[Pansophy] FW: AUPCAV - for when you return

Fri Mar 15 12:21:32 EDT 2024

FYI: Email I sent to Tony about the AUPCAV project. The WCD Register as presented does not fit our current (nor future) procedures.
As far as I know, The Project Coordinator, has not confirmed any of this information with work center/group leads. The only Operations person has been Anne McEwen.

From: Valerie Bookwalter <bookwalt at jlab.org>
Sent: Friday, March 15, 2024 12:20 PM
To: Tony Reilly <areilly at jlab.org>
Cc: Valerie Bookwalter <bookwalt at jlab.org>
Subject: AUPCAV - for when you return

For when you return:

SRF-10-PR-001 Production Procedure

5.1.1 Work Centers

Production is organized by Work Centers, as described in the table below. Each Work Center

Lead performs the tasks according to approved Travelers, assigning only workers qualified per

the SRF Operations Competency Process.

5.1.2 Work Stations

Work Centers have stations where specific work tasks are performed. In general, each work

station is a physical location where throughput is monitored by each Work Center Lead

5.4.3 Project Specific Meetings

For MLP, CEBAF, or WFO projects, there may be routine meetings organized by the project that

include discussion and review of project schedule, conformity of production in progress,

changes to information or characteristics required to produce the product, customer feedback

related to progress, and product delivery. The status of work control documents may be

reviewed, including travelers, and associated procedures, NCRs, D3s. Attendance usually

includes SRF Ops Project Coordinator, SRF Operations Planning Coordinator and representatives

from applicable SRF work centers. Project-specific subject-matter experts (SMEs) may also

attend as needed/requested

5.2 Work Control Document Development

Work Control Documents are developed by subject matter experts within each Work Center to

contain all the customer requirements received from the Project Management Process. They

contain imbedded or linked documents such as procedures, drawings, specifications, to provide

detailed work instructions to perform work tasks. Work Control Documents provide instruction to

the inspector/technician when calibrated Measurement and Test Equipment is required to

perform a specific inspection or test. The author of the Work Control Documents is responsible

for submitting the document for review and approval as described in the Project Work Control

Documents Register.

The Pansophy Team performs the administrative task of routing the Work Control Documents for

review and approval, then ensures their functionality within the Pansophy System.

5.4 Production Execution

Approved Travelers and procedures are used to produce finished, qualified products. Work is

performed in Work Centers and Work Stations by production staff. Group Leads and Work Center

Leads ensure manpower and resources are available to perform the work according to the plan.

SRF-11-PR-001 Project Execution Procedure

5.4.2 Project Execution Plan
The SRF Ops Project Coordinator develops a Project Execution Plan using SRF-11-FM-001 Project
Execution Plan Template. Various WCLs, Group Leads or subject matter experts author or
provide input to each section. Sections may reference a separate document. When the
document is complete, the SRF Project Coordinator ensures approval signatures are obtained
and the document is stored and revised in accordance with the Document Management Process.

5.4.4 Production Requirements
The SRF Ops Project Coordinator works with WCLs and Group Leads or other subject matter
experts to identify the Work Control Documents (e.g. travelers and procedures) needed for the
project and the appropriate authors, reviewers, and approvers. This information is contained in
the Project Work Control Document Register.

The SRF Ops Project Coordinator ensures customer requirements are provided to WCLs, Group
Leads, and SRF OPs or other subject matter experts. The SRF Ops Project Coordinator works
with the WCLs, Group Leads, and other subject matter experts to identify critical-to-quality
measurements in accordance with the Calibration process.

5.4.4.1 Travelers
A Traveler is a document used to define and control a production process. It collects and
stores data from the prescribed process within the Pansophy system. Rules for Travelers are
documented in the Document Management process and training on writing Travelers is
available in Pansophy. Travelers allow for the identification and tracking of non-conformances
on production products as documented in the Nonconforming Product process.

5.4.4.2 Procedures
Procedures used for Projects provide details on production processes and are typically
referenced in Travelers. Rules for Procedures are documented in the Document Management
process.

5.4.4.3 Work Control Document (WCD) Register
The WCD Register lists all Travelers and Procedures needed for a Project in accordance with
the procedure SRF-11-PR-002 and the WCD Register Template SRF-11-FM-005. It is created by
the SRF Ops Project Coordinator at the initiation of the Project, with input from WCLs, Group
Leads, and other SRF Ops subject matter experts. The SRF Ops Project Coordinator is
responsible for maintaining and revising the Project's WCD Register as required in SRF-11-PR-
002.

SRF-11-PR-002 Work Control Document Register Procedure

4 Roles and Responsibilities
Role
Responsibility
Project Execution Process Owner
Maintains the WCD Register template.
Reviews and approves all Project WCD Registers initial version and major revisions.
SRF Ops Project Coordinator
Writes and maintains the WCD Register.
Obtains input from WCL, Group Leads, SMEs, Project Manager, etc. as needed to complete the WCD Register.
Obtains approvals for the WCD Register.
Work Center Leads
Provide input to the Project Coordinator on WCDs required by their work center for the Project.
Group Leads
Provide input to the Project Coordinator on WCDs required by their work center(s) for the Project.
Review and approve the WCD Register initial version, major revisions, and minor revisions that impact their work centers.
Project Representative
Review and approve initial version and major revisions to the WCD Register.
SRF Department Head
Review and approve initial version and major revisions to the WCD Register.
SRF Ops Software Systems Group
Routes Project WCD Registers for approval as needed.

5.1.3 WCD Tab

Column
Description / Details
Document Title
A short phrase to describe the component and/or work to be performed
Document Type
Traveler or Procedure
Document ID
Determined in accordance with the Document Management processes and input from the Software Systems Group
Author / Owner, Reviewer 1, Reviewer 2, and SRF Ops Project Representative
Determined in accordance with the SRF-11-PR-001 Project Execution process

NCR Informative
Traveler only; Individuals that are provided emails on NCRs (Non-Conformance Reports) for awareness only
NCR Dispositioner
Traveler Only; SRF Ops individuals that are SMEs on the component and/or work center, and are able to provide a disposition for non-conformances during work execution
D3 Emails
Traveler Only; Individuals that are provided emails on any Deviation, Detour, or Discrepancy encounter during work execution
Estimated Need Date
The estimated date that the WCD will first be needed to support work execution
Notes
Additional notes may be provided for WCD

Documents listed on the WCD tab should be separated into sections by work center and/or component type based on the type and complexity of work being performed by the Project.
The WCD Register template provides example Section headers for Work Centers and Components, which may be changed, deleted, or added as needed to organize the WCDs for the Project's scope of work. An "Obsolete" section should be provided at the bottom of the list for WCDs that were issued but are no longer needed for a Project.

Valerie Bookwalter
Jefferson Lab, SRF Department
Pansophy Team
1-757-269-5802 (OFFICE - currently working offsite)

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20240315/1299c9e9/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: Pansophy Upgrade Proposals.pptx
Type: application/vnd.openxmlformats-officedocument.presentationml.presentation
Size: 624930 bytes
Desc: Pansophy Upgrade Proposals.pptx
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20240315/1299c9e9/attachment-0001.pptx>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: AUPCAV-RG-003-R1 Work Control Document.xlsx
Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
Size: 43989 bytes
Desc: AUPCAV-RG-003-R1 Work Control Document.xlsx
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20240315/1299c9e9/attachment-0001.xlsx>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: AUPCAV0.JPG
Type: image/jpeg
Size: 81050 bytes
Desc: AUPCAV0.JPG
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20240315/1299c9e9/attachment-0002.jpe>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: AUPCAV1.JPG
Type: image/jpeg
Size: 91572 bytes
Desc: AUPCAV1.JPG
URL: <https://mailman.jlab.org/pipermail/pansophy/attachments/20240315/1299c9e9/attachment-0003.jpe>