................60Sites contact...............................................................66Sort.......................................................................42, 48Sort Selection.............................................................42Specific......................................................................66Specific Action/Containment.....................................35Specific codes............................................................66SPOC

contact.....................................................................7SPOC...........................................................................7SPOC.........................................................................26SPOC.........................................................................32SPOC.........................................................................35SPOC.........................................................................41SPOC.........................................................................85SPOC Approval

Waiting..................................................................35SPOC Approval.........................................................35SPOC approves

CAR.......................................................................35SPOC approves..........................................................35SPOC assigned

owner.....................................................................31SPOC assigned...........................................................31SPOC Disposition......................................................31SPOC rejects..............................................................26SPOC/Coordinator

Approval................................................................35SPOC/Coordinator...............................................26, 33SPOC/Coordinator.....................................................35SPOC/Coordinator logs.............................................35SPOC/Coordinator selects

accepted.................................................................26SPOC/Coordinator selects.........................................26Stakeholders informing..............................................41Start............................................................................58Status..............................................................33, 35, 41Step..........................................................31, 33, 35, 46Stored Selection.........................................................42Strategic Business Unit........................................61, 66Summary

Events....................................................................58Root Causes...........................................................58Types.....................................................................58

Summary....................................................................58Super User...................................60, 61, 63, 67, 85, 92Supervisor..................................................................33Supplier

Adding...................................................................78based......................................................................78details....................................................................66e-mail ID...............................................................78ID78name......................................................................78nationality..............................................................78search.....................................................................78select......................................................................66

Supplier..........................................................33, 39, 50Supplier......................................................................66Supplier......................................................................78Supplier......................................................................85Supplier......................................................................96Supplier Company...............................................33, 85Supplier DUNS

based......................................................................66Enter......................................................................66

Supplier DUNS..........................................................66Supplier DUNS..........................................................78Supplier enter

add.........................................................................78Supplier enter.............................................................78Supplier lists

Customize..............................................................60Supplier lists..............................................................60Supplier Maintenance................................................78Supplier Name

Enter......................................................................78select......................................................................78

Supplier Name...........................................................66Supplier Name...........................................................78Supplier Name...........................................................85Supplier record...........................................................78Supplier resides

State.......................................................................78Supplier resides..........................................................78Supplier site...............................................................66

Page 112 of 121

Index

Suppliersadministrator..........................................................96

Suppliers....................................................7, 35, 60, 85Suppliers....................................................................96Systemic Action.........................................................35

TTab...........................................................31, 41, 42, 85Tabs

reviews..................................................................35Tabs............................................................................35Tabs............................................................................42Tabular format...............................................58, 66, 96Team..........................................................................85Team members

change....................................................................35reviews..................................................................35Select.....................................................................35

Team members...........................................................32Team members...........................................................35Team members...........................................................41Team members informing..........................................41Template....................................................................58Text............................................................................66The description

Cell........................................................................66Department............................................................66Product Line..........................................................66

The description..........................................................66Title

reference document.................................16Title.........................................................................16Title............................................................................85Title............................................................................90Total

Incremental............................................................31Total...........................................................................31Track

hardware.........................................................16Track.......................................................................16Transfer

selected..................................................................66Transfer......................................................................66Transfers

Follow-up tab........................................................35Transfers....................................................................35Type

administrators........................................................60CARs issued..........................................................58choosing................................................................33Select.....................................................................33Summary...............................................................58

Type.............................................................................9

Type...........................................................................33Type...........................................................................58Type...........................................................................60Typical Order.............................................................35

UUnnecessary details

eliminating.............................................................42Unnecessary details...................................................42Update

Site Address...........................................................66Update........................................................................66Updated....................................................61, 62, 78, 90Updated successfully.................................................78Updates......................................................................60Upload........................................................................66User

Deleting.................................................................92Role.......................................................................85set accounts...........................................................85

User..........................................................32, 39, 63, 67User............................................................................85User............................................................................92User............................................................................92User ID

Registration.............................................................7User ID.........................................................................7User ID.......................................................................85User ID.......................................................................90User ID.......................................................................93User moves................................................................85User Type

Select.....................................................................90User Type...................................................................85User Type...................................................................90User Type...................................................................92User Type...................................................................92User varies

access rights...........................................................85User varies.................................................................85Users..........................................7, 9, 33, 60, 66, 92, 93User-specified............................................................50

VVerify.........................................................................66View Report hyperlink..............................................58Viewing......................................................................31

WWaiting

External Approval.................................................35

Page 113 of 121

Index

Final Requestor Approval.....................................35Lead/Requester Approval......................................35Owner Assignment..........................................31, 35Owner Response....................................................35SPOC Approval.....................................................35

Waiting......................................................................31Waiting......................................................................35WEA..........................................................................35Weekly metrics..........................................................60WFA..........................................................................35Wildcard character.....................................................41Windows Explorer

open.......................................................................58Windows Explorer.....................................................58WOA..........................................................................35WOR..........................................................................35WSA..........................................................................35

XXX replaces...............................................................39

YYellow..........................................................................9

Page 114 of 121

Index

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