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Olga Macakova Connect Basic Training Materials Textile materials For Suppliers 2012-01-03

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Page 1: Connectbasictrainingtextile20120103[1]

Olga Macakova

Connect Basic

Training Materials

Textile materials

For Suppliers

2012-01-03

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Supplier version

Date: 2012-01-03

Olga Macakova 2

Table of content

1. Purpose ......................................................................................................................... 3

2. Overview ....................................................................................................................... 3

2a. Preparation before work in system .................................................................... 3

2b. Work in the system ................................................................................................ 4

2c. General rule ............................................................................................................ 4

3. Login into an educational environment .................................................................... 6

4. Administrate Supplier Values .................................................................................... 8

5. Create the Combinations, Connect to an Article ................................................... 12

6. Check In the Documents, Connect to a Combination or Connect to an Article . 16

7. Most often used functions ......................................................................................... 36

Task 17: Replace a Document .................................................................................. 36

Task 18: Replace 1 Document with more than 1 Document ................................ 37

Task 19: Replace partly ............................................................................................ 37

Task 20: Update a Document ................................................................................... 37

Task 21: Edit a Combination ..................................................................................... 38

Task 22: Reminder List .............................................................................................. 39

Task 23: Reminder E-mails ....................................................................................... 39

Task 24: Search for a Document .............................................................................. 40

Task 25: Create an Excel file .................................................................................... 41

Task 26: Create a Test Status Summary (TSS) ....................................................... 42

Task 27: Search for an Article .................................................................................. 44

Task 28: Search for an Article using a CPSIA tab ................................................. 44

Task 29: Article Overview ........................................................................................ 45

Task 31: Check the Document’s connections ......................................................... 49

Task 32: Correct the Document’s connections ....................................................... 49

Task 33: Search for the Combinations connected to an Article .......................... 51

8. Definitions ................................................................................................................... 52

9. CONNECT Basic Flow Chart ..................................................................................... 53

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1. Purpose

To understand the logic of the CONNECT system. To train on examples how the

system should be used. To explain different functions.

2. Overview

2a. Preparation before work in system

Based on Product Documentation (Technical Description & Specification Index) the

Test Plan is created. Directly in the Test Plan supplier can distinguish documents

relevant for final articles from the other documents which are relevant for materials,

components or processes.

Product Documentation example:

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2b. Work in the system

1. Register the materials, components & processes names (Define what materials,

component & processes the article consist of) and register the Distributors &

Producers names (Define who are the producers & the distributors).

- GO TO TASKS 1-5

2. Create the material, component & process combinations & connect each

combination to the relevant article(s).

- GO TO TASKS 6-9

3. Check in (upload) the documents & connect them either to the Combinations or

directly to the Articles.

- GO TO TASKS 10-19

4. Review & maintain the documents, combinations & connections.

- GO TO TASKS 20-36

2c. General rule

Every document in CONNECT has to be connected:

either to a Combination which is already connected to an Article(s)

DOCUMENT → COMBINATION (→ ARTICLE)

or directly to an Article(s)

DOCUMENT → ARTICLE

Note:

A single document is only allowed to be connected in one of the above ways!

Once a document has been connected to a combination, it will be then automatically

connected to all articles that are already connected to that combination.

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Some examples:

DOCUMENT → COMBINATION (→ ARTICLE)

IOS-MAT-0010 Self-declaration (for a material)

IOS-MAT-0054 Self-declaration (for a material)

Organotin compounds Test Report (for a material)

IOS-PRG-0023 Test Report (for a material)

Lead and its compounds Test report (for a material)

EN 71-3 Test Report (for a material)

DOCUMENT → ARTICLE

Mechanical Test Report (for a final article)

VOC emission Test Report (for a final article)

Flammability Test report (for a final article)

EN 71-3 Test Report (for a final article)

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3. Login into an educational environment

The users trained as suppliers should follow the steps:

1. Open your browser (Internet Explorer)

2. Go to Connect Education

a. either Enter the following address in your browser:

iwww.edu.connect.ikea.com (if your training is in IKEA location with

intranet access), then enter the supplier no you want to work with

during the training session, mark the checkbox √ and press the

Login button

b. or Login to Extranet, open “Application” and then open Connect

Education (if your training is done through the extranet)

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3. You should now see the Main Menu screen

4. If you at any time get an error message, you should be able to come back to

the Connect Education by repeating the steps 1 and 2

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4. Administrate Supplier Values

Task 1: Define the materials, the components and the processes

Go to Main Menu – Administrate - Administrate Supplier Values -

Material/Component/Process and enter the descriptions below

Note:

When using the real application, you should enter all the materials that are used for IKEA

products. Due to the limited training time, this can’t be done during this training session.

Material Designation (all materials used in production fo IKEA article) Material Designation Group Material Designation Sub

1 fabric IDEMO beige 100% cotton

2 fabric IDEMO blue 100% cotton

3 non-woven Fibertex 100% PP 50g/m2

4 filling 100% PES fibre 200g/m2

5 threads 100% cotton white

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Component Identity (elements bought fully or partly ready to be entered directly into a customer

package) – see full definition at the end of this document

Component Identity Group Component Identity Sub

4 zipper 15 cm beige zipper 7533

Task 2: Deactivate a supplier value

Go to Main Menu – Administrate - Administrate Supplier Values –

Material/Component/Process and select a Material Designation

Open “threads ” by pressing the “+” sign and mark “100% cotton white”

Press the Deactivate button. A red sign will appear in front of the

“100% cotton white”

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Task 3: See the results of the deactivation

Go to Main Menu – Combination – Material Combination – Create New and

select a Material Designation Group “threads”

You should not be able to find a Material Designation “100% cotton white” as it

has been deactivated

Task 4: Delete a material, a component or a process

Go to Main Menu - Administrate – Administrate Supplier Values -

Material/Component/Process and select a Material Designation

Open “fabric” by pressing the “+”sign and mark “IDEMO blue 100% cotton”

Press the Delete button

“IDEMO blue 100% cotton” should disappear from the list under “fabric”

Task 5: Define a Distributor/Producer

Go to Main Menu – Administrate – Administrate Supplier Values -

Distributor/Producer and enter below descriptions

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List of Material Distributors, Material Producers, Component Producers (= Material Distributors)

Company Legal ID

Number

Material

Distributor

Material

Producer

Component

Producer

Process

Producer

Distributor

Component Producer

1 Cotton Ltd/

Berlin/DE

123123 X X

2 Kappa/Poznan/

PL

121212 X X

3 Molitas/Cph/DK 554433 X

4 ICOMP AB/

Almhult/SE

777666 X X

5 Middle Trader

/Perm/RU

222333 X

Note:

If “Cotton Ltd/Berlin/DE” delivers directly it needs to be marked as a Material Distributor

and a Material Producer.

If “ICOMP AB/Almhult/SE” delivers components it has to be marked as a Component

Producer and a Material Distributor.

Material Producer

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5. Create the Combinations, Connect to an Article

Task 6: Create a Material Combination

Go to Main Menu – Combination – Material Combination – Create New and

create below combinations

Material Combinations

Material

General

Type (I)

Material

Sub

Type (I)

Material

Designation

Group (S)

Material

Designation

Sub (S)

Material

Distributor

Material

Producer

Start

Date

in

factory

End

Date

in

factory

1 Textiles Fabric Fabric IDEMO

beige

100%

cotton

Cotton Ltd/

Berlin/DE

Cotton Ltd/

Berlin/DE

2010-

09-09

9999-

12-31

2 Textiles Non-

woven

Non-woven Fibertex

100% PP

50g/m2

Kappa/Poznan/

PL

Kappa/Poznan/

PL

2010-

09-09

9999-

12-31

3 Textiles Synthetic

fibres

Filling 100% PES

fibre

200g/m2

Middle Trader

/Perm/RU

Molitas/Cph/DK 2010-

09-09

9999-

12-31

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Task 7: Create a Component Combination

Go to Main Menu – Combination – Component Combination – Create New and

create below combinations

Component Combinations

Component

General

Type (I)

Component Identity

Group (S)

Component

Identity (S)

Component

Producer

Start

Date in

factory

End Date

in factory

4 Upholstery

Accessories

Zipper 15 cm beige

zipper 7533

ICOMP AB

/Almhult/SE

2010-09-

09

9999-12-

31

Task 8: Connect the Combination to an Article

Go to Main Menu – Combination – Material Combination – View/Modify

Search for the Combinations by pressing the Search button

Press the (Connect To Article) button for the selected combination

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Enter “%” in Article No. field and press the Search button

If a result found (a list of Articles displayed below):

o Mark the check box √ for the Articles which you want to connect to

the Combination (select any 3 article numbers)

o Press the Save button

o Press the Show Connection button to see if the Articles have been

connected to the Combination

If no result (no list of Articles displayed below) it means that the Articles are

not yet active for the Supplier

o Mark the check box √ next to “Show All Articles” and press the

Search button

o Mark the check box √ for the Articles which you want to connect to

the Combination (select any 3 article numbers)

o Press the Save button

o Press the Show Connection button to see if the Articles have been

connected to the Combination

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Note:

Repeat the procedure with all other Material and Component combinations!

6. Check In the Documents, Connect to a Combination or

Connect to an Article

Task 9: Check in a Test Report

Go to Main Menu – Documents – Check In Document

Select the Test Report as a Document Type from the drop down list

Upload the Document and enter its Description relevant for the below

Combination

Press the Save button

The system is asking where the user wants to connect the document to

Press the Material Combination button

Press the Search button to search for the Material Combinations

Press the (Connect to Doc) button next to the selected Material Combination

You are taken to the Combination Details/Search Document screen. The

Document Number is displayed in the Document Number field.

Press the Search button

The document should appear in the Document Result below

Mark the checkbox √ under the “Connect” column and press the Save button

Press the Show Connection button to see if the Document has been connected to

the selected Material Combination

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Test Report Document Type Test Report

Test Report No 5555/2012

Document Name APEO Idemo beige Cotton Ltd

Approved Test Lab Eurofin DK

Test Methods APEO acc to MAT-0010

Test Object Fabric w1151

Test Category Textiles (incl. flamm.)

Test Type Material test/Other

Active From Date 2012-01-02

Active To Date 2013-01-02

Comment

Order Date 2011-12-28

Ordered By XXXXX Supplier name or no and Name of person

Doc Cont Desc:

Requirement Source

IOS-MAT-0010-10

Doc Cont Desc: Sub-

type

General req. + textile (3.3)

Doc Cont Desc:

Level

Other

Connect the Test Report to the following Material Combination:

Material

General

Type (I)

Material

Sub

Type (I)

Material

Designation

Group (S)

Material

Designation

Sub (S)

Material

Distributor

Material

Producer

Start

Date

in

factory

End

Date

in

factory

1 Textiles Fabric Fabric IDEMO

beige

100%

cotton

Cotton Ltd/

Berlin/DE

Cotton Ltd/

Berlin/DE

2010-

10-16

9999-

12-31

Note:

In reality the user shall register all required documents relevant for each created

combination, not only one document like it is demonstrated in this training material.

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Task 10: Verify that the document is in the system

Go to Main Menu – Search - Search Document and select the Document Type

from the drop down menu (or enter “%” in the Document Number field) and

enter your User Id (Supplier Number when working as Supplier) in the “Created

by” field

Enter today’s date in the “Created Date” field to limit the result to the

documents entered today

Press the Search button

Find the Document in the list at the bottom of the screen

Press the underlined document number

To check that the document is connected correctly, press the links: “Show Article

Connections” and “Show Combination Connections”

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Task 11: Confirm that all documents relevant for a combination are in the system

If you find that all the required documents are connected to the Combination, you

can confirm this. After the confirmation, the Combination will no longer be shown as

“Under work”. It gets the status Approved/Yes in the list of Combinations.

Go to Main Menu – Combination - Material Combination – View/Modify

Search for the Combinations

Press the (Connect to Doc) button next to the selected combination

You will be taken to the Combination Details screen

Press the Combination Connection Completed button

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Task 12: Check In a Self-declaration

Go to Main Menu – Documents – Check In Document

Select the Self declaration as a Document Type from the drop down list

Upload the Document and enter its Description relevant for the below

Combination

Press the Save button

The system is asking where the user wants to connect the document to

Press the Material Combination button

Press the Search button to search for the Material Combinations

Press the (Connect to Doc) button next to the selected Material Combination

You are taken to the Combination Details/Search Document screen. The

Document Number is displayed in the Document Number field.

Press the Search button

The document should appear in the Document Result below

Mark the checkbox √ under the “Connect” column and press the Save button

Press the Show Connection button to see if the Document has been connected to

the selected Material Combination

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Self-declaration Document Type Self Declaration

Document

Name

non-woven Kappa MAT-10

Active From

Date

2012-01-03

Active To Date 2013-01-03

Comment

Doc Cont Desc:

Requirement

Source

IOS-MAT-0010-10

Doc Cont Desc:

Sub-type

General req. + textile (3.3)

Doc Cont Desc:

Level

Other

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Connect the Self declaration to the following Material Combination:

Materi

al

Genera

l Type

(I)

Materi

al Sub

Type (I)

Material

Designatio

n Group

(S)

Material

Designatio

n

Sub (S)

Material

Distributor

Material

Producer

Start

Date

in

factor

y

End

Date

in

factor

y

2 Textiles Non-

woven

Non-

woven

Fibertex

100% PP

50g/m2

Kappa/Pozna

n/

PL

Kappa/Pozna

n/

PL

2010-

09-15

9999-

12-31

Task 13: Check In a Test Report

Go to Main Menu – Documents – Check In Document

Select the Test Report as a Document Type from the drop down list

Upload the Document and enter its Description relevant for below Combination

Press the Save button

The system is asking where the user wants to connect the document to

Press the Material Combination button

Press the Search button to search for the Material Combinations

Press the (Connect to Doc) button next to the selected Material Combination

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You are taken to the Combination Details/Search Document screen. The

Document Number is displayed in the Document Number field.

Press the Search button

The document should appear in the Document Result below

Mark the checkbox √ under the “Connect” column and press the Save button

Press the Show Connection button to see if the Document has been connected to

the selected Material Combination

Test Report Document Type Test Report

Test Report No 1234/2012

Document Name Organotin comp. PES fibre Molitas

Approved Test Lab TUV Rheinland

Test Methods Organotin Compounds …

Test Object PES fibres

Test Category Textiles (incl. flamm.)

Test Type Material test/Other

Active From Date 2012-01-02

Active To Date 2013-01-02

Comment

Order Date 2011-12-27

Ordered By XXXXX Supplier name or no and Name of person

Doc Cont Desc:

Requirement Source

IOS-MAT-0010-10

Doc Cont Desc:

Sub-type

General req. + textile (3.3)

Doc Cont Desc:

Level

Other

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Connect the Test Report to the following Material Combination:

Material

General

Type (I)

Material

Sub

Type (I)

Material

Designation

Group (S)

Material

Designation

Sub (S)

Material

Distributor

Material

Producer

Start

Date

in

factory

End

Date

in

factory

3 Textiles Synthetic

fibres

Filling 100% PES

fibres

200g/m2

Middle Trader

/Perm/RU

Molitas/Cph/DK 2010-

09-13

9999-

12-31

Task 14: Check In a CPSIA Test Report

Go to Main Menu – Documents – Check In Document

Select the Test Report as a Document Type from the drop down list

Upload the Document and enter its Description relevant for below Combination

Press the Save button

The system is asking where the user wants to connect the document to

Press the Component Combination button

Press the Search button to search for the Component Combinations

Press the (Connect to Doc) button next to the selected Component

Combination

You are taken to the Combination Details/Search Document screen. The

Document Number is displayed in the Document Number field.

Press the Search button

The document should appear in the Document Result below

Mark the checkbox √ under the “Connect” column and press the Save button

Press the Show Connection button to see if the Document has been connected to

the selected Component Combination

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CPSIA Test Report Document Type Test Report

Test Report No 7373/2012

Document Name Lead in zipper ITS Hong Kong

Approved Test Lab ITS Hong Kong Ltd

Test Methods Lead and its compounds, IOS-

PRG-0029

Test Object Zipper beige type 7533

Test Category Others

Test Type Material test/Other

Active From Date 2012-01-04

Active To Date 2013-01-04

Comment

Order Date 2011-12-23

Ordered By XXXXX Supplier name or no and

Name of person

Doc Cont Desc:

Requirement Source

IOS-PRG-0029-2 CPSA/CPSIA CPSA/CPSIA

Doc Cont Desc: Sub-

type

General (1.2) + Chemical (1.3.)

16 CFR 1303 Lead in paint CPSIA 2008, Title 1, Section 101: lead

in non-paint

Doc Cont Desc: Level Other Complies Complies

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Note:

Be aware that CPSIA Test Reports need to have more than one Document content

Description: “Normal” (relevant IOS specification) + CPSIA (relevant regulation).

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Connect the Test Report to the following Component Combination:

Component

General

Type (I)

Component Identity

Group (S)

Component

Identity (S)

Component

Producer

Date when

started in

factory

4 Upholstery

Accessories

Zipper 15 cm beige

zipper 7533

ICOMP AB

/Almhult/SE

2010-09-30

Task 15: Check in a Test Report and connect it directly to an Article

Go to Main Menu – Documents – Check In Document

Select the Test Report as a Document Type from the drop down list

Upload the Document and enter its Description

Press the Save button

The system is asking where the user wants to connect the document to

Press the Direct to Article button

Enter the Article Number in the Article No field and press the Search button to

search for the Article

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The Article should be listed in the Article Search Result below

Mark the checkbox √ by the Article that you want to connect to the Document

(select one of 3 Articles which you are working with during this training)

Press the Save button

Press the Show Connection button to see if the Document has been connected to

the selected Article

Test Report Document Type Test Report

Test Report No 4343/2012

Document Name Wash test ITS Gronska

Approved Test Lab ITS Istanbul

Test Methods Dimensional change after wash …

Other Test Lab

Other Test Methods

Test Object Gronska cushion w1151

Test Category Textiles (incl. flamm.)

Test Type Production Sample

Active From Date 2012-01-04

Active To Date 2013-01-04

Comment

Order Date 2011-12-29

Ordered By XXXXX Supplier name or no and Name

of person

Doc Cont Desc:

Requirement Source

IOS-PRG-0023-6

Doc Cont Desc: Sub-

type

Standard

Doc Cont Desc: Level Prod Type 04

Connect the Test Report directly to the finished article, e.g. 60201816 Gronska cushion

Test Report confirming compliance with Dimensional change after washing and drying ISO 6330

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Task 16: Verify that your job is done correctly

Verify that what you’ve entered today is correct

Go to Main Menu – Search - Search Document

Enter “today’s” date in the Created Date field

Enter “%” in the Document Number field

Press the Search button

Count the documents to verify that they are all entered

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7. Most often used functions

Task 17: Replace a Document

Replace 1 Document with 1 other Document (Upload a new Document instead of the old one)

Go to Main Menu – Search – Search Document

Search for a Document (any)

Select the underlined Document Number (any from the list)

While being in the Document Details press the Replace button

Upload the new Document

Confirm or change “Replaced Doc End Date” field. By default the system

suggests today’s date, but normally it should be equal to Replacing Document

Start Date.

Check if the connections below are relevant

Press the Save button

You are now taken back the Document Details screen of the initial Document

Check that the new information in Document Details contains “Replaced by:”

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Task 18: Replace 1 Document with more than 1 Document

(Upload 3 new Documents instead of the old one, e. g. different test methods are

reported separately)

Go to Main Menu – Search – Search Document

Search for a Document (any)

Select the underlined Document Number (any from the list)

While being in the Document Details press the Replace button

Upload the new Document

Confirm or change “Replaced Doc End Date” field. By default the system

suggests today’s date, but normally it should be equal to Replacing Document

Start Date.

Check if the connections below are relevant

Press the Save button

You are now taken back the Document Details screen of the initial Document

Check that the new information in Document Details contains “Replaced by:”

Repeat the action as many times as many new Documents you have while being

in Document Details of the original Document

Task 19: Replace partly

Not possible! If a new Document covers the old one only in certain part, add a new

document. The new document should be entered independently from the old

Document.

Go to Main Menu – Documents – Check In Document

Enter a new Document. Do not use REPLACE function!

Task 20: Update a Document

Change the Document’s parameters.

Go to Main Menu – Search – Search Document

Search for a Document (any)

Press on the underlined Document Number (any from the list)

While being in the Document Details press the Update button

Try to change the available parameters

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Task 21: Edit a Combination

Go to Main Menu - Combination - Material Combination – View/Modify

Press the Search button to find the Combination

Press the Edit button next to the Combination (any from list)

Try to change the available parameters

The only value which can be changed is the End Date

This is also the way how to make a Combination Inactive (when the material is

stopped to be used in the production)

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Task 22: Reminder List

Go to Main Menu - Reminder list – Reminder list

Change the range in the drop down menu “Renewal Date Passed Within”

The list changes according to your choice

Press the Stop Remind button for any Document not to be reminded of that

Document (to remove the Document from the Reminder List)

Note:

Only press the Stop Remind button if you are really sure that you don’t need to update the

document in the future, as it’s not possible to reverse this action.

Task 23: Reminder E-mails

Go to Main Menu – Reminder list – Reminder E-mails

Select a document type from the drop down menu

Mark the checkbox √ next to the appropriate frequency

Enter the recipients e-mail addresses

Press the Activate button

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Note:

The user has a possibility to be reminded by e-mails about the document’s expiry. The

special settings have to be activated on each document type separately.

The Active settings can be cancelled by the Deactivate button, changed by the Update

button and then saved again by the Activate button.

Task 24: Search for a Document

Go to Main Menu - Search – Search Document

Enter at least one of the mandatory values like Document Type, Document

Number or Document Name (Select a Test Report as a Document Type)

Press the Search button

By selecting more specific values and pressing the Search button once again

your search result will be narrowed

o Enter %MAT-0010% in the “Requirement Source” field and press the

Search button

o Enter %General req.+ textile% in the “Sub-type” field and press the

Search button

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o Enter today’s date in “Active From Date” and “Active To Date” field and

press the Search button to see the Documents active as per today

Task 25: Create an Excel file

This function is only visible if you have chosen a supplier and an article.

Go to Main Menu – Search – Search Document

Enter the selected Article Number in the “Article No” field

Enter “%” in the “Document Number” field (“%” is used as a wild card)

Enter “today’s date” in the “Active from” and “Active to” date fields to see all

Documents active as per today

Press the Search button

When the list appears at the bottom, press the Excel icon

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An Excel file will be created and a pop up window asks you to Open or Save

the file or Cancel the action

Press Save + Open to be able to filter the Excel and create any report you

require

Task 26: Create a Test Status Summary (TSS)

This function is limited to show a maximum of 10 articles per supplier.

Go to Main Menu –Reports –TSS

Enter “%” in the Article Number field to list all Articles

Enter today’s date in “Active from” and “Active to” date to see all articles with

the documents active as per today

Press the Search button

Mark the checkbox √ next to the selected Article Number and press the

View Report button

Or mark up to 10 checkboxes and instead press the

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View report for selected articles button

An Excel file will be created and a pop up window asks you to Open or Save

the file or Cancel the action

To see the content press Open or Save + Open

Note:

The Test Status Summary (TSS) only holds limited information.

Open the Excel Report on Search-Search Document screen to see complete information.

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Task 27: Search for an Article

Go to Main Menu – Search – Search Article – Article tab

Enter at least one of the mandatory values and press the Search button

You will be shown the list of Articles that have at least one connected Document

active in the timeframe that you’ve selected (“Active from” and “Active to” date)

Press the “+” sign (to the left of the article no.) to see the Documents

Task 28: Search for an Article using a CPSIA tab

Go to Main Menu – Search – Search Article – CPSIA tab

Enter at least one of the mandatory values and press the Search button

You will be shown the list of Articles that have at least one connected CPSIA

Document active on the day that you’ve selected (“Valid date”)

Press the “+” sign (to the left of the article no.) to see the CPSIA Documents

Press the View Report button to see the CPSIA Certificate of Compliance

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Note:

The CPSIA documents are the Test Reports with a CPSIA Requirement source in the

Document Content Description.

A CPSIA Certificate of Compliance only lists the CPSIA documents with the level Complies or

Not Applicable (N/A).

Task 29: Article Overview

Go to Main Menu - Reports – Article Overview

Specify the Trading Area

Press the Search Supplier button

Mark the checkbox √ next to the Supplier Number and press the

Search Article Overview button

You will be shown the Supplier’s current status regarding the number of Articles

or Combinations that do not have any Document Connected. It will also show the

Documents where the Renewal Date has already passed

Press on the underlined numbers to be moved to the deeper levels, down to

where you are able to replace the Document

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Task 30: Delete a Document

Deleting an existing document is possible within 30 days from the registration.

If the Document has been connected to an Article or to a Combination, you have to

disconnect it first.

Find the Document (follow the Search for a Document procedure)

Press on the underlined Document Number, e.g. 000353018

You are taken to the Document Details screen

Press the Delete button

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The System will ask “Are You Sure to Delete the Document?”

Confirm by pressing the OK button

If you get the message “Document Successfully Deleted” – the Document was

deleted

If you get the message “You must delete the connections before you delete this

document” – the following steps need to be taken:

Check the existing connections by pressing on the links Show Combination

Connections and Show Article Connections

o If the Combination connections exist (the Combinations are listed)

Select “Connect to Combination: Material, Component or Process”

from the drop down list in the left lower part of the screen and

press the Go button

Search for the relevant Combination by pressing the Search

button

All active Combinations will be listed below

Select the Combination relevant for the above document and press

the (Connect to Doc) button

You are taken to the Combination Details/Search Document

screen. The Document Number is displayed in the Document

Number field

Press the Show Connection button in the right upper corner next to

the Combination description line

The list of connected documents will be displayed

Unmark the checkbox √ under “Connect/Disconnect” heading

and press the Update button

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Note the comment “Disconnection (s) Successfully Done”

Press the Search button

The Document is displayed under the “Document Result” below

Press the underlined Document Number, e.g. 000353018

You are taken to the Document Details screen

Press the Delete button

Confirm “Are You Sure to Delete the Document?” by pressing the

OK button

Note the comment “Document Successfully Deleted”, the Document

Details screen is now displayed in a grey font

The Document has been deleted

o If the Document is connected directly to an Article (“X” sign under Dir)

Press the Connect to Article button

Press the Show Connection button in the right upper corner

The list of connected Articles will be displayed

Unmark the checkbox √ under “Connect/Disconnect” heading and

press the Save button

After pressing the Show Connection button again, note that the

connection has disappeared from the list

Press Back to Document Details button to go back to the Document

Details screen

Press the Delete button

Confirm “Are You Sure to Delete the Document?” by pressing the OK

button

Note the comment “Document Successfully Deleted”, the Document

Details screen is now displayed in a grey font

The Document has been deleted

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Task 31: Check the Document’s connections

Find the Document (follow the Search for a Document procedure)

Press on the underlined Document Number, e.g. 000088369

You are taken to the Document Details screen

Press on the link Show Article Connections

Check how the Document is connected to the Articles

Correct the “double connections”:

o If a Document is connected to an Article in both ways:

directly and also through a Combination

Task 32: Correct the Document’s connections

Find the Document (follow the Search for a Document procedure)

Press on the underlined Document Number, e.g. 000303426

You are taken to the Document Details screen

Press the Replace button

Upload exactly the same document where you need to correct the connections

All fields (Document name, Active from & Active to Date and Document Content

Description) are the same like for the “old” document which you are replacing

now

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The “Replaced Doc End Date” field is set by default as today’s date

Check if the Connections below are relevant

Unmark the checkboxes √ with incorrect Article Connections and/or with

incorrect Combination Connections

Press the Save button

You are now taken back to the Document Details screen of the initial Document

Check that the new information in Document Details contains “Replaced by:”

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Task 33: Search for the Combinations connected to an Article

Go to Main Menu - Reports – Constituent Material

Enter the selected Article Number in the Article No field

Enter today’s date in “Active from” and “Active to” fields to see all combinations

with the connected Documents active as per today

Enter “%” in the Requirement Source field

Enter “%” in the Sub Type field

Press the Search button

Note:

Other options how to see the combinations connected to an article are either on the Search

– Search Document screen after opening the Excel icon (or PDF icon) or on the Reports – TSS

screen after opening the View Report button.

Be aware that the combinations with no connected documents or with the connected

documents which are not active within a timeframe set by the user, will not be displayed in

any of the screens.

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8. Definitions

Definition of a component

A complete element (e.g.: a fitting, a frame or a cover):

- Transformed by sub-supplier by adding more materials to it

o Note: The cutting into a new shape is not considered as a creating

component from a material

- Delivered from a sub-supplier to be put directly into packaging

A complete part of the element (e.g.: a zipper for a cover):

- Delivered from a sub-supplier as a part of the product which the Ikea supplier

doesn’t need to take apart to the individual materials

Definition of a process

Example: Gluing or lacquering

Any operation performed by the IKEA supplier or its internal sub-contractor which

ends by transforming several materials and needs to be confirmed by an additional

document.

To be created only if process needs to have a document (e.g. when you have a Test

Report for lacquering).

In case of gluing with FA free glue the process is not needed (there is no emission

created to be measured by testing).

Definition of a time setting Active From Date

- For test of whole article, the Monday of the date stamp week (or actual production

date)

- For test of raw material, the test report issue date

Active To Date

- Renewal date of the document

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9. CONNECT Basic Flow Chart

PDoc

TED

Specification Index

Test Plan

Supplier decides if document concerns material/component/process or final article. Based on the assessment supplier follows left or right side of the process

Supplier verifies enetered information and updates content if neccessary

Based on PDoc, Technical Description and Specifications supplier creates a list of required documents (test reports, self-declarations and others)

Documents for

final Article

Documents for

MAT/COMP/PROC

Create

MAT/COMP/PROC

Combination

Register

* MAT/COMP/PROC names

* Distributors/Producers

names

Connect Combination

to relevant Article

Check in Documents

relevant for

MAT/COMP/PROC

Review & Maintenance

Search Document

Check Connections

Test Status Summary

Replace & Update Document

Article Overview

Reminder List

Connect Documents to

relevant Combinations

Check in Documents

relevant for

final Articles

Connect Documents

directly to

relevant Articles

A

A

A

A

A

B

B

A track: when creating the new combination

B track: when uploading documents to already existing combination