Company Name
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 1 of x
Division or Address
Division or Address
ISO Procedure
Handling, Storage, Packaging, Preservation, and
Delivery
Approved:
__________________________________________________
Name
title
Approved:
___________________________________________________
Name
title
Approved:
__________________________________________________
Name
title
Approved:
__________________________________________________
Name
title
Approved:
__________________________________________________
Name
title
Change Record
Rev
Date
A
Responsible
Person
Description of Change
Name
Initial Release
Distribution List
(list the departments that receive controlled copies)
Controlled Copy, Do Not Duplicate
For Internal Use Only
Company Name
Division or Address
Division or Address
1.
2.
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 2 of x
Purpose
•
To control the handling of products and parts from the point of receipt
through storage, until they are sent to their final destination.
•
To ensure material is moved or handled in a safe manner that prevents
damage or deterioration.
•
To provide secure storage areas to prevent damage or deterioration of
product, pending use or delivery.
•
To preserve product integrity and product identification through
packaging materials.
•
To ensure that the product is protected after final inspection and test, and
where contractually applicable, to protect the product through delivery to
the customer.
Scope
This procedure applies to all products and parts manufactured or sold by
<COMPANY>.
3.
Responsibilities
<Job title> package product according to the work instructions.
<Job titles> handle goods through the manufacturing process and packaged
finished goods prior to shipment.
Delivery trucks and drivers are subcontracted through an approved vendor
carrier.
The Environmental Health and Safety Manager set policy for handling
environmentally hazardous material.
<Job title> ensures inventory is available at the work center.
<Job title> verifies deliveries from vendors and matches the purchase order and
vendor packing list.
<Job title> picks the product from the warehouse and generates a Pick List.
<Job title> maintains the inventory and distributes stock to the work centers.
Controlled Copy, Do Not Duplicate
For Internal Use Only
Company Name
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 3 of x
Division or Address
Division or Address
4.
Procedure
4.1
General
<Job title> generates and updates procedures for handling materials.
These procedures are in the Document Control system.
<Job title> generates and updates procedures for storing parts and
assemblies. These procedures are in the Document Control system.
<Job title> generates and updates procedures for packaging units. These
procedures are in the Document Control system.
<Job title> generates and updates procedures for delivery of finished
goods. These procedures are in the Document Control system.
4.2
Handling
Employees participate in training for handling including:
•
<course>
•
<course>
•
<course>
<Job title> stores <training record> in <location> for <length of time>.
To prevent damage during material handling the following devices may
be used:
•
<device>
•
<device>
•
<device>
Disposal of environmentally sensitive material follows the <name of
policy>. <Job title> conveys this policy through <activity>.
4.3
ESD Control
Control of electro-static discharge (ESD) is ensured in the warehouse
through the use of <ESD devices>. In the manufacturing area ESD is
controlled though the proper use of <ESD devices>.
Controlled Copy, Do Not Duplicate
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Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 4 of x
Division or Address
Division or Address
<Job title> participates in <ESD training>. <Job title> maintains the
training records.
4.4
Storage
<Markings> identify the contents and physical characteristics of stored
items. <Job title> applies the <markings> according to work instructions.
4.5
Temperature Control
Heat sensitive items are under temperature control. <Job title> monitors
the room temperature using <activity>. Refrigeration is provided when
necessary.
4.6
Shelf Life Control
First-In, First-Out (FIFO) rotation is used. The following items require
shelf life monitoring:
•
<item>
•
<item>
•
<item>
The items are dated with expiration date labels. <Job title> inspects the
label <frequency>. <Job title> completes <name of inspection report>.
Items with expired shelf-life are disposition by <job title>.
4.7
Hazardous Materials
Hazardous materials are stored in the <storage area>. <Identification>
identifies the area as hazardous storage. The <storage area> is
<characteristics>.
4.8
Storage Access
Access to the stockroom is restricted by:
•
<attribute>
•
<attribute>
•
<attribute>
•
<attribute>
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Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 5 of x
Division or Address
Division or Address
4.9
Storage Maintenance
<Job title> maintains the cleanliness of the stockroom area. <Job title>
maintains cleanliness and quantity of work cell bins.
4.10
Storage Inspection
If a problem is found during manufacturing, parts are removed from stock
and put on hold. <Job title> notifies the stockroom of the discrepant
materials. Items are quarantined in the following manner:
4.11
•
<activity>
•
<activity>
Control of Supplies
Upon receiving the bill of materials <job title> assembles the pick from
the stock room. <Job title> distributes the pick to the work areas. Upon
completion of an assembly or subassembly the item and
<documentation> is stored in the stockroom. <Job title> is responsible
for maintaining the inventory record.
<Job title> is responsible for ensuring each work center has adequate
stock for the day. If additional stock is required for the day, stock is
issued. <Job title> completes the <name of form>.
<Job title> determines the minimum and maximum quantities stored in
the work cell. <Items> are used to assess the quantity. <Job title>
approves the quantity plan.
<Job title> is responsible for monitoring the quantity of parts in the work
center. If budgeted quantities need modification, <job title> can make this
change.
<Frequency>, <job title> completes the <name of inventory report>
indicating the number of parts consumed. The report is reviewed by <job
title>.
4.12
Just-In-Time Inventory
Just-In-Time material control system is used for work in process.
The materials are stored in <location>. Records on the <location> show
the minimum and maximum levels. <Job title> is responsible for
ensuring proper inventory levels.
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Company Name
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 6 of x
Division or Address
Division or Address
<Job title> moves inventory to the required location.
4.13
Cycle Count
<Frequency>, <job title> performs a cycle count of <type of items>.
<Job title> is responsible for adjusting the inventory list to match the
cycle count.
4.14
Packaging Instructions
Packaging instructions explain the methods of cleaning and preserving,
(including moisture elimination), cushioning, blocking, and crating, if
applicable. <Job title> packages the completed unit.
<Job title> generates the packaging instructions.
4.15
Verification
<Job title> verifies inspection data, packages the unit, and applies
<marking> indicating the verification status.
<Job title> verifies the contents before sealing the package against
<documentation> and indicates the verification on the <name of record>.
4.16
Packaging Materials
Protective materials such as <items> are used to package finished goods.
Packaging is specified by the <customer, bill of materials>.
4.17
Packaging ID
Markings and labels are legible, durable, in the required language, and
tamper-resistant.
Units are identified on the package using the following markings:
•
<marking>
•
<marking>
•
<marking>
Quality inspection stamps or labels are applied to the package.
<Documentation> is applied to the outside of the package.
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Company Name
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 7 of x
Division or Address
Division or Address
Packages are labeled with:
4.18
•
<item>
•
<item>
•
<item>
•
<item>
Preservation
<Job title> designs the packaging to ensure preservation
<Job title> certifies the packaging.
<Job title> tests the packaging.
If packaging fails, corrective action is taken as follows: <activity>.
Packaging meets National Safe Transit Association (NSTA) guidelines.
4.19
Delivery
Finished goods awaiting delivery are stored <location>. This <location>
is secured by means of <attribute>.
Deliveries are F.O.B. The customer specifies the shipping requirements.
4.20
Records
<Job title> prints the packing list. The packing list includes
<information>.
<Job title> generates the Bill of Lading.
<Job title> maintains the shipping log that includes <information>. The
shipping log is stored <location> for <length of time>.
4.21
Vehicles
The customer specifies the delivery vehicle. Delivery trucks are safety
regulated. <Job title> maintains records ensure safety regulations in
<location>.
Controlled Copy, Do Not Duplicate
For Internal Use Only
Company Name
Division or Address
Division or Address
Handling, Storage, Packaging,
Preservation, and Delivery
Doc. No.
Rev. No.
Date: 6/28/2016
Page 8 of x
<Frequency>, <job title> inspects the delivery vehicles and completes the
<name of record>. The <name of record> is stored <location> for <length
of time>.
5.
Related Documentation
<Inventory Report>
<Receiving Report>
<Issue Transaction Form>
<Packing List>
<Bill of Lading>
Process Control
Document and Data Control
Product Identification and Traceability
Inspection and Testing
Inspection and Test Status
Quality Records
Training
Controlled Copy, Do Not Duplicate
For Internal Use Only