Activating Quality-Trak
Catch it at the operation, not the dock. Activation loads a working starter set, so your quality lead can run nonconformance reports (NCRs), corrective actions and engineering change orders (ECOs) right away. Fitting the workflow to how you work is tuning.
What activation includes
Included Standard installation
- Starter set
- Default teams, quality code lists (cause, category, failure, disposition, impact, origin, detection) and process templates, loaded for you.
- Security
- Security and roles for your licensed users.
- Standard processes
- Nonconformance, corrective action and engineering change on the starter templates. The engineering change is raised from the nonconformance.
- Standard analysis
- Pareto charts on the quality codes you capture.
- Train-the-trainer
- A walkthrough for your quality lead, from nonconformance to corrective action to engineering change.
Tuning Quoted, billed for time used
- Your first process
- Your nonconformance or engineering change workflow mapped to how you work today.
- Production issues
- Data-collection questions on job operations, with an automatic issue when a test fails.
- Operator quick-create
- A simple "report a problem" form for operators.
- Workflow expansion
- More workflow steps, approvers and process types.
- Risk and cost of quality
- Risk category and level codes, and cost of quality methods and levels.
- History and serial numbers
- Lookups by item, work center and problem code; serial number assignment.
Custom work Quoted
- Legacy data migration
- Importing history from your current quality system.
- Supplier quality
- Supplier scorecards and closed-loop supplier corrective action are a build. Supplier inspection uses Infor QCS today.
- Measurement data
- Statistical process control, CMM and machine data collection, scoped as machine integration work.
- Custom forms and workflows
- Requirements outside standard Quality-Trak.
Products new to your account include a standard installation. Products you already run carry no included installation, except a reinstall when you move to Infor's multi-tenant cloud. Tuning and custom work are quoted before they start.
Before we start: what you need in place
We check these with you before we schedule. Anything not in place yet goes on your checklist, and we schedule once it's ready.
Systems and software
Runs inside SyteLine
- SyteLine version
- SyteLine 9 or later. Quality-Trak runs inside SyteLine, using your SyteLine database and security.
- Email turned on in SyteLine with user email addresses loaded, if you'll use email notifications.
- Where it runs
- On your own SyteLine servers or in Infor's cloud, including GovCloud.
- Access
- Administrator access to SyteLine, and remote access for our team.
Users and security
Who works in Quality-Trak
- Licensed users
- The named quality users for the seats included in your tier.
- Roles
- Who raises, reviews, approves and closes records, so we set security and roles correctly.
- Teams
- The teams that will receive workflow tasks, mapped to the default team list.
Your team and process
Decided before setup starts
- Quality lead
- One process owner who makes decisions and trains your users.
- Your current process
- How you handle nonconformance, corrective action and engineering change today, even on paper: the steps, forms and approvers.
- Quality codes
- A review of the default code lists against your own.
- SyteLine data
- Items, work centers, customers and vendors in SyteLine, for linking quality records.
Your account team confirms these requirements against your SyteLine version and hosting before your activation is scheduled.
What we'll ask in your request
- How many licensed users you'll have
- Which process to start with: nonconformance, corrective action, engineering change, audits or customer complaints
- What you use today: paper and spreadsheets, Infor QCS, or another system
- Whether you'll use email notifications
- Who your quality lead is
- Whether you want your first process tuned
The Lake MES Platform, from The Lake Companies, LLC, an Infor Gold Channel Partner. "Included" means it's part of your platform subscription. Capability marked expected or planned isn't released yet and may change. Questions about a product that's already running go to support@lakeco.com.