To begin, login to SCRM with your username and password. Your username is your email address, and your initial password is assigned by the system. If you forget your password, you can reset it by clicking the “Reset Password” link.
After login, every user will arrive on their landing page. The landing page consists of the various modules contained within the Supply Chain Risk Management Application. Only those applications that you have permission to access will be active, those that are not will be grayed out. We want to access the First Article Inspection Application. To do so, we left click on the button titled “First Article Inspection”.
As in the prior menu, only those items you have permission to access will be active. There are several sub menus and actions you can access in the FAI menu. You can “Log Out”, Return to the previous menu, access; “Setup Administration”, “Supplier Management”, “Customer Management”, “FAI Planning” and the “FAI Status Home” page. For the purposes of this user guide, we’ll access the “FAI Status Home” page by left clicking on the button.
After clicking FAI Status home, you will land on the First Article Inspection Status page. Here you can determine the status of all the FAIs your company and your suppliers have in-work or finished. To enter requirements in a First Article Inspection report, left click on the FAI you want to work with. (We will use FAI0000064 for this training Guide)
After clicking on the FAI number, on the “FAI Status Page”, the FAI form 1 will be displayed. Click on “Manual Entry” under the “Enter Requirements” heading in the left margin. If you have permission to enter requirements (Requires a Quality Engineer Role), the fields requiring an entry on form 1, will turn light blue. If you do not have permission to enter requirements the fields will remain grayed out and un-editable.
Enter the required information in the light blue Fields. If this was a Partial FAI, field 14 would be active or light blue. If this was an Assembly FAI, fields 15-18 would be active or light blue. Fill in all the required fields in light blue and click save. You can click save anytime in the process to save your work. If you try to navigate away from this form without saving your data, the FAI Application will display a warning message asking if you want to save, before leaving the page.
Once you have saved your entries, you will receive positive visual feedback that your data has been saved. Click on the Tab “Form 2”.
If there are no entries for form 2, you can simply move onto form 3. If you have Special Processes or Raw Materials to account for, click the first box in column 5, “Material or Process Name”. Fields 5, 6, 7 and 13 turn light blue meaning they are editable.
Enter the required information in fields 5 through 7 and click “Save”
Your information will be saved, and you will receive positive visual feedback your data has been accepted.
To add a new line, click on the Green “Plus” sign at the end of your last saved row.
Repeat the process of adding lines and making Material or Process Requirements entries as required. At any time in the FAI process the user can add comments in field 13. Fields 11 & 12 are handled as a “Result”. Click on the form 3 Tab, to move to form 3.
If there are no entries for form 3, you can simply move to another form. If you have design characteristics to account for, click the first box in column 6, “Reference location”. Fields 6, 7 and 10 turn light blue meaning they are editable.
Enter the required information in Fields 6, 7 and 10, then hover your mouse over field 8 “Requirement”. The entry in Field 8 is made with the “Requirements Wizard”. The use of the requirements Wizard is covered in the “Requirements Wizard” training Video.
Once you have built your requirement in the Wizard, the wizard will transfer your requirement to form 3 and save the entire row of entries. You may save at anytime during the entry process. Positive visual feed back is received after each save whether it is automatic, or the user clicks the save button.
To add another characteristic row, click on the “Add Row” button. A second characteristic row will be added. If you added the row in error, simply click on the red X and the row will be removed. The FAI tool will automatically assign characteristic numbers. Continue adding characteristic rows and entering requirements until you have accounted for all design characteristics.
When all design characteristics are accounted for, you can begin entering results. Entering results will be covered in another training video. To leave this screen, select “Back to Status Page.”
When you are ready to enter results, you can left click on the FAI number to return to that FAI. To logout, click on “FAI” in the Blue Ribbon Header.
Now you can left click on “Log Out” to complete this training session.
