Engineering Documentation Control / Configuration Management Standards Manual

  • ID: 4480857
  • Book
  • 192 Pages
  • John Wiley and Sons Ltd
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This manual is applicable to any product manufacturing environment and enables passing government, commercial and ISO standards/specifications.

Engineering Documentation Control sometimes called Configuration Management or Product Lifecycle Management is a key ingredient to world–class product manufacturing.

In order to achieve best–in–class CM it is necessary to document what you do, do what you document and, preferably, continuously improve what you do. With this manual, companies can bridge the gap between engineering and manufacturing. While there are many commercial, military and agency standards, this manual is directed at how to achieve best–in–class processes which are "make sense," fast, accurate, efficient, effective, measured and well understood.

With this manual, you have the best of the best management practices for the configuration management processes. They also go a long way toward satisfying Total Quality Management, FDA, GMP, Lean CM and ISO/QS/AS 9XXX process documentation requirements. The one requirement common to all those standards is to document the processes and to do what you document.


This Standards Manual will be used by industrial engineers, designers, draftsmen, release?& change processors, document control, production control, master schedulers, and management people in all manufacturing areas.

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Introduction ix

Questions and Answers xiii

Part I Company EDC/CM Policy 1

1 Policy Statement 3

EDC/CM Manager Job Description 7

Part II Basic Standards 9

2 Writing CM Standards 11

3 CM Requirements for Drafting Standards 15

4 Technical Document Groups 17

5 Teams for All CM Processes 21

6 Cognizant Engineers 25

7 Part Numbers 27

8 Quantity and Units of Measure 33

9 Bills of Material 35

10 Approved Manufacturers List (AML) 37

11 Deviations 39

12 Spares List 43

13 Prints/Point of Use/Paperless 45

14 Signatures 47

15 Class Coding/Naming Conventions/Group Technology 49

16 Tabulated Documents 53

17 Nameplate and Serial Number 55

Part III Product and Document Release Process 57

18 Release Policy 59

19 Team in Release 63

20 Phase Release 65

Part IV Change Request Process 69

21 Change Request Policy 71

22 Team in Request 75

23 Request Form 77

Part V Change Control Process 81

24 Change Control Policy 83

25 Team in Change 89

26 Change Form 91

27 Interchangeability 99

28 Part Number & Revision Level Changes 101

29 Change Classification 103

30 Mark Up of Design Documents 105

31 Effectivity 109

32 Effectivity Management 111

33 Disposition of Old Design Parts 115

34 Impacted/Affected by a Change 117

35 Product Improvements 119

36 Change Design Complete 121

37 Actual Effectivity Tracking 125

38 Line–Down Change 129

39 Closing a Change 131

40 Tracing Changes 133

Part VI Changing Product shipped – Field Changes 135

41 Change of Field Units 137

42 Field Change Policy 139

43 Field Change Order Form 141

Part VII Odds and Ends 143

44 Costing Design Changes 145

45 Data Dictionary 151

46 System Measurements 153

47 Users Guide/CM Plan 157

48 Acronyms and Definitions 163

Author Biogaphy 173

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Frank Watts graduated in engineering from the University of Illinois engineering and has more than 48 years of industrial and consultation experience. He is an NDIA Certified Configuration and Data Manager. He founded his own company to specialize in configuration management and has presented seminars on the subject to over 4,000 product manufacturing people. He is the author of the best–selling Engineering Documentation Control Handbook which is now in its 4th edition.

Frank has guided the development of the engineering change control process at many companies and made significant contributions toward improving the new product release process, installed ERP systems, new numbering systems, helped companies attain a single BOM database and guided reengineering of the CM processes. His industrial experience includes Caterpillar, Collins Radio, Control Data, Storage Technology, UFE and Archive.

Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown