Product Quality Assurance

Module in SRM

FAQ

May 2013
 How can I extract data from SRM – PQA Module
You can get your processes in an Excel file to make sorting and statistics
1. Click on the “Search” menu 5. Launch the search

6. After the window opens, click on

“Save” to download the search
results in an Excel file.
2. Click on “Find a PQA Process”

3. Enter your different criteria: Valeo

Site, Supplier, PQA actor, Project,
PQA Status, Process Origin or
Segment Code.

4. In the Search screen, tick the box to

“get search results in Excel format”

2 I
 How can I see the status of parts of a project?
1. Go to the “Search” menu 4. You can search the project you want to
check thanks to the criteria: project
name, project code, PQA actor,
Valeo Site.

2. Chose “Find a PQA Process”

5. Once the project selected, click on
“Find PQA Process” to launch the
search.

6. The list of PQA processes belonging

3. Click on the lens to search a specific to the project appears:
project

3 I
 What does the PQA Process “dashboard” mean?

The dashboard presents the list of Sorting is Trash bin: the person who
PQA processes you are involved in. available on each created the PQA or project
You have some information about column by can cancel it
their progress clicking the titles

Colors of the stage:

White: Stage in progress
When the PQA Tight:
Red: Stage is late
process is grey; it is current stage’s
not launched (only Green: Stage completed deadline is in
saved as draft). Grey: Stage not applicable less than
in selected scenario 15 days

4 I
 How can I set the PQA module as my default SRM
page?
1. Log on to SRM 3. Click on “Modify User Profile” at the bottom
of the screen
2. Click on the “Administration”
menu on the top right corner of the
screen: 2

4. In your profile, tick the box to put PQA as “Default Home page”.
User has an option to put as Default Page My PQA Actions, My PQA Processes
and My Projects.

5. Click on “Save” 5

5 I
 How can I quickly see the project description while
I am in the PQA process?
You can have a quick overview of the Project data in the description of the
PQA process, when it is already launched or saved as draft.

1. In the description of a
“launched” or “saved as
a draft” PQA Process,
1 click on the link
“Project Sheet”

2. The project 2
sheet opens
in a new
window

6 I
 I do not know what I have to do in the PQA Process
1. Spend a few minutes to have a global overview of the scenario you will have to follow,
stage by stage

4 4
1

2. Once you enter in an item, you can see the Description of the
task to know what has to be done, for example “sign VRF”

2
4. You are always able to see
your on-going actions by
clicking on tabsheet
“My PQA Actions” or
3 “My Projects”

5. If you need further explanation with

the PQA Process, please check the
3. Look at your role in each team: PQA Training Module available in the
are you appraiser or submitter? Reference Documents tab sheet

7 I
 How do I manage the Project / PQA dates?

If the project was created in SRM, while the Project is open you can change the Project
Phases dates (if project was created in PuMa, see PuMa support)

By using “Find a Project”, you can access directly to the dates of the project to be changed
By Using “Find a PQA Process”, you Click on the item Description of the PQA Process
selected to change the dates of the project

In the
Description
screen you
can change
also the dates
of the PQA
Process by
clicking on the
calendar icon

Once dates were modified,

click on “Update”

8 I
 How do I change the actors of PQA process
1. In function of your access rights you can change the 2. By using the link
actors of a Project (if it was created in SRM) or a PQA Project Sheet to
Process at anytime directly on the Description screen change the actors in
the Project

3
3. The main project buyer or an user with Site Purchasing Mgr. profile
can also add and change buyers in a project

4. By clicking on the links beside PQA Eng./SQA Mgr. we can change them by anyone out of the
SQA Matrix or by clicking on “Update SQA actors” to update them according to PG SQA Matrix

9 I
 How do I transfer my current PQA processes or
Projects to another user
(to be done by a Local Administrator or a SQA Administrator)
1. Click on “Search” & “Find a PQA Process” 2. Enter the name of the
current “PQA Actor”
you need to change

1
1

:
2
3
3. Select the role this
person has in the PQA
4. Click on “Find PQA Process
process” to launch the
search 4

10 I
 How do I transfer my current PQA processes or
Projects to another user.
5. You get a list of all the PQA 6. Select the processes on which
processes where the actor you want to perform the
previously selected is affected transfer to a new actor

6
7. At the bottom of the screen in the
block “Mass Modify”, click on the link
“Search & select a PQA Actor” to
select the name of the new person
you need to assign

8. Click on “Update checked

process” to transfer the group of
7 PQA processes to the new actor

11 I
Where can I find template documents?

Go to the Reference Documents menu

Go to the “Valeo Supplier Quality Assurance Manual” and use the

link to download it :

12 I
What do suppliers see?

Suppliers access Suppliers do NOT access

The dashboard displaying PQA The Project description

processes they are involved in
The “Add an item” feature

“Start a Project” and “Launch PQA

The “Find a PQA process” feature process” feature

Actions in which they are not Actors

(neither “Submitter” nor “Appraiser”)
The “Reference Documents” screen
Draft PQA processes

13 I
What rights does each role have ?
Project Buyer
Start / modify / cancel a project
Start / modify / cancel a PQA process
Delegate any role

SQA Manager
Validate PQA stages
Validate an extra action in a PQA stage
Approve

SQA Engineer
Submit documents to the supplier
Approve / reject documents submitted by the supplier

Supplier
Submit documents in the Portal
Approve / reject documents submitted in the portal

Project Manager
See the PQA process, without being able to act on anything

ALL
Add an item in a PQA stage (except Supplier)

14 I
How do I cancel a project ?
NB: This functionality is only
available for Project Buyers
1. Find the project you wish to
cancel :
Go to the Search menu :
Search for your project
using it’s name or code
or other information :
15
2. Cancel the project :
Select the right project :
In order to get details on a project,
click on it’s name in the list
obtained during your search
Cancel the project you wish to
abort by clicking on the trash bin on
the right-hand of the project’s
overview :
I
How do I cancel a PQA process ?

NB : This functionality is only 2. Cancel the process :

available for Project Buyers
Select the right process :
In order to get details on a process,
click on it’s name.
1. Find the process you wish to
cancel :
Through the dashboard Cancel the process you wish to
abort by clicking on the trash bin on
the right-hand of the process’s
overview :

Or through the Search

menu :

16 I
How can I know who is PG SQA Eng?

This function is available by Administrate module

1 – Select Administrate module

2 – Select Supplier Quality Organization section

3 – Select Valeo Organization

6 – Select Excel format if you want to obtain Excel file

extract

4 – Select supplier name from SRM list 5 – Launch search

to display the
content below

For this Supplier in THS This is the SQA engineer This is the SQA Manager

17 I