Recording Job Line Mistakes

TBC: This needs to be reviewed as I interpreted much of this without briefing **

Background

Should any mistakes occur during a process line on a job order, these can be recorded. Recording these provides the following benefits:-

• Aides the identification of working practices that may need improvement / amendment
• Aides identification of any areas where training is required
• Adds to the knowledge base of real job related pitfalls and experience that all staff members can access and benefit from.
• Provides metrics for monitoring  problems
• AN Other  ???

About this task

This topic will instruct you how to record a mistake against a process line in strokeone.

Prerequisites

Ensure that you have opened the process layout for the production process where the mistake occurred.
For the purposes of simplicity of screen-capture, this topic will assume the mistake is being recorded on a screen print process, but be aware that the process is identical for Digital Print, Embroidery, Heat Press and Other processes.

Procedure

1. Open the layout which corresponds to the process line where the mistake occurred.
   
2. Locate the process line record.
   
3. Click the Mistakes button for the record identified in step 2)
   
   
4. The Job Line Mistake layout opens: -
   
   The layout has some data fields already pre-populated.
   • Date: set as the date the Mistakes button was clicked to create the record.
   • Job: The order number associated with the process line record selected in step 2)
   • Job Line: A concatenation of the Process and Position fields taken from the process line selected in step 2)
     
5. In the Description field enter a highlight / summary of the mistake.
   
6. Click the Detail button to open a pop up window.
   
7. In the Notes tab, you can record in the text portal, details of the mistake.
   
   
8. In the Staff tab, you can click the new record icon
   
   which will invoke the Staff Picker dialog.
   
9. In the Staff Picker dialog, Select the staff member name to record against the incident.
   
   
10. The selected staff member is added into the Staff tab.
    
11. Repeat Step 8) to 10) should you need to record multiple staff members
    
    Note: For each staff member selected, an entry will be made into the Mistakes tab of their Staff Detail Record.
    
    
12. In the Files tab, you can click on the new record icon to activate the portal
    
13. Enter a Description of the file, and click View
    
14. This activates the container portal to the right.
    
    
15. Click on Insert to navigate to and select a file to add to the container portal.
    See How to Insert a File into a container field for a worked example of this.
    
16. Repeat Steps 12) to 15) if you need to add multiple files.
    
17. Click off the pop-up window to return to main Job mistakes layout.
    
18. Click the Manager drop down field to record the manager associated with where the error occurred for this process line.
    
    

Related Topics

TBC: to be added when this topic is reviewed.