APQP/PPAP: Checklist Templates
What is a checklist template?
A checklist template is the equivalent of an APQP and/or PPAP submission. It contains items that are categorized by whether they are APQP or APQP/PPAP and the accompanying requirements. See this article on how to categorize items by type.
Create checklist templates to capture a variety of business use cases. These can be as specific or generic as needed but the goal is to provide consistency in requirements. Learn more about the general information gleaned from the checklist template list page.
How do I navigate the table?
This table horizontally scrolls and items can be edited using the chevron. The scroll bar is at the bottom of the page.
The columns button allows the user to add and remove columns for view. This is stored in your browser cache.
Each column has a filter but it cannot be sorted to retain the order of items.
Checklist Template Table Columns
Similar to a Net-Inspect list page, columns can be added and removed according to your interests. The columns hidden from view will be retained in your browser's cache.
Move
Rows can be dragged and dropped.
Item Name
Name for the item that displays in the APQP/PPAP package.
Item Type
Item category. Items can be classified by the types provided by Net-Inspect (element, event, and phase) or ones defined by your company as a "Custom Item Type". This will display on the "Checklist" tab of the APQP/PPAP package.
Only PPAP elements will be pulled into the PPAP Approval Forms (PSW's).
PPAP
Designates if an item is a PPAP requirement. This will display on the "Checklist" tab of the APQP/PPAP package.
This selection also drives changes on submission level requirements (essentially allow submission levels to impact visibility or not).
Only PPAP elements will be pulled into the PPAP Approval Forms (PSW's).
Form Type
This is a reserved for items that link to a Net-Inspect online form. Currently, PFD, PFMEA, FAIR, and PPAP Approval Form (PSW) can be linked in this way. It removes the APQP/PPAP package document uploader and replaces it with the appropriate online form builder.
Your company will not be able to select PFD/PFMEA/CP online form types without an active subscription. Suppliers cannot utilize this setting from their customers.
Phase Alignment
Option to align items to phases for reporting purposes only.
Internal Requirement
Designates if an item is an internal requirement. This will require the customer to fulfill/submit the item to itself for review/approval in the APQP/PPAP package.
Submission Level (columns for levels 1-5)
If an item is marked as a PPAP item then submission levels 1-5 defaults, requirements, fulfillments, and approval signature requirements must be determined. Net-Inspect provides defaults for submission levels that can be easily changed.
APQP Requirements
Designates the requirements, fulfillment, and approval signature requirements for items that are not PPAP. Non-PPAP items will always be active in an APQP/PPAP package.
APQP Approval Signature
Approval signature requirements for items that are not PPAP.
Required Predecessor
Item or items which must be submitted prior to an item's submission. Items can require any items listed chronologically prior to itself. A custom item (blue line) can require its nested elements in addition to any prior items.
Submitter Assign To
Select one or more individuals from your company who will be automatically assigned as an item's supplier/submitter in an internal package, if an item is marked as internal, or where your company is marked as a supplier when a customer does not have APQP configured.
Approver Assign To
Select one or more individuals from your company who will be automatically assigned as an item's customer/approver in an internal package or one where your company is listed as the customer. If an item is internal this will also be used if your customer does not have APQP configured.
Attached Docs
Hyperlinks to an item's attached documents.
Questionnaire
Displays the question applied to the item.
Blank (edit)
The down carrot menu button for edit, copy, and delete only appears if the template is a "Draft".
Navigating the Checklist Template Table
How do I add, remove, copy, and edit items?
Refer to this article for these instruction. Items can initially be added by selecting the "Add" button to prompt a pop up modal.
How do I reorder items?
Items can be dragged and dropped as indicated by the two horizontal lines in the "Move" column. When moving a row, the order is not saved until the "Save Changes" button is clicked.
If an element is nested under a custom item type (blue lines) then it will be moved with the custom item if it is moved. This is indicated by the icon under the mouse cursor.
Some limitations do apply.
- PPAP submission level "defaults" also have limitations.
- A custom item cannot have a submission level default of "Off" if any of its elements are "On" for the submission level.
- An element cannot become nested under a custom item for that reason nor can it be edited to be on if the custom item is off.
- Required predecessors have logical limitations.
- Items can require any items listed chronologically prior to itself.
- A custom item (blue line) can require its nested elements in addition to any prior items.
Items cannot be moved in a way that invalidates these rules. This is verified upon selecting "Save Changes" when a row is moved.
What does the information in the top header mean?
Checklist template name field is found at the top of the page. Changes will automatically save.
Active
The "Active" setting toggles the checklist template between active and inactive. Refer to this article for more information on this topic.
The active setting applies to the checklist template regardless of published state or version.
Used By
"Used By" indicates whether a checklist template can be used internally, by your suppliers, or both groupings. Refer to this article for more information.
The "Used By" setting applies to the checklist template regardless of published state or version.
Allow suppliers to add/remove items
This allows suppliers, per checklist template, to add and remove items from the checklist in an APQP/PPAP package. This only applies to packages where suppliers are specifically listed and the package is not internal.
How do I publish new versions of a checklist template?
Version control your company's checklist templates. If a draft exists, draft is the default version loaded when selecting a checklist template.
Selecting a different version from the drop down will display its published status in the top right.
Status indicator for a draft template. Top right of the screen will display "Draft". Deleting a draft will remove any modifications and cannot be recovered.
Status indicator for a previously published version. Top right of the screen will display "Previous". Previously published versions can be republished.
Status indicator for a currently published version. Top right of the screen will display "Published". A new version can be easily created from this version by selecting "Create a New Version".
How do I delete a draft?
When viewing the draft version, select the red "Delete" button. This will permanently delete the draft. If a checklist template is only a draft, it will be permanently deleted.