Defining settings for nonconformities

Define settings for nonconformities and nonconformity observations to control synchronization, status changes, and merge restrictions.

To define settings for nonconformities and nonconformity observations:

Select Equipment > Nonconformities > Nonconformities Setup.
Select an organization for which to define settings.
Specify this information:

Synchronize Header With Observation

Specify when observation data should be synchronized with the associated nonconformity header.

Merge Restrictions

Specify which nonconformities can be selected for merging.

If set to Unrestricted, there is no constraint. If set to Restricted, Equipment, Type, Part, System Level, Assembly Level, Component Level, and Material Type must be the same or blank

If set to Similar Equipment, only Equipment must be the same. If set to Similar Type, only Type must be the same. And if set to Similar Part, only Part, System Level, Assembly Level, Component Level, and Material Type must be the same.

Use Observation Status

Specify whether nonconformity observations require manual status changes or not.

If set to Yes, the user must manually change the status. If set to No, the system will protect the status and never apply changes.

If Automatic, the system will protect the status and will apply updates automatically.

Note: If you specify Yes for Observation Status, the Superseded Status and Re-Inspection Status fields become required.
Optionally, specify this information:

Protect Header Data

Select to protect the header nonconformity data on the Nonconformity Observations screen and the Nonconformities tab of the Work Order screen if more than one observation is present for the nonconformity.
Note: Protection of individual fields is still subject to the selections on the Nonconformities tab of the Revision Control Setup screen.

Protect Observation Data on Header

Select to protect the observation data on the Nonconformities screen in update mode.

Superseded Status

Specify the status of the currently approved observation after approval of a new observation. You can select any value, as long as it is attached to an approved or superseded system code.

Re-Inspection Status

Specify the value of the Status of new observations when created for a re-inspection of an existing nonconformity. This is used for automatically generated observations during the release of PM or Maintenance Pattern work orders.

This is also used when manually creating a new observation for an existing nonconformity on the Nonconformity Observations screen.

Auto Approve Status

Specify what status should be automatically set for any unfinished observation associated with the work order.
This only works if the observation was created for the work order or if the observation was for re-inspection and the record was updated. If you leave this value blank the system will prevent closing the work order.

Auto Skip Status

Specify what status should be automatically set for any observation associated with the work order for re-inspection.
This only works if the record was not updated (skipped). If you leave this value blank the system will prevent closing the work order.

Include Condition for Re-Inspection

Select to copy the values of severity, intensity, size, importance, and next inspection date override from the related nonconformity header to the observation when a new observation is created. Otherwise, these fields will remain blank on the new observation.

Previous Observation Count

Specify to determine how many other previous observations for the same nonconformity will be displayed on the comments and documents pop-up screens. If left blank, the default is 0.
Click Save.