SQMS Training Notification – Action Plan Recommended Content / Details What? This document should be used as a best practice for SQE’s and Suppliers during Action Plan development in SQMS. Suppliers shall reference this document when creating / submitting Action Plans for Approval in SQMS. This information will assist the Supplier to avoid delays and prevent Action Plan Rejection due to inadequate Action Plan information. When? This guide / information needs to be referenced whenever a Supplier creates an Action Plan in SQMS (requests a Non-Saleable or Saleable status) for their Part(s). Non-Saleable and Saleable Status are required in order to Ship to GM Plants. Rejection / Delays may occur if this recommended information is not present in the details of the Action Plan. Where? This impacts all GM Suppliers, SQEs, Mandatory Recipients, and GM Plants globally. GM CONFIDENTIAL Why? Not all Mandatory Approvers are aware of Supplier terminology, programs, and Action Plan details and may reject the Action Plan. This information should be provided to clearly communicate the open Issue(s) preventing Full PPAP approval of a Part and allow for an easier transition to Non-Saleable / Saleable Status in SQMS. Who? This affects all SQEs / Suppliers / Plants. Next Steps: follow the directions provided in the following SQMS Document on Writing Effective Action Plans. SQMS Supplier Guide – Recommended Information for Action Plans Highly Recommended Action Plan Information SUMMARY Slide 2 of this Presentation is meant to demonstrate the key information / details that are highly recommended to be added to the details of all Action Plans in SQMS. Providing this information is essential to preventing miscommunication of Action Plan details between Mandatory Recipients / Approvers in SQMS. The information provided below is highly recommended to be discussed and approved in the PDT in addition to any other Key Action Plan details that will assist Mandatory Recipients / Approvers to understand the Action Plan and quickly process the request for Non-Saleable or Saleable Status. General Tips: Agree on Action Plan content in advance – Action Plan Content and Target Completion Date should be discussed and agreed upon between the Supplier, SQE, DRE, and Validation Engineer. Supplier should detail all issues, actions, and timings clearly – Refer to affected programs, documents, detailed actions and timings. Say exactly what you mean - avoid use of Supplier-specific / nonstandard acronyms Example: Spell out all Acronyms for non-Supplier Quality Mandatory Recipients / Approvers Provide all relevant background data - why should the Mandatory Recipient / Approver grant approval for the Action Plan? Example: Part is missing validation testing clearly state which test(s) are still required for Validation Testing to be complete Don’t Assume Mandatory Recipients / Approvers have an in-depth & comprehensive knowledge of the Part(s) Overview: Supplier should provide answers to each of the questions listed on Slide 2 based on Non-Saleable or Saleable Status requested within the Action Plan. This is in reference to any Action Plan and in regards to any / all Evaluations. These guidelines detail the most frequent information found missing from Action Plans that lead to rejection or delay by Mandatory Recipients / Approvers. SQMS Supplier Guide – Copy & Paste Fields Template for Action Plan Use ACTION PLAN CONTENT FOR NON-SALEABLE STATUS ACTION PLAN CONTENT FOR SALEABLE STATUS Directions: Copy & Paste the questions provided below into SQMS for any / all Action Plans requesting Non-Saleable Status. The answer to these questions should be discussed in the PDT meeting and provided in the Action Plan as applicable based on Part / Commodity. Directions: Copy & Paste the questions provided below into SQMS for any/all Action Plans requesting Non-Saleable Status. The answer to these questions should be discussed in the PDT meeting and provided in the Action Plan as applicable based on Part / Commodity. ISSUE TEXT FIELD IN SQMS QUESTIONS: 1. Program(s) Name: What Program(s) will this Part(s) be used on? Program: 2. Why is an Action Plan Required? List the specific Issue(s) preventing full PPPAP Approval. Issue(s): ISSUE TEXT FIELD IN SQMS QUESTIONS: 1. Program(s) Name: What Program will this Part(s) be used on? Program: 2. Why is an Action Plan Required? List the specific Issue(s) preventing full PPAP Approval. Issue(s): ACTION PLAN TEXT FIELD IN SQMS QUESTIONS: 3. What actions are being taken for this specific action plan? Action(s) to resolve: Example: If there is a dimensional issue, how is it being controlled? Contained? When will it be corrected? Will retrofit be required? 4. If part number will be replaced; list the EWO # (Engineering Work Order) 5. Why is the part acceptable to status as Non-Saleable? Reason: ACTION PLAN TEXT FIELD IN SQMS QUESTIONS: 3. What actions are being taken for this specific action plan / issue(s)? Action(s) to resolve: Example: If there is a validation issue: when will validation be completed? 4. What are the time constraints of this Action Plan? Timing: 5. Why is this Part acceptable to Status as Saleable? Reason: 6. If part number will be replaced; list the EWO # (Engineering Work Order) It is Highly Recommended that Supplier(s) Copy & Paste these questions from the text boxes into their Action Plans in SQMS. Template Questions need to be deleted after answers are supplied. The answers to these questions will help to prevent Rejection / Delay of Action Plans by the Mandatory Recipients / Approvers. Keyboard Shortcuts SQMS Supplier Guide – Non-Saleable Example (Dimensional Analysis) ACTION PLAN CONTENT FOR NON-SALEABLE STATUS Directions: Copy & Paste the questions provided below into SQMS for any / all Action Plans requesting Non-Saleable Status. The answer to these questions should be discussed in the PDT meeting and provided in the Action Plan as applicable based on Part / Commodity. ACTION PLAN EXAMPLE NON-SALEABLE STATUS Example Directions: Supplier copies the content from slide 3 (Non-Saleable) into SQMS and provides the answers to the questions. The Supplier then removes the questions leaving only the applicable information within the Action Plan providing a clear understanding of the Action Plan to all Mandatory Approvers / Recipients. The Mandatory Approvers / Recipients will be better equipped to understand the detailed Issue(s) preventing PPAP Approval and the Action / Action Plan that has been developed to resolve this outstanding Issue(s). This is the identified best practice for writing effective action plans that will communicate a clear and consistent message across all Parts / Commodities and will assist the Supplier in preventing Rejection / Delay of Action Plan Approval in SQMS. SQMS Supplier Guide – Saleable Example (Validation Performance Analysis) ACTION PLAN CONTENT FOR NON-SALEABLE STATUS Directions: Copy & Paste the questions provided below into SQMS for any / all Action Plans requesting Non-Saleable Status. The answer to these questions should be discussed in the PDT meeting and provided in the Action Plan as applicable based on Part / Commodity. ACTION PLAN EXAMPLE SALEABLE STATUS Example Directions: Supplier copies the content from slide 3 (Saleable) into SQMS and provides the answers to the questions. The Supplier then removes the questions leaving only the applicable information within the Action Plan providing a clear understanding of the Action Plan to all Mandatory Approvers / Recipients. The Mandatory Approvers / Recipients will be better equipped to understand the detailed Issue(s) preventing PPAP Approval and the Action / Action Plan that has been developed to resolve this outstanding Issue(s). This is the identified best practice for writing effective action plans that will communicate a clear and consistent message across all Parts / Commodities and will assist the Supplier in preventing Rejection / Delay of Action Plan Approval in SQMS. SQMS SQE Standardized Format for Quality Notes (to be entered by SQE) ACTION PLAN Quality Notes Template for SQE Use Directions: Copy & Paste the template provided below into the quality notes section of SQMS for any / all Action Plans as applicable. The answer to these questions should be discussed in the PDT meeting and provided in the Action Plan as based on Part / Commodity. Details should be available for Supplier Quality Launch Leaders and Deep Dive Review. Note: Quality Notes should be no more than 250 characters total to prevent reporting issues. 1. Verify Part(s) are selected (highlighted in blue) 2. Copy & Paste template (below) into “Create New Notes” field in SQMS and answer questions 3. Left Click on “Submit Notes” button 4. Notes will then appear in Current Notes Section as shown 5. Use “Expire Note” button to delete note when note is no longer applicable to the record. A. Note: clicking on newly created note will open a popup window showing the complete note details. PPAP Notes Template: TWO #: EWO #: Replacement PN: Status of Replaced PN: Correct DUNS: Retrofit or Directed Buy?: Other Comments: 2. 1. 3. 4. A. 5. Note: SQE should enter detailed information and then delete the title headings as necessary and submit the quality Notes for the selected Part or Part #’s.
