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Non-Conformance Reporting
Non-Conformance Issue Reporting
Non-Conformance Issue Reporting

A guide to NCR tracking in Epsilon3.

Updated over a week ago

We now have the ability to track Non-Conformance Issues within the Epsilon3 application.

Don't see the Issues module on your Navigation Pane? Reach out to Support using the green chat button in the bottom right of the application, or email Support@Epsilon3.io for help!

Prefer to track NCRs with JIRA? Check out our JIRA Integration Users Guide and/or reach out to support for more information on how to get started.

Create a New Run Issue

To create a new issue for a run, select the i icon at the top of the run window and select Create Issue.

A modal window will pop up to fill in the issue details.

Enter a Name for the issue. (required)

Select the severity from the drop down list:

  • Critical

  • Major

  • Minor

Select Assignee from the drop down list of users in your workspace.

Enter any notes or details and click Create Issue.

Once created, you will see the issues listed under the Create Issue button.

Click into an issue to view or edit details, including changing the status and attaching files.

In the Reference field there will be a link to the run associated with the issue.

Navigate to the Issues module to see a list of all open or closed issues.

Use the search bar at the top to find your issue quickly.

Click into an issue to bring up the same view or edit options.

Create a New Step Issue

Creating a run issue will link to the run as a whole. If there is an issue for a specific step or steps that you want to link directly, then create a step issue.

Navigate to the step that has an issue and click the vertical 3 dot menu on the right and select Add Issue.

This will bring up a similar pop-up modal to fill in the details of your issue:

Enter a Name for the issue. (required)

Select the severity from the drop down list:

  • Critical

  • Major

  • Minor

Select Assignee from the drop down list of users in your workspace.

Enter any notes or details and click Create Issue.

Step Issues will also be listed in the Issues drop down at the top of the run window, as well as in the Issues module.

When clicking the Reference link from the Issues module or the Issue details it will link directly to the step associated with that issue.

When viewing the Issue details you will see the Step number and Name listed as well as the Procedure Name as the reference.

Critical Issues

When an issue is marked as critical the run will automatically be paused until the issue has been downgraded or marked as resolved.

Hover over the i icon to see details on when the run was paused.

Once all critical issues for the run have been resolved or downgraded to Major or Minor, the run can be resumed.

If an Issue is labeled Critical for an Inventory Item, it will be blocked from Part Usage until the Issue has been downgraded or closed.

Create Builds Issue

Parts Revisions

To create an issue associated with a Part Revision, navigate to the Part Details screen for the desired part revision and click the 3 dot menu.

Click Add Issue and fill out the Issue information in the pop-up window.

Click Create Issue.

Issues will be displayed on the Parts Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

POs

To create an isssue for a PO, navigate to a PO in a Draft or Submitted state (Issues is not currently supported for Closed or Cancelled POs) and click the 3 dot menu on the right.

Click Add Issue and fill out the Issue information in the pop-up window.

Click Create Issue.

Issues will be displayed on the PO Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

Inventory Items

To create an Issue associated with an Inventory Item, navigate to the Inventory screen, click into the specific item, and click on the 3 dot menu to the right.

Click Add Issue and fill out the Issue information in the pop-up window.

Click Create Issue.

Issues will be displayed on the Item Detail screen and on the main Issues screen.

Click on the Issue number to be directed to the specific Issue to view or edit.

If an Issue is labeled Critical for an Inventory Item, it will be blocked from Part Usage until the Issue has been downgraded or closed.

Activity Log

Clicking into an issue from the Issues list will bring you to the issue overview screen. In addition to the severity, status, assignee, creation info, references, notes, and attachments, an Activity Log is also displayed.

The activity log will either be displayed next to or below the other issue information depending on the width of your browser window.

Any activity related run pausing or resuming, or changes made to the Issue itself will be tracked here.

The activity log does not respond in real time / auto-refresh, so if changes have been made the screen will need to be refreshed to reflect.

Quick Demo

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