Contents x
      QMS Documents
        • Print
        Contents

        QMS Documents

          • Print
          Article summary

          QMS Documents

          NCR (Non-Conformance Reports):

          The Non-Conformance Report identifies a defect finding or process failure and records the information relevant to the finding. This report is commonly used to denote differences between what the customer is expecting to receive and what happened during processing.

          NCR Tutorial Video:

          CAR (Corrective Action Reports):

          The Corrective Action Report can reference an NCR and is the reaction plan for the finding. The CAR is typically used to illustrate that an action has been taken to fix a mistake, and avoid making the same mistake again.

          RMA (Return Merchandise Authorization):

          A Return Merchandise Authorization form is filled out when a customer has issues with parts completed and needs to send them back to the finisher to be re-worked. Often times, companies will use the RMA form to determine if parts need rework, if the reworked parts will receive an additional charge, or if the defective parts are the fault of the finishing company and will be reworked free of charge. The RMA functions as a workflow to receive parts back from an order that has been closed and it allows the user to rework parts back to an earlier stage in the process.

          RMA Instructions

          1. The work order must be completed before starting an RMA (this will likely be the case if the RMA has been filed while the work order is in invoicing).
          2. Go to Quality Management in Steelhead and then down to RMA card.
          3. Hit the plus button. Search for your order and save.
          4. Choose the rework button under actions, choose rework transfer type (unless you want to put them on hold).
          5. Choose the plus button to create a new Work Order.

            We highly recommend creating a new Work Order! Otherwise you will be automatically brought to your old Work Order, and tracking progress will be more difficult.

          6. Choose the Node that should be reworked, and start your Rework.
          Complete Work Order:
          • Remember to make sure that your Work Order was completed, since it holds a returned material it needs to show the Work Order completed before SH recognizes you want a return.
          • If you "create and sync" at invoicing, it will still autocomplete the Work Order.
          • If you just use "create invoice" it will allow you the time to verify it's how you like and such before finalizing, and it does not auto complete the Work Order when you hit finalize.

          RMA Video Overviews

          RMA Overview
          Attach file to RMA

          Was this article helpful?
          What's Next