Overview of Phocus Inventory Management System

The Phocus Inventory Management System is a comprehensive solution crafted to efficiently oversee company inventories. It aims to maintain precise inventory quantities, ensure an uninterrupted flow of production and sales, handle part receiving, and facilitate seamless part distribution to production and sales departments.

Centralization of Information

  • The platform serves as a centralized repository for all engineering-related data, including device specifications, design documents, manufacturing instructions, and quality control procedures.
  • By consolidating information in one accessible location, the platform eliminates silos between departments and ensures that all team members have access to the latest and most accurate data.

    • Collaboration Across Departments

  • The platform facilitates seamless collaboration between different departments involved in the engineering process, such as sales, purchasing, production, field service, and quality control.
  • Features like the Dashboard provide visibility into ongoing tasks and departmental requirements, enabling effective coordination and prioritization of activities.
  • Communication tools, such as ticketing systems for quality control issues and inquiries from other departments, ensure timely resolution of issues and support cross-functional collaboration.

    • Automation of Processes

  • The platform automates various engineering processes, such as device design, bill of materials management, manufacturing instructions, and quality control procedures.
  • Features like Option Management and Field Replaceable Unit (FRU) management streamline customization and support processes, reducing manual effort and minimizing errors.
  • Automated notifications and alerts keep team members informed about task assignments, deadlines, and updates, ensuring that nothing falls through the cracks.

    • Customization and Flexibility

  • The platform offers customization options to adapt to the specific needs and workflows of each organization.
  • Features like Device Detail allow users to tailor information display and organization according to their preferences, ensuring that relevant data is easily accessible and actionable.
  • Customizable fields, dropdowns, and tables enable users to configure the platform to align with their unique product offerings, processes, and requirements.

    • Continuous Improvement and Adaptation

  • The platform supports continuous improvement through feedback mechanisms, analytics, and iterative updates.
  • User feedback, performance metrics, and market insights inform platform enhancements and feature development, ensuring that the platform evolves to meet changing needs and industry trends.
  • Regular updates and new releases introduce improvements, optimizations, and new functionalities to enhance user experience, efficiency, and effectiveness.

    • Section Overview

    The Engineering Chapter within Phocus comprises seven distinct sections, each tailored to address specific aspects of the engineering process. These sections are:

  • • This section provides an overview of ongoing tasks, departmental requirements, and project statuses. It serves as a centralized hub for engineering teams to coordinate and prioritize activities effectively.
  • • In this section, engineers can compile and manage comprehensive information about devices, including design documentation, specifications, pricing, and manufacturing instructions. It serves as a central repository for all device-related data.
  • • This section facilitates the management of various options available for each device model, enabling customization and flexibility in product offerings. It allows engineers to tailor devices to meet specific customer requirements.
  • • Streamlining the management of field service procedures and support documentation, this section enables quick issue resolution and customer support. It ensures that field service teams have access to the necessary information to address customer inquiries and resolve issues promptly.
  • • This section offers tools for managing the entire product lifecycle, from design and development to production and post-sales support. It helps engineering teams track and manage devices from conception to delivery, ensuring smooth operations throughout the product lifecycle.
  • • Facilitating the tracking and resolution of quality control issues through ticketing systems, this section ensures adherence to quality standards. It enables engineering teams to identify and address quality issues promptly, minimizing product defects and enhancing customer satisfaction.
  • • Providing a platform for managing engineering projects, including task assignment, progress tracking, and collaboration among team members, this section ensures that projects are completed on time and within budget. It helps streamline project management processes and improve overall project efficiency.

    • 1- Dashboard

    The Dashboard section within the Engineering Department of Phocus serves as a centralized hub for engineering teams to gain insights into ongoing tasks, departmental requirements, and project statuses. It provides a comprehensive overview of various aspects of the engineering process, facilitating effective coordination and prioritization of activities. Let's delve into the features of the Dashboard section:

    • Engineering Approval Tab
    • Field Service Tab
    • Sales Tab
    • Purchasing Tickets

    2- Device

    The Device section within the Engineering Chapter of Phocus is designed to facilitate the management of device information comprehensively. It is divided into three main sections: List, Detail, and Add Device. Let’s explore each of these sections in detail:

    • List Section
      The List section provides an overview of all devices offered by the company, allowing engineering teams to access essential device information efficiently.

      A. Features:
      1. Model Number:
      Purpose: Identifies the unique model number assigned to each device.
      Importance: Allows for quick and precise identification of devices within the system.
      Device Name:
      Purpose: Provides a descriptive name for each device.
      Importance: Helps users understand the purpose or function of the device at a glance.
      3. Device Description:
      Purpose: Offers a detailed description of the device, including its features and capabilities.
      Importance: Provides additional context and information about the device to users.
      4. BOM Check Box (Bill of Materials):
      Purpose: Indicates whether the device has an associated Bill of Materials.
      Importance: Helps track whether all necessary components for device assembly have been documented and accounted for.
      5. Engineering Approval Checkbox:
      Purpose: Indicates whether the device has received engineering approval.
      Importance: Ensures that all necessary engineering documentation and specifications have been reviewed and approved before production or sales.
      6. R&D Checkbox:
      Purpose: Flags whether the device is designated for Research and Development purposes.
      Importance: Helps differentiate devices intended for experimental or testing purposes from those ready for production or sale.
      7. Obsolete Checkbox:
      Purpose: Marks whether the device is obsolete and no longer available for sale.
      Importance: Helps prevent the sale or production of outdated devices and manages inventory effectively.
      8. Sales Approval:
      Purpose: Indicates whether the sales team is authorized to sell the device.
      Importance: Ensures that only approved devices are offered for sale, maintaining consistency and quality in product offerings.
      9. Lead Time:
      Purpose: Specifies the time required to build and deliver the device to customers.
      Importance: Helps manage customer expectations and plan production schedules effectively.
      10. Price:
      Purpose: Lists the price of the device.
      Importance: Provides transparency regarding the cost of the device to both internal stakeholders and customers.
      11. Cost:
      Purpose: Indicates the cost associated with building the device.
      Importance: Helps calculate profit margins and determine pricing strategies.
      12. Labor HR (Labor Hours):
      Purpose: Specifies the amount of labor required to fabricate the device.
      Importance: Helps estimate production costs and allocate resources efficiently.
      13. Actual Lead Time:
      Purpose: Records the actual time taken to deliver the device to customers.
      Importance: Provides insights into production efficiency and helps identify areas for improvement.
      B. Customizability:
      The list is customizable based on the company's product inventory and needs.
      Users can identify which columns they see in their list section.
      The order of the columns is also customizable, allowing users to prioritize information based on preference.
      C. Model Dropdown:
      A dropdown menu at the top of the list allows users to filter devices based on their models.
      D. Parametric Filtering:
      Allows users to filter devices based on parameters such as power level, input voltage, output voltage, and model.
    • Details / Overview
      The Overview section offers a summary of essential information about the device, providing users with a quick snapshot of its key attributes. Here are the parameters typically found in the Overview:

      1. Checkboxes (Obsolete, R&D, Sales Approval, Engineering Approval):
      Flags indicating various statuses of the device, such as whether it's obsolete, designated for research and development, approved for sales, or approved by engineering.
      2. Model Number:
      Unique identifier for the device model.
      3. Device Name:
      Descriptive name of the device.
      4. Device Description:
      Detailed description of the device's features and functionalities.
      5. Lead Time:
      Time required to build and deliver the device to customers.
    • Details / Detail View

      The Detail View section provides a more detailed breakdown of specific aspects of the device, allowing users to delve deeper into its characteristics and components. Here are the parameters typically found in the Detail View:

      QR code or Universal Product Code for easy identification and tracking.
    • Details / Detail View

      The Detail View section provides a more detailed breakdown of specific aspects of the device, allowing users to delve deeper into its characteristics and components. Here are the parameters typically found in the Detail View:

      Collection of images depicting the device from various angles or showcasing its features.
    • Details / Detail View

      The Detail View section provides a more detailed breakdown of specific aspects of the device, allowing users to delve deeper into its characteristics and components. Here are the parameters typically found in the Detail View:

      The Pricing Tab within the Detail section of the Device Management in Phocus provides a detailed breakdown of pricing components associated with the device. It offers insights into the cost structure and allows for customization of pricing strategies. Here's an overview of the features and parameters typically found in the Pricing Tab:

      I. Part Cost: Breakdown of the cost associated with individual parts required to build the device.
      II. Battery Cost: Separate cost associated with the battery pack required for the device.
      III. Labor Cost: Cost attributed to labor hours required for device fabrication.
      IV. Overwrite Part Cost: Section for manually overriding the part cost, useful when specific parts have fluctuating costs or require estimation.
      V. Customizable Pricing Equations: Allows users to define pricing equations based on various factors such as component costs, labor, overheads, and profit margins.
      VI. Equation Labeling: Ability to label and categorize different pricing equations for easy reference and management.
      VII. Dynamic Pricing Calculation: Automatic calculation of device price based on the defined pricing equations, providing real-time updates.
      VIII. Flexible Pricing Strategy: Enables users to adjust pricing dynamically based on market conditions, cost fluctuations, or strategic considerations.
    • Details / Detail View

      The Detail View section provides a more detailed breakdown of specific aspects of the device, allowing users to delve deeper into its characteristics and components. Here are the parameters typically found in the Detail View:

      The Cluster and Level Tab within the Detail section of the Device Management in Phocus serves as a tool for categorizing items based on specific attributes and establishing hierarchical structures. It enables users to organize device components and attributes systematically, facilitating efficient inventory management and analysis. Here's a detailed overview of the features and parameters typically found in the Cluster and Level Tab:
      Purpose: Categorizes items based on specific attributes or characteristics, allowing for optimized inventory management and analysis.
      Cluster Definitions: Defines attributes or characteristics (clusters) that categorize items based on specific parameters.
      Level Definitions: Establishes different levels or tiers for item attributes, enabling hierarchical structuring.
      Phocus's Intelligent Use of Clusters and Levels: Utilizes clusters and levels to comprehend and interpret item details comprehensively, contributing to improved decision-making and operational performance.
      Customization Options: Enables users to define and customize clusters and levels based on organizational needs and device characteristics.
      Flexible Categorization: Allows for dynamic categorization and re-categorization of items based on evolving requirements or changes in device attributes.
      Effective Inventory Management: Facilitates efficient inventory organization and tracking, streamlining procurement, production, and sales processes.
      Analytical Insights: Provides valuable insights into device attributes, characteristics, and variations, aiding in decision-making and strategic planning.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Provides a repository for uploading necessary documents related to the device's design and specifications.
      Features:
      Document Upload: Allows users to upload design documents, schematics, specifications, and other relevant files.
      Version Control: Enables versioning of documents to track changes and revisions over time.
      Parameters:
      Document Name: Name of the uploaded document.
      Description: Description of the document's contents.
      Version: Version number or identifier.
      Date: Date of document upload or revision.
      Uploaded By: User who uploaded or revised the document.
      Procedure for Adding a Design Document:
      I.Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II.Select Device:
      Choose the specific device for which you want to add a design document from the list of devices available.
      III. Navigate to Design Document Tab:
      Within the selected device's Detail section, locate and click on the "Design Document" tab.
      IV. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Add Document button.
      V. Initiate Document Addition:
      Look for the option to add a new document, typically labeled as "Add Document" or a similar term. Click on this option to initiate the document addition process.
      VI. Enter Document Details:
      Name: Provide a descriptive name for the document. This should clearly identify the content or purpose of the document.
      Description: Add a brief description that provides additional context or information about the document.
      Document Number: Assign a unique document number or identifier for tracking and referencing purposes.
      VII. Upload Document:
      Use the provided interface or button to upload the design document file from your local storage or a designated repository.
      VIII. Submit Document:
      Once all required details are entered and the document file is uploaded, review the information to ensure accuracy and completeness.
      IX. Save/Add Document:
      Click on the "Save" or "Add Document" button to finalize the addition of the design document to the system.
      X. Verification:
      After saving, verify that the document has been successfully added and is now accessible within the Design Document Tab for the selected device.
      XI. Access Document:
      Users can now access the uploaded design document directly from the Design Document Tab whenever needed.
      Note: Depending on the Phocus interface and configuration, the exact steps and interface elements may vary slightly. However, the general process outlined above should be applicable in most cases for adding design documents to devices in Phocus. Always refer to the platform's user guide or documentation for specific instructions tailored to your organization's Phocus implementation.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Manages the options available for the device model, allowing for customization.
      Features:
      Option Management: Enables users to define and manage various options or configurations for the device.
      Customization: Allows for customization of device features, specifications, or functionalities based on customer requirements.
      Parameters:
      Option Model Number: Model number associated with the option.
      Option Name: Descriptive name of the option.
      Option Description: Detailed description of the option's features or functionalities.
      Option Price: Price associated with the option.
      Option Availability: Availability status of the option (e.g., in stock, out of stock).
      Procedure for Adding an Option:
      I. Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II. Select Device:
      Choose the specific device for which you want to add an option from the list of devices available.
      III. Navigate to Options Tab:
      Within the selected device's Detail section, locate and click on the "Options" tab.
      IV. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Add Option button.
      V. Initiate Option Addition:
      Look for the option to add a new option, typically labeled as "Add Option" or a similar term. Click on this option to initiate the option addition process.
      VI. Enter Option Details:
      Users can search for the option that needs to be added to the device by narrowing down the list via its model number, name, or other relevant identifiers.
       VII. Submit Option:
      Once all required details are entered, review the information to ensure accuracy and completeness.
      VIII. Save/Add Option:
      Click on the "Save" or "Add Option" button to finalize the addition of the option to the system.
      IX. Verification:
      After saving, verify that the option has been successfully added and is now accessible within the Options Tab for the selected device.
      X. Access Option:
      Users can now access the added option directly from the Options Tab whenever needed.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Details battery pack types and specifications associated with the device.
      Features:
      Battery Pack Management: Manages various battery pack types compatible with the device.
      Specification Listing: Provides detailed specifications for each battery pack option.
      Parameters:
      Battery Model Number: Model number associated with the battery pack.
      Battery Type: Type or technology of the battery pack (e.g., lithium-ion, nickel-metal hydride).
      I. Capacity:
      Capacity or energy storage capacity of the battery pack.
      II. Voltage:
      Voltage output of the battery pack.
      III. Dimensions:
      Physical dimensions of the battery pack.
      Procedure for Adding a Battery Pack:
       I. Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II. Select Device:
      Choose the specific device to which you want to add a battery pack from the list of devices available.
      III. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Add Battery Pack button.
      IV. Navigate to Battery Tab:
      Within the selected device's Detail section, locate and click on the "Batteries" tab.
      V. Initiate Battery Pack Addition:
      Look for the option to add a new battery pack, typically labeled as "Add Battery Pack" or a similar term. Click on this option to initiate the battery pack addition process.
      VI. Enter Battery Pack Details:
      Name: Provide a descriptive name for the battery pack. This should clearly identify the type or model of the battery pack.
      Revision: Assign a revision number or identifier for tracking and referencing purposes.
      Date: Specify the date of the battery pack addition or revision.
      Note: Add any additional notes or comments related to the battery pack, if necessary.
      VII. Current Checkbox:
      Check this box if the battery pack is the current or active version to be used for device fabrication and assembly.
      VIII. Submit Battery Pack:
      Once all required details are entered, review the information to ensure accuracy and completeness.
      IX. Add Battery Pack Components:
      Select Components: After submitting the battery pack details, click on the "Detail" button or a similar option to access the specific battery pack's details.
      Add Parts: Within the detailed view, there should be an option to add parts/components to the battery pack. Click on this option to add the necessary components required for the battery pack assembly.
      Specify Quantity: For each component added, specify the quantity required for the battery pack assembly.
      Save/Add Components: Once all required components are added, review the list to ensure accuracy and completeness.
      X. Verification:
      After saving, verify that the battery pack and its components have been successfully added and are now accessible within the Batteries Tab for the selected device.
      XI. Access Battery Pack:
      Users can now access the added battery pack directly from the Batteries Tab whenever needed.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Connects to the specific system to gather information such as system and battery status.
      Features:
      Real-Time Monitoring: Provides real-time status updates for the connected system and its components.
      Diagnostic Information: Offers diagnostic data and alerts for system and battery health.
      Parameters:
      System Status: Current status of the connected system (e.g., operational, standby, error).
      Battery Status: Status of the battery pack, including charge level, health, and any error conditions.
      Diagnostic Information: Detailed diagnostic data and alerts for system and battery health.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Management of parts needed to build the device, including cluster-based part lists.
      Parameters:
      Part Number, Part Name, Part Description, Quantity, Cost, Current Checkbox.
      Current Checkbox:
      The Current Checkbox allows users to designate a specific part list as the current or active version to be used for fabrication and assembly of the device. Here's how it works:
      A. Multiple Part Lists:
      In complex devices, there may be multiple variations of parts lists (BOMs) depending on factors such as design changes, component availability, or manufacturing processes.
      Selecting the Current BOM: By checking the Current Checkbox for a particular parts list, users indicate that this is the current, approved version of the BOM to be used for production.
      B. Usage in Fabrication:
      When fabricating a device, the parts listed in the BOM marked as "current" will be the ones utilized by the production team.
      C. Tracking Changes:
      As changes occur in the device design or parts availability, users can update the BOM accordingly. The Current Checkbox ensures that only the most recent and approved BOM is used for production, preventing errors or discrepancies in the manufacturing process.
      D. Version Control:
      By maintaining a history of BOM revisions, users can track changes over time and revert to previous versions if necessary.
      Procedure for Adding a Bill of Materials (BOM):
      I. Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II. Select Device:
      Choose the specific device to which you want to add a BOM from the list of devices available.
      III. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Add BOM button.
      IV. Navigate to BOM Tab:
      Within the selected device's Detail section, locate and click on the "BOM" tab.
      V. Initiate BOM Addition:
      Look for the option to add a new BOM, typically labeled as "Add BOM" or a similar term. Click on this option to initiate the BOM addition process.
      VI. Enter BOM Details:
      Name: Provide a descriptive name for the BOM. This should clearly identify the BOM version or revision.
      Revision: Assign a revision number or identifier for tracking and referencing purposes.
      Date: Specify the date of the BOM addition or revision.
      Current Checkbox: Check this box if the BOM is the current or active version to be used for device fabrication and assembly.
      VII. Submit BOM:
      Once all required details are entered, review the information to ensure accuracy and completeness.
      VIII. Add BOM Components:
      Select Components: After submitting the BOM details, click on the "Detail" button or a similar option to access the specific BOM's details.
      Add Parts: Within the detailed view, there should be an option to add parts/components to the BOM. Click on this option to add the necessary components required for the device assembly.
      Component Columns: When adding components, specify the following details for each part:
      Item Number
      Name
      Description
      Quantity
      Cost per Unit
      I. Calculate BOM Cost:
      As parts are added, the system automatically calculates the total cost of the BOM based on the quantity and cost per unit of each component. This provides an estimate of the total cost required for device fabrication.
      II. Save/Add Components:
      Once all required components are added, review the list to ensure accuracy and completeness.
      III. Verification:
      After saving, verify that the BOM and its components have been successfully added and are now accessible within the BOM Tab for the selected device.
      IV. Access BOM:
      Users can now access the added BOM directly from the BOM Tab whenever needed.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Define wiring procedures for the system, including wire type, color, size, length, and connections.
      Parameters:
      Wire Type, Wire Color, Wire Size, Wire Length, Connection Type, Connection Point.
      Procedure for Adding Cross-Check Document (Wirelist):
      I. Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II. Select Device:
      Choose the specific device for which you want to add a wirelist document from the list of devices available.
      III. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Add Document button.
      IV. Navigate to Cross-Check Section:
      Within the selected device's Detail section, locate and click on the "Cross-Check" tab.
      V. Initiate Wirelist Document Addition:
      Look for the option to add a new wirelist document, typically labeled as "Add Document" or a similar term. Click on this option to initiate the document addition process.
      VI. Enter Wirelist Document Details:
      Name: Provide a descriptive name for the wirelist document. This should clearly identify the content of the document.
      Description: Add a brief description that provides additional context or information about the wirelist document.
      VII. Upload Wirelist Document:
      Click on the "Upload" button or a similar option to browse and select the wirelist document file from your computer. Ensure that the document is in PDF format as per the requirement.
      VIII. Submit Document:
      Once the wirelist document is selected, click on the "Submit" or "Upload" button to upload the document to the Cross-Check section.
      IX. Verification:
      After uploading, verify that the wirelist document has been successfully added and is now accessible within the Cross-Check section for the selected device.
      X. Access Document:
      Users can now access the added wirelist document directly from the Cross-Check section whenever needed.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Management of warranty types and additional services associated with the device.
      Parameters:
      Service Type, Service Description, Service Duration, Service Cost.
      Procedure for Adding Services to a Device:
      I. Access Device Management:
      Log in to Phocus and navigate to the Device Management section.
      II. Select Device:
      Choose the specific device for which you want to add services from the list of devices available.
      III. Unlock In-Depth Window:
      Before proceeding, ensure that the In-Depth Window for the selected device is unlocked. If it's locked, click on the lock symbol to unlock it. This step is necessary to enable access to the Services section.
      IV. Navigate to Services Tab:
      Within the selected device's Detail section, locate and click on the "Services" tab.
      V. Initiate Service Addition:
      Look for the option to add a new service, typically labeled as "Add Service" or a similar term. Click on this option to initiate the service addition process.
      VI. Enter Service Details:
      Select Service: Upon initiating the service addition process, a new window will open displaying a list of all available services.
      Filter Services: At the top of the list, there are two variables: Service Number and Name. Users can filter the list by typing in these fields. As information is entered, the list will automatically filter based on the provided information.
      Choose Service: Review the filtered list to find and select the desired service from the available options.
      Enter Additional Details: Once the service is selected, provide any additional details required, such as service duration, cost, description, etc.
      VII. Submit Service:
      Once all required details are entered, review the information to ensure accuracy and completeness.
      Verification:
      After submission, verify that the service has been successfully added and is now accessible within the Services section for the selected device.
      VIII. Access Services:
      Users can now access the added services directly from the Services section whenever needed.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Define the manufacturing process for the device, including step-by-step instructions.
      Parameters:
      Manufacturing Step, Step Description, Step Priority, Step Image.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Specification of test procedures for the device, including prioritized steps and validation of results.
      Parameters:
      Test Step, Step Description, Step Priority, Step Image, Step Result.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Specification of quality control steps for evaluating fabricated units, ensuring high-quality standards are met.
      Parameters:
      QC Step, Step Description, Step Priority, Step Image.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Define field support procedures for various situations encountered with the device in the field.
      Parameters:
      Support Procedure, Procedure Description, Procedure Priority.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Generation of labels for the device, including standard labels and QR code labels for quality control.
      Parameters:
      Label Type, Label Description, Label Image.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Listing of units with identical specifications sold previously, providing insights into sales, job details, test results, quality control tickets, and more.
      Parameters:
      Unit Model, Unit Serial Number, Sale Date, Job Details, Test Results.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Compilation of sales orders containing the device model number, offering insights into market demand and performance.
      Parameters:
      Sales Order Number, Customer Name, Sale Date, Quantity Sold.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Repository for listing necessary notes related to the device.
      Parameters:
      Note Title, Note Description, Note Date.
    • Details / Detail View

      The In-Depth View section within the Detail section of the Device Management in Phocus offers an extensive exploration of various aspects related to the device, covering everything from design documents to quality control procedures. Let's break down the purpose, features, and parameters typically found in each tab:

      Purpose:
      Record of actions taken within the device management system, ensuring transparency and accountability.
      Parameters:
      Action Type, Action Description, Action Date, User.
    • Add Device
      Purpose:
      The "Add Device" section in Phocus serves the primary purpose of enabling engineers and administrators to input new devices into the system. This section is essential for maintaining an up-to-date database of all devices within the organization's inventory. By adding devices through this section, users can ensure accurate tracking, management, and documentation of each device throughout its lifecycle.

      Workflow:
      I. Accessing Add Device Section:
      Users begin by navigating to the Device Management or a similar designated section within the Phocus platform.
      Within this section, locate and click on the "Add Device" or a similar option to initiate the device addition process.
      II. Entering Device Details:
      1. Model Number, Name, and Description:
      Start by entering the model number, name, and description of the device. These fields help uniquely identify and describe the device within the system.
      2. Select Product Family:
      After entering basic details, users select the product family to which the device belongs. Phocus provides a list of available product families, allowing users to choose the most relevant one.
      3. Fill out Level Specifications:
      Upon selecting the product family, Phocus automatically presents level specifications related to that family. Users fill out these specifications based on the specific attributes and requirements of the device being added.
      4. Submit Device:
      Once all necessary details and specifications are filled out, users submit the device information. This action triggers the creation of the device within the system.
      5. Complete Additional Information in Detail Page:
      While the basic device information is submitted, users can access the detail page of the newly created device to provide additional information.
      Battery Information: Users can specify details about the device's battery, including type, capacity, and any relevant technical specifications.
      Bill of Materials (BOM) Part List: Users can add components to the device's BOM, specifying each part's name, quantity, manufacturer, and other relevant details.
      Images and Documents: Users can upload images, user manuals, datasheets, and other documents related to the device.
      Other Information: Users can fill out additional fields and parameters as needed, ensuring comprehensive documentation of the device.
      I. Finalizing and Saving:
      After entering all required details and uploading relevant documents/images, users review the information for accuracy and completeness.
      Once satisfied, users proceed to save the newly added device by clicking on the "Save" or "Submit" button. This action finalizes the addition of the device to the system.
      II. Verification and Confirmation:
      Upon successful saving, users receive a confirmation message indicating that the device has been added to the system.
      Users may verify the addition by accessing the device list or searching for the newly added device within the Phocus platform.

    3- Option

    The option management feature in Phocus facilitates the organization and management of add-ons sold alongside other systems. It provides a structured environment within the engineering department for managing options across all company products. The option management section consists of three main subsections: List, Detail, and Add Option. Each subsection serves specific purposes in maintaining and documenting options within the system.

    Purpose:

    The primary purpose of the Option Management feature is to streamline the process of adding, tracking, and managing add-on options for the organization's products. It enables engineers and administrators to input new options into the system, update existing options, and access comprehensive information related to each option. By effectively managing options, organizations can ensure accurate documentation, efficient inventory management, and improved decision-making.

    Features:
    1. List Section:
    • Allows users to view all available options.
    • Users can filter options based on parameters such as model number, name, description, BOM allocation, engineering approval status, and more.
    • Provides quick access to detailed information for each option.
    2. Detail Section:
    • Offers comprehensive information on options, including technical, marketing, accounting, and purchasing details.
    • Consists of three parts: Overview, Detail View, and In-Depth View.
    • Each part provides specific insights into the option, ensuring users have access to all relevant information.
    3. Add Option Section:
    • Enables users to add new options to the system.
    • Users can input essential details such as model number, name, description, and product family.
    • Allows for the inclusion of additional information, such as battery details, BOM part list, images, and documents.

    Following each of these items, we will provide detailed explanations to ensure a comprehensive understanding of the features and functionalities available in Phocus's Option Management section.
    Features:
    1. Comprehensive Overview:
    Provides users with a comprehensive overview of all available options within the organization's inventory.
    2. Filtering Options:
    Users can filter options based on various parameters to quickly find specific options of interest. Parameters include:
     A) Model number
    B) Option name
    C) Description
    D) BOM allocation status
    E) Engineering approval status
    F) Research and development (R&D) status
    G) Active or obsolete status
    H) Sales approval status
    I) Lead times
    J) Pricing information
    3. Quick Access to Details:
    Offers quick access to detailed information for each option, allowing users to view essential details without navigating to individual option pages.
    Benefits:
    1. Efficient Option Management:
    Enables users to efficiently manage a large number of options by providing a centralized location to view and filter them based on specific criteria.
    2. Time-Saving:
    Saves time by allowing users to quickly locate options of interest without manually searching through extensive lists.
    3. Enhanced Decision-Making:
    Provides users with the necessary information to make informed decisions regarding option selection, approval, and allocation.
    Parameters:
    The parameters available for filtering options in the list section include:
    Model number:
    Unique identifier for the option.
    2. Option name:
    Name or title of the option.
    3. Description:
    Brief description providing additional context or information about the option.
    4. BOM allocation:
    Indicates whether the option is allocated in the Bill of Materials (BOM).
    5. Engineering approval:
    Status indicating whether the option has been approved by the engineering team.
    6. Research and development (R&D):
    Status indicating whether the option is designated for research and development purposes.
    7. Active or obsolete:
    Status indicating whether the option is currently active or obsolete.
    8. Sales approval:
    Status indicating whether the option has been approved for sales.
    9. Lead times:
    Time required for the procurement or production of the option.
    10. Pricing information:
    Cost associated with the option, including unit price and any applicable discounts or promotions.

    4- Field Replaceable Unit (FRU)

    The Field Replaceable Unit (FRU) management section in Phocus facilitates the streamlined management of field service procedures and support documentation. It enables quick issue resolution and efficient customer support, ensuring that field service teams have access to the necessary information to address customer inquiries and resolve issues promptly. This manual provides detailed instructions for navigating and utilizing the FRU management section, encompassing three important subsections: List, Details, and Add FRU.

    • Engineering Approval Tab
    • List Section
      The List section provides an overview of all devices offered by the company, allowing engineering teams to access essential device information efficiently.

      A. Features:
      1. Model Number:
      Purpose: Identifies the unique model number assigned to each device.
      Importance: Allows for quick and precise identification of devices within the system.
      Device Name:
      Purpose: Provides a descriptive name for each device.
      Importance: Helps users understand the purpose or function of the device at a glance.
      3. Device Description:
      Purpose: Offers a detailed description of the device, including its features and capabilities.
      Importance: Provides additional context and information about the device to users.
      4. BOM Check Box (Bill of Materials):
      Purpose: Indicates whether the device has an associated Bill of Materials.
      Importance: Helps track whether all necessary components for device assembly have been documented and accounted for.
      5. Engineering Approval Checkbox:
      Purpose: Indicates whether the device has received engineering approval.
      Importance: Ensures that all necessary engineering documentation and specifications have been reviewed and approved before production or sales.
      6. R&D Checkbox:
      Purpose: Flags whether the device is designated for Research and Development purposes.
      Importance: Helps differentiate devices intended for experimental or testing purposes from those ready for production or sale.
      7. Obsolete Checkbox:
      Purpose: Marks whether the device is obsolete and no longer available for sale.
      Importance: Helps prevent the sale or production of outdated devices and manages inventory effectively.
      8. Sales Approval:
      Purpose: Indicates whether the sales team is authorized to sell the device.
      Importance: Ensures that only approved devices are offered for sale, maintaining consistency and quality in product offerings.
      9. Lead Time:
      Purpose: Specifies the time required to build and deliver the device to customers.
      Importance: Helps manage customer expectations and plan production schedules effectively.
      10. Price:
      Purpose: Lists the price of the device.
      Importance: Provides transparency regarding the cost of the device to both internal stakeholders and customers.
      11. Cost:
      Purpose: Indicates the cost associated with building the device.
      Importance: Helps calculate profit margins and determine pricing strategies.
      12. Labor HR (Labor Hours):
      Purpose: Specifies the amount of labor required to fabricate the device.
      Importance: Helps estimate production costs and allocate resources efficiently.
      13. Actual Lead Time:
      Purpose: Records the actual time taken to deliver the device to customers.
      Importance: Provides insights into production efficiency and helps identify areas for improvement.
      B. Customizability:
      The list is customizable based on the company's product inventory and needs.
      Users can identify which columns they see in their list section.
      The order of the columns is also customizable, allowing users to prioritize information based on preference.
      C. Model Dropdown:
      A dropdown menu at the top of the list allows users to filter devices based on their models.
      D. Parametric Filtering:
      Allows users to filter devices based on parameters such as power level, input voltage, output voltage, and model.
    • Details / Overview
      In the Overview section, general information regarding the FRU is presented, including:

      A. Parameters:
      1. Checkboxes:
       Obsolete: Indicates if the FRU is obsolete.
      R&D: Specifies if the FRU is designated for research and development purposes.
      Sales Approved: Indicates whether the FRU is approved for sales.
      Engineering Approved: Specifies whether the FRU has been approved by the engineering department.
      2. FRU Number:
      The unique identification number assigned to the FRU.
      3. FRU Name:
      The descriptive name of the FRU.
      4. FRU Description:
      A brief description providing additional context or information about the FRU.
      5. Lead Time:
      The time required to fulfill an order for the FRU.
    • Details / Overview
      The Detail View presents more detailed information about the FRU in a tabular format, organized into several tabs:

      1. Image Tab:
      Allows users to upload images of the FRU for visual reference.
      2. UPC/QR Code Tab:
      Provides UPC or QR codes associated with the FRU for tracking purposes.
      3. Pricing Tab:
      Displays pricing information for the FRU.
      4. Cluster and Level Tab:
      Specifies the cluster and level of the FRU within the product hierarchy.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Contains technical drawings, specifications, and other design-related documents associated with the FRU.
      Adding Procedure for Documents:
      Purpose: The document design process involves creating technical drawings, specifications, and other design-related documents associated with the FRU.
      Procedure:
      Access the designated section for adding documents in the FRU management system.
      Follow the prompts to upload the relevant files or attachments, ensuring they adhere to the required format and specifications.
      Provide a descriptive title for the document and specify any relevant tags or categories for organization.
      Submit the document for inclusion in the system.

      Reference: For detailed instructions on adding documents, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:

      Lists all components and parts required to manufacture or assemble the FRU, along with their quantities, suppliers, and other relevant details.

      For more information, please refer to Section XX.

      Adding Procedure for BOM:
      Purpose: The BOM lists all components and parts required to manufacture or assemble the FRU, along with their quantities, suppliers, and other relevant details.
      Procedure:
      Access the BOM management section in the FRU management system.
      Input details of each component, including name, quantity, supplier, manufacturer part number, and other relevant information.
      Specify the relationship between the FRU and its components, indicating how they are assembled or integrated.
      Submit the completed BOM for incorporation into the system.
      Reference: For detailed instructions on adding BOM, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:

      Includes documents or reports used for cross-checking the accuracy and quality of the FRU, such as test results or quality control records.

      For more information, please refer to Section XX.

      Adding Cross-Check Document Procedure:
      Purpose: Adding cross-check documents involves including verification documents such as wirelists or schematics in PDF format to ensure accuracy and compliance with specifications.
      Procedure:
      Navigate to the cross-check document management section within the FRU management system.
      Select the FRU for which you want to add a new cross-check document.
      Follow the prompts to upload the PDF file containing the cross-check information.
      Provide a descriptive title for the document and specify any relevant tags or categories for organization.
      Submit the cross-check document for inclusion in the system.
      Reference: For detailed instructions on adding cross-check documents, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Provides information about the services associated with the FRU, including maintenance, repair, and support.
      Adding Services Procedure:
      Purpose: Adding services involves defining support, maintenance, repair, or other services associated with products, enhancing customer experience and satisfaction.
      Procedure:
      Access the service management section within the FRU management system.
      Input details such as service type, description, duration, and associated costs.
      Specify any specific procedures or steps required for the service.
      Provide contact information for service inquiries or scheduling.
      Submit the service information for inclusion in the system.
      Reference: For detailed instructions on adding services, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Details the manufacturing process and procedures involved in producing the FRU.
      Adding Manufacturing Process:
      Purpose: The manufacturing process details the procedures and instructions involved in producing the FRU.
      Procedure:
      Access the manufacturing management section in the FRU management system.
      Specify the manufacturing steps, instructions, quality control measures, and other relevant details.
      Define the sequence of operations and any specific requirements for each step in the manufacturing process.
      Submit the manufacturing process for inclusion in the system.
      Reference: For detailed instructions on adding manufacturing processes, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Outlines the testing procedures and protocols conducted to ensure the quality and functionality of the FRU.

      Adding Test Procedures:
      Purpose: Test procedures outline the testing methods, criteria, and protocols conducted to ensure the quality and functionality of the FRU.
      Procedure:
      Access the test management section in the FRU management system.
      Specify the testing methods, criteria, parameters, expected outcomes, and any other relevant details.
      Define the sequence of tests to be conducted and any specific requirements for each test.
      Submit the test procedures for inclusion in the system.
      Reference: For detailed instructions on adding test procedures, please refer to Section XX of the Phocus manual.
      Adding Test Procedures:
      Purpose: Test procedures outline the testing methods, criteria, and protocols conducted to ensure the quality and functionality of the FRU.
      Procedure:
      Access the test management section in the FRU management system.
      Specify the testing methods, criteria, parameters, expected outcomes, and any other relevant details.
      Define the sequence of tests to be conducted and any specific requirements for each test.
      Submit the test procedures for inclusion in the system.
      Reference: For detailed instructions on adding test procedures, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Includes information about field support activities, such as installation, troubleshooting, and maintenance instructions.

      Adding Field Support Procedure:
       Purpose: Adding field support involves providing instructions and resources for field technicians or support personnel, facilitating installation, maintenance, and troubleshooting activities.
      Procedure:
      Navigate to the field support management section within the FRU management system.
      Input details such as support type, procedures, troubleshooting steps, and contact information.
      Specify any specific tools, equipment, or documentation required for field support activities.
      Provide clear instructions for installation, maintenance, and troubleshooting procedures.
      Include any relevant diagrams, schematics, or visual aids to assist field technicians.
      Submit the field support information for inclusion in the system.
      Reference: For detailed instructions on adding field support, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Specifies labeling requirements and standards for the FRU, including product labels and packaging information.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Tracks the historical data and changes associated with the FRU, such as revisions, updates, and modifications.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Provides insights into the quality control measures implemented during the production and inspection of the FRU.

      Adding Quality Control Measures:
      Purpose: Quality control measures provide insights into the procedures and standards for inspecting and verifying the quality of the FRU.
      Procedure:
      Access the quality control management section in the FRU management system.
      Specify the inspection criteria, sampling methods, acceptance criteria, and documentation requirements.
      Define the sequence of quality control activities and any specific requirements for each inspection.
      Submit the quality control measures for inclusion in the system.
      Reference: For detailed instructions on adding quality control measures, please refer to Section XX of the Phocus manual.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Generates reports on sales performance and revenue generated by the FRU over a specific period.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Allows users to add additional notes or comments regarding the FRU for reference or documentation purposes.
    • Details / In-Depth View
      The In-Depth View provides detailed instructions and analytical information regarding the FRU, encompassing several tabs for various aspects:
      Logs and tracks user actions and changes made to the FRU for auditing and compliance purposes.

    5- Product Management

    The Product Management section in Phocus is a comprehensive tool designed to assist companies in effectively managing their product portfolios. It enables the creation, organization, and management of product families, specifications, and associated documentation. This section plays a crucial role in streamlining product development, pricing, and sales processes.

    • Theory of Operation
    • Purpose
    • Purpose
    The List section provides an overview of all product families managed by the company. Users can access each family's details and specifications, filter and search for specific families, and navigate to the Detail page for more information.

    Parameters:
    1. Family Model: Unique identifier for each product family.
    2. Family Name: Descriptive name for the product family.
    3. Family Description: Brief overview or description of the product family.

    5- Product Management

    Quality Control Management in Phocus is designed to ensure that products meet the highest standards of quality and reliability. It enables companies to monitor, manage, and improve the quality of their products throughout the entire product lifecycle. With three essential sections—List, Detail, and Add QC Tickets—Phocus Quality Control Management provides a comprehensive solution for maintaining excellence in product quality.

    Purpose:
    The purpose of Quality Control Management in Phocus is to uphold the integrity of products by implementing rigorous quality control measures. It ensures that products meet predefined quality standards, comply with regulatory requirements, and exceed customer expectations. By identifying and addressing quality issues proactively, companies can enhance customer satisfaction, minimize returns and recalls, and strengthen their reputation in the market.

    Features:
    1. List Section:
    Provides an overview of all quality control tickets and activities.
    Allows users to filter and search for specific QC tickets based on various parameters.
    Customizable columns and parameters to accommodate specific quality control requirements.
    2. Detail Section:
    Offers detailed information about each QC ticket, including ticket number, description, status, assigned personnel, and resolution.
    Enables users to track the progress of quality control activities and monitor any deviations from quality standards.
    Provides a platform for collaboration and communication among team members involved in quality control processes.
    3. Add QC Tickets:
    Facilitates the creation of new quality control tickets to address identified quality issues.
    Allows users to specify the nature of the quality issue, assign responsible personnel, set priorities, and establish deadlines for resolution.
    Streamlines the process of documenting, tracking, and resolving quality control issues, ensuring timely corrective actions.
    • List Section
      The List section in Phocus Quality Control Management provides users with an organized overview of quality control tickets and activities. It allows for efficient tracking, monitoring, and management of quality issues across various products and projects. Here are the detailed explanations of the parameters available in the List section:

      1. Ticket Number:
      Each quality control ticket is assigned a unique identifier, known as the ticket number. It serves as a reference for tracking and identifying individual quality issues.
      2. Date:
      The date parameter indicates the date when the quality control ticket was created or initiated. It helps in establishing a timeline for addressing and resolving quality issues.
      3. Related Device Model:
      This parameter specifies the model or product associated with the quality control ticket. It helps in categorizing quality issues based on the affected device or product line.
      4. Title:
      The title parameter provides a brief and descriptive summary of the quality issue addressed in the ticket. It offers a quick insight into the nature of the problem.
      5. Description:
      The description parameter offers a detailed explanation of the quality issue documented in the ticket. It provides additional context, background information, and relevant details to aid in understanding and addressing the issue.
      6. Category:
      Quality control tickets are categorized based on the type or nature of the quality issue. Common categories may include design defects, manufacturing flaws, performance issues, or compliance violations.
      7. Type:
      The type parameter specifies the classification or type of quality control ticket. It may indicate whether the ticket relates to a corrective action, preventive measure, investigation, or audit.
      8. Created By:
      This parameter identifies the individual or entity responsible for creating the quality control ticket. It helps in assigning accountability and tracking contributions to the quality control process.
      9. Status:
      The status parameter indicates the current state or stage of the quality control ticket within the resolution process. Common statuses may include open, assigned, in progress, pending review, resolved, or closed.
      The List section allows users to filter, sort, and search for quality control tickets based on these parameters, enabling efficient navigation and management of quality issues. It serves as a central dashboard for overseeing the entire quality control workflow, facilitating collaboration, and ensuring timely resolution of quality issues.
    • Details / Detail View
      The Detail View section offers a more comprehensive breakdown of the quality control ticket, presenting additional information and data in a structured format. Parameters in this section may include:

      1. Images Tab:
      Visual documentation related to the quality issue.
      2. Affected Components Tab:
      Specific components or parts impacted by the quality issue.
      3. SLA (Service Level Agreement) Tab:
      a. What is SLA:
      An SLA, or Service Level Agreement, is a contractual agreement between a service provider and a customer that outlines the level of service expected, including quality, availability, and responsiveness. SLAs are commonly used in various industries to ensure that services meet agreed-upon standards and that customers receive satisfactory levels of service.
      In the context of quality control tickets, having SLAs helps to:
      1. Set Expectations:
      SLAs clearly define the level of service quality that customers can expect, including response times, resolution times, and quality standards.
      2. Measure Performance:
      SLAs provide measurable criteria for evaluating the performance of the quality control process. They allow for tracking and monitoring of key metrics to ensure that service levels are being met.
      3. Improve Accountability:
      By establishing specific targets and deadlines, SLAs hold both the service provider and the quality control team accountable for meeting agreed-upon standards. This helps to ensure that issues are addressed promptly and effectively.
      4. Enhance Customer Satisfaction:
      Meeting SLAs demonstrates reliability and commitment to customer satisfaction. Customers are more likely to be satisfied when they receive timely responses and resolutions to their quality-related issues.
      5. Drive Continuous Improvement:
      SLAs provide a framework for identifying areas of improvement in the quality control process. By tracking performance against SLA targets, organizations can identify trends, bottlenecks, and opportunities for optimization.
      In the context of quality control tickets between employees of the same company, an SLA (Service Level Agreement) works as a guideline or agreement that defines the level of service expected from the quality control process. Here's how it typically works:
      1. Establishing SLA Parameters:
      The company's quality control team, in collaboration with relevant stakeholders, defines specific parameters for the SLA. This includes criteria such as response time, resolution time, severity levels, and quality standards.
      2. Defining Response and Resolution Times:
      The SLA specifies the timeframe within which quality control tickets must be acknowledged and resolved. For example, it may state that high-priority tickets must be addressed within 24 hours, while low-priority tickets may have a longer response time.
      3. Assigning Severity Levels:
      Quality control tickets are categorized based on their severity or impact on business operations. The SLA defines the criteria for assigning severity levels and outlines the appropriate response and resolution times for each level.
      4. Clarifying Escalation Procedures:
      In cases where tickets cannot be resolved within the specified timeframe, the SLA may outline escalation procedures. This ensures that unresolved issues are brought to the attention of higher-level management or specialized teams for timely resolution.
      5. Monitoring and Reporting:
      The company's quality control team monitors adherence to SLA parameters and generates reports to track performance metrics. This includes measuring actual response and resolution times against the targets defined in the SLA.
      6. Feedback and Continuous Improvement:
      Regular reviews of SLA performance allow the company to identify areas for improvement in the quality control process. Feedback from employees and stakeholders is used to refine SLA parameters and optimize service delivery.
      7. Ensuring Compliance:
      Adherence to SLAs is enforced through regular performance evaluations and accountability measures. This ensures that employees responsible for quality control tickets are held accountable for meeting the agreed-upon service levels.

      By implementing an SLA for quality control tickets between employees, the company can streamline its internal processes, ensure consistent service delivery, and prioritize the resolution of quality-related issues based on their severity and impact.
      b. Parameters:
      Parameters in SLA tab are as follows,
      1. SLA Type: Response Time SLA
      Explanation: This refers to the specific type of SLA being implemented, which focuses on ensuring timely responses to customer inquiries or support requests.
      There can be various types of Service Level Agreements (SLAs) depending on the nature of the service being provided and the specific needs of the business or organization. However, some common types of SLAs include:
      Response Time SLA: Specifies the time frame within which the service provider commits to responding to customer inquiries or issues.
      Resolution Time SLA: Defines the time frame within which the service provider commits to resolving customer issues or requests.
      Uptime SLA: Guarantees the minimum amount of time that a service or system will be available and operational within a given period.
      Performance SLA: Establishes specific performance benchmarks or metrics that the service provider agrees to meet, such as speed, reliability, or throughput.
      Availability SLA: Ensures that the service will be available and accessible to users for a certain percentage of the time, typically expressed as a percentage of uptime.
      Quality of Service (QoS) SLA: Defines the expected quality standards for the service, including factors such as reliability, responsiveness, and user experience.
      2. SLA Description:
      Explanation: Provides a brief overview of the purpose and scope of the SLA, outlining its intended function and objectives.
      3. Response Time: Within 24 hours of receiving the inquiry.
      Explanation: Specifies the maximum allowable time for responding to customer inquiries. In this case, the target is to acknowledge the inquiry within 24 hours of receipt.
      4. Resolution Time: Dependent on the nature of the inquiry; aim to resolve within 3 business days.
      Explanation: Indicates the expected timeframe for resolving the inquiry, which may vary depending on its complexity or urgency. The goal is to address and resolve the issue within three business days whenever possible.
      5. Escalation Procedures: If response time SLA is not met, escalate the inquiry to a higher support tier for immediate attention.
      Explanation: Outlines the course of action to be taken if the response time SLA is not met. This involves escalating the inquiry to a higher level of support or management for prompt resolution.
      6. Notification Requirements: Notify the customer about the status of their inquiry within 24 hours and provide regular updates until resolution.
      Explanation: Specifies the communication protocol for keeping the customer informed about the progress of their inquiry. This includes providing initial acknowledgment within 24 hours and providing regular updates until the issue is resolved.
      7. Performance Metrics: Measure response and resolution times for each inquiry; aim for 90% adherence to SLA targets.
      Explanation: Defines the key performance indicators (KPIs) used to evaluate the effectiveness of the SLA. This involves tracking and measuring response and resolution times for each inquiry and aiming for a 90% adherence rate to SLA targets.
      8. Penalties: No penalties for failing to meet SLA targets; however, prioritize inquiries with overdue SLAs to prevent customer dissatisfaction.
      Explanation: Indicates whether penalties are imposed for failing to meet SLA targets. In this case, there are no direct penalties, but there is an emphasis on prioritizing inquiries with overdue SLAs to prevent customer dissatisfaction.
      9. Review and Revision: SLA will be reviewed quarterly to ensure it aligns with customer expectations and platform capabilities.
      Explanation: Highlights the process for reviewing and revising the SLA on a regular basis. This ensures that the SLA remains relevant and effective in meeting customer expectations and aligning with the capabilities of the platform.
    • Details / In-Depth View
      The In-Depth View section delves into detailed instructions, analyses, and documentation related to the quality issue, providing a comprehensive understanding for users involved in its resolution. Parameters in this section may include:

      1. Communication Logs Tab:
      Records of communication and interactions related to the quality issue.
      2. Action Plan Tab:
      Detailed plan outlining specific steps and strategies for addressing the quality issue.

      a. Action Plan Procedure and Workflow:
      I. Identification of Action Items:
      Based on the findings of the root cause analysis (RCA) or other quality improvement initiatives, identify specific action items required to address the identified issues or opportunities for improvement.
      In Phocus, users are required to identify specific action items to address issues or opportunities for improvement. This involves:
      Title: Users should provide a clear and descriptive title for each action item, summarizing the purpose or objective of the action.
      Description: Users must include a detailed description of each action item, outlining the steps or tasks necessary to accomplish the desired outcome.
      II. Prioritization:
      Prioritize action items based on factors such as their impact on product quality, customer satisfaction, regulatory compliance, or business objectives.
      Consider resource availability, urgency, and dependencies among action items when establishing priorities.
      III. Assign Responsibility:
      Assign responsibility for each action item to individuals or teams with the necessary expertise and authority to execute them effectively.
      Clearly define roles, responsibilities, and expectations to ensure accountability and alignment.
      IV. Establish Timelines:
      Define clear timelines and deadlines for the completion of each action item.
      Ensure that timelines are realistic and achievable, taking into account resource constraints and other project commitments.
      3. Root Cause Analysis Report Tab:
      Detailed report outlining the root cause(s) identified for the quality issue.
      a. Root Cause Analysis Procedure and Workflow:
      Root Cause Analysis (RCA) is a systematic process used to identify the underlying causes of problems or issues in order to prevent their recurrence. In the context of Phocus Quality Control Management, conducting an RCA involves several steps and follows a structured workflow:
      I. Initiation:
      The RCA process begins when a quality control ticket is created in Phocus, highlighting a specific issue or problem.
      The ticket is assigned to a designated individual or team responsible for conducting the root cause analysis.
      II. Gathering Information:
      The assigned personnel gather relevant data, information, and evidence related to the quality issue.
      This may involve reviewing documentation, conducting interviews, analyzing data, and examining affected components.
      III. Problem Definition:
      The team defines the problem statement clearly and concisely, ensuring a shared understanding of the issue.
      This involves identifying the symptoms, impacts, and manifestations of the quality issue.
      IV. Cause Identification:
      The team conducts a structured analysis to identify potential causes or contributing factors underlying the quality issue.
      Techniques such as brainstorming, fishbone diagrams (Ishikawa diagrams), and 5 Whys analysis may be utilized to explore root causes.
      V. Analysis and Evaluation:
      Each potential cause is systematically analyzed and evaluated to determine its relevance and impact on the quality issue.
      The team considers factors such as frequency, severity, and plausibility of each cause.
      VI. Preventive Action Identification:
      After determining the root cause(s), the team identifies preventive actions to address systemic issues and prevent recurrence of similar problems in the future.
      Preventive actions aim to eliminate or mitigate the root causes and associated risks proactively.
      4. Documentation:
      Additional documentation, reports, or references relevant to the quality issue.
      5. Auditing:
      Detailed tracking of every modification or activity
    • Add QC Ticket
      Users can create tickets to report quality control-related concerns directly within Phocus. This feature allows users to document issues or improvements needed in various departments such as Inventory, Production, Engineering, and Shipping.

      To add a ticket, follow these steps:
      1. Date:
      Phocus will automatically populate this field with the current date.
      2. Created By:
      Phocus will automatically identify the account that is signed in and fill out this field accordingly.
      3. Department:
      Select the department for which the ticket is being generated. Choose from the following options: Inventory, Production, Engineering, or Shipping.
      4. Category and Type:
      Organize the ticket by selecting appropriate categories and types to facilitate effective analysis and study of the tickets.
      5. Assigned to:
      Assign the ticket to a specific individual who will be responsible for addressing it. This ensures accountability and streamlines the resolution process. The assigned person will receive notifications about the ticket.
      6. Title:
      Provide a descriptive and concise title for the ticket, summarizing the nature of the issue or improvement.
      7. Content:
      Enter detailed information about the concern or improvement needed. Include relevant context, observations, and any other pertinent details.
      Once all required parameters are filled out, click on the "Submit" button. Phocus will automatically generate a unique ticket number and record the ticket in the ticket list. Users can later provide updates, attach documents, and track resolutions in the detail page of the ticket within the Quality Control Ticket section.