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To edit the data of an APQP/PPAP, first, select the desired APQP/PPAP. After that, click on the  button.
At this point, the APQP/PPAP data screen will be displayed for editing. Remember that in this menu only the APQP/PPAPs that are in the planning step and in which the logged user is the user responsible for APQP/PPAP or is a member of the responsible team will be presented.
Identification
The fields in this section will be displayed completed as entered during the addition of the APQP, and they can be edited. See a detailed description of the fields available for editing in the Planning APQP/PPAPs section.
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This section will list the APQP/PPAP activities (forms). This section will be filled out if the APQP/PPAP has been created from a template, but it is possible to edit it. To add new activities, follow these steps:
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Click on the Add button (located on the toolbar of the APQP/PPAP data screen in question) and select one of the following options:
▪Form: Allows adding an activity (form) at a time. When this option is clicked, a new row will be displayed in the activity list, in which the form to be filled during the execution of the APQP/PPAP activity must be selected. To enter the form, double-click on the row that was entered in the listing in the region that corresponds to the "Form" column and select the desired form on the field that will be displayed. ▪Multiple: Allows adding several activities (forms) at once. When this option is clicked, a screen will be displayed, on which the desired forms must be selected. Use the buttons on this screen to add or remove the related forms. Click on OK, to finish adding the forms.
In addition to the default forms of the system, the customized forms will also be displayed. SE APQP/PPAP contains the following default forms:
▪Appearance approval ▪Submission certificate ▪Design information checklist ▪Installation checklist ▪Equipment, tools and test equipment checklist ▪Product/process quality checklist ▪Process FMEA checklist ▪Design FMEA checklist ▪Process flowchart checklist |
▪Control plan checklist ▪Team feasibility commitment ▪Flow chart ▪Performance test ▪Dimensional test ▪Material test ▪Capability study ▪MSA study ▪Process FMEA |
▪Design FMEA ▪GM1411 - Interim recovery worksheet ▪Characteristics matrix ▪Symbol x customer matrix ▪Control Plan ▪Planning summary and sign-offs ▪VDA - Cover sheet ▪VDA - Initial sample inspection |
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▪To change the form of an activity, double-click on the region that corresponds to the "Form" column and in the field that will be displayed, select the new form for the activity. ▪To remove a form, select it in the activity list and click on the "Delete" button on the toolbar of the screen in question. |
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ii.
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After adding the forms, the remaining data may be filled in the columns in the list of activities. To do that, double-click on the row that corresponds to each of the columns described below:
Planning: Enter the planned dates for the start and end of each activity (form) in the listing.
Actual: Enter the start and end execution dates of each activity. These fields must be filled in during the APQP/PPAP execution, because, in that step, the APQP/PPAP is still being planned.
Drafter: Enter the information regarding the drafter:
▪Type: Define whether the drafter will be a user, a team, an approval route or if there will be no approval. ▪Responsible: Select the user or team that will be responsible for execution. The user or team members defined in this field will receive the APQP/PPAP activity execution task once the APQP/PPAP is sent to the execution step. Approver: Enter the information regarding the approver:
▪Type: Define whether there will be approval and whether it will be performed by a user, team or approval route. ▪Responsible: Select the user, team, or route that will be responsible for approval. The user, team members or route members defined in this field will receive the Activity approval task once the activity if finished.
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Next to the list of activities, the system will display the Gantt chart with the date of each activity of the APQP/PPAP in question.
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This section will list all attributes that were associated with the APQP/PPAP type through the Configuration  APQP/PPAP type menu. Then, required attributes must, mandatorily, have their values filled in. To do that, simply enter them in the attributes list itself. Remember that the method to enter an attribute value depends on the configurations set when creating the attribute.
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This section will only be displayed if the APQP/PPAP type has revision control via Workflow or based on the ISO9000 standards. Thus, if it is necessary to complement the revision information, it is possible to access and edit its data. To do that, open the data screen of the record that is under revision and access the "Revision" section. At this point, the information regarding the revision that is in progress will be displayed in the APQP/PPAP data:
This section displays general information on the APQP/PPAP revision:
In this section, it is possible to enter the Reason for creating the revision. The reasons displayed are recorded in the "Configuration Revision Reason" menu. If you have permission, a button that allows creating a new reason will be displayed next to this field. This section also displays some information on the revision in progress, such as revision ID #, status or step, date and cycle.
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In this section, it is possible to define the dates scheduled for the start and end of the revision. The actual start and end dates are filled out by the system. This section also displays the user responsible for creating the revision. The responsible user for releasing the revision will be automatically filled out once the revision ends.
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Use this field to enter additional descriptions of the process revision.
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Use this field to justify the process revision. If it has been configured in the knowledge base, filling out this field may be mandatory.
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This section will be displayed for ISO9000 based record revisions. Completing the information in this section depends on the selected route type. If the route is:
▪Fixed & unique: This section may not be edited. ▪Fixed: Participants can only be selected through the "Import route" button in the listing at the bottom part of this section. ▪Variable: Participants may be selected through a route or through the buttons in the bottom part of this section.
No matter the "Route type" selected, it will not be possible to add, edit or delete the participants of the steps that have already been executed.
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Cycle
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Cycle
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Displays the number of the revision cycle. If so, select the previous cycles to view the members of the responsible route who performed the previous revisions of the template.
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Status
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Displays the "Under revision" status while the revision is still in progress. After the revision is released, displays the "Finished" status.
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Start
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Displays the data on which the revision was created.
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End
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Displays the closure date of the revision.
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Closure
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Displays the data of the user who finished the revision. If the closure is automatic, the name of the user who executed the last configured revision step will be informed.
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In the listing at the bottom part, it is possible to view/establish the participants of the revision route of the APQP/PPAP, according to the definitions of its type. If the configured route type is Variable and a revision route is entered, the participants will be displayed in the listing. In case a revision route has not been entered, it is possible to configure the desired participants. To do that, use the side toolbar buttons:
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Click on this button to add a participant in the record revision. View the Configuring a revision route section to obtain a detailed description of how to add a new participant. If the participant is being added to a route associated with the revision, this addition will only be valid for the revision of the template, not being replicated to the route record made through the Configuration Revision Route menu.
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Click on this button to change the sequence, deadline, or checklist of the participant.
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Click on this button to view the responsibility flow of the revision route.
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Click on this button to delete the selected participant. It will not be possible to remove those participants who have already received the revision execution task.
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Click on this button to import the participant flow from another revision route already created in SE APQP/PPAP. On the screen that will be opened, locate and select the desired route and save the selection.
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Use this section to enter the changes that were performed in the APQP/PPAP. Changes may be added both by the user creating the revision and by the drafters through the draft step in the APQP/PPAP revision task.
To do so, click on the button and, on the screen that will open up, fill out the following fields:
Location: Location of the process where the change was made.
Change: Description of the change made in the process.
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Use this section to record the critiques related to the revision in progress.
Critiques may only be added when executing the revision steps. To add a critique, click on the button and, on the Critique tab of the screen that will be opened, enter the improvements that must be performed to the article being revised.
In the draft step, this section will only be enabled to enter the solution that was performed. That is, this section will only be enabled in the draft step if a critique has been entered in the review, approval or release and the revision has returned to the draft step. In that case, click on the  button that will be available and, on the Solution tab on the screen that will be opened, enter the solutions that were applied to the article.
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This section will only be displayed if there is a checklist associated with the participant responsible for executing the step of the revision in progress. This checklist aims to assist the party responsible for executing the revision in question. In order to answer the checklist questions, select one of the answer options displayed to each question (Yes, No or N/A). The answers may have already been filled in by the system with a default option, defined when creating the checklist. In addition, the completion of the Comments may be mandatory if this has been configured in the checklist.
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In the Documentation section, should be associated the attachments, documents and contracts referring to the APQP/PPAP in question:
▪Attachment: Associate, in this section, the attachments related to the APQP/PPAP in question. Refer to the Adding attachments section for further details on how to add and/or associate attachments. ▪Document: Add or associate, through this section, the documents related to the APQP/PPAP in question. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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Use the options in this section to edit the activities related to the APQP/PPAP:
Through the Add button, it is possible to add new forms in the General data Activity section. To add new activities (forms), follow the following steps:
i.
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Click on the Add button (located on the toolbar of the APQP/PPAP data screen in question) and select one of the following options:
▪Form: Allows adding an activity (form) at a time. When this option is clicked, a new row will be displayed in the activity list, in which the form to be filled during the execution of the APQP/PPAP activity must be selected. To enter the form, double-click on the row that was entered in the listing in the region that corresponds to the "Form" column and select the desired form on the field that will be displayed. ▪Multiple: Allows adding several activities (forms) at once. When this option is clicked, a screen will be displayed, on which the desired forms must be selected. Use the buttons on this screen to add or remove the related forms. Click on OK, to finish adding the forms.
▪To change the form of an activity, double-click on the region that corresponds to the "Form" column and in the field that will be displayed, select the new form for the activity. ▪To remove a form, select it in the activity list and click on the "Delete" button on the toolbar of the screen in question. |
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ii.
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After adding the forms, the remaining data may be filled in the columns in the list of activities. To do that, double-click on the row that corresponds to each of the columns described below:
Planning: Enter the planned dates for the start and end of each activity (form) in the listing.
Actual: Enter the start and end execution dates of each activity. These fields must be filled in during the APQP/PPAP execution, because, in that step, the APQP/PPAP is still being planned.
Drafter: Enter the information regarding the drafter:
▪Type: Define whether the drafter will be a user or a team. ▪Responsible: Select the user or team that will be responsible for execution. Approver: Enter the information regarding the approver:
▪Type: Define whether there will be approval and whether it will be performed by a user, team or approval route. ▪Responsible: Select the user, team, or route that will be responsible for approval.
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iii.
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Next to the list of activities, the system will display the Gantt chart with the date of each activity of the APQP/PPAP in question.
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Through the Delete button, it is possible to remove the activity (form) selected in the General data Activities section.
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Use the Link activities button to create dependency links between two or more activities (form) selected in the General data Activity section, thus establishing predecessor flows between them. Use the CTRL or SHIFT keys on the keyboard to select more than one activity at a time in the structure. Click on the Unlink activity button to undo the dependencies links between the selected activities.
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Click on the Enlarge, Reduce and Fit to window buttons to adjust the Gantt chart displayed next to the list of activities in the General data Activities section.
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After setting all necessary configurations, click on the Save option.
See the procedure to send the APQP/PPAP to the next step in the Finishing the APQP/PPAP planning section.
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