Monthly Quality Meeting · 2026
Performance · Trends · Corrective Action
QM-01 · Performance
Captured through Epicor. Accuracy depends on every operator recording scrap transactions consistently.
QM-02 · YTD 2026
Select a month (or click a bar) for its breakdown. The year-to-date box shows all months combined.
QM-03 · Departments
Estimated scrap by department for the current month. Click any department to see its month-by-month trend.
QM-04 · Corrective Action Program
Click the ring for the monthly breakdown
Showing — · click any box for details · ‹ › changes the chart style · # Numbers in the top bar lets you type corrections
Issues (Open / Closed)
RMAs (Open / Closed)
Scrap Rate %
Deviations (Sent / Approved)
QM-08 · Corrective Actions
From the Issues & RCCA Master List — corrective actions grouped by originating department. Click a department to expand.
QM-04b · Customer Returns & Deviations
Return authorizations and deviation requests from the RMA and Deviation logs. Select a month for the detail lists.
QM-05 · Examples Observed · Jul–Aug 2026
Click any tile to view. Add or change these on the Browse page.
QM-06 · Supplier Corrective Action Requests
Every SCAR / NCR received in the last months, by customer. Tap a sheet to read it full-size; use ‹ › to page through. Open items pulse amber.
QM-07 · Continuous Improvement
Focus areas carrying into next month.
New locations, tags and incoming-material controls. Boxes with a 💡 Attachment open their photo when tapped. Edit boxes or add photos in Settings → 6.
Admin
Everything is grouped — open only the section you need. Changes save on this computer automatically.
Tabs “Dashboard - Monthly” + “MetricsData” → KPIs, scrap chart, department scrap.
Using built-in data (Jan–Jun 2026).
Tab “Issues Master List” → RCCA, Action Items, SCARs, Dashboard issues.
Using built-in data (217 issues).
Epicor RMAHead export or the RMA_Log sheet → RMA page, Overview & Dashboard RMA cards.
Using built-in data (28 RMAs).
Sheet1 → Deviations on the RMA page and Dashboard.
Using built-in data (11 deviations).
Every page also has its own From / To range bar; this sets the default. All = year to date.
Fastest way: click # Numbers in the top bar, then click any big number on a page and type the correct value (Enter to save). Edited numbers get a pink underline. Or set Dashboard figures here.
Departments page footer total — default is total scrap pcs from Quality Metrics for the selected range:
Issue photos and page backgrounds are managed on the Browse page. Photos live in assets/issues/1.jpg … 16.jpg.
Using built-in logo.
Put files in assets/docs/, then type the file name. The “Available Doc.” / “Done” buttons open them.
SCAR Reports — one row per sheet. Image = file name inside assets/scars/ (or upload).
Path Forward · shop-floor update boxes — title · text · tag color · attached photo (tap the box on the page to view it).
Custom tiles (blank = hidden):
Click ✎ Edit in the top bar, then click any heading or paragraph and type. Turn Edit off when done.
5-digit PIN plus a security question (used by “Forgot PIN?”). Emergency reset: open index.html?resetpin.
| Page | What it shows | Data source |
|---|---|---|
| Dashboard | Issues, RMAs, scrap, SCARs, deviations for the date range — click a box for detail, ‹ › changes chart style | All four uploads |
| Overview | Jobs, good / scrap pieces, scrap rate, yield, RMAs | Quality Metrics + RMA log |
| Scrap | Monthly scrap rate with breakdown and year-to-date | Quality Metrics |
| Departments | Scrap pieces per department (click for trend) | Quality Metrics “MetricsData” |
| RCCA | Total / open / closed issues; click the ring for customers & Issue IDs | Issues & RCCA list |
| RMA & Deviations | Returns and deviation requests; click any row for detail | RMA log + Deviation list |
| Action Items | Corrective actions grouped by department; click an item for full text | Issues & RCCA list |
| SCAR Reports | All supplier corrective-action sheets by customer — tap to read, gauge open vs responded | Settings → 6 (SCAR editor) / assets/scars |
| Trending Issues | Photo / video tiles (18) | Browse page / assets/issues |
Top-right bar: From / To month range (one range drives all pages), Lock freezes it during the meeting, Print / Export builds a one-sheet PDF of that page (choose “Save as PDF” in the print dialog).
| File | Required sheet | Required columns (header names) |
|---|---|---|
| Quality Metrics .xlsx | “Dashboard - Monthly” and “MetricsData” | Monthly: Month, Jobs Handled, Jobs Completed, Good Quantity, Scrap, Scrap %, Chips, Undersize, Other. MetricsData: Department, TotalScrapped, Month (number) |
| Issues & RCCA .xlsx | “Issues Master List” (row 1 = headers) | Issue ID#, Customer, Date of Occurance, Status (Open/Closed), Owner, Incident Location, Issue, Corrective Actions |
| RMA .xlsx | First sheet | Either Epicor: RMA, RMA Date, Open, Name — or log: RMA No., Customer, Date Received, Status |
| Deviation .xlsx | First sheet | Deviation ID, Customer, Date Sent, Status (Sent / Received / Approved / Rejected) |
Dates can be real Excel dates or text like 2026-07-15. Only the current year's months are charted. Department names are matched to the list in section 4.
Photos/videos: assets/issues/ or upload on Browse (large videos are session-only — put them in assets for permanent). Page backgrounds: Browse → Page backgrounds, or type an assets file name. Documents: assets/docs/ + section 6.
Admin
Set page backgrounds and the Trending-Issue photo/video tiles. Choices are saved on this computer; very large videos show for the session — for a permanent swap, drop files in the assets/ folder.
Pick a page, then upload an image or video for it. The landing page defaults to the intro video.
Your feedback is appreciated.
Contact quality@evolvoptic.com for any questions.
EvolvOptic · Shaping the Future Together