CQMS-MetricStream Revision 1

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

In CQMS-MetricStream once the Respondent has completed and submitted their

short term and/or long term work the Approver will receive an email notification re-

questing to approve.

Click ST Status link ST—Submitted for Approval to open and approve the short

term work

CQMS-MetricStream Revision 1

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

Now let’s take a closer look at each step involved in completing

the approval of the CAR or SCAR Short Term work.

Switch to Long Term Form.

Start Here

Approving Short Term Form

Report

Buttons

CQMS-MetricStream Revision 1

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

View Complete Form

Click the button to view the entire form.

Review ST Work

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Notes:

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

Take Action

To complete the approval of the Short Term work select

“Approve Short Term Action” and click

button.

Approve Short Term Action completes the Short Term work and updates the ST Status to ST-Approved

Approve Short Term and Close CAR completes Short Term and closes the CAR. This is NOT recommended since the long term work will not be captured

and available for historical reporting.

Cancel CAR means the CAR is no longer valid. The CAR is marked as can-

celled and remove from open reports. Reject Short Term Action resends the Short Term work back to the respon-dent to complete. The ST Status to ST-Rejected

This completes Approving the Short Term Work of a CAR or SCAR.

You will now notice the CAR or SCAR ST Status now says ST- Approved in the My CAR/SCAR/PAR sec-

tion on the CAR/SCAR tab. The short term work is now completed.

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

1. If the Respondent disputes the short term work the ST Status = ST-Disputed

Review the reason for dispute.

Select the appropriate

Action Type value.

2. If the Respondent requests more time to complete the short term work the ST Status = ST-

More Time Requested (Note—This affects the ST Due Date)

Review the reason for needing more time.

Select the appropriate

Action Type value.

The Approver can also respond to two other Respondent Actions on the ST Form:

CQMS-MetricStream Revision 1

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

In CQMS-MetricStream once the Respondent has completed and submitted their long

term work for approval you will receive an email notification requesting to approve.

Click LT Status link LT—Submitted for Approval to open and approve the long

term work

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

Now let’s take a closer look at each step involved in completing

the approval of the CAR Long Term work.

In a SCAR, there will be two approvers.

The first, the Corp Purchasing SQIE and

then the final approval will be the SCAR Approver.

Sections with a Red title

with (Pending) are man-

datory sections

Switch to Short Term Form.

Start Here

Approving Long Term Form

Report

Buttons

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

View Complete Form

Click the button to view the entire form.

Review LT Work

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Notes:

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

Monitor

Step J: Monitor Effectiveness.

Select “No” if you do not wish to monitor the long term solution for effectiveness.

Select “Yes” if you wish to monitor the long term solution for effectiveness once it has

been in place for a certain length of time.

Select the Effectiveness Checker (the person who will monitoring the long term

solution), define the criteria to monitor and enter the date to monitor.

Take Action

If Monitoring Required is “Yes” - select “Approve, Close & Monitor”

and then click button.

If Monitoring Required is “No” - select “Approve & Close” and

then click button.

The values for the Action Type field in the next step

are determined by your selection on the Monitor-ing Required field.

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SCARs require a first ap-proval from the Corp Pur-chasing SQIE before the

final approval as shown here. The Corp Pur-chasing SQIE will have the option to “Approve” or “Reject Long Term Ac-tion”. ____________________ ____________________ ____________________ ____________________

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

Take Action

(con’t.)

The CAR or SCAR must have the short term approved and the non-conformance completed before approving the long term CAR or SCAR. Approve, Close & Monitor completes the Long Term work and up-dates the CAR or SCAR LT Status to LT-Approved Approve & Close completes Long Term and closes the CAR or SCAR. This removes the ability to monitor the CAR or SCAR for effec-tiveness. Cancel CAR means the CAR is no longer valid. Mark the CAR can-celled and remove from open reports. Reject Long Term Action means the Long Term Work is not com-plete and will be sent back to the respondent to complete The system will verify that all mandatory fields are completed and then save and close the form and display a status message

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

This completes Approving the Long Term Work of a CAR or SCAR.

If you select Approve & Close then the CAR or SCAR is no longer listed in the My CAR/SCAR/PAR area

because it is completed.

If you select Approve, Close & Monitor, the CAR or SCAR LT Status is updated to Closed—Monitoring

Required.

What Happens Next?

Approve,

Close &

Monitor

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CQMS-MetricStream Approving Short Term and Long Term CAR/SCAR

1. If the Respondent disputes the long term work the LT Status = LT-Disputed

Review the reason for dispute.

Select the appropriate

Action Type value.

2. If the Respondent requests more time to complete the long term work the LT Status = LT-More

Time Requested (Note—This affects the LT Due Date)

Review the reason for needing more time.

Select the appropriate

Action Type value.

The Approver can also respond to two other Respondent Actions on the LT Form.

See also: For more information:

Accessing and Navigating CQMS-MetricStream https://cqms.cummins.com/training/training.html