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      Sept. 2024 Specs and Certs Update Overview
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        Sept. 2024 Specs and Certs Update Overview

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          Article summary

          This update improves flexibility, efficiency, and specificity for adding Spec Measurements to Parts and creating Certificates.

          The major change with this update is that Spec Measurements will now be associated to a Part Transfer Account, rather than a Work Order/Part Number combination, giving you the ability to get more specific and the option to edit Specs.

          A Part Transfer Account (PTA or Part Account):

          An account (id) that represents the unique state of a Parts' movement. Parts can be added to an existing Account if its state is identical to that of the already existing PTA.

          The change for this update will include:

          • Partial part count certifications
          • Spec input workflow enhancements
          • Streamlined creation of Certifications

          Here are updated instructions for creating Certs. You will now be able to modify which Spec Measurements to include on the Cert, and create Certs for multiple Part Accounts.
          (See video overview here.)

          1. From your Steelhead homepage, click the Work Orders tile.

          2. Open a Work Order.

          There are a few different ways to Create a Cert from the Work Order page.

          - Option 1 is to Click "CREATE CERT" in the top section of the Work Order page. This is a blanket Cert that will include all Part Accounts on this Work Order.

          As you fill in information on the left, a preview will pop up on the right.

          - OR from the Work Order page under the Parts section, you can click "CERTIFY ACCOUNT" next to the Parts you want to Certify.

          This brings you to the same Cert Creation dialog box.

          If you want to Certify Multiple Accounts:

          Note: This is a replacement for Master Certs - a much more efficient way to Certify Multiple Accounts.

          1. Click the checkboxes next to the Parts you want to certify.

          2. Add as many Parts as you want. Then click Certify Multiple.

          3. In the Create Certification dialog, select a template and an address. Toggle on the "MULTIPLE CERTS" switch to separate Parts onto different Certs.

          4. Click "CUSTOMIZE VALUES"

          5. Here you can decide which values to include on your Cert. Use the checkboxes to add or remove values, then click "SAVE".

          6. Add a Certificate Statement and any Comments you'd like to include, then click the arrow to refresh the preview.

          7. Without a signature, you cannot Create and Finalize. You have the option to Create a Draft to come back for a signature later.

          8. You may also sign the document, add a Signature Name and Title, and attach any relevant documents. After signing, you can click Save and Finalize.

          9. Upload files and click "SAVE".

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