8.1 Operation Planning & Control

Overview

In planning product realization, the Company will determine the following, as appropriate :-

1. quality plans in the form of Job Bags will be issued for every job detailing all aspects of the process;
2. ensure that all activities associated with Process Control are planned and carried out in such a way under controlled conditions;
3. documents and records of such processes will be kept for a period of two years;
4. show the current inspection and test status of all goods within the Company.

Operational Component Workflow

Definitions

Enquiry

An enquiry is an initial enquiry received by a customer, this is not a required step in the process flow but may be the first point of communication with a customer.  

• This is represented as a ticket within the helpdesk system.
• Enquiries have a unique tracking number known as a Ticket Number

Enquiry Contexts

Enquiries can be classified into the following contexts...

• Sales Enquiry
• Order Progress Enquiry
• Artwork Enquiry
• Complaint

Enquiry Statuses

Enquiries can either be open, awaiting customer response or closed.

Quote

A quote represents the customers requirements in context of our offerings.

• Quotes have a unique tracking number generated by the system

Quote Statuses

Quotes can have the following statuses

• Draft
• Sent
• Opened
• Active
• Active Sale
  
• Dead

Order

An order represents a confirmation of a quote or parts of a quotation or an order from a web source in which the customer has generated their own quote and then order.  As such this can represent the start of customer communication.

Project

A project represents a group of one or more Operational Instruction Sets known as Jobs and one or more Endpoints.

Project Statuses

A project can have one of the following statuses

• Awaiting Operations Acceptance
• Active
• Awaiting Endpoint Completion
• Awaiting Invoice
• Complete
• Cancelled

Stock Requisition

A Stock Requisition is required when a none stocked item is required for completion of a project

Purchase Order

A purchase order represents a stock/service order from a  supplier

Purchase Order's can have the following statuses...

• Draft
• Requisition
• Awaiting Supplier Confirmation
• Awaiting Delivery
• Awaiting Invoice
• Complete

Job

A Job is a production Instruction Set.  It lists the processes, their representative instructions and the order in which they should be completed.

A Job has the following statuses:

• Active Process....
• Active
• Inactive
• Complete

Artwork

An artwork represents a unique piece of artwork in the system it has the following variables

• Width
• Height
• Quantity
• Unique Fingerprint (generated by creating a unique hash of the document file, prevents collisions)

Endpoint

An endpoint represents the final stage of a Project, a Project can have many endpoints.

Endpoints can be of two types...

• Pick up
• Delivery

Dispatch Note

Represents a dispatch note which can either be a pick up note or a delivery note.

Courier Note

Delivery note type must have a Courier Note, this represents our Dispatch Note within a first or third party courier network.

Examples

Example Digital Project Bag

Example Job Sheet

Example Ticket/Enquiry

Example Quote (Backend)

Example Quote (Frontend)