Pre-Shipping Checklist

Modified on Thu, Mar 5 at 11:58 AM

Overview

The Pre-Shipping Checklist screen ensures all required inspection items are completed before a piece can be shipped. This includes items from the Pre-Shipping Checklist as well as any incomplete items carried over from the Post Pour Checklist.

Accessing the Pre-Shipping Checklist

Navigate to Quality Control > Pre-Shipping Checklist (Figure 1).

Figure 1

Pre-Shipping Checklist Screen

The main screen (Figure 2) displays all pieces associated with the selected job, along with key details such as Plant, Job No., Piece Mark, CTRL No., Piece S/N, NCR No., Status, Yard Location, Cast No., Cast Date, Bed Name, BP, Load No., Load Date, and checklist Status.

Figure 2

Step-by-Step Instructions

Step 1: Create a Pre-Shipping Checklist

If the Edit button is disabled for a piece, the Pre-Shipping Checklist has not yet been created for that piece.

Click the Refresh/Create button (Yellow box, Figure 2) to generate the checklist for that piece.

Tip: You must create the checklist before you can edit it.

Step 2: Open a Checklist for Editing

Once the checklist has been created, locate the piece you want to review and click the Edit button (Green box, Figure 3).

Figure 3

Step 3: Set Checklist Item Statuses

The Edit screen (Figure 4) displays each checklist item in a row with five status columns. Select the appropriate status for each item:

Status	Description
Unchecked	Item has not yet been reviewed
NA	Item does not apply to this piece
Pass	Item has passed inspection
Fail	Item has NOT passed inspection
Fixed	A previously failed item has been corrected

To attach a photo to a checklist item, click the Picture button (Black box, Figure 4).

Figure 4

Step 4: Save Your Changes

After updating checklist item statuses, save your work using one of the following options (Purple box, Figure 4):

Save – Saves changes and remains on the current record.
Save & Close – Saves changes and returns to the checklist screen.
Prev / Next – Saves changes and navigates to the previous or next piece record.

Note: The Prev and Next buttons (Blue box, Figure 4) navigate through all pieces currently displayed on the Pre-Shipping Checklist screen.

Step 5: Mark the Checklist as Complete

After all items have been reviewed and saved, return to the main Pre-Shipping Checklist screen (Figure 5).

Click the Checkmark button (Green box, Figure 5) next to the piece whose checklist is fully complete.
When prompted (Figure 6), click OK to confirm completion.

The piece's Status column will update to reflect the completed checklist (e.g., 2/2).

To exit the screen, click the Close button (Purple box, Figure 5).

Figure 5

Figure 6

Search and Filter Options

Click the Filter bar at the top of the screen to expand the search and filter panel (Figure 7).

Filter Field	Description
Load Start Date	Filter pieces by the start of their load date range
Load End Date	Filter pieces by the end of their load date range
Plant(required)	Filter by plant location
Load No.	Filter by a specific load number range (From / To)
Job Name(required)	Filter by job name
Status	Filter by checklist status: Started, Completed, or All
Piece Mark	Filter by piece mark using a search method (see below)
Piece Status	Filter by piece status: Inventory, Shipped, or All

Piece Mark search methods:

Begins With – Returns piece marks starting with the entered text
Contains – Returns piece marks containing the entered text anywhere
Equals – Returns exact matches only
Ends With – Returns piece marks ending with the entered text

Note: Plant and Job Name are required fields when using the search and filter function.

Figure 7