Aerospace requirement review

Record the part revision, lot and certificate, submit them and record the reviewer's decision.

Step by step

Record the requirement Quote Specialist

Quote Specialist creates an aerospace requirements record in Draft against the quote, with part revision, lot quantity, certificate type and required by, in the quote's Organization.
- Requirement drafted against the quote
- Updates Aerospace requirements, Quotes
Submit for review Quote Specialist

Quote Specialist submits it and the Status moves from Draft to Submitted. The submitted revision is frozen so the reviewer decides on exactly what was sent.
- Revision frozen and submitted
- Updates Aerospace requirements
Decide Pricing Reviewer

A Pricing Reviewer who did not submit the requirement checks the part revision, lot quantity, certificate type and date, then approves or rejects it. Status moves from Submitted to Approved or Rejected and decision at is recorded.
- Requirement approved or rejected
- Updates Aerospace requirements, Operation receipts
ApprovalA person approves before the work moves on.
Complete Quote Specialist

Quote Specialist marks an approved requirement Completed once it has been reflected in the quote work. The approval itself does not change the parent quote's status, lines or amounts.
- Approved requirement completed
- Updates Aerospace requirements

And how to keep it from happening.

The submitter tries to decide their own requirement and the decision is refused.
The requirement is changed after submission, so the reviewer's decision no longer matches the current revision.
Certificate type is written differently on each quote, and reviewers cannot find earlier decisions for the same certificate.
Someone expects an approved requirement to change the quote price; it does not, and the lines still need pricing.

Start free, then use Proto to change fields, steps and approvals before your team goes live.