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XyoTech is an engineering training, consulting, and application development company dedicated to providing your organization with the training and tools you need to stay competitive. |
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| Design Your Own CM In-House Seminar |
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Tailor it to Your Needs one to three days |
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| Topic | Subject | Hrs | Description/Comment |
| Introduction | Why EDC / CM | 1.0 | Orientation, importance of the discipline, organization, doc control vs configuration management. Bridge the gap between Engineering and the rest of the company. |
| Documents | Doc Types | 0.5 | Dividing technical documents into categories - design, manufacturing, quality, service, etc. Who should control them? |
| Documents | Design Doc Formats | 1.0 | What should/shouldn't go on Design Docs? Consistent formats & standards. Who signs the documents? Who gets the signatures? |
| Documents | Doc File Control | 0.5 | Minimum file control. Who controls, Rev control, when should control start. |
| Documents | Product Specifications | 0.5 | What are product specs and how should they be treated differently than other docs? |
| Identification | Part Numbers Configuration Ident |
1.0 | Significant and non significant part numbers, ideal part number, tab/dash/version numbers, product numbers, release numbers, etc. etc. How to figure out what you need? what should go on the nameplate? |
| Identification | Marking Product/Parts | 0.5 | What should be marked? With what numbers? Is marking always value added? |
| Identification | Approved Sources | 0.5 | Approved manufacturers &/or approved sources. First source. Control of sources. |
| Identification | Interchangeability & Spares |
1.5 | What did Eli Whitney do? Is Form, Fit & Function enough? What is? Logic diagram refined - when to change PN and when to change Rev. What are revs for? How do spares fit in? Are the spares decisions important? |
| BOM | Populating MRP Files | 0.5 | How/who/when should data be entered into those MRP screens? Should sketch numbers be used? What process should be followed? |
| BOM | BOM & Parts Lists | 1.0 | Controlled Engineering Parts List defined. What should/shouldn't' go in the BOM. How many BOMs are needed? How many databases for the BOM? Is a single data base obtainable? |
| BOM | Modular BOM | 0.5 | When is a modular BOM needed? What are the benefits of modular structure? what are the alternatives? |
| BOM | Product Structuring | 0.5 | How many levels should be in the structure? Are more levels good? Is a flat BOM attainable? |
| Release | Cross Functional Teams | 0.5 | Proper use of cross functional teams in the release process. Who should be involved? Would they become signers? How should the team function? |
| Release | Rel Product/Doc/Parts | 1.5 | What phases are needed in the process? Is there a reluctance to release? Should parts be released before assemblies or top level? How to tell what phase an item/document is "good for". Is a release document needed? How to expedite release. How to track it. |
| Release | Release Work Flow | 0.5 | What work elements are required to release an item and how should they be sequenced? Which steps can be done in parallel. Make a release flow diagram. |
| Release | Non Conformance/ Deviations/Waivers |
0.5 | Are deviations/waivers needed? What to do with material that doesn't meet the drawing/spec? Are these ways to make fast changes? How to avoid repeated deviations. |
| Change | Reasons for Change Request and Control |
0.5 | What exactly are the reasons for having a controlled request or change process? |
| Change | Change Request | 1.0 | Do you need a request for engineering action process? How to tell! Where does the request end and the change start? Another form? How to work off the request backlog! Metrics. |
| Change | Change Control | 1.5 | Do's and don'ts of change control. What are the rules, guidelines and why? Blocking/Blanket changes. Impacts and their affect on the process. Signatures/Customer approvals. World class classification. How to sort out the chaff. Dispositioning and much more. |
| Change | Change From Content | 0.5 | What should go on the ECO and Why? |
| Change | Change Forms | 0.5 | How many forms? What purpose? what does a world class form look like? On line? |
| Change | Implementation/Trace/ Account |
0.5 | How to make sure changes are implemented and tracked. How to account/report at a minimum. |
| Change | Change Effectivity | 0.5 | How and where to plan the effectivity. Is the plan static? Is a date enough? Who should plan and track the plan? |
| Change | Fast Change | 0.5 | Why is speed important? Change metrics. What points to measure. What do fast processes have in common? Benchmarks. The path to speed. |
| Change | Change Work flow | 1.0 | What elements are required in a change control process and what sequence should they be performed in? What elements can be performed in parallel? Make a change process flow diagram. |
| Change | Change Cost | 0.5 | Finding cost reductions that aren't! Cost form, flow and standards. |
| Change | Field Change | 0.5 | What changes should/shouldn't be retrofit? Another form? What process yields the best result? |
| Implementation | Supply Chain | 0.5 | What are the recurring CM problems in the supply chain? Are the CM problems repairable? How? |
| Implementation | Writing Standards & Work Flow |
0.5 | What about policies and procedures? Are descriptive, play script or work flow diagrams better? Who should own them? How to flow diagram and write standards. |
| Implementation | Manufacturing Instruct's | 0,5 | Are part and assembly manufacturing instructions necessary? What can they do? How does the assembly drawing fit in? Are assembly drawings really needed? |
| Implementation | Audits | 0.5 | Why audit? Who audits? Audit what? Check, inspect, or audit? Follow-up. |
| Implementation | CM Process Improvement | 0.5 | What are the steps necessary to improve the process? Is a team needed? Reinvent or continuously improve? Metrics |
| Implementation | Quality CM | 0.5 | Quality in the CM processes. ISO and CM. |
| Attachments | Five Standard Attachments |
0.0 | Acronyms & Definitions. Reference & Reading List. CM Policy Statement. Best of the Best CM check list. Specs & Standards Ref List. Doc Sources & Societies |
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23 hrs | Time shown allows for a five minute break every hour but does not include lunch. | |
PUBLIC SEMINARS: Frank Watts offers his Engineering Documentation Control / Configuration Management course through the University of Illinois. You may get more information by visiting http://www.tac.uiuc.edu/training/seminars/edccm/.
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| Contact XyoTech |
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(949) 340-0608 Telephone (877) 234-7586 Toll Free (949) 625-7623 Fax
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| Instructors: List Your Courses |
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All engineering experts with developed short courses are encouraged to list their courses on a non-exclusive basis with XyoTech Engineering Associates. We regularly advertise our courses to a wide range of engineers giving you great exposure at no cost to you. Call us today for more information at 1 (877) 234-7586. |


