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Enerit ISO 50001 Managing Nonconformities Training Presentation

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Enerit ISO 50001 is the only software that manages all aspects of an effective Energy Management System based on the ISO 50001 standard.

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Enerit ISO 50001 Managing Nonconformities Training Presentation

  1. 1. © 2007 Ltd. © 2014 Enerit Ltd. © 2007 Ltd. © 2014 Enerit Ltd. Enerit ISO 50001 Nonconformities Creating and Managing Nonconformities
  2. 2. © 2007 Ltd. © 2014 Enerit Ltd. The Software Nonconformities module workflow allows an audit team: Create, Nonconformities, corrections, corrective actions and preventive actions related to audits. Assign and manage actions through to completion. Determine how well the actions related to nonconformities are being managed. Nonconformities Workflow
  3. 3. © 2007 Ltd. © 2014 Enerit Ltd. Creating a Nonconformity 3. A blank Nonconformity form opens in a new window. 1. Click “Create New…” 2. Click “Nonconformity” Note: An Nonconformity can also be created from within the following: • Audit • Meeting 1. Click “New Nonconfirmity”
  4. 4. © 2007 Ltd. © 2014 Enerit Ltd. Creating a Nonconformity (Full license user) • The Software “Nonconformity” allows users and auditors to record Nonconformities, correction, corrective action and preventive actions. • The workflow behind the Nonconformity allows the Manager to: • Make decisions on if action is necessary • Assign and manage actions through to completion • Determine how well the actions related to nonconformities are being managed. Data Entry: Nonconformity • Title: Enter a short description of the idea. This field is mandatory. • Location/Sub-Location: Select from the list of pre- defined locations. The list of locations is configured in the Administration section. This field is mandatory. • Category: Select a category for this document. This list is configured in the Administration section. • Sub-Category: Select from list (if available). The sub- categories are based on the category selected above. • Details: Enter any additional information about the idea.
  5. 5. © 2007 Ltd. © 2014 Enerit Ltd. Reviewing a Nonconformity (by Manager/Lead Auditor)
  6. 6. © 2007 Ltd. © 2014 Enerit Ltd. Reviewing a Nonconformity (by Manager/Lead Auditor) • The Manager will receive an automatic email when a new nonconformity is created. • The workflow behind the nonconformity allows the Manager to decide one of the 3 following options: • Close – No Action – This nonconformity is not relevant or not feasible. • On Hold – This nonconformity is a viable option but will not be included in any plans yet. • Include in Action Plan – Planned - The nonconformity should be included in the energy management action plan. Data Entry: Status: FOR REVIEW Basic Information • The Manager can updated the information in this section if necessary. See “Creating a Nonconformity” for details on the different input fields. Review by Manager • The Manager selects can select one of the 3 options. See below for more details on these 3 options and how to implement.
  7. 7. © 2007 Ltd. © 2014 Enerit Ltd. Reviewing an Action (Manager/Lead Auditor) Option 1: Close – No Action 1. Choose “Close”. 2. Click ‘Yes’ to close this document and change the status to CLOSED-NO ACTION
  8. 8. © 2007 Ltd. © 2014 Enerit Ltd. Reviewing an Action (Manager/Lead Auditor) 1. Choose “On-Hold”. 2. Click ‘Yes’ to close this document and change the status to ON-HOLD Option 2: On Hold
  9. 9. © 2007 Ltd. © 2014 Enerit Ltd. Reviewing an Action (by Manager/Lead Auditor) Option 3: Include in Action Plan (but not ready to assign to person yet) 1. Choose “Include in Action Plan”. 2. Choose “Assign Later & Include in Action Plan” 3. Click ‘Yes’ to close this document and change the status to PLANNED
  10. 10. © 2007 Ltd. © 2014 Enerit Ltd. Assigning an Action (by Manager/Lead Auditor) Option 3: Include in Action Plan (and assign to person) 3. Click on button and select person to assign. Select Start Date and End Date for action. 4. Enter any comments for the assignee. 5. Click the “Assign” button when complete. 1. Choose “Include in Action Plan”. 2. Choose “Assign Now”
  11. 11. © 2007 Ltd. © 2014 Enerit Ltd. Responding to an Action (by Assigned Person) Status: ASSIGNED Data Entry: Action Details • Details: Enter the details of the actions carried out . • Attachment (button): Attachments with more detail about the action carried out, can be added by clicking on this button. • Re-Assign (button): This allows the assigned person to request that the Manager reassign the action to another person. The assigned person will be asked to leave a comment why they wish to have the action reassigned. • Reschedule (button): This allows the assigned person to request more time to complete this action. • Complete (button): The assigned person clicks on this button when they have completed the action. • When an action is assigned, the assigned person receives an automatic email with a link to the action. • A new Action Details section appears on the action form for the assigned person to complete. 2. Click the “Complete” button when you have completed this action. The status will change to WAITING CLOSURE
  12. 12. © 2007 Ltd. © 2014 Enerit Ltd. Approving an Action (Manager/Lead Auditor) Status: AWAITING CLOSURE • The responsible Manager/Auditor will receive an automatic email when the validation of the savings and payback step has been completed by the assigned person. • The workflow now allows the Manager/Auditor to decide one of the 2 following options: a) Close – The action has been completed as originally expected. b) Re-Open – The Manager/Auditor requires further information or clarification on the actions carried out or the savings and payback calculations
  13. 13. © 2007 Ltd. © 2014 Enerit Ltd. Status: AWAITING CLOSURE Approving an Action (Manager/Lead Auditor) 1. Select “Yes” 2. Enter any comments (optional) 3. Add any attachments Option a: Yes – Approve and close the action This will close and notify the assign person that the action has been approved and closed by the responsible Manager/Auditor. 4. Click “Close” button
  14. 14. © 2007 Ltd. © 2014 Enerit Ltd. Status: AWAITING CLOSURE Approving an Action (Manager/Lead Auditor) 1. Select “No” 2. Enter any comments explaining why you are re-opening this action 3. Add any attachments Option b: No – Re-open the action The action will be assigned back to the assigned person. 4. Click “Re-Open” button

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