Flow Chart Examples - elsmar.com

1 Cayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 12002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 1 example Flow ChartsFlow Chart ExamplesCayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 22002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 2 example Flow ChartsA diagram that uses graphicsymbols to depict the nature andflow of the steps in a processFlowchartBenefits of Using Flowcharts Promotes understanding of a process Identifies problem areas and opportunities for processimprovement Provides a way of training employees Depicts customer-supplier relationshipsCayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 32002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 3 example Flow ChartsStart / EndProcess StepDecisionConnectorNoYesASymbols Used In FlowchartsCayman Business - The Cove!

2 ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 42002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 4 example Flow ChartsRequired Level II Flow Charts (Procedures) of Documents of QualityRecords Audit of Nonconformity Action Action Review Control and Data Control of Customer SupplierProduct Identification andTraceability Control and Testing Control of IM&TE and Test StatusProcedures Required By the 2000 RevisionPartial Listing of Procedures Required By the 1994 RevisionIf you read through ISO 9001:2000, you will find 6 places where Documented Proceduresare specifically stated to be a requirement. Some folks have been saying how nice it is thatthe documentation requirements have been reduced. While this is technically the case, it isreally a non-issue. For the most part companies are not going to be reducing theirdocumentation significantly if at about new implementations?

3 Will this be a big help to you? No - not really. You willhave to have the appropriate documents in place regardless. Take for example There is very likely that your company will need a purchasing procedure. Oftenthere are a number of purchasing procedures (systems) which will require some type ofdocumentation. The absence of the requirement does not exempt your company fromhaving documentation where appropriate . Where appropriate will be determined by acommon sense look at the process in must remember that to comply with the 1994 version, most companies adopted theLevel II approach - make 20 top level procedures or flow charts to address each element ofthe Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 52002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 5 example Flow ChartsSome Other Expected Process Maps Planning ( , , , ) Management Review ( ) Resource Management (6) Training ( ) Customer Processes ( ) Customer Communication ( ) Design and Development ( ) Purchasing ( ) Operations Control ( ) Product ID / Traceability ( ) Customer Property ( ) Preservation of Product ( ) Validation of Processes ( ) Process Measurement /Monitoring ( ) Product Measurement /Monitoring ( ) Analysis / Improvement ( , )Note: Some of these may not be relevant to your company.

4 An example is ProductIdentification and Traceability. If you are a service company, Product Preservationwill probably not apply to your situation. Remember, however, that exclusions arelimited to requirements within Element 7 - Product LIST IS NOT INCLUSIVE!As you can see, most of the documents in the above listing are parallels to the 20 old ISOelements. It may be that the new standard does not specifically require a document tocover each of these, however it will most often be the case that your company will have todocument these systems at least I have stated before, the level of documentation your company will need cannot bedetermined by a book or reference. Your company may have relatively simple systems andon-the-job training may be utilized more than at another company. You may be a facilitywhich is part of a corporation where there are flow-downs you will have to comply with(some of which will probably be documentation requirements).

5 Or, your company may onlyconsist of 8 souls who provide a service - your documentation will probably be have to review, within your company, what you are doing now and making somecommon sense determinations of where documentation is relevant and necessary .Cayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 62002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 6 example Flow ChartsManagement ReviewPeriodic (Minimum of 4 per calendar year) Review Scheduled by Vice-President of OperationsNotification of Review to President, VP - Production and Plant ManagerVP - Operations presents the following (as a minimum):Old BusinessA review of minutes from prior Items from prior BusinessInternal Audit StatusCorrective ActionsMeasurement Assurance, Calibration and Metrological ActiuvitiesSupplier Quality ActivitiesItems to be reviewed at a minimum of once per calendar year:Relevancy of Quality PolicyCustomer SatisfactionTrends Identified?

6 Action items initiated and taskedYesMinutes RecordedNoManagement Review Minutes Distributed & FiledMinutes (including action items) RecordedCayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 72002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 7 example Flow ChartsPlanning For QualityProcure, examine and derive requirements from the accepted quotation or contract relating to the product being planned;Review Standards of Acceptability for all features and requirements including those containing a subjective element that must be clarified;Consideration of any quality standards,, legal requirements, regulations or codes that apply or may be affected;Ensure the compatability of the design, the production process, inspection and test procedures and other applicable documentationConfirm or determine the necessary documented procedures, instructions,, drawings, or other documentation requiredConfirm or determine the resources needed including raw material, machinery, number of employees, and acquire any controls,, processes, inspection equipment, total production resources ands skills required to achieve the required , as necessary, quality control, inspection and testing techniques and development of new instrumentation, if - Operations retains records fileExamine the production operatrions, sequences and tests and inspection test points required;Identify and define responsibility for the preparation of quality recordsCayman Business - The Cove!

7 ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 82002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 8 example Flow ChartsOrder FlowCustomer OrderOrder Source May Be: FAX Telephone Conversation Mail (or courrier ie: FedEx)Order DeskPlant OfficeDetermines availabilityIn Stock?Pull From StockYesTake to Shipping DockProduce Batch per Process DocumentationNoComplete Shipping PaperworkExcess To StockPull Ordered AmountShipNotes:We need a little more detail here. Examples are my 'suggestions' alongside the boxes. My questions are in BOLD also need to look at paperwork trails involved in doing these are on the right track! You might want to feed these to Bill in Columbus to show him how I am marking up your flow order in ? does this happen?Verbal? Paperwork involved?Is there an inventory record?Cayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 92002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 9 example Flow ChartsAccount ManagementSales / MarketingOrder ReceiptOrder MaterialBuild ProductShip ProductBillCustomerCollectMoneyMrkting ProcessSales ProcessQuote ProcessCredit ApprovalOrder ReviewGen.

8 OrderNotify InputsPlan the JobRelease for Purch ReqmtsMake vs. BuySelect SupplierIssue RFQP lace OrdersEval. Incoming MatlsMaterial Supp. payReview Doc. MaterialsSet up per Route CardPackageSend to Finish goodsConfirm Date Create Pack. / Dist InvoiceSched. CarrierGenerate Ship. to shipperFile PaperworkMail InvoiceReceive PaymentsResolve DisputesManagementProcessesResults / ForecastsBusiness PlanMgmnt AuditsProcedures & StandardsSupplierApprovalDocumentControl Control of TestEquipmentData SecurityTrainingPersonnelProcessesCustom er ComplaintsFacilitiesProcessesCorrectiveA ctionCustomerServicesMaterialStockingFin ancialProcessesPreventativeMaintenanceSu pport ProcessesTypical Top Level Operations FlowchartCayman Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 102002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 10 example Flow ChartsBusiness As A System (Process)Fabrication Component TestAssemblyShipDevice TestProcess ValidationsSub-Processes(Sub-Systems)Des ign ProductPurchaseMaterialsReceiveMaterials Receive OrderSales / MarketingAn example of a manufacturing company defining and mapping its Business - The Cove!

9 ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 112002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 11 example Flow ChartsDefine Product and Base ProcessesSub-ProcessASub-ProcessBInforma tionServicesProcess 3 Sub-Process ASub-Process BProcess 4 Sub-Process CHigh level ProcessDescriptionHigh level ProcessDescriptionWholesaleProcess 2 Retail ClientsProcess 11. Product 12. Product 2 External Customers1. Product 1 ProductsSub-ProcessSub-ProcessThis is not meant to represent YOUR processstructure. It is only meant to serve to give you foodfor thought on looking at your example of a service company defining and mapping its Business - The Cove!ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 122002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 12 example Flow ChartsSalesProposalOutsideRetailerSellin gCoveredProductsContractImplementProposa l toRetailerFor RetailerRelationshipAdd NewContractsTele-MarketRetailer ProvidesSales InformationContactProspectiveCustomersSu ccessfulSaleProcess 1 Process 2 Process 3 IndividualCalls forServiceContactServicer &IssueAuthorizationServiceSupplierProvid esServiceServiceSupplierInvoicesCompanyP rocess 4 CompanyPaysInvoiceMain Processes / SystemsAn example of a service company defining and mapping its Business - The Cove!

10 ISO 9001:2000 Level II Flow ChartsPrinted 11/17/04 9:10 PMPage 132002 Cayman Business SystemsRev: ReleasePrint: Wednesday, November 17, 13 example Flow ChartsMiscellaneous Sub-Processes Contract Negotiation Compliance to StateRegulations Maintenance ofFulfillment Process Load client dataelectronically Dealer Set Up Table maintenance New clientinstallations(implementations)Dire ctMarketingWarrantyAdministrationClient ServicesContracting &Compliance Claims Review & Approve Payments OTL authorizations for retailcontracts Customer Service Entitle & issue all initialauthorizations Inbound Sales Calls Calculations for cash out Service Recruitment Maintain Servicer Database Satellite Customer Service Compliance &Training New Employee Training Quality audits of staff QA Card review & reporting PC Help Desk Entitle & issue all initialauthorizations Campaign Planning Execute Direct Mail& Telemarketingcampaigns Reporting for Clientand management Develop proposals Control collateralmaterialsSales & MarketingSupport Load client datamanually ProcessCancellationsData EntryAn example of sub-processes in a service Business - The Cove!