Skip to main content

Special Process

note

To go back to the Search screen, click Special Process next to Welcome at the top-right corner of the page.

SPECIAL PROCESS​

1.1 Add Special Process​

Add a Special Process – Step-by-Step

Step 1: Access the Special Process Screen​

From the side menu, click on "Production & Quality", then go to "Operations" and select "Special Process".
This will open the Special Process Operation Search page.

Step 2: Add a Special Process​

On the top-right corner of the Special Process Search page, click on the "Add Special Process" button.

Step 3: Fill in Asset Details​

  • Part Name - Control Plan [Dropdown][Mandatory]: Select the part and its corresponding control plan for inspection.
  • Process [Dropdown][Mandatory]: Select the special process to be carried out.
  • Defect Quantity [Optional]: Enter the quantity found defective. Default is 0.
  • Accepted Quantity [Text Field][Mandatory]: Enter the total quantity accepted after inspection.
  • Inspection Date [Text Field][Mandatory]: Choose the inspection date in yyyy-mm-dd format.
  • Remarks / Notes [Text Field][Optional]: Notes, comments, or inspection observations.

Quantity display note:

  • Accepted Quantity indicates the quantity approved after inspection.
  • Defect Quantity indicates the quantity not approved after inspection.
  • Total Accepted Quantity represents the final accepted quantity after bulk approval.
  • Total Quantity represents the sum of Accepted Quantity and Defect Quantity.

Step 4: Get Validation​

In the validation part, there will be file uploads and task validation displayed.

Step 5: File Uploads​

Upload relevant documentation for the inspection process. Each upload includes:

  • Print Number – Reference number of the drawing or print
  • Description – Inspection point or dimension (e.g., Slot Depth)
  • Spec Value – Nominal specification value
  • Measurement Method – Tool used for inspection (e.g., Depth Vernier)
  • Severity – Importance level (e.g., P = Priority)
  • Lower Spec Limit – Minimum acceptable value
  • Upper Spec Limit – Maximum acceptable value
  • Actual Value – User-entered value measured during inspection

Step 6: Task Validation Results​

  • Print Number – Reference number from the drawing or specification (e.g., 11)
  • Description – Measured feature (e.g., Slot Depth (16.0–6.0))
  • Spec Value – Nominal value expected (e.g., 10)
  • Measurement Method – Tool/instrument used for measurement (e.g., Depth Vernier)
  • Severity – Severity classification (e.g., P – Process)
  • Lower Spec Limit – Minimum acceptable value (e.g., 9.98)
  • Upper Spec Limit – Maximum acceptable value (e.g., 10.20)
  • Actual Value – Field to enter the observed measured value (e.g., 10)

Step 7: Serial Number Section​

  • Task Serial No – Dropdown or selection of part serial numbers for validation
  • Auto Select Serial Numbers – Automatically selects the required number of parts for sampling

Step 8: Serial Number Validation​

Accepted Part Serial No’s

  • Displays selected serial numbers that meet the specification.

Rejected cards - Machining Defect / Machining Rejection / Casting Rejection

  • Displays serial numbers outside the spec limits or manually moved to a rejection bucket.
  • Machining Defect is reviewable (goes to NCR); Machining Rejection and Casting Rejection are terminal (scrap, skip NCR)

Step 9: Submit Result​

  • Task Serial No (Required) – Select the serial number associated with the task
  • Reason – If the part is rejected, mention the reason here
    Click Submit to record the data.

Step 10: Final Approval​

Once data is submitted:

  • Use Approve, Reject, or Cancel buttons at the bottom
  • If Auto Select Serial Numbers is checked, serials are pre-selected automatically

Step 11: Approve, Reject, Clear, and Cancel​

  • Approve – Approves the outsourced items after inspection and documentation upload
  • Reject – Rejects the items; user must provide a rejection reason
  • Cancel – Cancels the current operation without saving changes

Note: A success message will appear once the entry is successfully added.

1.2 Search Special Process​

Search for a Special Process – Step-by-Step

Step 1: Apply Search Filters​

Use the following filters on the “Special Process” Search screen:

  • Inspection From Date [Dropdown][Optional]
  • Inspection To Date [Dropdown][Optional] – Defaults to all; filters if an Asset Category is selected

Step 2: Search or Clear​

  • Search – Click to fetch results based on filters
  • Clear – Resets all filters to default

Step 3: View Results​

  • S.No – Serial number of the record
  • View/Edit – Icons to view or edit the record
  • Supplier Job Work In – Supplier details for incoming part/job (NA for internal jobs)
  • Inspection Date – Date of inspection
  • Control Plan – Shows part number and control plan used
  • Control Process – Lists operations done externally (e.g., Laser Cutting)
  • Approved Qty – Quantity passed
  • Rejected Qty – Quantity failed
  • Status – Indicates DRAFT or APPROVED
  • File Upload Status – Shows if documents are uploaded (e.g., test reports)

Note:

  • Always update quantities accurately for traceability
  • Use consistent naming in the control plan to match supplier records
  • Double-check dates before submitting for audit readiness

1.3 Edit Special Process​

Edit a Special Process – Step-by-Step

Step 1: Find Special Process

Step 2: Start Searching

Step 3: Edit Details

After searching, you'll see the Special Process you want to edit.

  • Click "View/Edit" next to the Special Process to reach the Edit Special Process page.ick on "View/Edit" next to it.

Step 2: Update Details​

Make the required changes to the editable fields. Modify text fields, dropdowns, or upload files as necessary.

Step 3: Save or Cancel​

  • Submit – Saves and finalizes changes
  • Cancel – Discards changes and returns to the search page

Serial Disposition & Sampling (Special Process)​

Special Process uses the same inspection screen as Outsource, with these points to note.

Validation tab​

  • Task Validation opens by default when the process has measurement validation items.
  • File Uploads opens by default only when the process has file-upload items only.

Disposition​

  • Four dispositions apply — Accepted, Machining Defect, Machining Rejection, and Casting Rejection. There is no Not Processed in Special Process (no Not Processed card, no NP option).
  • The Outsource-only NP toggle is not shown in the Special Process master header or Task Serial No row.
  • The Accepted serials cannot exceed the Accepted Quantity, and the rejected serials (Machining Defect + Machining Rejection + Casting Rejection combined) cannot exceed the Defect Quantity. Approve is blocked with a message if either limit is exceeded.

Rejection statuses​

A rejected serial can take one of three statuses:

StatusLabelMeaning
Machining DefectMDReviewable rejection; sent to the Rejection Assign (NCR) screen for re-disposition
Machining RejectionMRJTerminal machining reject; scrapped directly, skips NCR
Casting RejectionCRJTerminal casting reject; scrapped directly, skips NCR

In every case the serial stays at this process and does not advance. Machining Defect is the default.

Sampling​

  • Enter each sample's Actual Value in Task Validation. The lot can be Approved once the required sampling passes, and is Rejected once the rejection sampling limit is reached.
  • Task Serial No is disabled until the required sampling is complete. Selecting or moving a serial before then shows:

    "Please complete the required sampling quantity before selecting or moving Task Serial No."

  • Serial Selection is a button toggle — Auto or Manual.
  • A serial validated through sampling is locked and cannot be moved to another list.
  • Rejection Status: a dropdown appears after the Task Serial No selector, but only when a sample has a red (negative) validation and a serial is selected. Choose Machining Defect (default), Machining Rejection or Casting Rejection; on Submit the failing sample is booked to that disposition.

Action Guide​

  • APV — Move to Accepted
  • MD — Move to Machining Defect
  • MRJ — Move to Machining Rejection
  • CRJ — Move to Casting Rejection

Where the quantities go​

  • Approve (Accepted) appears under Approved at the process.
  • Machining Defect appears under Machining Defect at the process (also sent to NCR review).
  • Machining Rejection appears under Machining Rejection (rejected stock) at the process - skips NCR.
  • Casting Rejection appears under Casting Rejection (rejected stock) at the process - skips NCR.

That’s it! You’ve successfully learned how to add, search, and edit Special Process records using the DMeX app For further assistance, please contact the Support Team