EngCoLab

The Engineering Collaboration Laboratory

by P&PM - Product Lifecycle & Program Manufactory

Checklist & Operating Procedure Management for Design Engineers

Share your policies, checklists & operating procedures on a common platform to drive your Engineering processes.

Connect your checklists & operating procedures together so that they are triggering and subscribing to each other.

Make your procedures available via APIs for other systems and applications.

Many departments make use of checklists and detailled work instructions today. However, they are often stored per team - without connections to each other.

Start sharing your procedures and checklists with your colleagues, assign them to processes and roles. Trigger subsequent procedures or subscribe to other procedures: By this a federated network of procedures is established - transparent and ready for continuous improvement.

Leverage data driven services to trigger procedures from your data in PLM / ERP systems.

Built for Engineering Collaboration

Make use of checklists & procedures that provide powerful REST APIs as well as Subscription Capbilities to enable state of the art collaboration. Leverage AI translation services and similarity checks to assure a high quality of information.

Supported by PLM Experts

With our expertise from the PLM domain, we support you in integrating and deploying the application to your ALM/PLM, IoT and ERP landscape.

Applicable Use Cases

Design Changes: Manage diverse types of design changes in a standardized way and monitor and document their execution. Collaborate on checklist items and document review results in a common way – associated with your product data.

Milestones & Gateway Reviews: Checklists assure the quality of milestones and gateways by providing the right routines & procedures. Monitor their coverage and persistently store the review results.

Issue & Deviation Management: Manage issues and deviations assigned to the corresponding procedures – linked to your projects and product data.

Onboarding of Engineering Staff & Design Partners by regular work instructions: Make use of procedures for onboarding to assure the right level of knowledge. Improve the know-how of your staff by sharing procedures also for occasional work.

Operating Procedures for guidance and standardizations like supplier selections, evaluations, release procedures etc. and share them across your teams.

Quality checklists for diverse use cases to secure the correctness and completeness of your design work.

…and more.

Key Features

Management of Templates for diverse artefacts like standard operating procedures, checklists etc.
Continuous improvement of templates by collecting feedback and troubleshoots, controlled deployment of updates by version & release management
Linking of templates by triggers and subscriptions to establish a federated network of procedures
Easy retrieval of applicable procedures, checklists etc. via different search strategies like domains/topics, processes, roles or milestones
Assignment of procedures etc. to projects, product changes or product data for enhanced team collaboration
Management of issues and deviations on applied procedures
Consistent documentation of applied procedures, issues, deviations and their effective ownerships per usage
Automation of process steps based on defined procedure steps

Define templates for diverse use cases along your operations. Make use of different template types. Describe the applicable scope of usage and link roles & process steps. Assign attachments as needed.

Derive a specific document from the template to support & document your specific use case. Trace the consideration of the procedure and document or reference the specific product data and scope.

Track the accomplishment of each step & sub-step within a procedure. Collaborate via comments. Assign deviations and issues in case – or report back enhancements requests of the template itself.

Assign derived procedure documents to projects in case and by this track & trace the progress within a project view. Make use of project templates so that applicable procedures are directly available within your projects.

Template Management for Checklists and Procedures

Master templates for instructions, procedures, guidelines, checklists etc. and by this store your company best practices in a standardized way.

Structure your templates per milestone, domain or project phase and make them retrievable in an easy way for day-to-day use.

Implement sets of templates for re-occurring events like project types, gateways etc. and by this standardize the execution of your processes.

Link procedures together to trigger subsequent checks & procedures. Establish subsriptions to other steps to trigger actions in a defined domain.

Loop back comments and feedback on templates and continuously enhance them to create a company best practice. Steer the effectivity of updated templates by a controlled version management.

Procedure and Checklist from Templates - per business use case

Derive specific procedures or checklists from your templates per event (for instance per design review etc.). Assign applicable ownerships to each procedure to manage the responsibilities per event.

Track the execution of procedures via project dashboards and by this keep track of the readiness of your milestones and project steps.

Trigger subsequent procedures by triggers and subscriptions. Monitor the progress of linked and related procedures.

Leverage our automation capabilities by standardized APIs to trigger and derive relevant procedures based on defined events, for instance trigger a safety review by choosing the right template automatically.

Integrate with ALM/PLM, IoT and ERP as well as Task Management & Project Management Tools

Integrate procedures to your product data like parts, documents or design items to establish a full traceability for the scope of the relevant documents.

Integrate with your task management or project management tools via open APIs.