Quality Best Practices

Structured Approach to Inventory Scrapping with Integrated Traceability

Objective

Establish a standardized and auditable process for scrapping inventory that ensures operational transparency, traceability, and regulatory compliance.

Strategic Rationale

• Enables data-backed decision-making when scrapping inventory

• Improves end-to-end traceability and accountability across the value chain

• Aligns with compliance mandates and audit-readiness standards

Recommended Workflow

1. Inventory Identification

   • You must first encounter a process in which scrapping is applicable.

   • For example:

     • Cycle count discrepancy

     • Non-conformance management

     
2. Issue Ticket Creation

   • Avoid ad hoc scrapping; instead, log a structured issue

   • Define a clear rationale (e.g., "damaged components found on floor")

   • Incorporate relevant metadata (e.g., defect codes such as "electrical")

   
3. Assign Disposition

   • Apply your organizations standardized “Scrapped” disposition category.

     • An automation that allows for this functionality will need to be configured with this same disposition or list of dispositions that are intended to scrap inventory.

   • Specify downstream handling or review protocols (e.g., hazardous waste removal requirements) within the disposition notes

   
4. Issue Review and Resolution

   • Route the issue through a review and approval gate

   • Upon approval, mark the issue as "Resolved"

   
5. Automated Inventory Adjustment

   • Leverage automation to reflect scrapped quantity in inventory records

   • Maintain synchronized records of actions taken and materials impacted

   

Automation Enablement

• Deploy the automation: “Scrap Inventory on Scrapped Disposition” via ION Marketplace in the navigation sidebar. Follow the prompts during setup to specify what dispositions result in scrap inventory.

• Ensures consistency, eliminates manual errors, and maintains a centralized audit trail

Deployment Recommendation

• Ensure clear articulation of scrapping rationale in every issue

• Maintain comprehensive attribute tagging for data segmentation and reporting

• Periodically review automation efficacy and process adherence

Best Practices for Documenting Redline Rationale

Objective

Establish a robust methodology for capturing and surfacing rationale behind procedural redlines to ensure downstream clarity, traceability, and continuous improvement.

Strategic Rationale

• Ensures procedural edits are contextually informed and reviewable

• Supports closed-loop change management by tying redlines to root cause or issue feedback

• Increases visibility and accountability across procedure evolution

Recommended Workflow

1. Option 1: Document Rationale Directly in the Redline

   • Upon creating a redline, embed a clear and concise rationale within the redline itself

   • Enables future users and procedure owners to understand the intent behind the change

   
2. Link to Issues Where Applicable

   • If the redline resolves a specific issue, associate it with the relevant issue ID or description

   • Ensures direct traceability between operational issues and procedural changes

   
3. Review Redline History & Merge

   • Once you have approved the redline, use the redline history interface to validate modifications

   • Click “Merge to Procedure” to transfer validated redlines into the procedural draft

   
4. Validate Integration into Procedure Draft

   • Confirm that merged steps and associated rationale appear in the draft version of the procedure

   
5. Option 2: Use Procedure Feedback Panel for Additional Context

   • Navigate to the procedure feedback panel to leave contextual comments related to the redline or its impact

   • This feedback becomes visible at the procedure level and includes traceability to the specific step and run

   

   
6. Examples of Rationale to Capture

   • Material availability

   • Process instability

   • Safety compliance

   • Training or documentation gaps

Deployment Recommendation

• Mandate rationale documentation for all redline changes

• Regularly review unresolved feedback and related issues prior to procedural release