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<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Naeem,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">I have updated the shipping form to include the additional fields you requested for Other.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Please test and let me know what else needs to be done.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Thank You.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Valerie Bookwalter<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Jefferson Lab, SRF Department<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">Pansophy Team<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D">1-757-269-5802 (OFFICE – currently working offsite)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Valerie Bookwalter <bookwalt@jlab.org> <br>
<b>Sent:</b> Thursday, June 9, 2022 8:50 AM<br>
<b>To:</b> Naeem Huque <huque@jlab.org><br>
<b>Cc:</b> E. Anne McEwen <mcewen@jlab.org>; Tony Reilly <areilly@jlab.org>; pansophy <pansophy@jlab.org>; Jacob Harris <jharris@jlab.org>; SRFINV@JLAB.ORG<br>
<b>Subject:</b> Re: Second Rev of Shipping Form ready for testing<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thank You Naeem for explaining this to me. I will do what I can in a timely fashion and get back to you soon.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Some of the initial changes requested are in the current version in Pansophy. Please take a quick look and let me know what additional things are needed. Still working on the "other" scenarios.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Valerie<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>><br>
<b>Sent:</b> Thursday, June 9, 2022 8:24 AM<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>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>>;
<a href="mailto:SRFINV@JLAB.ORG">SRFINV@JLAB.ORG</a> <<a href="mailto:SRFINV@JLAB.ORG">SRFINV@JLAB.ORG</a>><br>
<b>Subject:</b> Re: Second Rev of Shipping Form ready for testing</span> <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Hi Valerie,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Replies to your questions are below<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thanks,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Naeem<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:#ED5C57">Would you please give me an example(s) of when we don’t have a serial number or acronym on a component being shipped?</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">There are many components that aren't entered into the inventory system and hence don't have acronyms or serial numbers. Having a write-in option is required. Some examples off the top of my head:</span><o:p></o:p></p>
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<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1">
<span style="font-size:12.0pt">Raw material (especially Nb)</span><o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1">
<span style="font-size:12.0pt">Tooling</span><o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1">
<span style="font-size:12.0pt">Weld samples (for testing etc.)</span><o:p></o:p></li></ul>
<p class="xxmsonormal"><o:p> </o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:#ED5C57">Also, when would “OTHER” be used for a project?</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">We have equipment that no longer really has a project assignment because it is too old and people have forgotten (my evidence for this is anecdotal). Any projects that aren't tracked in Pansophy also wouldn't
show up on this list, nor would anything being done for a project outside SRF Ops. These are rare cases, but having the option is simple enough to warrant an addition. The list also doesn't currently show closed projects. Again, the write-in option gives us
flexibility to account for these situations that will invariably arise. </span><o:p></o:p></p>
<p class="xxmsonormal"><o:p> </o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:#ED5C57">I don’t mean to push back so much, but my understanding was this was supposed to be a simple form for internal use and not a replication of the JLAB Shipping forms.</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">It is true that this isn't meant to replicate a shipping form, but it also needs to address the issues that warranted its existence. One of these is the fact that the JLab shipping form does not do a good
job identifying serial numbers (apart from tagged items). Hence my pedanticism on ensuring that the serial number list is as clear as possible. The other major factor is the shipping preparations, which I think has been addressed well here.</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:#ED5C57">I understand that this is to handle shipping across projects, but is there a need for all the changes and specialized coding without first testing the system and seeing what is needed?</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">I would prefer to put this online in a state that I consider as ready as possible, but if there are segments that will delay release because of the amount of work required, then I would be open to considering
it. Which of the requested modifications would be particularly onerous?</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:#ED5C57">Also, You and Jacob keep requesting that the Project and Org codes be removed, but this information was requested by the inventory group who handles most of the shipping.
<b><u>Please speak to Phil</u></b>, Mike Dickey and Calvin about their needs. What information do they need to properly ship the components and keep PRIMeS in sync.</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">I'll get in touch with them to see the purpose of the codes</span><o:p></o:p></p>
<p class="xxmsonormal"><o:p> </o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt">Thank You for helping me in completing this request and let me know if you would like to meet and discuss.</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Valerie Bookwalter</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Jefferson Lab, SRF Department</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Pansophy Team</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D">1-757-269-5802 (OFFICE – currently working offsite)</span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
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<p class="xxmsonormal"><b>From:</b> Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, June 7, 2022 1:37 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>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Subject:</b> Re: Second Rev of Shipping Form ready for testing<o:p></o:p></p>
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<p class="xxmsonormal"> <o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Hi Valerie,</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">It looks good, I have the following mods:</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Section 2:</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">There needs to be
<span style="background:yellow;mso-highlight:yellow">an option for shipping items that do not have a serial number or an acronym</span>. Something like the OTHER comment section from Section 1 would work, but I would prefer it to be a tabulated entry instead
of just linear text (similar to the actual Shipping Authorization Form). It currently has no way to list items if the project is set to OTHER. This section also needs some instructions regarding how to get items on to the list e.g. "highlight serial numbers
and press Update to add to list".</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Section 4:</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Remove Project and Org codes</span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Thanks,</span><o:p></o:p></p>
</div>
<div>
<p class="xxmsonormal"><span style="font-size:12.0pt;color:black">Naeem</span><o:p></o:p></p>
</div>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="x_x_divRplyFwdMsg">
<p class="xxmsonormal"><b><span style="color:black">From:</span></b><span style="color:black"> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>><br>
<b>Sent:</b> Tuesday, June 7, 2022 11:16 AM<br>
<b>To:</b> Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Subject:</b> RE: Second Rev of Shipping Form ready for testing</span> <o:p></o:p></p>
<div>
<p class="xxmsonormal"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Naeem,</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">New revision has been released for testing.</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Valerie</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxmsonormal"><b>From:</b> Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>>
<br>
<b>Sent:</b> Friday, June 3, 2022 4:08 PM<br>
<b>To:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>>; Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>>; pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Katherine Wilson <<a href="mailto:kwilson@jlab.org">kwilson@jlab.org</a>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>><br>
<b>Subject:</b> RE: First Rev of Shipping Form ready for testing<o:p></o:p></p>
</div>
</div>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Looks good. Here a few comments/suggestions for Naeem and/or Valerie.<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Shipping Form Pull Down<span style="color:#1F497D"> </span>
<span style="color:red">(This is for testing purposes only) </span><o:p></o:p></p>
<p class="xxxmsonormal">The format of the text is difficult to follow. Is there a way to reduce the text to be form number and maybe the project and then “OP” or “CL”? Or perhaps a separate page with a summary table and links to individual forms (similar to
NCR OP/CL report)?<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Project Pull Down<span style="color:#1F497D"> (</span><span style="color:red">Done</span><span style="color:#1F497D">)</span><o:p></o:p></p>
<p class="xxxmsonormal">Can this be shortened to active/open projects?<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Section 2.<span style="color:#1F497D"> (</span><span style="color:red">Done</span><span style="color:#1F497D">)</span><o:p></o:p></p>
<p class="xxxmsonormal">It’s hard to tell which component SNs have been selected. Is there a way to list the selected ones in a separate line or box (similar to how usernames work in Section 4)?<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Section 4.<span style="color:#1F497D"> (</span><span style="color:red">No</span><span style="color:#1F497D">)</span><o:p></o:p></p>
<p class="xxxmsonormal">Can the table of usernames also include a first or first/last name? I don’t know usernames without some lookup in Outlook or Insight.<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Last Buttons<span style="color:#1F497D"> (</span><span style="color:red">Change to SUBMIT_TO_EMAIL</span><span style="color:#1F497D">)</span><o:p></o:p></p>
<p class="xxxmsonormal">Does “Submit to Inventory” mean the email notifications are sent? If so, it may not always be Inventory who are the first persons who do something, e.g. Cleanroom techs or others may do the preparation work before inventory techs do
something. Maybe just “Submit Form” is sufficient?<o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal">Jacob <o:p></o:p></p>
<p class="xxxmsonormal"> <o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxmsonormal"><b>From:</b> Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>>
<br>
<b>Sent:</b> Friday, June 3, 2022 9:37 AM<br>
<b>To:</b> Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>>; pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Katherine Wilson <<a href="mailto:kwilson@jlab.org">kwilson@jlab.org</a>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Subject:</b> RE: First Rev of Shipping Form ready for testing<o:p></o:p></p>
</div>
</div>
<p class="xxxmsonormal"> <o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Naeem,</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">I have released a new “draft” version of the Shipping Form.</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Have you had a chance to review?</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">FACILITIES MENU -> SHIPPING FORM</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D">Valerie</span><o:p></o:p></p>
<p class="xxxmsonormal"><span style="font-size:14.0pt;color:#1F497D"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxmsonormal"><b>From:</b> Naeem Huque <<a href="mailto:huque@jlab.org">huque@jlab.org</a>>
<br>
<b>Sent:</b> Tuesday, May 24, 2022 5:24 PM<br>
<b>To:</b> pansophy <<a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a>><br>
<b>Cc:</b> E. Anne McEwen <<a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a>>; Valerie Bookwalter <<a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a>>; Katherine Wilson <<a href="mailto:kwilson@jlab.org">kwilson@jlab.org</a>>; Tony Reilly <<a href="mailto:areilly@jlab.org">areilly@jlab.org</a>>;
Mike Dickey <<a href="mailto:mdickey@jlab.org">mdickey@jlab.org</a>>; Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>><br>
<b>Subject:</b> Re: First Rev of Shipping Form ready for testing<o:p></o:p></p>
</div>
</div>
<p class="xxxmsonormal"> <o:p></o:p></p>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">Hello,</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">Have these changes been implemented? If not, is there a timeline for it?</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">Thanks,</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">Naeem</span><o:p></o:p></p>
</div>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="x_x_x_divRplyFwdMsg">
<p class="xxxmsonormal"><b><span style="color:black">From:</span></b><span style="color:black"> Naeem Huque <</span><a href="mailto:huque@jlab.org">huque@jlab.org</a><span style="color:black">><br>
<b>Sent:</b> Monday, April 25, 2022 3:28 PM<br>
<b>To:</b> Jacob Harris <</span><a href="mailto:jharris@jlab.org">jharris@jlab.org</a><span style="color:black">>; Mike Dickey <</span><a href="mailto:mdickey@jlab.org">mdickey@jlab.org</a><span style="color:black">>; Valerie Bookwalter <</span><a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a><span style="color:black">><br>
<b>Cc:</b> E. Anne McEwen <</span><a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a><span style="color:black">>; SRF Pansophy (</span><a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a><span style="color:black">) <</span><a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a><span style="color:black">>;
Katherine Wilson <</span><a href="mailto:kwilson@jlab.org">kwilson@jlab.org</a><span style="color:black">><br>
<b>Subject:</b> Re: First Rev of Shipping Form ready for testing</span> <o:p></o:p></p>
<div>
<p class="xxxmsonormal"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">Hello All,</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black">I agree with Jacob's recommendations with the following changes/additions:</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<ul style="margin-top:0in" type="disc">
<li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">"Project (other)" should come after the "Shipping Project" dropdown</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Shipping Project dropdown needs an "Other" option.</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Remove "Shipping Component"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Remove "Component SN"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">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?</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Add comment box for "Item Preparation Instructions"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Add comment box for "Shipping/packaging Instructions"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Add comment box for "Other Instructions"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Add comment box for "Recipient name and phone number"</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Remove Proj Code</span><o:p></o:p></li><li class="xxxmsonormal" style="color:black;margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Remove Org Code</span><o:p></o:p></li></ul>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black">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.
</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black">When can we expect this to go online?</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black">Thanks,</span><o:p></o:p></p>
</div>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:12.0pt;color:black">Naeem</span><o:p></o:p></p>
</div>
</div>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="x_x_x_x_divRplyFwdMsg">
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><b><span style="color:black">From:</span></b><span style="color:black"> Jacob Harris <</span><a href="mailto:jharris@jlab.org">jharris@jlab.org</a><span style="color:black">><br>
<b>Sent:</b> Monday, April 25, 2022 2:35 PM<br>
<b>To:</b> Mike Dickey <</span><a href="mailto:mdickey@jlab.org">mdickey@jlab.org</a><span style="color:black">>; Valerie Bookwalter <</span><a href="mailto:bookwalt@jlab.org">bookwalt@jlab.org</a><span style="color:black">>; Naeem Huque <</span><a href="mailto:huque@jlab.org">huque@jlab.org</a><span style="color:black">><br>
<b>Cc:</b> E. Anne McEwen <</span><a href="mailto:mcewen@jlab.org">mcewen@jlab.org</a><span style="color:black">>; SRF Pansophy (</span><a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a><span style="color:black">) <</span><a href="mailto:pansophy@jlab.org">pansophy@jlab.org</a><span style="color:black">><br>
<b>Subject:</b> RE: First Rev of Shipping Form ready for testing</span> <o:p></o:p></p>
<div>
<p class="xxxmsonormal" style="margin:0in;margin-bottom:.0001pt"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xxxxxmsonormal">All,<o:p></o:p></p>
<p class="xxxxxmsonormal">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.<o:p></o:p></p>
<p class="xxxxxmsonormal"> <o:p></o:p></p>
<p class="xxxxxmsonormal">Jacob<o:p></o:p></p>
<p class="xxxxxmsonormal"> <o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxxxmsonormal"><b>From:</b> Mike Dickey <<a href="mailto:mdickey@jlab.org">mdickey@jlab.org</a>>
<br>
<b>Sent:</b> Monday, April 11, 2022 7:15 AM<br>
<b>To:</b> Jacob Harris <<a href="mailto:jharris@jlab.org">jharris@jlab.org</a>>; 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: First Rev of Shipping Form ready for testing<o:p></o:p></p>
</div>
</div>
<p class="xxxxxmsonormal"> <o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D">All,</span><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D">I am replying to items 10 & 11 below.</span><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxxxmsonormal"><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><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D"> </span><o:p></o:p></p>
<p class="xxxxxmsonormal"><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><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D"> </span><o:p></o:p></p>
<div>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:black">Mike Dickey</span><o:p></o:p></p>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:black">SRF Inventory Technician</span><o:p></o:p></p>
<p class="xxxxxmsonormal"><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><o:p></o:p></p>
</div>
<p class="xxxxxmsonormal"><span style="font-size:12.0pt;font-family:Consolas;color:#1F497D"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxxxmsonormal"><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<o:p></o:p></p>
</div>
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<p class="xxxxxmsonormal"> <o:p></o:p></p>
<p class="xxxxxmsonormal">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…. <o:p></o:p></p>
<p class="xxxxxmsonormal"> <o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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”?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<b><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#000066;background:white">Attach Files:
</span></b>Multiple files?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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.<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
<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?<o:p></o:p></li><li class="xxxxxmsonormal" style="margin-top:0in;margin-bottom:0in;margin-bottom:.0001pt;mso-list:l1 level1 lfo3">
Close Form, Close Date, Close Person?<o:p></o:p></li></ol>
<p class="xxxxxmsolistparagraph" style="margin-left:.5in"> <o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt">Jacob<o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"> <o:p></o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><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<o:p></o:p></p>
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<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"> <o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">The first revision of the Shipping Form has been put into production for testing.</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Under FACILITIES -> SHIPPING FORM</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Please let me know if you receive errors or other changes need to be made.</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Thank You</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><img border="0" width="1098" height="571" style="width:11.4375in;height:5.9479in" id="x_x_x_x_x_Picture_x0020_1" src="cid:image001.jpg@01D87C1C.5A0A69B0" alt="cid:image001.jpg@01D87992.BEAD3C80"><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Valerie Bookwalter</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Jefferson Lab, SRF Department</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">Pansophy Team</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:14.0pt">1-757-269-5802 (OFFICE – currently working offsite)</span><o:p></o:p></p>
<p class="xxxxxmsonormal" style="margin:0in;margin-bottom:.0001pt"> <o:p></o:p></p>
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