ITI’s – Serialised Items

Introduction #

General #

This feature of ATMS allows the tracking, recall, re-calibration and frequency event inspection of gauges, fixtures, dies, inspection equipment or items in inventory that need periodic monitoring, i.e. paint and other shelf life items, assembly or die tool life.

It also allows the re­porting of inspection history.  The purpose of this ATMS option is to maintain control information regarding these ITI items.

The ITI feature can be used for any item that requires a discrete (serialised) identity or an item that must be inspected at various time or usage intervals i.e. gauges, fixtures and other items requiring inspection / checking (ITI’s).

Terminology #

ITI’s are Individually Traceable Items.

They are items that have a unique id number for each physical part, unlike standard items, where the one part number refers to the generic item (e.g. 8.0mm standard drills) and not an individual drill.

ITI’s may be gauges or instruments that require inspection or maintenance, but they may also be non-calibrated items, that you simply want to individually track, check / inspect, and monitor.

ITI Control Features #

Specific features are:

1) Inspection Reporting – The system will monitor the time or usage since the last inspection or from the first usage date, and compare the activity to established inspection periods.  When these time periods or usage points have been met, the system will report the items in need of inspection.

2) Serial Numbering – A suffix may be added to the primary item number in order to serialise each individual ITI tool of that type.  When withdrawing an ITI tool for use on the shop floor, either the primary number or the unique item number (with its serial number) can be entered.

The serialised number can be completely different to the primary number, if desired. The serial number must however be completely unique.

3) Location and Tracking – ITI tools are stored by their as­signed storage location and can be tracked by the machine, job, user and inspection areas.

4) Valid Issue – When an ITI tool is withdrawn by its primary number, the system will display the current inspection status of the available unique ITI items as they are selected. ATMS will allow the issue of any item selected based upon the storekeeper’s best case decision of the items displayed.

5) History Reporting – An inspection history is maintained on each ITI tool.  A report is available that contains the inspection records of each unique (serialised) ITI tool.

ITI Control Benefits #

  • The location of gauges, fixtures and inspection tools in inspection or on the shop floor are known at all times.

  • Timely inspections can be scheduled on a predetermined frequency.

  • Quality of inspection tools and gauges can be maintained.

  • Meets all known standards for the record keeping of gauge inspection history.

Introduction to ITI data management #

Managing ITI data #

This is performed from the ITI definition icon on the Inspection Management menu.

The general look and feel of the screens is similar to the rest of the ATMS application.

The tabs 1, 3, 4, 5 allow the user to assign generic data to the ITI’s.

The second tab, Unique Data, is where each physical item is identified, numbered, and has its own unique data managed, including inspection status and history, etc.

Base Data #

The base data tab is identical to the item base data tab, and families, short search codes, geometry values, etc are managed and assigned in the same way.

Viewing, adding and edits are performed in the same way.

The base data for the ITI, is similar to a ‘super group’, where this is the general classification or grouping for the individual or unique items. This makes controlling the individual items easier, as they are grouped together under these ‘super groups’.
 

Unique ITI data #

This tab is where all unique serialised data is stored and managed for each individual ITI.

Unique Base Data

#

It includes the following data,

  • the unique base data, serialisation id. ,

  • the ITI description (which can be unique for each serialised ITI),

  • the alternative id. (which can be unique for each serialised ITI),

  • the extended description (which can be unique for each serialised ITI),

  • the current status of the ITI, in stores, in inspection, etc,

  • the status comment (which when in use, is the last comment attributed to the ITI from the individual history records – from send to or return from calibration).

  • location, which is the Point Of Issue (POI) from which it is to be used,

  • the actual storage location – where to find it in the stores,

  • an owner can be assigned – could be the person creating the record and responsible for it, or the person who will take ownership when in use.

 

Recall criteria and usage #

This is where to define and manage the criteria by which the ITI will be monitored for recall, inspection / calibration.

There are 5 criteria by which ITI’s can be recalled / tracked: –

  • Time in use before inspection/calibration;

    after a specified time in use – which does not take into account the time back in stores (“Stop the clock” type functionality), or,

  • Time since first use after calibration;

    after a specified time from its first issue after calibration, or,

  • Time since last inspection/calibration;

    time between inspections – where shelf life is important whether the item is used or not (some electrical instruments fall into this category), or,

  • Number of issues before inspection/calibration;

    the number of times an item is issued from the stores, or,

  • Number of parts before inspection/calibration –

    the number of parts an item has been used on (this requires the user to enter the number used on each time the item is returned to the stores).

In the first 3 cases above, make sure the correct time units are selected (usually days).

The Actual fields show the current actual value / status.

Suppliers #

Suppliers can be assigned to primary ITI’s, in the same way as for items. However, ITI’s cannot be ordered through ATMS in the same way as items.

Multiple supplier and price records can be maintained for reference, including a minimum order size.
 

Maintenance #

The maintenance tab enables a default calibration department / service to be specified for the gauge or ITI. This can be over-ridden at the point of the SEND TO CALIBRATION transaction, but saves keystrokes, and speeds up the process for repetitive conditions.

Furthermore, as with items, the analysis prices can be independently maintained, and external documents can be assigned to the primary ITI (for example an image / drawing of the gauge / ITI).
 

Spares #

A spares list for gauges / ITI’s can be managed for reference purposes, and works in a similar manner to the spares for items. (I.e. only items defined as type SPARE can be assigned to the spares list.)

Using ATMS ITI module #

Add a new (PRIMARY) ITI / Gauge (TYPE) #

  1. Select the ITI icon on the Inspection Management menu, and enter a Primary Id. number. For instance, the gauge type or drawing number. E.g. G12345.

    If the number entered is for a new ITI, you will be asked, “Record does not exist, do you want to create a new one?”.

    When “Yes” is selected, ATMS enters EDIT MODE, which works in exactly the same manner as for items, kits, and assemblies.

  2. Enter a generic description.

  3. This is all that is necessary to save the gauge, but more data can (and should) be added as required, such as assigning Family and SS Code data, supplier information – in exactly the same manner as with Item Definition.

  4. On the Maintenance tab, the default inspection department can be assigned – providing it has been defined within the reference section.

  5. On the Unique Data tab, Select the Add button to add a unique gauge Id.

    The unique Id. is automatically populated with the Primary Id.

    Unless you have a specific reason or desire for the unique Id. to be different, it is recommended that you simply append a serialisation to this primary number.

    To do so, hit the <End> or à key, then enter the serialisation. g. G123456/1 ; G123456-A ; etc.

  6. Select the inspection status of the item from the drop down (combo) box, the availability, and also the POI from which it is to be located or issue.

    Its current location can be entered if desired along with any other data deemed necessary or desirable at this stage.

  7. The recall criteria tab is the selected, and the relevant recall criteria entered.

    For instance, you may choose for the item to be recalled after a specified time in use – which does not take into account the time back in stores (“Stop the clock” type functionality), or,

  • after a specified time from its first issue after calibration, or,

  • time between inspections – where shelf life is important whether the item is used or not (some electrical instruments fall into this category), or,

  • the number of times an item is issued from the stores, or,

  • the number of parts an item has been used on (this requires the user to enter the number used on each time the item is returned to the stores).

In the first 3 cases above, make sure the correct time units are selected (usually days).

  1. History, and inspection certificate details are optional.

  2. Go back to the Unique Base Data tab press <OK>.

    At this stage, the information entered or changed has updated the screen, but has NOT been saved to the database.

  3. After all required additions / changes have been made, either select the DISK icon to save, or CANCEL CHANGES icon to abort.

    (Additional individual / serialised items can be added prior to saving, or as directed in the following section.)

Add a new SERIALISED/UNIQUE item to an existing ITI / Gauge #

  1. Select the ITI icon on the Inspection Management menu, and enter the Primary Id. number. For instance, the gauge type or drawing number. E.g. G12345.

    If the number entered is already defined, the data is loaded in view only mode. If prompted,

    “Record does not exist, do you want to create a new one?”, then either the item does not already exist, or there has been a miss-type.

  2. To add a further serialised item to the existing list, press the EDIT icon on the left-hand tool bar.

  3. On the Unique Data tab, select the Add button to add the new unique gauge.

    The unique Id. is automatically populated with the Primary Id.

    Unless you have a specific reason or desire for the unique Id. to be different, it is recommended that you simply append a serialisation to this primary number.

    To do so, hit the <End> or à key, then enter the serialisation. g. G123456/1 ; G123456-A ; etc.

  4. Select the inspection status of the new item from the drop down (combo) box, the availability, and also the POI from which it is to be located or issue.

    Its current location can be entered if desired along with any other data deemed necessary or desirable at this stage.

  5. Select the recall criteria tab, and enter the relevant recall criteria.

    For instance, you may choose for the item to be recalled
  • after a specified time in use – which does not take into account the time back in stores (“Stop the clock” type functionality), or,

  • after a specified time from its first issue, or,

  • time between inspections – where shelf life is important whether the item is used or not (some electrical instruments fall into this category), or,

  • the number of times an item is issued from the stores, or,

  • the number of parts an item has been used on (this requires the user to enter the number used on each time the item is returned to the stores).

In the first 3 cases above, make sure the correct time units are selected (usually days).

  1. History, and inspection certificate details are optional.

  2. Go back to the Unique Base Data tab press <OK>.

    At this stage, the information entered or changed has updated the screen, but has NOT been saved to the database.

  3. After all required additions / changes have been made, either select the DISK icon to save, or CANCEL CHANGES icon to abort.

 

Stores transactions #

The main stores functions of issue and return are performed in the same manner as for ordinary items.

ITI’s can be issued from the stores by entering the PRIMARY (generic) gauge type and selecting from those serialised gauges available, or by entering a specific unique gauge number.

Issueing an ITI #

When specifying which ITI to be issued, the user can use the generic primary number, and be presented with a list of serialised ITI’s available for use, or they can specify a specific ITI serial number.

  1. Select the issue screen on the STORES menu.

  2. If a full-serialised number is entered, press the GO button, and the gauge is issued, and appears in the picking list at the bottom of the screen.

    Or,

    If the generic primary number is entered, the user is presented with the following screen and information from which to choose. It includes a summary of the consumed (calibration) life since the last inspection, which allows the user to issue specific units – based on how much (calibration) life is remaining.

Return an ITI #

Returning an ITI is an identical process to that of returning an item from in use. The only difference is that the option to return it direct to calibration (instead of rework) is offered. The active list can be filtered by machine job and user combination, or, by the unit id.

Sending ITI’s to Inspection #

The SEND TO INSPECTION (CALIBRATION) screen is multi functional and allows the user to send an individual (unique) item to inspection, or be presented with a list of items requiring calibration within certain specified criteria.

  • From the “Inspection Management” menu, select SEND TO INSPECTION.

  • When the GO button is pressed, all lines selected in the SELECT GAUGES TO SEND list are processed sequentially.

    Single or multiple lines can be selected using the <Ctrl> and the <Shift> keys.

    When all required lines are highlighted, select the GO button.

    Options….

    • To send a specific serialised item to inspection, enter the FULL number into the UNIQUE ID box and press the GENERATE button. If found, the single item will appear in the list, if not the list will remain blank.

      Select the GO button.

      See ** below.

    • To list ALL items in the stores that require inspection simply press the GENERATE button with no additional criteria specified.

      Select (highlight) from the list all items to be sent for inspection, and then, select the GO button.

      See ** below.

    • To list gauges that do not require inspection

If you require to send a gauge that does not require inspection tick the ‘Include gauges that do not need Calibration’ checkbox before pressing the GENERATE button. The list can again be filtered by specifying any of the criteria.

  • To create a filtered list for single or multiple criteria, enter the data into the relevant fields, and select GENERATE.

    Select (highlight) from the list all items to be sent for inspection, and then,

    Select the GO button.

    See ** below.

  • ** For each item to be sent to inspection, the SEND TO INSPECTION form appears and allows the user to specify / change the inspection department to which the item is being sent, and also to enter an inspection comment.

    When complete, select the GO button, and the transaction is processed, and if more than item is being sent, the next item is presented and processed in the same manner.
 

Returning ITI’s From Inspection #

To return items from inspection,

  • From the “Inspection Management” menu, select RETURN FROM INSPECTION/CALIBRATION option.

  • To list all items currently at inspection, simply select GENERATE,

    Select items in the list to return and select the GO button.

  • To filter the list of items at inspection for return selection, enter the required criteria, and then select GENERATE, then the GO button.

  • The item availability defaults to IN STORES, but can be changed to any of the following,

  • In Stores;

  • Retired;

  • Lost;

  • The following data can also be changed during the return transaction,

    POI / Location;

  • Stores Location;

  • a Certificate number can be added;

  • Certificate details can be added;

  • an inspector reference (who performed the inspection) can be made;
  • and a 50 character comment can be made regarding the inspection results / findings.

    This comment and inspector data is permanently stored against the item record to provide a compete history for the item.

ITI (Gauge) Reporting #

Reporting about ITI’s is highly configurable and allows the user to specify a combination or criteria, from requesting a complete list of all gauge items defined on the system, to only those currently requiring inspection between specified dates. Multiple filters can be applied – machine, job, user, cost centre, owner, default inspection department, inspection status, family, etc, and more….

  1. From the “Inspection Management” menu, select Inspection Reports.

    Select the ITIs FOR INSPECTION report by double clicking, or highlight and press the GO button.

  2. The first decision to be made is whether to,

  • select ALL gauges regardless or inspection requirements – to user specified criteria and filters, or,

  • select ONLY GAUGES REQUIRING INSPECTION requirements – to user-specified criteria and filters.

Make your selection via the relevant at the top of the form.

  1. If the ITI’s needing calibration is selected, the system defaults to the current system date. This can be changed – but keep the format the same.

  2. Add any further filters as required, such as items currently on issue to a particular machine, or user, or even by FAMILY and SUB FAMILY (you may choose to inspect all micrometers at once).

  3. Select NEXT, which now allows the data to be included in the report body to be specified. Select as required and select GO.

    As with all ATMS reports, it is previewed to screen first.

Additional notes concerning ITI’s & ATMS #

Scrapped ITI’s are not purged from the ATMS system database.

A scrapped ITI will appear on Status Reports and the definition screen.

The scrapped ITI history is retained.

ITI’s can be included in Kits as Primary or Unique ITI’s.

When encountered in the KIT they will be treated in the same manner as de­scribed by the Withdraw and Return explanations earlier.