Transcript Reliance Document Control

Reliance
PPAP Application
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Reliance - PPAP
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The PPAP application is designed to generate and track the
entire Purchase Part Approval Process.
•
Reliance gives you the ability to process a PPAP
electronically, eliminating the need for manual forms and
hard copy distribution.
•
On-line users are automatically notified of the need to
initiate, review and approve a PPAP, and of any newly
released PPAP’s via E-mail.
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Logging Into Reliance
1.
For external users
Suppliers must use the
URL link to connect to
Reliance.
https://rheem.etq.com/reliance/reliance
2. Enter your designated
user name and password
and click “Login”.
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Selecting the PPAP Application
To begin, select PPAP
application from the
Reliance Homepage.
Creating a New PPAP
To Create a New Document, click the
action button on the toolbar.
[New Document]
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Initiating a new PPAP
From this dialog above using the drop down key, choose
Supplier PPAP, if you are a supplier generating a PPAP; or
PPAP if you’re a Rheem employee.
After you select the type click the OK button
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Initiating a new PPAP
Entering the Information
Identification Section
This section pertains to the
document general information, such
as the Document Type, Department,
Title, Number, etc. Complete this
section by entering the following
information:
• Title – Enter a title for the
document, making sure that the part
number is part of the title. This field
is required.
• Document Number – this will be
done automatically by Reliance .
• Revision – not required
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Initiating a New PPAP
Identification Section
(Continued)
• Release Date – This field is used to
identify a date on which the
document will be effective. Not
required.
• Review Date – This field allows
the author to identify a date on
which the document should be
reviewed after its approval. By
default, it is set at one year. Not
required
• Origination Date – The current
date is populated by default.
• Originator - The system populates
the name of the creator of the
document by default in this field.
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Initiating a New PPAP
Identification Section
(Continued)
•Supplier – Select the Supplier of the
PPAP from the dialog box.
• Approvers – Suppliers do not have
to fill this section out.
• Online Distribution List - Suppliers
do not have to fill this section out.
• Offline Distribution List Suppliers do not have to fill this
section out.
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Initiating a New PPAP
Identification Section
(Continued)
• Location – Select the
corresponding location. This field is
required.
• Department – Select a department.
This field is required.
•Reason – Write the reason for the
PPAP.
•Document Body- This field is
designated to paste the PPAP
document .
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Initiating a New PPAP
Document Body Section
The Document Body Section includes the following fields:
• Office Attachments - This icon is used to create and integrate an Office file with the
current document. When an Office-integrated document is created and saved, the
system pastes an attachment to the integrated document in this field along with other
icons, which will be used to open/delete the integrated documents.
• Other Attachments - Attach any document that is related to the current document.
After clicking the Office Attachments icon, browse to find the required SF-001 form
and attach it. If the supplier does not have the SF-001 form already, please request it
from Rheem to be sent.
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Initiating a New PPAP
Electronic Signature & Comment History Section
You can optionally enter your comments in the New Comment text field before
submitting the document to the next phase. When the document is saved or sent to
the next phase, the text you entered in the ‘New Comments’ field will be moved to
the Comments History area.
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Submitting the PPAP
To send the document to the next phase in the process:
1. Click the
[Go To] action button on the application
toolbar. This will bring up the phase dialog:
Click OK Button
E-mail Notifications
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Once received and PPAP requirements defined by Rheem, an
automatic notification will be sent via e-mail. The e-mail will contain
a URL link to the document itself in Reliance.
-The email will read as follows: A PPAP has been sent to you by Rheem MFG. Please fill
the needed forms out and send back to Rheem. For any question please contact AJ JAHAN
@ (334)-260-1413 for supplier related questions.
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Logging Into Reliance
1.
Suppliers must use the
URL link to connect to
Reliance.
2. Enter your designated
user name and password
and click “Login”.
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Opening the PPAP Attachment
Once logged in, the PPAP will automatically open up.
You will need to open the attachments and save off line to complete.
Re-attaching PPAP Form
Click the Icon next to the red X , a browse action will appear.
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Browse and attach all completed
PPAP documents
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Send PPAP forward for Approval
Click on yellow arrow that is pointing right. This will open up a dialog box
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Submitting the PPAP
To send the document to the next phase in the process:
1. Click the
[Go To] action button on the application
toolbar. This will bring up the phase dialog:
Click OK Button
Submitting the PPAP
Once submitted, Rheem will be automatically notified via email.
PPAP is then reviewed and approved, or sent back to the supplier.
When approved, the supplier will receive another automatic email
notification stating so, and the PPAP will be automatically filed as
completed in Reliance.
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If PPAP Is Returned..
-If the PPAP is not accepted, the supplier will receive a returned
email stating that the PPAP needs to be revised for completion.
-The supplier must log back in to Reliance, read the comments,
and make the necessary changes to the PPAP.
-The supplier must then re-attach the revised PPAP and forward
it again for completion.
Suppliers can view their PPAP
historically by logging into Reliance
and clicking the applicable link.
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Supplier view of PPAP’s
Document Toolbar
The [Document] menu includes the following commands.
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Cancel – This command is identical to the
action button. This button
closes the document without saving any changes.
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Save & Close – This command is identical to the
action button. This
button saves the changes performed on the document then closes it.
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Refresh – This command is identical to the
action button. Refreshes the
document while maintaining the information entered into the fields.
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Save – This command is identical to the
action button. This button saves
the changes performed on the document.
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Spell Check – This command is identical to the
launches the spell checker dialog.
action button. This button
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Document Toolbar
The [Workflow] menu includes the following commands.
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New Document – This command is identical to the
action button. This
button is used to create an external document (i.e. from another application)
from within the current document.
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Go To – This command is identical to the
action button. This button sends
the document to the next phase in the process of routing.
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