Operation & Operation Definitions - Article Framework - Shailesh

Overview

Operations serve as the fundamental building blocks of a Process. For example, the steps in a product’s Manufacturing Process—such as Extrusion, Forming, Inspection, Packaging, and Shipping—are distinct Operations that need to be executed sequentially. Thus, the first step in establishing a new Process is creating the necessary Operations to guide Users through it. Each Operation record in CQ, powered by CQ Process Manager, can feature multi-language instructions, images and videos to support Users in performing the Operation.

Once an Operation is created in the system, an Operation Definition Controlled Document can be created to provide the detailed instructions needed for that specific step. This document is classified under the Work Instruction Document Category in CQ and is managed with the proper documentation controls provided by CQ’s Document Management component.

Operations can later be linked to Process Steps within a Process record, where CQ’s Digital SOP capability can be utilized through a Process Definition Controlled Document record type.

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Operation Definitions

Create Operations
- Creating Operations
- Create Operation Definition
  - Creating Operation Definition
    - Viewing the Full Content of Operation Instructions
    - Accessing Operation Definitions
  - Draft Content (Operation Instructions)
    - Managing Operation Instructions
      - Editing Content (Check Out)
      - Undoing Check Out
      - Check In Content
      - Generating Secondary Content
      - Viewing Secondary Format
  - References
    - How to Manage Operation Definition References
- Approve Operation Definition for Release
  - Submitting Approval for Operation Definition Release
  - Completing Approval for Operation Definition Release
- Release Operation Definition
  - Releasing Operation Definitions
- Access Controlled Documents
  - Viewing Instructions from CQ Documents Tab
  - Viewing Instructions from Controlled Document tab
- Manage Other Operation Definition Functions
  - Managing Controlled Documents
  - Embedding Diagrams into the Instruction Editor
  - Viewing Controlled Document and Training Metrics
- Manage Other Core Functions

Process Definitions

Create Processes
- Creating Processes
- Managing Process Steps
Create Process Definitions
- Creating Process Definitions
- Add Process Steps
  - Adding Sub Processes
  - Adding Operations
- Draft Content (Process Diagram)
  - Managing Process Diagram Content
    - Editing Content (Check Out)
    - Undoing Check Out
    - Checking In Content
    - Generating Secondary Content
    - Viewing PDF
  - Generating Process Diagrams
  - Managing Document Sections
- Design Canvas
  - Adding Header to Process Diagram
  - Adding Shapes to Process Diagram
  - Linking Operations to Process Steps
  - Linking Processes to Process Steps
  - Linking Controlled Documents to Process Steps
  - Linking CQ Forms to Process Steps
  - Linking Job Functions to a Process Step Using RACI Roles
  - Linking Job Functions to Containers Using RACI Roles
  - Managing Link Changes
  - Adding Related Documents to Process Steps
Approve Process Definition for Release
- Submitting Approval for Process Definition Release
- Completing Approval for Process Definition Release
Release Process Definition
- Releasing Process Definitions
Access Controlled Documents
- Viewing Diagram from Controlled Document tab
- Viewing Diagram from CQ Documents Tab
Manage Other Process Definition Functions
- Managing Controlled Documents
- Setting Up the Template Using the OOB Template File
- Adding a Document Section to the Template Document
- Creating Nonconformance and Inspection from Process Diagram
- Updating Template Document
- Migrating Process Diagrams Across Various Environments
- Reverting to Previous XML File Version
- Creating a Process FMEAs
- Creating a Process FMEA AIAG
- Creating Control Plans
- Viewing Where a Process Is Used
- Viewing Controlled Document and Training Metrics
Manage Other Core Functions

Batch Process Record

Batch Process Record Creation
- Creating a Process & Process Definition
- Creating a Batch Process Record
Batch Process Record Initiation
- Initiating a Batch Process Record
Batch Process Record Completion
- Starting a Process Step Manually
- Launching Process and Auto Start Process Step
- Completing a Process Step
- Reviewing a Process Step
- Reopening a Process Step
- Processing Data Collected in Forms
Batch Process Record Related References
- Tracking Batch Process Record
Batch Process Record Approval
- Adding Process Record Approvers
- Routing a Process Record Approval
- Recalling a Process Record Approval
- Completing Process Record Approval
Manage Other Batch Process Record Functions
- Creating Nonconformance and Inspection from Process Diagram
- Generating Batch Release Report
- Printing a Formatted Report
- Downloading a Formatted Report
- Generating Final Snapshot
Manage Other Core Functions

Quality Process Record

Quality Process Record Creation
- Creating a Process & Process Definition
- Creating Quality Process Record
Quality Process Record Initiation
- Initiating Quality Process Records
Quality Process Record Completion
- Starting a Process Step Manually
- Launching Process and Auto Start Process Step
- Completing a Process Step
- Reviewing a Process Step
- Reopening a Process Step
- Processing Data Collected in Forms
Quality Process Record Related References
- Tracking Quality Process Records
Quality Process Record Approval
- Adding Process Record Approvers
- Routing a Process Record Approval
- Recalling a Process Record Approval
- Completing Quality Process Record Approval
Manage Other Quality Process Record Functions
- Creating Nonconformance and Inspection from Process Diagram
- Viewing the Quality Process Records of Personnel
- Generating Batch Release Report
- Printing a Formatted Report
- Downloading a Formatted Report
- Generating Final Snapshot
Manage Other Core Functions