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What each role does in the platform on a normal day, and what the platform does automatically. Written to be readable by a line supervisor, not only by an administrator.
Updated July 2026 · 12 min read
Operator: inspection and alerts
Operators see one screen per station: the inspection queue, the current control state and any alert that needs acknowledgement. Entry is designed for gloves and a touchscreen — large targets, no nested menus.
Recording an inspection
- 1Scan or select the work order; the applicable inspection plan and revision load automatically.
- 2Enter measured values, or accept the values streamed from a connected gauge.
- 3For attribute checks, select the defect class from the plan's list rather than free text.
- 4Submit. The platform evaluates specification, control limits and rules immediately and shows the verdict.
Responding to an alert
- Acknowledge — records that a human has seen it and starts the response clock.
- Contain — marks the suspect population; genealogy proposes the scope and you confirm or widen it.
- Escalate — routes to the line quality engineer or supervisor per the configured escalation path.
- Comment — adds shop-floor context that later investigation almost always needs.
Quality engineer: investigation and capability
The investigation view starts from a deviation and expands outward through the data already linked to it, rather than asking you to assemble the picture from exports.
- 1Open the deviation: chart context, subgroup detail and the rule that fired.
- 2Review ranked cause candidates with the evidence behind each, then confirm or dismiss.
- 3Inspect capability by tool, cavity, shift and supplier lot to separate systematic from random variation.
- 4Raise the NCR or CAPA directly from the deviation so evidence stays attached automatically.
| View | Use | Note |
|---|---|---|
| Cp / Cpk | Short-term capability against specification | Requires a stable process; the platform flags instability |
| Pp / Ppk | Long-term performance | Computed over a configurable window |
| By tool or cavity | Isolate a single tool, mould cavity or chamber | Common source of otherwise invisible drift |
| By shift or operator | Detect method variation | Access to operator-level views is permission controlled |
| By supplier lot | Link incoming variation to process behaviour | Requires supplier lot linkage at goods receipt |
NCR, CAPA and 8D
Corrective action follows a fixed lifecycle. Stages can be configured out, but the sequence and its audit trail cannot be bypassed for a released record.
| Stage | Required to leave the stage | Typical owner |
|---|---|---|
| Raise | Description, scope, severity and affected characteristic | Operator or engineer |
| Contain | Suspect population identified and disposition set | Line quality |
| Investigate | Root cause with supporting evidence attached | Quality engineer |
| Act | Corrective action with owner and due date | Process owner |
| Verify | Post-change data showing the outcome moved | Quality engineer |
| Close | Approval by the configured signatory | Quality manager |
Supplier quality
- Incoming inspection plans per part and supplier, with skip-lot rules driven by demonstrated performance.
- Scorecards showing PPM, on-time evidence submission and open corrective actions per supplier.
- Supplier corrective action requests with a portal for the supplier to submit 8D evidence.
- Linkage from a supplier lot to every internal deviation it later contributed to.
Management review
Management reporting is generated from the same records, so a review pack never disagrees with the line dashboard. Scheduled reports can be delivered by email or into Teams on a fixed cadence.
- Scorecards by line, plant, region and network with drill-through to the underlying records.
- CAPA ageing and overdue analysis by owner and area.
- Quality cost view combining scrap, rework and containment effort.
- Audit readiness view showing record completeness and open findings.
Roles and permissions
Access is scoped by site, line, product family and supplier. A role grants capability; the scope decides which records it applies to.
| Role | Can do | Cannot do |
|---|---|---|
| Operator | Record inspections, acknowledge alerts, add comments | Change limits, close CAPA, view other sites |
| Line quality | Contain, raise NCR, investigate, propose actions | Approve closure, change master data |
| Quality engineer | Full investigation, CAPA authoring, capability configuration | Approve own closure where segregation is enforced |
| Quality manager | Approve closure, sign records, configure escalation | Modify audit trail |
| Administrator | Master data, connectors, roles, retention policy | Delete released quality records |
| Auditor (read-only) | Read records and export evidence within scope | Any write operation |
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