1. Navigating the System

Begin by familiarizing yourself with the main areas of the platform.

1.1 - Dashboard Overview (1)

• Access Resources & Recent Activity

1.2 - Navigational Structure (3)

• Account, Company Settings & Additional Resources
• Programs / FMEAs
• Admin Center

2. Admin Center: Groups & Users

Create and manage user groups and assign users to the appropriate groups to control access and permissions.

2.1 - Create Groups (1)

• Group Management

2.2 - Add Users (1)

• User Management

3. Admin Center: Utilizing the Reusable Library

The reusable library allows teams to standardize and reuse common FMEA elements.

3.1 - Overview (1)

• What is the Reusable Library?

3.2 - Managing Foundation, Product & Process Families (2)

• Benefits of Using Foundation, Product & Process Families
• How to Categorize Records by Family?

3.3 - Streamline Your Data Entry (1)

• Importing existing FMEA data

4. Defining the Hierarchy for Your FMEA Programs

Build the hierarchical structure that represents how the product or process is organized.

4.1 - Using the Program Tree (1)

• Defining your FMEA Structure

4.2 - Common Functions (1)

• Working with the Program Tree

5. Adding Data to Your FMEA Worksheet

Once the hierarchy is established, begin populating the worksheet with relevant information.

5.1 - Initial Setup (2)

• Document Team Members & Job Functions
• Applying Permissions and Restrictions

5.2 - Adding and Managing Data (3)

• Adding Reusable Records
• Managing Alerts for Reusable Records
• Adding & Managing Worksheet-Specific Content

5.3 - Collaboration & Workflow (2)

• Working in Multi-Edit Mode
• Host Responsibilities in Multi-Edit Mode

5.4 - Common Functions & Indicators (1)

• Understanding Functions & Indicators in FMEA Worksheets

6. Identifying Risk in Your FMEA Worksheet

Risk is evaluated using the Severity, Occurrence, and Detection (SOD) methodology.

6.1 - Risk Management Suite (2)

• Risk Profiles
• Analysis Matrix

7. Mitigating Risk in Your FMEA Worksheet

When risks exceed acceptable thresholds, mitigation actions should be defined.

7.1 - Recommended/Preventive Actions (1)

• Managing Actions

7.2 - Risk Management Suite (1)

• Risk Mitigation

8. Exporting and Creating a Release for PPAP

Once the FMEA is finalized, it can be exported or released for documentation purposes.

8.1 - Exporting FMEA Worksheets (1)

• Exporting your FMEA Documents

8.2 - Create a formal Release for PPAP submission (1)

• Creating a Release