Product
Easily Maintain Quality Standards in Your Shop with Steelhead's Quality System
Identity & metadata
Video title
Easily Maintain Quality Standards in Your Shop with Steelhead's Quality System
Date published
Set at publish
Duration
6:35
Video type
Overview / Demo
Audience
Owners, plant and quality leadership, operators, auditors, customer-facing roles
Video summary
In one sentence
Steelhead's QMS ties the shop floor - quality holds from workboards, documented NCRs and
CARs, RMA visibility at receiving - to configurable dashboards so you resolve issues fast,
cut rework confusion, and back audits with digital traceability.
CARs, RMA visibility at receiving - to configurable dashboards so you resolve issues fast,
cut rework confusion, and back audits with digital traceability.
What this video covers
It opens with everyday quality pain checks (digital QMS, rework cost, bottlenecks) and ties
trends to outcomes like reduced rework time and auditor-ready certs.
Then it moves operator-side: simplified workboards and a receiving example turns forklift damage
into a Quality Hold via Work Parts, photos and markup pen, customizable hold fields,
and permission rules for who clears holds.
The dashboard shows filtering, clearing holds back to production, customer messaging,
NCR creation from holds, corrective actions ("CAR"), RMA intake with receiving guardrails,
and specs/failing-values visibility.
Reporting highlights configurable rework and NCR insights, saved layouts, defaults, and custom
dashboards (weekly management review). It closes framing QMS ROI.
trends to outcomes like reduced rework time and auditor-ready certs.
Then it moves operator-side: simplified workboards and a receiving example turns forklift damage
into a Quality Hold via Work Parts, photos and markup pen, customizable hold fields,
and permission rules for who clears holds.
The dashboard shows filtering, clearing holds back to production, customer messaging,
NCR creation from holds, corrective actions ("CAR"), RMA intake with receiving guardrails,
and specs/failing-values visibility.
Reporting highlights configurable rework and NCR insights, saved layouts, defaults, and custom
dashboards (weekly management review). It closes framing QMS ROI.
Problem it solves
Paper-heavy or siloed quality loops hide failures, inflate rework spend, slow releases,
and frustrate auditors. When holds, NCRs, RMA checks, and trend charts live inside one ERP,
everyone reacts with the same information - no scavenger hunts for managers or receiving.
and frustrate auditors. When holds, NCRs, RMA checks, and trend charts live inside one ERP,
everyone reacts with the same information - no scavenger hunts for managers or receiving.
Key capabilities shown
• Quality holds from workboards - Work Parts, caret menu, Quality Hold paths, markup on photos
• Holds dashboard: filters, releases to operators, outbound note to customers
• Convert holds to Non-Conformance Reports (NCR) - custom schemas, attachments, lifecycle through remove hold / Released
• Close from dashboard, list inclusive of closed records; corrective action reports ("CAR"), cross-links (CAR from NCR)
• RMA intake, specs card, failing spec field-parameter summary table
• Receiving warns when parts tied to holds / open RMAs
• Reporting insights - NCR overview, rework events, axes (e.g. part number vs Y-Bar), saves, defaults, dashboard pins
• Holds dashboard: filters, releases to operators, outbound note to customers
• Convert holds to Non-Conformance Reports (NCR) - custom schemas, attachments, lifecycle through remove hold / Released
• Close from dashboard, list inclusive of closed records; corrective action reports ("CAR"), cross-links (CAR from NCR)
• RMA intake, specs card, failing spec field-parameter summary table
• Receiving warns when parts tied to holds / open RMAs
• Reporting insights - NCR overview, rework events, axes (e.g. part number vs Y-Bar), saves, defaults, dashboard pins
How the demo flows
• Opener questions on current QMS and rework realities
• Benefit stack: pinpoint issues, certs, ERP promise
• Workboard UX; receiving forklift damage vignette to Quality Hold + photo markup
• Permissions recap; QA dashboard queues and disposition paths
• NCR from hold; corrective actions linking to NCR; RMA + receiving alert
• Reporting dashboards and canned weekly mgmt dash example
• Reel Talk outro tone
• Benefit stack: pinpoint issues, certs, ERP promise
• Workboard UX; receiving forklift damage vignette to Quality Hold + photo markup
• Permissions recap; QA dashboard queues and disposition paths
• NCR from hold; corrective actions linking to NCR; RMA + receiving alert
• Reporting dashboards and canned weekly mgmt dash example
• Reel Talk outro tone
Full transcript
Speaker
Voice over / Host
Transcript
[00:00] Welcome to Real Talk featuring Steelhead's quality management system that makes it
easy to maintain a high bar in quality standards.
[00:06] The first step to solving any problem is identifying the problem, and once you know what's
wrong, you can easily take next steps to resolve it.
[00:13] How are you managing quality today? Is your QMS system digital and integrated into the
production floor? Do you know your cost of rework? Are you seeing parts fail and don't know
why? Does your quality workflow reduce the speed of getting parts out the door?
[00:25] With a great quality system in place, you will see improvements in quality. Being able to
quickly identify trends and make informed decisions drives continuous improvement, save
time and money.
[00:36] Once you're able to pinpoint a problem, you can take the steps necessary to solve it once
and for all. Keeping rework costs down. Impress auditors and customers easily maintain
certifications digitally.
[00:47] Steelhead tracks everything in the moment without you putting pen to paper.
[00:51] Steelhead is the all-in-one job shop and contract manufacturing ERP that enables you to
move parts, not paper - a fully digital production floor and fully integrated system.
[01:00] So let's jump right into the operator's workspace.
[01:03] Work boards have a highly simplified interface built for your operators to quickly be
in and out so they can focus on the work in front of them.
[01:09] So let's say I'm an employee working and receiving. We have these parts here that I was
moving with the forklift and they fell and got scraped up.
[01:15] With access to the quality management system, putting parts on hold is the easiest thing
to do. Anytime, anywhere anyone can do it, just click work parts, click the caret here and
select quality hold.
[01:26] Really for any reason that parts need to be put on hold, you would use this quality hold
function, even if it's just waiting on inventory to come in.
[01:32] Fill in the info here, including quantity description of the reason for this hold and the
custom input section here can be customized according to your shop requirements.
[01:41] I'll attach a picture of the damaged parts, find my file, open that click markup pen right
here, highlight this spot, click save and save.
[01:55] You can do this from the work order page as well, but operators generally will be in this
work board's view when setting up Steelhead.
[01:59] Certain permissions can be given to certain users and any user can put parts on hold,
but only permitted users will be able to take parts off the quality hold. Your quality team
has instant access to everything going into quality hold.
[02:11] There's no operator having to go look for the quality manager to tell them what's going
on.
[02:15] You have these filtering options at the top and you can add more filters as desired.
[02:20] On this first card, you'll see any parts that have been put on hold, and as soon as an
operator puts parts on hold, they'll show up here. From here, if you check the parts
and decided they were okay, you just click to send them back into production and they'll instantly
show up back on the operator's work board where they can resume work on those parts.
[02:34] Or if you need to tell your customer, you can send them a message about the parts.
[02:40] If it's decided that, hey, we need to document and report this and save it, you also have
the option to create a non-conformance report describing what the problem is.
[02:47] At the top is your quality hold information.
[02:51] Then all of these input sections are fully customizable.
[02:55] You can give the NCR a name, fill in this info,
[03:02] attach any files that are relevant to this NCR and then save.
[03:15] Any parts that have NCRs created are listed in the second card here. You can easily edit
these, create a new one from scratch and edit the schemas with this gear icon.
[03:24] You can create a corrective action report and send emails here.
[03:27] These same icons are used across CA and RMAs as well.
[03:32] You can easily see by this check notification whether an email has been sent or not.
[03:36] And once these parts are approved to go back into production, just click remove hold,
[03:40] fill in your information, Save, and now the status is updated to released.
easy to maintain a high bar in quality standards.
[00:06] The first step to solving any problem is identifying the problem, and once you know what's
wrong, you can easily take next steps to resolve it.
[00:13] How are you managing quality today? Is your QMS system digital and integrated into the
production floor? Do you know your cost of rework? Are you seeing parts fail and don't know
why? Does your quality workflow reduce the speed of getting parts out the door?
[00:25] With a great quality system in place, you will see improvements in quality. Being able to
quickly identify trends and make informed decisions drives continuous improvement, save
time and money.
[00:36] Once you're able to pinpoint a problem, you can take the steps necessary to solve it once
and for all. Keeping rework costs down. Impress auditors and customers easily maintain
certifications digitally.
[00:47] Steelhead tracks everything in the moment without you putting pen to paper.
[00:51] Steelhead is the all-in-one job shop and contract manufacturing ERP that enables you to
move parts, not paper - a fully digital production floor and fully integrated system.
[01:00] So let's jump right into the operator's workspace.
[01:03] Work boards have a highly simplified interface built for your operators to quickly be
in and out so they can focus on the work in front of them.
[01:09] So let's say I'm an employee working and receiving. We have these parts here that I was
moving with the forklift and they fell and got scraped up.
[01:15] With access to the quality management system, putting parts on hold is the easiest thing
to do. Anytime, anywhere anyone can do it, just click work parts, click the caret here and
select quality hold.
[01:26] Really for any reason that parts need to be put on hold, you would use this quality hold
function, even if it's just waiting on inventory to come in.
[01:32] Fill in the info here, including quantity description of the reason for this hold and the
custom input section here can be customized according to your shop requirements.
[01:41] I'll attach a picture of the damaged parts, find my file, open that click markup pen right
here, highlight this spot, click save and save.
[01:55] You can do this from the work order page as well, but operators generally will be in this
work board's view when setting up Steelhead.
[01:59] Certain permissions can be given to certain users and any user can put parts on hold,
but only permitted users will be able to take parts off the quality hold. Your quality team
has instant access to everything going into quality hold.
[02:11] There's no operator having to go look for the quality manager to tell them what's going
on.
[02:15] You have these filtering options at the top and you can add more filters as desired.
[02:20] On this first card, you'll see any parts that have been put on hold, and as soon as an
operator puts parts on hold, they'll show up here. From here, if you check the parts
and decided they were okay, you just click to send them back into production and they'll instantly
show up back on the operator's work board where they can resume work on those parts.
[02:34] Or if you need to tell your customer, you can send them a message about the parts.
[02:40] If it's decided that, hey, we need to document and report this and save it, you also have
the option to create a non-conformance report describing what the problem is.
[02:47] At the top is your quality hold information.
[02:51] Then all of these input sections are fully customizable.
[02:55] You can give the NCR a name, fill in this info,
[03:02] attach any files that are relevant to this NCR and then save.
[03:15] Any parts that have NCRs created are listed in the second card here. You can easily edit
these, create a new one from scratch and edit the schemas with this gear icon.
[03:24] You can create a corrective action report and send emails here.
[03:27] These same icons are used across CA and RMAs as well.
[03:32] You can easily see by this check notification whether an email has been sent or not.
[03:36] And once these parts are approved to go back into production, just click remove hold,
[03:40] fill in your information, Save, and now the status is updated to released.
[03:47] So now it gives you this option to close the NCR, which will remove it from your dashboard
list here.
[03:51] Then if you click on this little button, this will give you the list of all NCRs, including
closed NCRs that you can't see on this card.
[03:58] Okay, creating a CAR - you can create a car from an existing NCR, go in and edit
existing cars or create a fresh new car.
[04:08] Then you'll see that, for example, this CAR number 21 was created from NCR number
91.
[04:14] So if I go back up here to the NCR card, this NCR 91 still appears here until you go
ahead and close that NCR.
[04:22] Here you also have RMAs Parts Failing Specs card, and below that all active failing spec
field parameter values table, which gives you a comprehensive overview of all your
parts failing specs.
[04:34] But let's say we've received a call from ABC manufacturing - they weren't happy with the
parts we sent over. It was part SH123.
[04:43] Let's select these parts and save, fill in this main input section.
[04:51] Attach any files, and that's it.
[04:55] Now my coworker in receiving goes to receive parts.
[04:59] They will select ABC manufacturing, add in this part number,
[05:04] and boom - Steelhead tells me these parts are in quality hold with an open RMA.
[05:09] So I'll jump to the RMA and send these parts back for rework.
[05:14] This basically takes all paperwork and puts it into a single streamlined system.
[05:28] So one more amazing feature of QMS in Steelhead.
[05:31] Within the reporting dashboard, you can quickly check on insights that will help you
identify trends, costs, and number of reworks over time.
[05:38] Here we have an insight on NCR overview and rework events as well.
[05:43] These charts are configurable. You can view the data in any way you choose.
[05:48] Let's say I wanna see how many reworks have happened by part number and then change it
to Y bar.
[05:55] If this is something that you'd like to come, come back to regularly and look at, you
can save this configuration here.
[06:01] You can also set it as your default view
[06:05] and you have the option to add it to a customized dashboard.
[06:08] This one is already on this dashboard here.
[06:11] So if we go over to the weekly management review dashboard, which we created and
customized, uh, I can see here this reworks chart and you can see all of the details here.
[06:24] QMS is a great way to resolve problems and identify areas of improvement to save
your shop money over time.
[06:30] That's some real talk.
Taxonomy tags
Steelhead product area
Production / Operations; QMS; Quality; Reporting
Feature / module
Workboards; Work Parts; Quality Hold; Quality Management Dashboard; Non-Conformance Report
(NCR); Corrective Action Report (CAR); RMAs; specs & failing values; Reporting insights; custom dashboards
(NCR); Corrective Action Report (CAR); RMAs; specs & failing values; Reporting insights; custom dashboards
Workflow category
Shop-floor quality; escalation; corrective action; supplier quality; audit visibility
Topics covered
Digital QMS integration; traceability holds to NCR; permissions; dashboards; rework analytics