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

Operational Best Practices

• 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

Deployment Recommendation

Activate the “Scrap Inventory” automation today to embed traceability, drive accountability, and standardize inventory disposition practices across operations.

This approach aligns with leading operational excellence frameworks, empowering teams to execute with discipline, clarity, and compliance assurance.

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. 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

Best Practices

• Mandate rationale documentation for all redline changes

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

Deployment Recommendation

Adopt this workflow to maintain high procedural quality and ensure alignment across operations, quality assurance, and continuous improvement teams.

This structured redline documentation approach strengthens organizational knowledge capture, operational transparency, and procedural governance.