Many of our customers' products need to comply to a variety of different regulations, like RoHS, UL, FDA, etc. You can manage the compliance status for your items in Propel using Specifications and Declarations.
Depending on your processes, your specification can apply to the Top-level Assemblies / Finished Goods, or at the component level and the system can roll-up the compliance status.
In the Specification, you define at which level to report compliance. In the Declaration, through a change control process, you declare the compliance status.
Calculate Compliance Status
If you want for the system to roll-up the compliance status of child items, the Propel Admin needs to enable Calculate Compliance Status under Propel Setup -> Admin Settings -> Compliance.
Create and Update Specification
The Specification represents the regulation your products need to comply with. This is where you define what level (top assemblies or child components, or a combination) to declare compliance.
Go to Specification Tab
- Specification Name - name for Specification
- Description - long description
- Good Label - value when an item is compliant (use Compliant)
- Bad Label - value when an item is NOT compliance (use Not Compliant)
- Jurisdiction - area this specification is enforced
- Expiration Date - when this specification expires
- Status - set to active when items status should be calculated, set to expired when it has expired
Link Specification to Categories and/or Items
To specify which items need to comply to this specification, you can list specific items on the Items tab, or item categories on the Categories tab. When you list an Item Category, it means that all (or most) of the items in that category must comply with the spec.
Click New on Item related list, find Item to add, and click Save.
Click New on Category related list, find Category to add, click Save
Note: A status is calculated for all items in the categories tied to this specification. The status starts as No Data.
Add Exemptions to Specification
Click New on Exemption related list
- Exemption Name - name the exemption
- Description - add a description
- Active - make active when this exemption can be used for this specification
Create and Update Declarations
The Declaration is a workflow object where you declare the compliance status for the items or manufacturer parts. If not all parts in the category are applicable to the Specification, you can declare Not Applicable.
Go to Declarations tab
- Category - find Category, typically Declaration, but configured by administrator
- Declaration Number - usually set by auto-number configured by administrator
- Description - long description
- Specification - system updated based on the specifications declared against
- Follow-up Date - date when declaration should be followed up on
Adding Affected Items / Manufacturer Parts
- Enter record Edit mode
- Click Add on the Affected Items Tab
- Find the Specification and Next
- Select Add Item or Add Manufacturer Part tab
- Find a part
- Select parts and click Add
Compliance statuses are pending until they are activated by approval through the workflow. Read the workflow approval article to learn more about routing a declaration around for approval.