So want to start just high level in why specifications and certifications matter and then so that's that first bullet point and then the rest of these here will actually flip over into Steelhead and and walk through what does the dynamic management look like what does the data collection aspect in putting that on certifications what is the structure what is everything related to Sears and specs in Steelhead here so click in general why do certs and specs matter well first of all it
is a framework or that road map to meet and exceed those industry standards to ensure that the quality of our services the quality of the product that we're outputting is is Meeting those standards as set by the industry it also specs also Force compliance from our team in terms of meeting or or production but then also the Environmental Compliance factor and things like that specs inserts they also provide competence in the the specific industries that we're in whether it's plating or powder coating
or thermal spray whatever it might be your customers your customers customers they they can gain confidence in the services that you're providing because they understand that these specs they're constantly evolving they're always being looked at they're being studied so just providing that confidence to them in the work that we're doing regardless of the industry that we work in lastly in general from a health and safety perspective so not only in our workplace but also they they drive health and
safety with the products that we're finishing in the end users of those products so why do they matter to oems or your customers or your customers or your customers customers well first of all it allows for them to have some consistency in their supply chain so they don't have a single vendor single supplier for the services that you are providing they they have multiple people doing that work for them so they need that consistency from vendor a to vendor B to vendor C they also care obviously about
the the traceability if there's any quality issues or any concerns that they need to track down they have to have that record of what was done to these parts who touched and when obviously the the granularity there depends on the industries that you are servicing confirmation of of the work that's been done so just a stamp of approval to say hey we confirm that we did this work and this is how we processed it this is what we we collected regarding that job then the confidence in in the quality of
the work that you are producing lastly from from your perspective why do specs inserts matter to to to metal finishers to job shops first of all just that consistent first time through quality so ensuring that our team is processing the parts to that specification each and every time again to meet those those industry standards that road map or that framework Direction guidance and force compliance this is just ensuring that the operators that we we're hiring are in are indeed processing those parts
to to the quality or level quality that we would expect the specs inserts do open up an opportunity or provide an opportunity for higher margin work so obviously the more intense the data collection that we need to do the more information that we have to document regarding the processing of these parts well that takes time and that's what we can charge for we can charge for the certifications of of that work and then lastly just risk mitigation and rework deduction so again goes back to that first
time through quality if we can put in a a robust processing place that meets a specification that's been studied well we reduce the risk of that rework in those events so just a a high level overview of okay why in general do specs inserts matter I am going to flip over now to Steelhead itself and and walk through start finish what that looks like as mentioned throw questions in the chat at any point in time I'll I'll try and monitor that or we'll get to those questions at the [Music] end all right
so we should be seeing Steelhead here and we'll start at the the highest level in terms of like Dynamic spec management so in Steelhead under your configuration area you'll have a spec tile so in the spec tile this is where all of our specs reside I'm going to filter to ones that I set up for this specific class but these specs can range from and they're driven by different things right we might have an industry specification we might have a a manufacturer spec from the coding that we're applying
we might have our own proprietary spec that links all of these different specs together to ensure that hey this is how we want to process these parts again another manufacturer spec but maybe from a cleaning perspective or a chemical provider and then lastly an internal quality data check specification so information that maybe our customers aren't requiring that we collect but data from production that we care to collect to to Trend over time and look at that sort of thing first thing you'll see
as the ability to Mark these specs as internal and external and I will start by just creating a new spec and see what that looks like so when I create a new spec here let's say 4.0 Quality data check spec two I have the ability to to apply some revisions here so we can start tracking that let's say this is an internal spec and then a description of what this spec might be so I've now created this this new specification and when I click into this specification to start flushing this out or building
it out the first thing that you'll see is spec Fields so a spec field a good description here would be it really entails two things the first is if we're reading an industry spec and we pull pertinent pieces of data from that because as a Job Shop we're responsible for reading that specification and identifying these are the areas that I care to process to anodizing is a good example in the m a 8625 spec you have to pull out okay what is our class what is our type so those would that would be one
type of spec field the other type of spec field is data that we care to collect from that production process so that's what a spec field is if I just pick one that we've established already it might be like a mill thickness so a piece of data that we care to collect generic verse not generic this just allows us to update it on the spec level or update if if we check generic that means we can update it on the spec level if it's not a generic spec well then it's updated and maintained on each individual
area or location where this spec is managed this spec field so drilling down into the spec Fields so we have a m thickness as our spec field and then when I go into this pertinent spec field this is where I can start defining the the pieces of data that I want to collect regarding this spec field so that's what a parameter is so we might have a couple different parameters here maybe we want to check from like .5 to 1 and and then we'll we'll populate that field a little bit bit more but then we
want to go from like one to 1.5 so then when we're referencing these specifications on a on a part number on a treatment we have the ability to select okay we want to be in this bucket or we want to be in this bucket when we look at defining these spec Fields a little bit more so I click my pencil here and I have this dialogue so what this means is just different options for our team to interact with these various spec Fields input ired this simply means that hey my operator needs to to give me
information wherever this spec field is linked input requested is just a prompt to say hey there is a request for information here but it's not required for this part to move forward must be passing so this means that if we don't meet the threshold whatever that measurement might be then again it's a a stop gate we can't move these parts forward requesting a document this just simply is a prompt for if we we collect a measurement while we have a dialogue pop up to take a picture of a sensor or to
attach a file from a printer output or PDF whatever it might be but just supporting documentation regarding this piece of information that we're collecting and then we have a whole bunch of options in terms of how often or how many of these measurements do we need to to meet or collect and depending on the the spec field type you'll have some different options for for data collection here so going back to to the spec field types I do realize I I skipped over that so let's go back into this specification
and when we create a new spec field so that M thickness one that I selected was a number so you have a lot of flexibility in terms of what sort of information are we requiring or do we want to display regarding this spec field so that varies from a number to a Boolean a date and a time just simple text field a timer or we can pull in sensor readings so this you have a ton of flexibility here in terms of setting up the different pieces of data or information that we want to collect or give to our
team so in general that's the the very high level of building a spec with the spec fields and with the parameters in Steelhead so how does that integrate into production so when we look at a a spec parameter here in a spec field if it's a piece of data that we want to collect from our team well we have to tell our team when we want to collect that data so when I go back into configuration and look into one of my processes say Metal Finishing here this is my parent process tree this is that routing
that our deployment Engineers are setting up for for the work flowing through your plant but at this point then it quality checks say you want to collect certain information here I can scroll down or clean maybe I had some I can scroll down to my spec Fields section and this is where we're putting in the piece of information that we care to collect or to display to our team process again oven temperature oven time so two two pieces of information that we're collecting from our team that have a a
a different type here so that's that link to production when we create the specification when we pull out the pertinent pieces of data that we care about and we Define the the pieces of information that we want to collect or that we want to give to our team then we assign this is where we want that information to display if I go back into specs just want to make sure that I I've covered everything here before we get into what does it actually look like [Music] okay yep so so one more thing there
is the ability like if we can Envision this proprietary spec so this might be something that we determine or develop internally and then that's like the master so if I look at my proprietary spec for 4.0 finishers here this specification is pulling in related specifications so we've built this parent or this master spec based off of everything that we know from an industry spec from a a manufacturer spec and also from an internal specification in terms of the quality data that we care to collect
so this is what we call call specs on specs it's building out those those spec assemblies or linking all of those pieces of information together and this is extremely powerful in terms of the the management the dynamic management of specifications and how everything is related it's not often that you're processing just to one specification it's it's quite often that you're processing to a specification that's linked to another one that's linked to another one and that's how that chain is built out
here in steel head you'll also see the ability to tie these to specific processes so when I build out a specification I can assign that specification to a default process and we'll get into this in a minute but this if from an order entry perspective or from a part planning perspective we can pick that parent specification and then that will that will build out that process tree based off of these selections that we have set up up on the back end and that includes like opting in and opting out of
steps so you'll see that step three and step four we either go to one of these step three or step four and from a spec perspective that's being driven by my selection here so special step needed if I go in here I can see okay I have two parameters step three and step four and when I go into this a little bit further step three this is what's specifying an opt in to step three so when I assign this specification I pick either step three or step four for that specific spec parameter and then that
also factors into my process flow for these parts so Switching gears into production and and what that looks like not seeing questions in the chat so that's good so if I'm going to enter an order and let's say my customer is ABC MFG I'm going to save and add some parts here and if I've run this part before like this m mc123 R2 we can see that okay here are the specs that we have set for this part number and we can also see that okay my process is being derived from that specification this cleaning
treatment is being derived from that that part number if I come in here and add a new part number so let's say new part number and this can be done at the time of quoting as well this this same process flow so I can enter in as much or as little information as I need but for the purposes of today and specifications I've created that new part number profile now I'm going to set a spec so I can come in here and find my proprietary specification rev 2 this is where that special step needed this is
where we okay for this part number let's opt in to step three and then here is where that specs on specs those links are being pulled in so we have the option to say okay no we don't want to attach this industry spec or yes we do I click save and now I have the ability to drill down into each of those specifications to build out the parameters that are needed so like this one here parameter not set okay let's set that parameter cleaning method method method three click save here and finish this
up now this is what builds out my my process flow for these parts and then I can select an option here for for the coding say I have 15 of these 15 of these click save now I've I've kicked that job into production so from there actually before we get into production I want to show what it looks like to supersede and to revise these specifications so when we go back into specs here I have my proprietary spec for 4.0 finishers and that is Rev 2 here and I've revised that to to go to rev three for
that specification and in that revision then we would make whatever changes are required per the the spec being revised or why we're why we're going through that effort and then at that point we would say okay we want to 4.0 finishers we want to supersede our old spec this revision number two with our new spec revision number three so first of all we can see okay this spec has been revised here's that new revision I'm going to supersede or replace this specification with rev three of the same specification
with the changes that we've made so now I have my rev 2 which is a made so now I have my rev 2 which is a made so now I have my rev 2 which is a revision of rev one it's superseded by rev 3 but it also supersedes rev one so we have that traceability that history there so now when I go back into an order let's say I'm going to add some of these parts for my customer and this mc123 R2 now I get a warning here that says hey this part number has a superseded spec so rev 2 has been superseded by rev
3 we recommend that you create a copy of this part number and replace replace it so when I click copy and replace here let's say now okay this is going to be for rev 3 next here's my the specs that we've added by super session with the the parameters so that we can update these click next and save now I have a new part number that's linked to the new specification the reason that we have the copied part numbers there is we might have some of those rev two part numbers following spec two rev two
that are currently working their way through the production process we also have the traceability so like in a year from now if we we can compare and see okay from a quality perspective what was the change from rev two to rev three on our quality of this part you have that direct traceability because those part numbers are linked to those pertinent spec revisions so let's go back into production so what does it look like then once we have our specs set once we have the data collection the way that
we want it and how that looks from from a production standpoint so in our workboard here here's my parts that are in clean as I'm moving these through will be prompted for inputs from the production process so here I'm prompted okay I have a couple inputs on this part number for this specific step so it might be like an oven temperature say 600 Dees Fahrenheit that these parts are processed and then maybe we want to time how long these parts are in that oven so so the data that I record here this
then is saved to that part number to this job to this customer so that we can always go back and find that information there there's that digital trail that link I'm going to stop this timer here and then move these Part Parts into the next step of the process that we've determined step four again I have a couple different options here to collect information from production lastly we'll move these into a quality check and we do have the ability to set like a quality assurance node type for this
step in the process so what this looks like is it's a little bit different and and all it's taking is the the data that we've collected from that production process so far and putting that in one Central Hub or one area to look at so here's my part number and here's the different specs that we applied to this part number and here's the data that we collected from the production process for this job and again all of this information then can be passed through into a certification so what that looks
like if I look at one of my work orders inserts can be generated at any point in the process but when I look at my work order here's my spec results so that same window just in a different different area and I create my sech now I'm pulling in that information from that production process into certification that I'm generating so here the the searchs that we have you can have multiple templates here depending on the customer depending on the level or granularity of data that we want to put on here
but for this purpose let's put all of our production data onto this certification did I not collect any for this job Metal Finishing let's go here okay so I have some data on work order 925 and let's generate theer for this one here create CT you could have the ability to filter between the internal and external specifications that that we've assigned and pulled into to this job these parts my nadcap template Master cert would combine these these Parts onto one certification and there's that information
being pulled into the pertinent Fields so again custom PDF templates for as many different Sears that we want to issue to our customers I save this I have the ability to put in some comments sech statements if we did collect any documents say pictures of of a a sensor or supporting printouts from a printer those would be available here to attach to our certifications finish this up and then we can digitally sign sign these shts and get those sent out to to your customers they'll also have the ability
to access these certifications from their customer portal so here's my work order certifications that are linked to it let's just look at one of these and we can send these out from from steelhead here there's a couple different avenues for us to send out these certifications it can be done from here it can be done from the shipping screen they can also be drived there or built there a lot of optionality in terms of when do we want to generate these and when do we want to send them [Music] out see
a question in the chat saved signature for Sears yes I believe that if it's not possible we can in some areas or we've had some customers that have just built that in as part of the the template itself so it's always in there send this out to my customer for and then let's actually access that from their customer portal and see what that looks like so I go into my my portal for ABC MFG certifications here is that CT that we just sent out to them so they'll have the ability to come in here and pull
that themselves John Carlo feature to Autos send 100% of Sears we are working on automating that process there will be some sort of a confirmation that's needed but yes there there will be some automation there that's coming from a a specification certification the spec setup the spec management the collecting data generating those certifications i'd say it's fairly comprehensive of of the the functionality there in Steelhead.