Standard Operations / Operations

 

Introduction

In order for your quality system to better manage Org Unit (Client, Department, and Work Center) processes, the Operation tables can be utilized in the SmartSolve© application. An operation can be any specific tasks/skills/jobs performed within an Org Unit which can later be associated with that Org Unit for quality purposes. For example, which process within our Department failed and what can we do within our department to correct or prevent the failure from recurring? An Operation is sometimes referred to as a Process in a SmartSolve© record.

Operations are used in any of the following SmartSolve© solutions:

SmartSolve Solution

Required

SmartAuditTM

Yes

SmartCAPATM

Yes

For Process Exceptions Only

SmartComplaintsTM

No

SmartDocTM

No

SmartTrainTM

No

 

Example Department Operations

 

Example Work Center Operations

 

Some Operation Setup Pointers

 

User Rights

The following Rights must be assigned to a user to manage or view Operations:

Rights

Description

STO_MANAGE

Allows administrator to add new object, modify existing object, or delete object

STO_VIEW

Allows user to access object to view and select.

OPR_MANAGE

Allows administrator to add new object, modify existing object, or delete object

OPR_VIEW

Allows user to access object to view and select.

 

Please see Rights Groups to assign Rights Groups to users.

 

Global vs. Local

·         Global Standard Operations | Operations will be inherited by all Local Organizations.

·         Local Standard Operations | Operations will only be viewed and used within that Local Organization.

 

How to Create Standard Operations

1.     From the SmartSolve© tabs select Admin > Setup. Under Process select Standard Operation.

The Standard Operation list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Code and Name of your Standard Operation.

4.     Click the Save button.

The new Standard Operation has now been added to the Standard Operation list and the Detail of the Standard Operation displays.

 

Please see Failure Mode Setup under the SmartCAPATM Setup Guide

 

Please see Forms Designer if you wish to modify existing Standard Operation field controls or add additional field controls.

 

How to Create Operations

1.     From the SmartSolve© tabs select Admin > Setup. Under Process select Operation.

The Operation list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Code and Name of your Operation.

4.     Zoom and select a Standard Operation.

5.     Click the Save button.

The new Operation has now been added to the Operation list and the Detail of the Operation displays.

 

Please see Failure Mode Setup under the SmartCAPATM Setup Guide

 

Please see Forms Designer if you wish to modify existing Operation field controls or add additional field controls

 

Managing Standard Operation | Operation Data

The following options are available within the Standard Operation and Operation objects and can be managed accordingly by an administrator:

·         Standard Operations and Operations can be Edited and/or Deleted.

·         Standard Operations and Operations can be attached to Org Units (Clients, Departments, and/or Work Centers).

 

How to Edit Standard Operations | Operations

1.     From the SmartSolve© tabs select Admin > Setup. Under Process select Standard Operation or Operation.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Standard Operation or Operation to edit, then select Action > Edit from the main menu (or right click).

4.     Edit any information for your Standard Operation or Operation.

5.     Click the Save button.

All changes should now be reflected in the list.

 

How to Delete Standard Operations | Operations

Standard Operations or Operations can only be deleted from SmartSolve© if the Operation has not currently been attached to any SmartSolve© records.

1.     From the SmartSolve© tabs select Admin > Setup. Under Process select Standard Operation or Operation.

The object list displays.

2.     Click the  icon to switch to Local view (if applicable).

3.     Select the check box of the Standard Operation or Operation to delete, then select Action > Delete from the main menu (or right click).

4.     Click the Save button.

The object has now been removed from the system.