Walkthrough: Perform an Annual Vendor Quality Audit
This walkthrough demonstrates the steps that are required to set up, and then perform an annual vendor quality audit.
A vendor quality audit is a series of tests that must be completed to determine whether a vendor is meeting a company's standards.
About This Walkthrough
This walkthrough demonstrates the following tasks:
Set up a vendor quality audit, including how to:
Create a quality procedure
Assign the quality procedure to a vendor
Generate a vendor quality audit
Perform a vendor quality audit
Prerequisites
On the Quality Setup page, on the Numbering FastTab, in the Quality Procedure Setup Nos. field, a number series has been defined.
On the Quality Setup page, on the Numbering FastTab, in the Quality Audit Nos. field, a number series has been defined.
A VISUAL Quality Measure Code has been created.
On the Quality Audit Worksheet Batch page, a quality audit worksheet batch name has been defined.
Story
The JF Company inspects their vendor sites on an annual basis. The Ashley Costa (V10030) vendor is scheduled for their annual inspection. Anna is responsible for performing the inspection. To perform the inspection, Anna will perform the following tasks:
Set up a quality audit for the Ashley Costa (V10030) vendor.
Generate a quality audit for the Ashley Costa (V10030) vendor.
Perform a quality audit for the Ashley Costa (V10030) vendor.
Set Up a Vendor Quality Audit
To set up a vendor quality audit, Anna must perform the following tasks:
Create Quality Measure Codes.
Create a quality procedure.
Assign the quality procedure to a vendor.
For the JF Company to process a vendor quality audit for the Ashley Costa (V10030) vendor, a quality procedure must be created.
After Quality Measure Codes have been created, a quality procedure can be created. In this walkthrough, the name of the quality procedure that will be created is Vendor Check. The quality procedure groups Quality Measure Codes, and provides a way to record the test results.
After the quality procedure has been created, on the Quality Audit Matrix page, the quality procedure will be assigned to the Ashley Costa (V10030) vendor.
After the procedure is assigned to the vendor, on the Quality Audit Planning Worksheet page, a vendor quality audit can be created.
To create a quality procedure
Choose
, enter quality procedures, and then choose the related link.The Quality Procedures page opens.
On the action bar, choose New > New.
The Quality Procedure Setup page opens.
On the General FastTab, perform the following steps:
In the Description field, enter Vendor Check.
In the Type field, select Vendor.
Turn on Open QA on Creation
When Open QA on Creation is turned on, after the quality audit is created, the Quality Audit page will open.
On the Lines, add the following record:
Quality Measure Code Description Value Type Desired Value VISUAL Is the facility clean? Boolean Yes On the General FastTab, change the Status field to Certified.
To assign the quality procedure to a vendor
Choose
, enter Vendors, and then choose the related link.The Vendors page opens.
Select the vendor to which the quality procedure is to assigned, in this case, V10030 Ashley Costa, and then on the action bar, choose Manage > View.
The Vendor Card page opens.
On the action bar, choose Navigate > Quality > Quality Audit Matrix.
The Quality Audit Matrix page opens.
In the QP Setup Code field, select the Vendor Check quality procedure.
Only the quality procedures where the type is Vendor are available from this field.
In the Audit Frequency field, enter how often the audit is to be performed. In this case, enter 1Y to represent one year.
Generate a Vendor Quality Audit
The JF Company has a policy where the Quality Audit Planning Worksheet is checked every week to see whether any quality audits must be performed. In this walkthrough, a quality audit must be performed at the Ashley Costa (V10030) vendor.
To generate the vendor quality audit
Choose
, enter quality audit planning worksheet, and then choose the related link.The Quality Audit Planning Worksheet page opens.
In the Batch Name field, select a value.
On the action bar, choose Actions > Functions > Suggest Quality Audits.
A dialog box appears.
Select Quality Audit Matrix, and then choose OK.
The Suggest Quality Audits page opens.
In the Batch Name field, select a batch.
Turn on Clear Worksheet.
In the Start Date and End Date fields, select the date range for which quality audits are to be searched. In this case, the dates that will be entered cover the month of October 2019.
Under Quality Audit Matrix, in the Show results section, in the Where field, select Type, and then in the is field, select Vendor.
Choose OK.
The quality audits that meet the criteria are returned.
Delete the lines for which quality audits are not to be created. In this case, except the line for vendor number V10030, all lines are to be deleted.
On the action bar, choose Actions > Functions > Create Quality Audits.
To confirm that the audit is to be created from the QA Planning Worksheet, choose Yes.
A quality audit is created. The Quality Audit page automatically opens because for the Vendor Check quality procedure, Open QA on Creation was turned on.
Close the Quality Audit page.
The quality audit could be performed directly from the Quality Audit page, but the next procedure is going to demonstrate how to access the quality audit from the Vendor Card page.
Perform the Vendor Quality Audit
Anna is sent to the Ashley Costa (V10030) vendor to perform a visual inspection. Anna finds that the vendor meets the company's expectations, and must enter the results of the quality audit.
To perform the vendor quality audit
Choose
, enter Vendors, and then choose the related link.The Vendors page opens.
Select the V10030 vendor, and the on the action bar, choose Manage > View.
The Vendor Card page opens.
On the action bar, choose Navigate > Documents > Quality Audits.
The open quality audits for that vendor are listed.
Select the quality audit, and then on the action bar, choose Manage > View.
The Quality Audit page opens.
On the Lines, in the Result Value field, enter Yes.
The Result field is automatically populated with Pass and the Test Complete check box is automatically selected.
On the action bar, choose Process > Post.
A dialog box appears.
To post the quality audit, choose Yes.
The Vendor quality audit is posted.