Awesome so we'll get started here we're at 12:00 Central glad to see how many people can make it here and we will get started here on a master class on contract review so contract review is a very powerful tool in Steelhead and there's quite a few different ways it can be used and and it can be used across all different Industries and Shop types so definitely throughout the meeting feel free to jump in at any time whether it's in the chat and we can get to the
chat as we go but I would highly recommend just unmuting yourself and and dropping in your question that way to keep the communication going two ways so definitely feel free to use either and unmute yourself if you have any questions so today we'll go over a contract review introduction just a quick slide on what we'll cover through this presentation and then we'll actually walk through a demonstration in the hatry domain and then at the end of the presentation we'll have time for question and questions
and answers that we didn't get to during the initial presentation my name is David ryzen and I am a deployment engineer with steelhead based out of our Minnesota office so contract review in steelhead can be used in a variety of ways so there's the the work boards and work part screen which I'll show you in general with the contract review step or node and Steelhead you can see every step of the process all operator instructions all specs anything that will be seen in steelhead throughout the whole
process you can see at Contract review you can also edit any of these things so if you need to make a change to operator instructions or a spec parameter or a time and tank whatever it might be you can adjust that at time of contract review so it's a a very good last kind of checkpoint before you begin prod uction and again it can be used in any situation if you're heavy spec driven it's a great time to review your specs if you don't do any specs but you just like a a review after order entry to
make sure the part number and process is set up correctly contract review is is a great step to add to any of your processes so with contract review you can assign certain users who must sign off on it before it can be moved on on the contract review step on the workboard there's a sidebar and recipe tree to see all steps the parts will go through and then there's things such as the part number data part process node specific instruction so just a quick side note on process nodes if that term is
confusing to you a process node and Steelhead is is basically a step of the process so if you have masking there will be a masking process node in steel head there's a work order comment section so maybe you want to make a comment specific to that order and not specific to the part number you can make a comment for anyone down the line to see I've mentioned specs quite a few times already this is a great chance to view all applied specs and all parameters that the specs will be running to so that
is just a quick overview most of this class here will be spent within steelhead showing how to set it up and go any questions on on the setup afterwards any initial questions before we dive into Steelhead and again feel free to to use the chat or unmute yourself and we can walk through it whatever you have on your [Music] mind all righty so I've got Steelhead pulled up here this is the the main homepage that I'm sure many of you have seen whether in demos or or playing around with it on on your
own so with contract review there is a contract review dashboard that that many do use this shows all pending contract reviews it shows the part number work order sales order customer and the specs assigned so this is one spot you can go to to quickly see all pending contract reviews and you can also do your contract reviews from this page here by simply clicking on review and we'll dive more into this after the setup portion of it so that is on the homepage contract review with this with the setup
it'll be on the process tree itself so I have processes and we'll just go to this anodizing two process here so we have a whole setup of processed nodes that I mentioned so receiving contract review is the second one here so when you add this node to your process it has its own type it's a contract review node type and this allows you to access all of the contract review functionality with within the node itself you can add users so who should be able to sign off on contract review so this will
have your full user list and you can assign any of users that you want to be able to sign off on it and any one of them can go in there and move the job along so if I wanted to add myself and maybe we'll add Dean so us two Dean or myself would be able to sign off on this contract review step and allow parts to move on to the rest of the process besides setting up a contract review node you can also assign users to any step of the process so if I wanted blasting a blasting user to sign off on the
job before we move it into production I can go to the blasting node and add a user so not change the type but just add a user and maybe chat is our blasting lead so we need chat to review this job at Contract review before we move it into production so that would require chat to go in there and pass the blasting sign off on contract review so the two things with setup on the process are whether you want a contract review node so a lot of times this will probably it can come at any point of the process
but most often will usually be at the beginning when you want to preview a job before it moves into production you can also assign a a user to a node so like blasting for example we added chat so that would require chat to sign off on the the blasting sign off at Contract review before we can begin the job any initial questions on on the setup portion of it all righty so that is on the process tree setup with the contract R viw node type and then we also have assigning users to nodes we I have this
other process here that we'll use for this work order example today where we have a contract revieww node at the beginning of the process and then we assigned users to the anodizing node so we want anodizing to sign off it could be any of the anodizing team to sign off on the job before we move it along so I have created a work order to go through the anodizing process and if I go to work boards so again we could either go to contractor View or we can also create a workboard for contract review
so if I go to the contract review workboard we have our orders start to stack up here that we need to move along the icon here on the left shows a contractor r view is required on this job so we have this job for BAE Systems we see it's a new part so maybe we want to make careful careful look at this one it's a new part first time running it quantity this is the typical workboard View and we just added one for or specific to contract [Music] review so if I go to work these parts here is the contract
review screen so this screen will be different than any of your other workboard if I just do a quick comparison of a of a standard workboard you see just one screen here related to that step the contractor view workboard will give you everything that this these parts are going to go through so we see work order files we have a nice purchase order here so we can review that when we do our our review of this job you can see every step I mentioned the recipe tree this shows every step this job is going
to go through starting at receiving which we already clicked through to contract review which we're at now and then it'll go into the anodizing portion of the job and you see this little icon here as we added a few users to the anodizing node to require a sign off there before the job is moved along so this shows every step the job will go through on the left side and then here if I click on contract r view you'll get some additional information so you have all applied specs you have the contract
sign offs required so we have the contract review sign off and then that anodize sign off as we added users to the anodize step itself so before we can if I tried to move this job along right now I cannot move it it's stopped by two failing or missing kind contract R viws so this is where the the functionality of contract review is is extremely powerful whether it's adding instructions for the operators checking that your job matches the purchase order checking that all steps are included checking
that the the specs are accurate all of that can be done on this one screen This One dashboard here so first if if I'm doing a review of a job very naturally want to compare it to the purchase order so I might just quick do a glance here I see it's black anodized per mil a625 I see we have applied that spec that's good there's masking and plugging included on the PO but I do not see masking and plugging on our recipe tree so that'd be a red flag for me right there that this job was not set up correctly
at order entry so I can go down to the bottom of the screen here and edit the work order recipe so we've missed masking on this job but we caught it here before production so I'm going to go in and edit the recipe for this job so you have these options here of removing a step adding a new node or adding a node Branch so the node Branch would be adding a branch to anodizing whereas a new node is is a whole new step of the process so I'm going to add in our masking [Music] step and select the the
masking type here we'll go plug and it bumped it down here below anodized can bump this up wherever you want it and the process we'll go right to to masking and pluging here after contract review so that would be a good catch by the contractor view team viewing the PO they see that there should be masking and plugging on this job viewed the recipe Tree on the left side and and saw that it was missing and and we can add that in so now on the we have the spec we have masking and pluging see quantity
12 and quantity 12 so everything's looking good now there if you wanted to add any instructions for your operators you can click on any step of the process and see what their workboard looks like so masking and plugging this is what the masking operator will see on his workboard when he opens up that job once it once it gets to him same thing at racking so you have the racking workboard and maybe we want to add in a picture of racking for them to view when that when that job gets there so I could
go to the bottom right corner and you have these options for obviously production related things such as quality holds or work order notes or labels but I'm going to go to part number process node file so that's saying I'm going to add a file to that step of the process and I can add in a rack photo to show how these parts should be racked along with adding a picture you can use Steelheads markup function maybe there's a specific area they need to pay attention to we need to Rack through these holes
so I'm going to circle this hole and add that in so now at when these parts get to racking the racking team will have this photo available on their workboard they'll see the picture they'll see the markup and and that's added from right from this contract review screen instead of having to navigate to the part number page same thing with instructions if you needed to add instructions to a certain step let's say so we've added this masking step and we see there's already instructions for plug all
holes for this part number if you needed to add any additional notes you can use the part number process node description so similar to the process node file this will add a description or notes to that process step so we have plug all holes and maybe you just add a do carefully or whatever you want to add for notes for your masker or your masking team those will show up on their work boards when these parts arrive so that's adding part number process node files and descriptions for your operators
again this screen here anything you click on this is exactly what the operator is going to see when these parts are at their step can also view all specs that are appli all spec fields that are applied on a process node step so we have soak clean here I can view the soak clean time you see a minimum of 5 minutes 10 seconds maximum of 10 minutes can see that they're going to have to input a so clean temperature so all these are are viewable on the process node itself and we can also go back to the
contractor view node and do edit part number specs so this is a a great chance if you're working a lot with specs and spec parameters if I do edit part number specs I can see all of these specs that are applied on this part number what's going to be applied on this job so we see we have this nadcap anodizing spec that that is referenc and use and this is that so clean time we're looking at 5 minutes 10 seconds you see Rines maybe we know this one should have a much higher rinse you can if you have
spec editing permissions you can come in and edit the spec parameter and let's say this one should be a minimum of 40 seconds and a Max of a of 1 minute so this we want a little bit more rinse on this on these parts we can change the spe field parameter at contractor view you can also scroll down and and view all the parameters on this spec this one obviously has a a lot of inputs as it's a anodizing job going through a lot of different tanks you have minimum targets maximums you can just do a quick
scroll through and view all the values and again you can change any any of these spec field parameters here at contractor [Music] view so I think that looks good I can do finish finish and now we've edited that spec parameter for for the rinse so clean rinse so again that was through edit part number specs and then going down to the spec field [Music] parameters so I'm going to do a quick refresh here and we can take a look at the the spec field up on so clean rents you see our our minimum has changed
to 40 seconds maximum is now a minute so that's good that's what they'll see on their scanner when these parts get to the to the sil clean Rin tank so just a quick recap of of what we've gone over on this contract review screen here so far you can view the purchase order as order entry added this to the work order so now this is a to review we saw masking and plugging so we used the edit work order recipe feature here to add the masking step to the process you can add notes files to any step of
the process so we added a racking photo for the racking team we added masking notes for the masking team and then you can also edit the part number specs on this screen so we edited the sot clean rinse 2 time cuz we knew that one should have a a higher rinse and than it currently is set up for so once all of this is done you you've confirmed everything on your end you can pass the contract review or fail the contract review so if you fail it you won't be able to move the parts along if you pass
it that's saying you you've reviewed everything and in contract review it looks good everything is set up correctly so I'm going to pass that and chat has has passed the anodized portion he is reviewing on his end so now we're able to move the parts along to the next step of the process we don't see that blocker anymore for required contract review any questions on I know I've covered a lot here on on this screen any questions on the contract review dashboard and any of any of the functionality
of this page here yeah I was wondering a bit about those permissions you mentioned do they tie in with the permissions on other modules of the site like specs and timer dashboard and what have you yes yes so any parameter like if you don't have permission to to edit specs or work with specs you shouldn't have you you won't be able to edit specs on on contract review either and yeah so viewing contract review as well like this dashboard here is is permission based on who can read contract review
good question so a question on a bios I've noticed I love this feature I love that I can see everything but once the work orders are closed I lose all visibility and all my objective evidence is gone the contract review was been perform so you're saying you do contract review on an active order you move move that those parts all the way through you're finished up and then you you lose that tracking yes and I don't I don't know if any other way to actually look at a traveler as a hole like this in
the system which is kind of critical during that across the Audits and yeah yeah yeah great great question great Point so with with contract review there's there's actually a feature currently being built out on looking at Contract reviews for past work orders that that's exactly the situation you're you're discussing there so it is a feature being built and then a current one that can be used is a part number template can be built out on the part number level there's the open PDF so whatever kind
of information you need on on a part number level you can we can customize a PDF for you to show all spec measurements all process steps notes and that was kind of built out for that nadcap area being able ble to print out or view a a processing sheet of what a part number goes through but as far as a on a work order level that historical contract review feature will be exactly what you're describing you know when that feature is going to be released I don't have a I don't have a date I don't know
an exact date but I I believe it should be upcoming here hopefully in the next month or so okay thank you David could we put that that sign off on the CT the quality CT as well they say like hey chat signed off and David signed off on a Tuesday the contract review sign off correct yeah that should be if you yeah if you wanted to bring that in as a native field on aert I that in as a native field on aert I that in as a native field on aert I believe that should be possible I'll have to check theer
payload but I I'm sure that's something we can add in if it's already not possible when the contract review is signed and who signed up perfect [Music] any other questions on on this contract review dashboard here and then just a reminder on the process setup itself there's the the two options of either a contract review node type or just adding users to to a step so if you wanted the blasting team or maybe you have a lead and degre that should review those instructions before the job is released
you can simply add users to the node on who has to sign off on it before it's moved along so setup is is very easy and and very controllable on on who can do these [Music] things anyone have a an example of of current contract review you do now and and maybe if this seems to match what what you do or if there's any other questions you have on how your workflow would fit in [Music] here how about those you contract review users are they allowed to manage the opt in and opt outs that are right under
the user selection page on the process setup yeah that can can contract R viw users manage op in and outs on the pro on the menu listed there yeah on who can do the contract review mhm yeah so that's going to come down to the same permissions if you have permissions to write process nodes and have permission have the right permission set up you yeah they'll be able to choose who can who can sign off on it [Music] all righty yeah so the the most haven't seen a an industry or a Job Shop that can't
use contract review I think everyone can use it it's just a matter of if you want to include it so there's all obviously it can come down to very specifics of times and tank or temperatures or it can be just as basic as just another review step of a recipe tree second check for qualified people who know the processes and they can review it before the parts are moved into production and released to The Operators it's a great chance to catch mistakes catch Missing information and also add any instructions
files pictures you want such as adding a picture of rack parts for the racking team to see exactly how to how to do their job it's also a great chance I know most shops are comparing one to one to the purchase order it's a great chance to do a final review of the purchase order and make sure you have everything matching on your end to to what the customer is expecting all righty any other questions on on this before we just release it to the to everyone for for Q&A I I have a question yeah where
where you showed that you can add that photo that shows the racking yeah yep is it possible that that is that we can tie that photo to that part number and anytime that part is on an order it automatically puts that up there so we don't have to do that every time we see it cuz we do have a lot of repeat work yeah yeah oh that's a great question so that's exactly what this is doing here is this racking picture will show up at racking every time this bp1 123 part number comes through okay perfect
so yeah this is a a part number process node file so this will be on the part number every time when it gets to racking the other options on uploading files here you have a work order file so if you wanted a file just for this order you could add a work order file and then it would it won't follow that part number anymore you can add a part number file this would show up at every step of the process so this would commonly be used just a picture of the part here's what the part looks like and you
would see that at every step making sure you're working with the right parts so you do have the option to add part number as a whole part number to a specific step otherwise you can add a file just to the work order but that's a general overview of of contract review in Steelhead again an extremely powerful tool to review jobs before you release to production and allow the experts to sign off on it before before the operators see the parts