Control Plan

Before You Begin

  • To get started, make sure you have your username and password ready.
  • Once you log in, you will land on the welcome screen.
  • 1.1 Add Control Plan

    Add a Control Plan - Step-by-Step

    Step 1: Reach the Control Plan

  • From the main Side menu, click on "Tooling," then go to "Masters," and finally choose "Control Plan" This will open the Control Plan Search page.
  • Step 2: Adding a Control Plan

  • On the top right of the Control Plan Search page, you'll see an "Add Control Plan" button. Click this button.
  • Step 3: Fill in details

    Upon clicking the ‘Add Control Plan button, the Add Control Plan will open. Complete the following information:

  • Customer [Dropdown](Mandatory): Select the customer for the control plan.
  • Control Plan Category[Dropdown](Mandatory): Select the customer for the control plan category.
  • Control Plan Number[Textfield](Mandatory): Enter the control plan number.
  • Part[Textfield](Mandatory): Select the part for the control plan.
  • Drawing No- Rev[Textfield](Mandatory): The Drawing Number and revision added for the part is populated when the part is selected
  • Revision Date[Datefield](Mandatory): Select the revision date for the control plan.
  • Prepared By[Dropdown](Mandatory): Select the employee who prepared the control plan.
  • Prepared Date[Datefield](Mandatory): Select the prepared date for the control plan
  • Approved By[Dropdown](Mandatory): Select the employee who approved the control plan.
  • Approved Date[Datefield](Mandatory): Select the approved date for the control plan.
  • Click the “Submit” button.
  • 1.1.1. SUB TABS

    After clicking the "Submit" button, a number of sub-tabs will appear, including:

    1. Control Plan Process: This sub-tab will allow you to input the control plan’s process details.
    2. Control Plan Item: This sub-tab will allow you to add the control plan item.
    3. Process Cycle time: This sub-tab will allow you to add the cycle time for the process.
    4. Operator Instructions This sub-tab will allow you to add the operator instructions for the control plan.
    5. Please fill out the necessary information in these sub-tabs to complete the Holder profile.

    1.1.1.1. Control Plan Process

    Step 1: Adding a Control Plan Process

    Fill out the following fields in Control Plan Process:

  • Process Number [Text Field](Mandatory): Please input the process number.
  • Process Name [Text Field](Mandatory): Please input the process name.
  • Process Order [Text Field](Mandatory): Enter the process order for the process.
  • Notes: If initial process is selected as the process type the process is populated as 1.
  • Is First Process(Y or N Only)[Dropdown](Mandatory): Select if the process is the first process or not.
  • Machine Type:[Dropdown](Mandatory): Select the machine type for the control plan.
  • Reaction Plan: [Text Field](Mandatory)Enter the reaction plan .
  • Description: [Text Field](Mandatory)Enter the description for the process if any.
  • Completion %: [Text Field](Mandatory)Enter the completion percentage of the process
  • Important Note: Prior to submitting Control Plan Process, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.
  • 1.1.1.2. Control Item

    Step 1: Adding a Control Item

    Fill out the following fields in Control Item:

  • Process [Dropdown](Mandatory): Select the process for the control item.
  • Print Number[Text Field](Mandatory): Enter the print number of the control item.
  • Product Description [Text Field](Mandatory): Enter the description of the control item.
  • Item Order [Text Field](Mandatory): Enter the item order of the control item.
  • Severity [Dropdown]: Select the severity of the control item.
  • Spec Type [Dropdown]:Select the spec type of the control item.
  • Spec Value Type [Text Field](Mandatory): Select the type of the spec value
  • Spec Value [Text Field](Mandatory): Enter the Spec Value of the control item
  • Lower Specification Limit [Text Field](Mandatory): Enter the Lower Spec limit Value of the control item.
  • Upper Specification Limit [Text Field](Mandatory): Enter the Upper Spec limit Value of the control item.
  • Lower Control Limit [Text Field](Mandatory): Enter the Lower Control limit Value of the control item.
  • Upper Control Limit [Text Field](Mandatory): Enter the Upper Control limit Value of the control item.
  • Sample Size [Text Field](Mandatory): Enter the Sample size of the control item.
  • Sample Frequency [Text Field](Mandatory): Enter the Sample frequency of the control item.
  • Measurement Method [Dropdown](Mandatory): Select the measurement method of the control item.
  • Control Method [Dropdown](Mandatory): Enter the Control method of the control item.
  • Response for controls [Dropdown](Mandatory):Select the Response for control.
  • Specification Value(Go / No Go) [Dropdown](Mandatory):Select the Specification value for control.
  • Important Note: Prior to submitting Control Item, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.
  • 1.1.1.3. Process Cycle Time

    Step 1: Adding a Process Cycle Time

  • Process [Dropdown](Mandatory): Select the process for which the cycle time is to added.
  • Machine: [Dropdown](Mandatory): Select the machine for which the cycle time is to be added.
  • Cycle Time in Mins [TextField](Mandatory): Enter the Cycle time for the process.
  • Handle Time in Mins [TextField](Mandatory): Enter the Handle time for the process.
  • Important Note: Prior to submitting Process Cycle Time, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.
  • 1.1.1.4. Operator Instructions

    Step 1: Adding a Operator instructions

  • Process [Dropdown](Mandatory): Select the process for which the instructions is to added.
  • File type to Upload [Dropdown](Mandatory): Select the file type which is to be uploaded.
  • Remarks [Text Field](Mandatory): Enter the remarks
  • Choose the file and upload the file of the selected type in the choose file option. This is mandatory.
  • Important Note: Prior to submitting Process Cycle Time, ensure that all mandatory (*) fields have been filled.
  • Click the ‘Submit’ button the entry will be processed and added to the system. The newly added details will then be displayed in the list for reference.
  • For editing the subtabs, you’ll find the view/edit button in the list of the data displayed.
  • Click the view/edit button in the subtab and the data is viewed in edit mode.
  • You can make edits to your entry and then proceed to submit it.
  • 1.2 Search Control Plan

    Search a Control Plan - Step-by-Step

    Step 1: Start Searching

    On the Control Plan Search page, you can search in different ways:

  • Company :Select the company
  • Origin Date:Select the origin date
  • Revision No:Enter the revision number of the control plan.
  • Revision Date:Select the control plan revision date.
  • Prepared By : Select the employee
  • Prepared Date : Select the prepared date
  • Approved By: Select the employee who approved the control plan.
  • Approved Date :Select the approved date.
  • Part : Select the part
  • For All: If you don't have a specific item name or category, just click "Search" to see all Item..
  • Step 2: See the Results

    After clicking "Search," you'll see results:

  • If you searched by search data you'll find the matching result with Customer name, Part name, Control plan number , Date of origin , plan revision number , plan revision date and an option to View/Edit
  • 1.3 Edit control plan

    Edit a control plan - Step-by-Step

    Step 1: Find control plan Edit

    Step 2: Start Searching

    Step 3: Edit Details

    After searching, you'll see the Control Plan Searching you want to edit.

  • Click "View/Edit" next to that Customer Name to reach the Edit Control plan page.
  • Step 4:Update Info

  • On the Edit control plan page, you'll see existing details.
  • Change details that you like to update in control plan .
  • Step 5: Submit/Cancel

  • After editing, review your changes.
  • When you're ready, click "Submit" to save the updates.
  • That's it! You've learned how to ADD, SEARCH, EDIT a plant using the DMeX app. If you need help, contact the support team.