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Minor suggestion, in the italic text under other instructions, you might add that if there is no SA form & Mike needs to create one, the requester can add the project & org in the comments there. In which case the recipient box also needs an address. If there
is already a SA form, not sure recipient info is needed.</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> Naeem Huque <huque@jlab.org><br>
<b>Sent:</b> Monday, April 25, 2022 3:28 PM<br>
<b>To:</b> Jacob Harris <jharris@jlab.org>; Mike Dickey <mdickey@jlab.org>; Valerie Bookwalter <bookwalt@jlab.org><br>
<b>Cc:</b> E. Anne McEwen <mcewen@jlab.org>; SRF Pansophy (pansophy@jlab.org) <pansophy@jlab.org>; Katherine Wilson <kwilson@jlab.org><br>
<b>Subject:</b> Re: First Rev of Shipping Form ready for testing</font>
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Hello All,</div>
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I agree with Jacob's recommendations with the following changes/additions:</div>
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<ul>
<li>"Project (other)" should come after the "Shipping Project" dropdown</li><li>Shipping Project dropdown needs an "Other" option.<br>
</li><li>Remove "Shipping Component"</li><li>Remove "Component SN"</li><li>Add table with column headers as shown in the attached document (Section 2). There should not be a limit to the number of rows, but can be 10 if a limit is required. Perhaps an "Add Line" button?</li><li>Add comment box for "Item Preparation Instructions"</li><li>Add comment box for "Shipping/packaging Instructions"</li><li>Add comment box for "Other Instructions"</li><li>Add comment box for "Recipient name and phone number"</li><li>Remove Proj Code</li><li>Remove Org Code</li></ul>
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<div>The word document attached has instructions in italics for all of the steps. These instructions should show up in the relevant area on the form.
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<div>When can we expect this to go online?<br>
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<div>Thanks,</div>
<div>Naeem<br>
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<div id="x_divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> Jacob Harris <jharris@jlab.org><br>
<b>Sent:</b> Monday, April 25, 2022 2:35 PM<br>
<b>To:</b> Mike Dickey <mdickey@jlab.org>; Valerie Bookwalter <bookwalt@jlab.org>; Naeem Huque <huque@jlab.org><br>
<b>Cc:</b> E. Anne McEwen <mcewen@jlab.org>; SRF Pansophy (pansophy@jlab.org) <pansophy@jlab.org><br>
<b>Subject:</b> RE: First Rev of Shipping Form ready for testing</font>
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<p class="x_x_MsoNormal">All,</p>
<p class="x_x_MsoNormal">I am adding Naeem to the email chain for follow-up. As the assignee of CAPA-009, he is responsible for ensuring the actions are completed so that the CAPA can be closed. Also, I have attached the latest requirements document from Feb
11<sup>th</sup> for his reference.</p>
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<p class="x_x_MsoNormal">Jacob</p>
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<p class="x_x_MsoNormal"><b>From:</b> Mike Dickey <mdickey@jlab.org> <br>
<b>Sent:</b> Monday, April 11, 2022 7:15 AM<br>
<b>To:</b> Jacob Harris <jharris@jlab.org>; Valerie Bookwalter <bookwalt@jlab.org><br>
<b>Cc:</b> E. Anne McEwen <mcewen@jlab.org>; SRF Pansophy (pansophy@jlab.org) <pansophy@jlab.org><br>
<b>Subject:</b> RE: First Rev of Shipping Form ready for testing</p>
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<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">All,</span></p>
<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D"> </span></p>
<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">I am replying to items 10 & 11 below.</span></p>
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<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">10. I expect that “Project (other):” refers to the Pansophy project that the part is associated with. The “Proj Code:” is the finance project (part of the
</span><b><span style="font-size:12.0pt; font-family:Consolas; color:black">P</span></b><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">OA), which almost never matches the Pansophy project.</span></p>
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<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">11. The “Org Code:” is likewise from the P</span><b><span style="font-size:12.0pt; font-family:Consolas; color:black">O</span></b><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D">A,
and will vary based on the type of project, SRFOPS, SRFR&D, MLP, etc.</span></p>
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<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:black">Mike Dickey</span></p>
<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:black">SRF Inventory Technician</span></p>
<p class="x_x_MsoNormal"><span style="font-size:12.0pt; font-family:Consolas; color:black">Jefferson Lab<br>
12000 Jefferson Ave<br>
Newport News, VA 23606<br>
(757) 269-7755</span><span style="font-size:12.0pt; font-family:Consolas; color:#1F497D"></span></p>
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<p class="x_x_MsoNormal"><b>From:</b> Pansophy <<a href="mailto:pansophy-bounces@mailman.jlab.org">pansophy-bounces@mailman.jlab.org</a>>
<b>On Behalf Of </b>Jacob Harris<br>
<b>Sent:</b> Friday, April 8, 2022 4:11 PM<br>
<b>To:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; SRF Pansophy (<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>) <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Subject:</b> Re: [Pansophy] First Rev of Shipping Form ready for testing</p>
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<p class="x_x_MsoNormal">The Pansophy form looks quite a bit different than the word file (attached). When I use my email address in EMAIL ADDRESSES:, then select “Update”, I get the error screen. When I select “Submit” only some changes are saved. A few quick
comments…. </p>
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<li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Shipping Forms:
</span></b>Will you have an OP/CL indicator? I think a table, similar to NCR OP/CL with links to the form, will be easier to navigate than this pulldown.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Shipping Form Date:
</span></b>I don’t know why this is selectable. Maybe just the date stamp of the first “submit”?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Shipping Requestor:
</span></b>I am not in the list. I don’t know why this is selectable. Maybe just pull the username from login?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">ShippingProject:
</span></b>Need space between words. Can the pulldown list be shortened to active projects? There is no “other” option.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Component SN: </span></b>This is not a table of multiple rows unknown quantity, including Part/Drawing No. and Item Serial
No. How to ship multiple items?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Attach Files:
</span></b>Multiple files?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">JLab Shipping Authorization Number:
</span></b>Make the box the same width as other text boxes to see a pasted URL.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">JLab Return to Vendor Form Number:
</span></b>Make the box the same width as other text boxes to see a pasted URL.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">SRF NCR Seq Number:
</span></b>Make the box the same width as other text boxes to see a pasted URL.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Proj Code:
</span></b>I think this was requested by Mike. Will it ever be different than Shipping Project?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Org Code:
</span></b>I think this was requested by Mike. Will it ever be different than SRFOPS?</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">Additional Notes
</span></b>Need colon to match others. Is this text box intended to cover Item Preparation Instructions, Shipping/packaging Instructions, and Other Instructions? Separate boxes are preferred, as they are likely directed at different people/workcenters.</li><li class="x_x_MsoNormal" style=""><b><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:#000066; background:white">EMAIL ADDRESSES:
</span></b>Make lower case to match others. How to list multiple email addresses?</li><li class="x_x_MsoNormal" style="">Close Form, Close Date, Close Person?</li></ol>
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<p class="x_x_MsoNormal">Jacob</p>
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<p class="x_x_MsoNormal"><b>From:</b> Valerie Bookwalter <br>
<b>Sent:</b> Friday, April 8, 2022 2:45 PM<br>
<b>To:</b> Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; SRF Pansophy (<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>) <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Subject:</b> First Rev of Shipping Form ready for testing</p>
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<p class="x_x_MsoNormal"><span style="font-size:14.0pt">The first revision of the Shipping Form has been put into production for testing.</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Under FACILITIES -> SHIPPING FORM</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Please let me know if you receive errors or other changes need to be made.</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Thank You</span></p>
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<p class="x_x_MsoNormal"><img border="0" width="1098" height="571" id="x_x_Picture_x0020_1" style="width:11.4416in; height:5.95in" data-outlook-trace="F:2|T:2" src="cid:image001.jpg@01D858B1.699B49F0"><span style="font-size:14.0pt"></span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Valerie Bookwalter</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Jefferson Lab, SRF Department</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">Pansophy Team</span></p>
<p class="x_x_MsoNormal"><span style="font-size:14.0pt">1-757-269-5802 (OFFICE – currently working offsite)</span></p>
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