Quality: NCRs, QC holds, first-article checks and quality mode
Record what came out wrong as a non-conformance report (NCR), decide what happens to it (rework, use as is, scrap, return to supplier), and stop the order until it is dealt with. Check the first part off a step before the run. Quality mode makes QC sign-off need the QC permission and someone other than the person who did the work.
Where it is
- Manufacturing → Quality — Open NCRs, orders on hold, quality mode
- Manufacturing → Orders — Raise an NCR and check first articles on a work order
Settings for this
- Settings → Team → Roles — Manufacturing → Quality: decide NCRs and QC holds
Non-conformance reports
On a work order, under Non-conformances, Raise an NCR records what's wrong, on which step and how many. Anyone who can build can raise one. Tick Put the order on QC hold to stop the order until it's dealt with. Each NCR gets a number (NCR-00001…).
Someone with the QC permission then decides it:
- Rework adds a rework step to the order, straight after the step it came from, with its own task and a QC check.
- Use as is is a concession: it needs a reason and who agreed to it.
- Scrap: record the scrapped quantity when you record output.
- Return to supplier: for bought-in material or outside work that came back wrong.
Once it's put right, Close it with a note. Closing the last NCR that held the order takes the hold off. Manufacturing → Quality lists every open NCR across the business.
QC hold
An order on QC hold shows a red banner. No step can start or finish (on the floor, the job page or the board), and no output can be recorded until the hold is cleared. Someone with the QC permission can Clear hold on the order.
First-article checks
Tick First-article check on a routing step (BOM → the step → Edit). On every work order made from it, that step can't finish until the first part off it has been checked. Use Check first article… on the order's step to record it. A fail needs a note, raises an NCR, and puts the order on hold.
Quality mode
Manufacturing → Quality → Quality mode is off until you turn it on (that needs Manage manufacturing). When it's on:
- QC sign-offs and first-article checks need the QC permission.
- Nobody signs off a step they clocked on.
- Nobody decides an NCR they raised.
- A failed QC raises an NCR and puts the order on hold.
Managers have the QC permission until you set their role up; owners and admins always have it.