CAPA Product Technical Description Pre-Install Introduction...CAPA Is An Addition To A Teamcenter...

Siemens PLM Software

CAPA Product

Technical Description

Pre-Install IntroductionCorrective Actions Preventive Actions

CAPA focuses on the systematic investigation of

discrepancies (complaints, defects, failures and/or

deviations) in an attempt to permanently solve the

root cause and to prevent their recurrence.

Paul J. Fletcher

January 3, 2013

© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved


Agenda

CAPA Product Introduction

High-Level Architecture

CAPA Web User Interface

Data Model

Installation and Configuration

Licensing

© Siemens AG 2011. All rights reserved



Closed Loop Quality

Full Traceability From Complaint Through Change

Change

Request

Revised

deliverables

Knowledge capture

and reused

Deliverable is

released

I am having a

problem…

Issue/ Incident

CAPA

Thank you for the

solution!

Siemens CAPA module is designed to

be use by any user.

The user interface will require little or

no training.



Issues, CAPAs, Change RequestsResolution Is An Evolution

There are many sources for an Issue

• Customer care

• Suppliers

• Production/plants

• Design reviews

• 3D Virtual Assessment

• Manufacturing Feasibility Studies

• …

Examples of Issues:

• I hear a noise in my car’s dash

• During a virtual assessment, we

discovered these two parts do not fit

• The documentation/steps to install are

incorrect

• There are over 50 customer complaints

about the quality of the finish of this

product

Issues

Problems/CAPAs

CR/CN

Closed as:

user error, not

reproducible,

question

answered, etc.Closed as:

user error,

works as

designed, etc.



Issues and CAPA Quality Management

Issues

• Issues Management and the various

types like Defects, Failures, Complaints

and Non-Conformances are the first

step in the evaluation that may lead to

a CAPA investigation and subsequently

related to CR’s (Change Requests).

• CAPA focuses on the systematic

investigation of discrepancies (failures

and/or deviations) in an attempt to

prevent their recurrence (corrective

action) or to prevent occurrence

(preventive action).

• Teamcenter’s new CAPA solution will

manage these processes within

Teamcenter

CAPA



AWS

Many Sources For Issues, UI Tailored For UserTeamcenter Manages Lifecycle and Resolution

Teamcenter 9.1.x server(s)

Database

File Storage

Web App Server

Teamcenter

Community

Visualization

Rich

Client

Thin/Web

Client

Office

Client

iPad

CAD/NX

Process

Simulate

Issues

Problems/CAPAs

CR/CN

CAPA Web

Client

All clients using

Teamcenter as a server

should be creating

Teamcenter issues

These issues should be

of the same type, or

similar types

EWI



Agenda




Data Model


Licensing




CAPA Software Module Defined

Software Deliverables

• Web UI Framework

• Teamcenter Data

• Issues and CAPA sub-types

• Issue + CAPA workflows

• Reports

• Schedules

• Style sheets

• Forms

CAPA Leverages

• TC common platform (workflows, sign-offs, inbox, search,

escalations, email integration, etc.)

• Teamcenter’s Change Management (e.g., associating documents,

items to an issue or CAPA, associating a schedule to a CAPA)

• Teamcenter’s Schedule Manager (to define the plan with timing to

complete the CAPA)



Community

Visualization

High-Level ArchitectureCAPA Is An Addition To A Teamcenter

Install CAPA on

the Teamcenter server

Majority of CAPA users will use the CAPA Web UI

Or Microsoft Office

Rich

Client

Thin/Web

Client

Office

Client

iPad

Teamcenter 9.1.x server(s)

Database

File Storage

Web App Server

Teamcenter

CAD/NX



Agenda




Data Model


Licensing




User Interface Overall Layout

Command ribbon

Application tabs

User informationSearch

Launch Teamcenter

Help

Logout

Navigation breadcrumb trail

Views of an object



User Interface Tables and Objects

Resize column

Blue text indicates selecting

the object will do something –

usually navigate to that object

Sequence columns via

drag & drop



Teamcenter CAPA Product Demonstration



User Interface Home page

Why is it here?

• The Issue list, CAPA list, and

Dashboard all involve queries to

load the data

• The greeting page provides a

fast entry point into the CAPA

web page



User Interface Tasks

Provides the user with a list of

tasks they are to perform

This is the Teamcenter Inbox

“Tasks to Perform”



User Interface Issue page and commands

Purpose

• Provides the user with

the list of open issues

he/she has created, or

actively participating in.

How is this list populated?

• Saved query called “My

Issues”



User Interface CAPA page and commands

Purpose

• Provides the user with

the list of open CAPAs

he/she has created, or

actively participating

in.

How is this list populated?

• Saved query called

“My CAPA”



User Interface Issue and CAPA properties

Details

Attachments

Web Links

Related Items

Related CAPAs

Related Issues

Related CRs



User Interface Issue and CAPA properties

Action Plans

Potential Causes

Resolutions



User Interface Dashboard page

Purpose

Provide a high-level view of the

issues and CAPAs within

Teamcenter

What can users do with it

• Reorder the dashboard

elements around

• Select a chart piece and drill

down

• See a listing of the data

behind the chart piece

• Open the issue or CAPA

from the dashboard



User Interface Search

Simple search

Issue, CAPA, Item, CR search

Saved Searches

System Searches

Inputs & Results



User Interface User Role

Users can change their role within

the CAPA UI



User Interface Launch Teamcenter

For functions not available in

the CAPA Web UI, we have

provided the ability to launch

a Teamcenter session.

The URL/link is easily

configurable by a system

administrator or installer.



User Interface Help

Special attention has been paid to

the CAPA Help



DeliverableNon-conformance

CAPA

Engineering Change

Request

Feedback On A Deliverable



DeliverableNon-conformance

CAPA

Engineering Change

Request

Teamcenter Rich Client View Of An Issue/CAPA



Teamcenter Rich Client View Of An Issue/CAPA



Agenda




Data Model


Licensing




Data ModelIssue

Issue

• 3 types• Generic = C2Issue

• Nonconformance = C2IssueNonConf

• Complaint = C2IssueComplaint

• Forms• No forms associated to an Issue

• Stylesheets• Same style sheets used by Teamcenter clients and CAPA

client



Data ModelCAPA

CAPA type

• 1 type• CAPA = C2Capa

• Forms• Cause

• Resolution

• Stylesheets• Same style sheets used by

Teamcenter clients and CAPA

client

• Action Plans

(schedule)



Data ModelSchedule

Schedule types

• 4 types• Corrective

• Investigation

• Preventive

• Verification

• Forms• No forms associated to an Issue

• Schedule Templates• A user must create the 4 schedule

templates

• Corrective_ActionPlan_Template

• Investigation_ActionPlan_Template

• Preventive_ActionPlan_Template

• Verification_ActionPlan_Template



Agenda




Data Model


Licensing




Installation

Overall Sequence

1. Setup

Teamcenter

installation

2. Add CAPA

BMIDE package

3. Install CAPA

Web Application

Server

Details in the CAPA

installation documentation

1

2

3



Installation Guide

How to install CAPA

This includes:

• Software and Teamcenter

prerequisites

• Steps to install

• Verification procedures



Installation and ConfigurationCAPA Web page configuration

Document in a FAQ style format

provides guidance on how to

configure the CAPA application

This includes how to configure:

• Contents of the applications

• Display text strings

• Dashboard queries and drill-

down



Agenda




Data Model


Licensing




License Checks

Log In

During log in, the following license

check will be performed:

Note: we do not check for a

Teamcenter consumer, occasional

author or author license.



Issue Management and Resolution Through

Teamcenter CAPA – Summary

New, web-based UI for defining issues

and resolving these issue through the

automated workflows

Define and resolve issues within

Teamcenter, relating it to PLM data

Standardize and automate the process of

issue resolution

Capture the knowledge of how to resolve

the issue within your PLM environment

Issue resolution reports and dashboards

Reduce Cost of Quality

Issue Database

Cost Of

Quality

Questions or Comments



Additional Information

Sales Center:https://sales.industrysoftware.automation.siemens.com/sell/tecno

matix/products/issue-management-capa/

Teamcenter Community:https://mycommunity.ugs.com/products/qppv/capa/default.aspx

https://sales.industrysoftware.automation.siemens.com/sell/tecnomatix/products/issue-management-capa/

https://mycommunity.ugs.com/products/qppv/capa/default.aspx

CAPA Product Technical Description Pre-Install Introduction...CAPA Is An Addition To A Teamcenter...

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