Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Product Quality Management Overview

• 1.1 An Overview
  • 1.1.1 Before you Begin
  • 1.1.2 Best Practices in PQM
  • 1.1.3 Web Client Home Page
  • 1.1.4 Navigation Pane
    • 1.1.4.1 Folders
    • 1.1.4.2 Reports and Analytics
    • 1.1.4.3 Navigator
  • 1.1.5 Product Service Requests
    • 1.1.5.1 Problem Reports
    • 1.1.5.2 Non-Conformance Reports
  • 1.1.6 Quality Change Requests
    • 1.1.6.1 Audits
    • 1.1.6.2 Corrective and Preventive Actions
  • 1.1.7 Tracking Quality
    • 1.1.7.1 Quality Roles
    • 1.1.7.2 Quality Process
    • 1.1.7.3 Quality Related SmartRules
    • 1.1.7.4 Quality Searches
    • 1.1.7.5 Quality Tab
      • 1.1.7.5.1 Viewing Quality Issues against Suppliers and Customers
    • 1.1.7.6 Quality Reports
      • 1.1.7.6.1 Failure Trend Report
      • 1.1.7.6.2 Quality Activity Report
      • 1.1.7.6.3 Quality Backlog Report
      • 1.1.7.6.4 Quality Cycle Time Report
      • 1.1.7.6.5 Quality Metrics Report

2 Working with Product Service Requests

• 2.1 Creating PSRs
  • 2.1.1 Creating a Product Service Request
    • 2.1.1.1 Creating a PSR from an Item
    • 2.1.1.2 Creating a PSR to Aggregate Multiple PSRs
  • 2.1.2 Creating a PSR using Save As
  • 2.1.3 Searching for PSRs or QCRs
  • 2.1.4 Cover Page Tab of a PSR
    • 2.1.4.1 Updating the Cover Page of a PSR
  • 2.1.5 Affected Items Tab of a PSR
    • 2.1.5.1 Attributes of the Affected Items Tab of an NCR
    • 2.1.5.2 Adding Items to the Affected Items Tab of a PSR
    • 2.1.5.3 Removing an Item from the Affected Items Tab
    • 2.1.5.4 Editing Items on the Affected Items Tab
  • 2.1.6 Related PSR Tab
    • 2.1.6.1 Adding Related PSRs to the Parent PSR
    • 2.1.6.2 Editing Items on the Related PSRs Tab
    • 2.1.6.3 Removing Related PSRs
  • 2.1.7 Relationships Tab
    • 2.1.7.1 Relationships - Table
    • 2.1.7.2 Relationships in PQM
    • 2.1.7.3 What are Reference Objects?
    • 2.1.7.4 Attributes of a Relationship
      • 2.1.7.4.1 Revision Specific Relationships
    • 2.1.7.5 Filter
  • 2.1.8 Workflow Tab of a PSR
    • 2.1.8.1 Submitting and Routing PSRs
    • 2.1.8.2 Approval Matrix
  • 2.1.9 Attachments Tab of a PSR

3 Working with Quality Change Requests

• 3.1 Creating QCRs
  • 3.1.1 Creating a QCR using Save As
  • 3.1.2 Creating a QCR from an Item
  • 3.1.3 Creating a QCR from a PSR
  • 3.1.4 Cover Page Tab of a QCR
    • 3.1.4.1 Updating the Cover Page of a QCR
  • 3.1.5 Affected Items Tab of a QCR
  • 3.1.6 Relationships Tab of a QCR
  • 3.1.7 Workflow Tab of a QCR
    • 3.1.7.1 Submitting and Routing a QCR
  • 3.1.8 Attachments Tab of a QCR

4 Managing Product Service Requests

• 4.1 Approving a PSR
  • 4.1.1 Acknowledging a PSR
  • 4.1.2 Rejecting a PSR
  • 4.1.3 Closing a PSR
  • 4.1.4 Actions Menu in PSR
  • 4.1.5 Audit Status of a PSR
  • 4.1.6 Audit Release of a PSR
    • 4.1.6.1 Audit Window

5 Managing Quality Change Requests

• 5.1 Approving a QCR
  • 5.1.1 Acknowledging a QCR
  • 5.1.2 Rejecting a QCR
  • 5.1.3 Closing a QCR
  • 5.1.4 Actions Menu in a QCR
    • 5.1.4.1 Change Order in a QCR

A Deleting Agile Objects

• A.1 Notes about Deleting PSR or QCR Objects
• A.2 Soft-Deleting an Object
• A.3 Undeleting an Object
• A.4 Hard-Deleting an Object

Glossary