Prepare MRB Case

Explanation

This activity is used to enter the relevant information on how to handle the material review board (MRB) case. The MRB case is prepared with information on how the case will be handled before the testing and the dispositioning begins. In this activity, you can enter notes, attach documents, specify a coordinator to oversee the case, and enter or modify a checklist.     

Prerequisites

An MRB header must exist.

System Effects

As a result of this activity:

• Relevant notes can be added.
• Relevant documents can be attached.
• A coordinator can be added.
• A checklist can be entered or modified.
• When an MRB case is created, the case status will turn to In Process. 

Window

MRB Case
MRB Basic Data

Related Window Descriptions

MRB Case
MRB Case/Details
MRB Case/Checklist

Procedure

To add a note specifying a coordinator in an MRB case:

1. Open the MRB Case window.
2. Populate or query for the desired MRB case.
3. Click the Details tab. 
4. Optionally, you can add a note in the Note field.
5. Optionally, you can specify a coordinator in the Coordinator field or select one from the List of Values.
6. Save the record.

To add a relevant document to an MRB case:

1. Open the MRB Case window.
2. Populate or query for the desired MRB case.
3. Click the connected objects icon to open the Connected Objects for MRB Head dialog box.
4. Create a new record.
5. Enter the document class in the Document Class field or select one from the List of Values. The description of the document class will automatically appear in the Document Class Description field.  
6. Enter the document number in the Document No field or select one from the List of Values.
7. Enter the relevant document revision in the Document Revision field.
8. Optionally, you can enter the category of association in the Association Category field or select one from the List of Values.
9. Save the information.

To enter or modify a checklist:

1. Open the Material Review Board window
2. Populate or query for the MRB case for which you want to add the checklist items.
3. Click the Checklist tab.
4. Create a new record.
5. You may change the checklist item number if desired.
6. Enter your question in the Checklist Question field. Entering a checklist comment is optional.
7. Repeat steps 3 to 5 until you have entered all the necessary checklist items.
8. Save the information. 

Note: If you want to change the checklist template:

1. Right-click anywhere in the header and then click Select Checklist.
   This will open a dialog box called Select MRB Case Checklist Template.
2. Select the desired checklist template from the List of Values.
3. Click OK. If completed checklist items already exists, a message informing you of the existing checklist items will appear. Optionally, you can delete the existing checklist items and add a new template. If no items exist, then the new items are created.

To plan an MRB Case:

1. Open the Material Review Board window.
2. Right-click anywhere in the header and then click Plan. Status Will be "Planned".

Note: An MRB case connected to a shop order cannot be opened if the shop order does not have a Started status.