Quality Manager - live preview

Good morning, Sara

8 inspections due, 11 non-conformances open and 2 corrective actions are overdue for verification.

Inspections due82 are first-off

Open non-conformances113 over 30 days

Corrective actions overdue2awaiting verification

First-pass yield96.4%target 97%

Needs attention

3 open

CA-2208 overdue for effectiveness checkClosed 62 days ago, verification never doneAudit risk

NCR-4412 - dimensional, 40 units quarantinedThird occurrence on the same characteristicRecurring

Ardent Supplies - 3 rejections this monthScorecard fell below the approved thresholdSupplier

Inspections

First-off, in-process and final, against the sampling plan for that part.

Due and recent

Inspection	Part	Type	Due	Sample	Result
INS-9412	Frame assembly, black	First-off	Today	1 of 1	Due
INS-9409	Bracket, type 4	In-process	Today	8 of 800	Due
INS-9402	Clamp, 18mm	Final	Today	20 of 2,000	Pass
INS-9396	Frame assembly, black	In-process	31 Aug	8 of 120	Fail
INS-9388	Frame assembly, grey	Final	31 Aug	20 of 200	Pass
INS-9371	Clamp, 9mm	Goods in	30 Aug	13 of 1,500	Pass

Sample size comes from the sampling plan for that part and inspection level, not from judgement.

Non-conformances

What was wrong, how much is affected, and where it went.

Open non-conformances

Reference	Part	Characteristic	Affected	Disposition	Age	Status
NCR-4412	Frame assembly, black	Bore diameter	40	Quarantine	1 day	Open
NCR-4408	Bracket, type 4	Surface finish	120	Rework	4 days	In rework
NCR-4402	Clamp, 18mm	Thread pitch	18	Scrap	9 days	Closed
NCR-4396	Frame assembly, grey	Paint coverage	24	Concession	16 days	Closed
NCR-4388	Goods in - Ardent	Wrong material grade	500	Return	31 days	Open

A concession requires customer agreement, recorded, before it can be used.

Corrective actions

Root cause, action, and the effectiveness check that most systems quietly skip.

Open actions62 overdue

Awaiting verification2both overdue

Effective on first check82%trailing 12 months

Corrective actions

Reference	From	Root cause	Owner	Verify by	Status
CA-2208	NCR-4302	Tool wear not monitored	Marta Kowalski	01 Jul 2026	Verification overdue
CA-2214	NCR-4388	Supplier sent wrong grade	Claire Dubois	20 Sep 2026	Action in progress
CA-2211	NCR-4412	Fixture drift on CNC 2	Marta Kowalski	30 Sep 2026	Action in progress
CA-2202	NCR-4288	Operator instruction unclear	Tom Ellery	12 Aug 2026	Verified effective
CA-2196	Audit finding	Calibration overdue on gauge 4	Sara Duarte	01 Aug 2026	Verified effective

An action is not closed when the fix is applied - it is closed when the fix is proven to have worked.

Supplier quality

Rejection rate and response, scored per supplier, used at renegotiation.

Supplier scorecard

Supplier	Receipts	Rejections	Reject rate	Avg response	Score	Status
Ardent Supplies	42	3	7.1%	6 days	3.1	Below threshold
Brayford Tools	68	1	1.5%	2 days	4.6	Approved
Kestrel Freight	96	0	0.0%	-	4.8	Approved
Halcyon IT	14	0	0.0%	-	4.5	Approved
Northgate Facilities	22	2	9.1%	11 days	2.9	On notice

A supplier below threshold for two consecutive quarters triggers a formal review.

Trends

Which defects recur, and whether corrective actions actually moved the number.

First-pass yield96.4%

Target 97% - below for two months

Right first time, supplier94.2%

Dragged down by one supplier

Actions verified effective82%

Trailing 12 months

Recurring characteristics, 90 days

Characteristic	Part	Occurrences	Units affected	Action	Trend
Bore diameter	Frame assembly, black	3	104	CA-2211 open	Recurring
Surface finish	Bracket, type 4	2	240	Monitoring	Watch
Material grade	Goods in - Ardent	2	800	CA-2214 open	Recurring
Thread pitch	Clamp, 18mm	1	18	Closed	Isolated

Three occurrences of the same characteristic is treated as systemic, not bad luck.

Standards and sampling

Which standard applies, and how much you inspect to satisfy it.

Sampling plans

Part family	Inspection level	Lot size	Sample	Accept	Standard	Status
Frame assemblies	Normal II	Up to 150	8	0	Customer spec	Active
Brackets	Normal II	151 to 1,200	20	1	ISO 9001	Active
Clamps	Reduced	1,201 to 3,200	20	1	ISO 9001	Active
Goods in, approved supplier	Reduced	Any	13	0	Internal	Active
Goods in, supplier on notice	Tightened	Any	32	0	Internal	Active

A supplier on notice moves to tightened inspection automatically.

Why verification is separate from closure

The most common audit finding in any quality system is a corrective action closed without evidence it worked. Separating the fix from the proof is the single control that prevents it.

An action cannot be closed by the person who performed it
Closure requires an effectiveness check with a date
Overdue verifications escalate and are reported as audit risk
Three occurrences of a characteristic is treated as systemic
Concessions require recorded customer agreement
Retained for the life of the product plus the contractual period

Audit log

Every disposition, closure and standard change. Retained for the contractual period.

Events

When	Actor	Action	Target	Source
01 Sep 08:40	System	Flagged verification overdue, day 62	CA-2208	scheduler
01 Sep 08:05	Sara Duarte	Raised non-conformance, 40 units quarantined	NCR-4412	web
31 Aug 15:10	System	Moved supplier to tightened inspection	Ardent Supplies	scheduler
30 Aug 10:30	Claire Dubois	Verified action effective	CA-2202	web
28 Aug 09:00	Lena Brandt	Changed sampling to Normal II	Frame assemblies	web

NCR-1842, batch B-88214

One non-conformance, its evidence and its decision.

OpenProduct on holdNCR-1842 · batch B-88214 · 4,200 units · raised 4 September by Elsa Ryberg

Seal integrity below specification, batch B-88214

Eleven of forty sampled units failed the burst test. The same supplier lot appears in three earlier batches that passed sampling and shipped.

Units on hold4,200one batch

Sample failure rate27.5%limit is 1%

Value held$62,400at standard cost

Batches from the same lot43 already shipped

The finding

TestBurst pressure · 40 units sampled

SpecificationMinimum 2.4 bar

Result11 units between 1.8 and 2.3 barFail

RetestSecond sample of 40 · 9 failedConfirmed

Two independent samples agree. This is a lot problem rather than a sampling accident, and the retest is what makes that a statement rather than a guess.

Where else the lot went

B-882144,200 units · on holdHeld

B-881903,800 units · shipped 28 AugustOut there

B-881664,100 units · shipped 21 AugustOut there

B-881413,900 units · shipped 14 AugustOut there

Eleven thousand eight hundred units of the same supplier lot are with customers. They passed sampling at one per cent; this batch failed at twenty-seven.

Decision needed

Scrap the held batch$62,400 · certainOption

Recall the three shipped batchesCost unknown · 11,800 unitsOption

Test retained samples from the three2 days · answers the questionRecommended

Release on concessionNot available · safety characteristicBlocked

The third option costs two days and decides between the first two. It is on this screen because the pressure in the room is always to pick one of the first two now.

Raise a non-conformance

What failed, against what, and what it affects.

The non-conformance

SourceBatch or lotSeverity

What was observed

What happens automatically

The batch is heldNothing ships until this closesImmediate

Sibling batches are listedSame supplier lot or same shiftImmediate

Supplier is flaggedIf goods-in relatedImmediate

Corrective action is requiredFor critical and majorOn close

The sibling list is the one that matters. A non-conformance that only holds the batch in front of you is a filing exercise.

Concession

Can this be released on concessionYes, with customer agreementYes, internallyNo

A safety characteristic cannot be conceded and the field is locked when severity is critical. That lock is the reason the field exists rather than being a note in a procedure.

A critical non-conformance notifies the quality manager immediately, at any hour.

Final inspection, line 2

One inspection: what was checked and what it found.

FailedRetestedINS-9214 · 4 September 14:20 · Elsa Ryberg · batch B-88214

Characteristics

1 of 5 failed

Characteristic	Method	Specification	Result	Sampled	Verdict
Burst pressure	Pressure rig	Min 2.4 bar	1.8–2.6 bar	40	Fail
Seal width	Vision system	3.0 ± 0.3 mm	2.9–3.2 mm	40	Pass
Fill weight	Checkweigher	500 ± 5 g	498–503 g	200	Pass
Label placement	Visual	Within 2 mm	Within 1.4 mm	40	Pass
Date code legibility	Visual	Legible	Legible	40	Pass

One characteristic of five. Seal width passed, which rules out the sealing head and points at the material.

Equipment used

Pressure rig PR-04Calibrated 12 August · due 12 NovemberIn date

Vision system VS-02Calibrated 2 June · due 2 SeptemberOverdue 4 days

Checkweigher CW-01Calibrated 28 August · due 28 NovemberIn date

The vision system is four days out of calibration. It passed this batch, which is now a second question rather than a reassurance.

What follows

The batch is held and cannot ship
A non-conformance is raised automatically on a critical fail
The three sibling batches from the same lot are listed
The overdue calibration is raised separately, not buried in this record

CAPA-0412

One corrective action, what it changes and whether it worked.

OpenEffectiveness not yet checkedCAPA-0412 · from NCR-1842 · owner Marek Dvorak · due 30 September

Goods-in sampling on this material is one carton per delivery, set when the supplier had a two-year clean record. The record ended in June and the sampling did not change.

Actions

Raise goods-in sampling to 5 cartonsDue 12 SeptemberOpen

Burst-test at goods in, not only at finalDue 20 SeptemberOpen

Supplier corrective action requestedDue 30 SeptemberOpen

Review sampling on all suppliers after a defectDue 14 OctoberOpen

The first three fix this material. The fourth is the only one that fixes the next material, and it has the latest date on it.

Effectiveness check

MeasureGoods-in failure rate on this material

Before0 detected in 18 months, sampling 1 carton

TargetAny defective lot detected before production

Check date30 November · after 3 deliveriesScheduled

A corrective action without an effectiveness check is a promise. The date is set when the action is raised, not when it closes.

Calibration

What measures the product, and whether it can be trusted.

Instruments148across 4 lines

Overdue6oldest is 22 days

Used while overdue2results now in question

Due in 30 days19plan the downtime

Instruments

2 used while overdue

Instrument	Measures	Last calibrated	Due	Used since due	Status
VS-02 vision system	Seal width	2 Jun	2 Sep	412 batches	Overdue 4 d
TH-11 thermocouple	Seal temperature	18 Feb	18 Aug	88 batches	Overdue 22 d
PR-04 pressure rig	Burst pressure	12 Aug	12 Nov	-	In date
CW-01 checkweigher	Fill weight	28 Aug	28 Nov	-	In date
MI-07 micrometer	Wall thickness	4 Mar	4 Sep	0 batches	Overdue 2 d

The last column is the one that costs money. An overdue instrument nobody used is a scheduling problem; one used on 412 batches is 412 open questions.

Nothing here stops an operator using an overdue instrument, because stopping the line on a calibration date has its own risks. What it does is record every batch measured with it, so the question can be answered rather than assumed.

Reports: activity

Volume and throughput, by owner and by source.

Inspections this month1,84284 non-conformances

Opened this month84against 62 closed

Median age11 daystarget is 14 days

Owned by nobody6oldest is 4 days

By inspector

This quarter

Inspector	Open	Closed	Median days	Overdue
Elsa Ryberg	18	412	8	2
Marek Dvorak	22	386	11	4
Ana Ferreira	19	341	9	3
Petr Kovac	19	298	16	7
Unassigned	6	0	-	4

Median days is raised to closed. Six non-conformances have no owner and each of them is holding stock.

Volume over time

12 weeks

Inspections per week. Volume is stable; what moved is the proportion failing, and all of that movement is on one incoming material.

By source

This quarter

In-process842

Final512

Goods in284

Customer complaint118

Internal audit86

Reports: performance

Against target, with the gap named.

Against target1.4%of inspections found a non-conformance

Best inspectorGoods in0.2%, and that is the problem

WorstFinal inspection3.1% found here

Trend+0.4 ptson last quarter

Against target by source

100 is the target

Final inspection3.1%

In-process1.8%

Customer complaint0.9%

Goods in0.2%

Goods in finds almost nothing, which reads as a good supplier and is actually a sampling rate of one carton. Everything it misses is found later at more cost.

What moved

Rule-derived

Non-conformances up 0.4 pointsOne incoming material accounts for all of itDown

Two instruments used while out of calibration500 batches measured with themWatch

Median closure down 3 daysSince sibling batches are listed automaticallyUp

Threshold rules over the figures above, not a model. Each line names the number it came from so you can disagree with it.

Reports: exceptions

What breached, what is late and what nobody owns.

Breached6instruments overdue for calibration

At risk11800inside 48 hours

Unassigned6no owner at all

Reopened3closed then raised again

Exceptions

6 open

Reference	Problem	Units affected	Value	Status
NCR-1842	Seal failure, supplier lot	4,200 held	$62,400	Open
Lot 44821	3 batches shipped from the same lot	11,800 shipped	Unknown	Not yet tested
VS-02	Used 4 days past calibration	412 batches	Unknown	Open
TH-11	Used 22 days past calibration	88 batches	Unknown	Open
Goods-in sampling	1 carton per delivery since 2024	All incoming	-	CAPA raised

Three of five rows have an unknown value because nobody has tested the retained samples yet. Unknown is shown as unknown rather than as zero.

The last row is the cause of the first two. A sampling rate set when a supplier had a clean record was never revisited when the record ended, and the corrective action that generalises that lesson has the latest due date of the four.

People

Who has an account, and what they own.

People

26 accounts

Name	Role	Line	Last active	Status
Bea Lindqvist	Administrator	Quality	7 minutes ago	Active
Marek Dvorak	Quality manager	Quality	22 minutes ago	Active
Elsa Ryberg	Inspector	Line 2	1 hour ago	Active
Ana Ferreira	Inspector	Line 1	2 hours ago	Active
Petr Kovac	Inspector	Goods in	Yesterday	Active
Nora Bergstrom	Auditor	External	2 weeks ago	Active

Deactivating somebody prompts you to reassign what they own rather than doing it silently, because an unowned record is how a register rots.

Roles

What each role is scoped to and what it may approve.

Recent changes

Production given read access to open non-conformancesBea Lindqvist · 4 MayLogged

Auditor role created for the certification visitBea Lindqvist · 18 JanuaryLogged

Role changes sit in the same audit log as record changes, because both change what somebody can do.

Why custom roles exist

An inspector can hold a batch without asking anybody, at any hour
Only the quality manager can release a hold, and never on a critical characteristic
Production can see what is held and why, and can change neither
Nobody can edit an inspection result once recorded, only add a retest

Roles

5 roles

Role	Type	People	Scope	Can approve to	Status
Administrator	Built in	1	Everything	No limit	Active
Quality manager	Built in	2	All lines	Releases holds	Active
Inspector	Built in	12	Own line	Raises and holds	Active
Production	Custom	8	Read, own line	-	Active
Auditor	Custom	3	Read everything	-	Active

A role carries a scope and an approval ceiling. Both are enforced on the server; hiding a button is not access control.

Permissions

Every capability against every role, as enforced.

What each role can do

10 capabilities

Capability	Administrator	Quality manager	Inspector	Production	Auditor
Record an inspection	Yes	Yes	Yes	No	No
Raise a non-conformance	Yes	Yes	Yes	Yes	No
Hold a batch	Yes	Yes	Yes	No	No
Release a hold	Yes	Yes	No	No	No
Release on concession	Yes	Not critical	No	No	No
Close a non-conformance	Yes	Yes	No	No	No
Raise a corrective action	Yes	Yes	Yes	No	No
Change a specification	Yes	No	No	No	No
Edit a recorded result	No	No	No	No	No
Read everything	Yes	Yes	Own line	Own line	Yes

Enforced per query rather than by hiding controls. A scoped "yes" means the row exists but is limited, which is why some actions need a second person.

An inspector can stop production at three in the morning and cannot restart it. That asymmetry is the entire point of an inspection function, and it is one row here.

Notifications

What the system sends, to whom, and when.

What is sent

Critical non-conformance raisedQuality manager, immediately, any hourOn

Batch heldProduction and planningOn

Sibling batch already shippedQuality manager and commercialOn

Instrument due in 14 daysTo the calibration ownerOn

Corrective action effectiveness check dueTo the ownerOn

Every message names the record it is about, so a reply lands somewhere.

Quiet hours

No routine notifications20:00 to 07:00, local to the personOn

Urgent overridesA critical non-conformance, at any hourOn

Weekly digestMonday 08:00On

A notification that waits until morning is one that did not work, so the override is explicit rather than a setting nobody finds.

Notification rules are yours to set. What is here is a starting point drawn from how the queue actually behaves.

Integrations

Connected systems and their sync history.

Connected

3 connected

Production systemBatches, lots and what shipped whereConnected

Test equipmentResults without transcriptionConnected

Supplier recordsLot numbers and delivery datesConnected

Calibration houseCertificates and due datesNot connected

ComplaintsCustomer reports back to a batchNot connected

What breaks without them

Without production the sibling batch list cannot be built, and that list is the difference between one held batch and eleven thousand shipped units
Without test equipment results are typed in, and typed results have typing errors
Without calibration dates the overdue list is maintained by hand
Inspections still run; traceability is what degrades

Sync history

Last 24 hours

When	Source	Records	Result
Continuous	Production system	1,842 batches	Live
Continuous	Test equipment	8,412 results	Live
06:00 today	Supplier records	284 deliveries	Current
06:00 today	Production system	1,804 batches	Live

A sync that half-succeeded is listed as such rather than as a failure, because the records that did land still changed something.

Import and export

Bulk load and extract, with per-row validation.

Import

WhatIf a row already exists

Validated before anything is written. A file with one bad row imports the rest and tells you which line failed and why.

Export

WhatFormat

RangeEverythingThis yearFiltered view

Recent imports and exports

Last 30 days

When	What	Rows	Result	By
3 Sep 07:50	Import	148	Complete	Bea Lindqvist
1 Sep 18:00	Export	8,412	Complete	Nora Bergstrom
19 Aug 13:30	Import	284	Complete	Bea Lindqvist

Every import is kept with its source file, so a bad load can be traced rather than argued about.