Master Class

Essential Product Knowledge

Summary

The Q&A section of V5 Traceability allows you to define questions and messages that can be used throughout the system, customizable to any event or formula step set up within the system.

Both questions and answers can be tailored extensively to ensure correct processes are followed, and provides improved traceability and accountability across the system.

This page provides a basic overview of the ‘Q&A’ section in Control Center, and will help guide you through the various columns that define its settings. For a more in-depth look at how to set up and use ‘Q&A’, click here.

Control Center Overview

The ‘Q&A’ section is found under the ‘Quality’ header of Control Center.

CC Overview

This section is split up into 3 panels:

  • Top Left (yellow) panel: This is where questions can be added and assigned different types and user defined groups.
  • Top right (red) panel: This is where conditions can be set to trigger the particular question highlighted in the top left panel.
  • Bottom (blue) panel: This is where answers/notification options can be set for the question highlighted in the top left panel.

Each panel has its own controls for adding and removing lines (the green ‘+’ and red ‘x’) as well as the ability to export the relevant panel’s data as a .csv file which opens automatically in your .csv editor of choice. A copy is also saved to the gateway export folder.

Column Help – Top Left Panel

Question/Message

This is where you specify the question or message that will be displayed to the operator. Click on the cell to input text.

Allow Undefined Response

If this checkbox is checked, the operator will be able to enter any response they like rather than selecting from the specified list.

Type

Question/Message: Indicates that this should be treated as a question or a message. If answers are entered in the lower panel, the system will present this as a question, and equally if no answers are entered then the system will show this as a message to the operator.

Link: Opens a URL automatically which can be used to link to other applications or websites. The URL should be entered in the ‘Question/Message’ field above.

Image: Prompts the user to take a photo.

Image (multiple): As above but allows the user to take as many pictures as they want.

Group

Non- mandatory field. Allows the user to enter text to create custom groups of questions for specific purposes i.e. ‘Mixing Instructions’, ‘Shipping’, ‘Receiving’ etc. This is useful for reporting purposes.

Column Help – Top Right Panel

Commodity

This allows you to look up a Commodity in the system to assign a question/message. Double click on the cell to edit. You also have the option to select ‘All’ commodities.

Event

This allows you to link a message/question to a particular event/trigger/action. Double click on the cell and select from the list. The question/message will be displayed when the event is triggered. The event types are:

  • Handling – This event is trigger whenever the commodity is handled in the stock system, i.e. stock movement/adjustment/withdrawal etc.
  • Goods In – Triggered when the commodity is processed during goods in receipt.
  • PO Complete – Triggered when a purchase order is marked as fully received.*
  • Dispatch – Triggered when a sales order is partially shipped or completed.
  • Stock Adjustment – Triggered when the commodity stock level is adjusted.
  • Move Stock – Triggered when a stock item/lot number/pallet is moved.
  • Login – Triggered immediately after an operator has logged in.*
  • Log Off – Triggered when an operator logs off.*
  • Withdraw – Triggered when a commodity is moved within the stock system.
  • SPC Start – Triggered at the beginning of the SPC process.
  • PO Start – Triggered at the start of the processing of a purchase order.*
  • Product End – Triggered once the processing of a product type formulas batches have been completed.
  • Product Start – Triggered at the beginning of processing product type formulas batches.
  • Shipping Start – Triggered at the start of processing a sales order.*
  • Lab Testing – Triggers the question to be asked during the Lab Testing process within WMS.**
  • Batch Start – Triggered at the start of processing batch type formulas.
  • Batch End – Triggered once a batch has been completed.
  • Job Start – Triggered at the start of a job.
  • Job End – Triggered upon a job’s completion.
  • Periodic (Terminal) – A periodic event. If an interval is set (see below) then the question will be asked as often defined there (in seconds).*
  • Remove Hold – Used to remove the hold on a pallet if this pallet has previously been held for failing QA.

Location

This field allows you define a production location where this question should be displayed.

Non-Mandatory

This indicates that the question does not need to be answered to move onto the next stage.**

Non-Reported

If this option is checked, the responses of the questions will not be recorded on any reports.**

Special Instructions

Freetext box that allows the inclusion of additional instructions to the question being asked about a specific commodity, if defined in the ‘Commodity’ section above.**

Requires Verification

When checked this will require an administrator or supervisor to verify the result, depending on the individual operator privileges set. If the tests are being performed by an administrator or supervisor, verification is not required. This applies to Lab testing in WMS only.**

Priority

Defines the order in which questions should appear.

Ignore Codes

This function allows the entry of a comma separated list of commodity codes that the question will ignore if the ‘All’ option is selected under ‘Commodity’.

Lower & Upper Range

For questions that require numeric responses, these 2 fields define the lower and upper range of acceptability. If a response is outside this range then a failure can occur unless the step is overridden.**

Interval

This setting only applies to periodic events (see above), and defines the time (in seconds) between messages displaying.

Specification

 Freetext field allowing a specification description. Used mainly just for reporting.

 

* Not commodity specific

** Applies to Lab Testing only

Column Help – Bottom Panel

Answer

Freetext box to enter an answer for the question/message selected in the top left panel. Use the green ‘+’ icon in the bottom right of this panel to add the desired number of responses.

Terminates

Used for questions/messages asked during sales, purchase order processing and job start events. If this box is ticked and that particular answer is chosen by the operator the process will be suspended. Where applicable, the trailer in use for the process will also be marked as rejected and require a supervisor to acknowledge it’s used when it is next processed.

Notifies User

A drop-down menu can be used here to select an Operator to notify if this answer is selected. If left blank this answer won’t notify anyone. This requires email integration with Control Center. Contact SG Support for help setting this up.

Require Picture

If this box is checked, the system will ask the operator to take a photo with the device’s camera. This photo will be included on reports.

Require Additional Comments

If this box is checked, the system will require the operator to add additional comments if they choose this answer.

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