APQP/PPAP: Checklist Template List Page

This article describes viewing the checklist templates within your company's APQP settings if your company has a Net-Inspect APQP license.  If you want to know more or get a quote for APQP, please contact [e-mail].  This is not required to create packages for your customers.

A checklist template is a reusable set of APQP/PPAP items.  These can be shared with your internal group, your suppliers, or your customer if they do not have APQP configurations setup.  The goal of a checklist template is to reduce the administrative setup for users as they work to satisfy requirements.  It also aims to provide consistency within companies according to your company's business objectives.

Checklist templates hold items that are designed around APQP/PPAP requirements from a variety of standards.  Flexibility is provided with custom item types so that naming conventions can match your company's needs and your company can create as many checklist templates as needed to match each use case scenario.  Version control your templates easily and deactivate once they are no longer needed.  Finally, easily assign departments and workcenters to your items for consistent accountability no matter which type of package is created.

All checklist templates created by your company will be found in the "Checklist Templates" table.

The table contains the following columns:

Checklist Template: name field.

Used By: this defines who has access to a published version of this checklist template when creating a new APQP/PPAP package or when changing the template selected on a package.

• All: this template can be selected by your users and your suppliers when packages are created where your company is listed as the customer or the package is internal.
  • Your supplier can also select this if they are generating an internal package in which you are listed as a customer.  You will not have access to this package, however.
• Internal: this template can be selected by your users when they are generating an internal package or a package for a customer.
• Suppliers: this template can be selected by your suppliers when they are generating a package where you are listed as the customer.
  
  • Your supplier can also select this if they are generating an internal package in which you are listed as a customer.  You will not have access to this package, however.

Active: templates can be either active or inactive.  Inactive templates are filtered out of the table and are viewable by selecting the "View inactive checklist templates" toggle on top of the table.

• Templates can be republished by creating a new draft or publishing a version.

# of Items in Published Version: only one published version can exist so this column highlights the number of items in the template.

Published Version: Version ID provided for the published version.  May not be the most recently generated version.

Latest Version: Version ID provided for the latest created version (can be a draft or published version).

Date Created: Date field.

Last Modified: Date field.

Last Modified By: User field.

Blank: this contains the drop down options for Edit, Copy, and Deactivate.

View Inactive Checklist Templates: Table will be filtered for inactive checklist templates.  Toggled on and off.

How to Create a New Checklist Template

1.  If you need a place to get started or a sample PPAP template, click the "Create New" button on the Checklist Template page within APQP Setup (note you must be an APQP Admin to perform this)

2.  On the "Create Checklist Template page", either

 - Start from scratch

 - Copy an existing template

 - or "Add a Net-Inspect pre-defined checklist template" and select the appropriate option for your company

3.  Enter a name for the template to be created then click "Build Checklist Template"

4.  To use the checklist template, be sure to publish it after editing.

When copying a template, here are the two rules to know:

1. If a template has a draft, the draft will be copied.
2. Without a draft, the published template will be copied even if there is a more recent version.

Copying a Template from the Checklist Template Table

Select the down carrot button to copy a template directly from the Checklist Template table.  A modal will appear to prompt the user for a template name.

1. If a template has a draft, the draft will be copied.
2. Without a draft, the published template will be copied even if there is a more recent version.

How to Deactivate (and Reactivate) a Checklist Template

Deactivating a Checklist Template

Checklist templates can be deactivated in two ways:

1. Via the list page.  The blank column with the down carrot button has an option for "Deactivate".  Selecting this will immediately remove the template from the active view.

2. On the checklist template.  Inside a checklist template at the top of the table is the "Active" status.  Toggle between "Yes" and "No" regardless of whether the article version is published, draft, etc.

Reactivating a Checklist Template

Checklist templates can be reactivated in two ways:

1. On the checklist template, select "Yes" under "Active" to reactivate.
2. On the checklist template, publish a version.