SYSTEM PROCEDURE

Tooling Management

REVISION: 01 PROCEDURE NO.: PTR001 DATE EFFECTIVE: DRAFT

031/0531/01

5. PURPOSE
5.6. The purpose of this document is to establish and implement a system for tooling
management, including the identification, storage, retrieval, and disposition of
tooling.

6. SCOPE
6.6. This procedure applies to all tooling maintained by (company name).

7. RESPONSIBILITY
7.6. The Stamping Operations Manager, Vice President of Engineering, and Vice
President / General Manager of Fabrication Division have the primary
responsibility for ensuring compliance of this procedure and to ensure the
necessary resources for successful implementation are provided.

7.7. The Sales, Information Services, Purchasing, Engineering, Tool Room, and
Production Personnel who support the identification, storage, retrieval, and
dispositioning of tooling are responsible for compliance with this procedure.

8. REFERENCE DOCUMENTS
8.6. Quality System Manual
8.7. Quotations (PCS001)
8.8. Order Acceptance (PCS002)
8.9. Order Amendment (PCS003)
8.10. Control of Part Master (PDE003)
8.11. Fabrication Division System Controls (PFD001)
8.12. Information Services (PIS001)
8.13. Advanced Product Quality Planning (PQC004)
8.14. Document & Data Control (PQC008)
8.15. First Article Inspection (PQC007)
8.16. Control of Quality Records (PQC020)
8.17. Tooling Design & Fabrication (PTR002)
8.18. Tooling Repair & Perishable Tooling (PTR003)

9. REQUIRED DOCUMENTS/MATERIAL
9.6. (Company) Computer System
9.6.1. Part Master
9.6.1.1. Tooling Master
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9.6.2. Tool Order Menu

9.6.2.1. Tool Order (Enter, Update, & Print Router)
9.6.2.2. Tool Order Packing Slip (Create, Update, & Print)
9.6.2.3. Tool Room Labor (Codes, Enter, Update, Edit, & Report)

9.7. Tool Assignment Log

9.8. Plant Layout Drawing (FDE008)
9.9. New Die Checklist (FTR004)
9.10. Tooling Disposition Record (FTR010)
9.11. Requisition
9.12. Purchase Order

10. PROCEDURAL REQUIREMENTS

10.6. General Requirements

10.6.1. The tracking and identification of all tooling managed by (COMPANY

NAME) shall be per this procedure and primarilyaccomplished via
the (COMPANY NAME) Tooling Master.

10.6.1.1. In the case of the Stamping Operations, the

design and fabrication of tooling is a primary part of the
business (see PTR002 – Tooling Design & Fabrication).
All tooling (e.g., dies, tapping fixtures, welding fixtures,
assembly fixtures, inspection fixtures, etc.) utilized in the
operation shall be identified and tracked via the
(COMPANY NAME) Tooling Master.

10.6.1.2. In the case of the Fabrication Division, a

procedure for managing (COMPANY NAME) tooling
utilized in the various operations shall be established
and to the extent applicable it shall include the controls
for identification, storage, retrieval, and disposition.

10.6.1.3. In either case, the (COMPANY NAME) Tool

Master shall be used to identify and track all customer
owned tooling. It shall be Sales / Customer Service’s
responsibility to identify ownership either in the Tool
Order Router Notes or in the applicable Tool Assignment
Log.

10.6.2. The (COMPANY NAME) Tooling Master shall be maintained primarily

by the Sales / Customer Service Representative assigned to that
customer and/or product, this includes used to entering new tools,
revising and/or modifying currentchange the tooling revision level,
andor the dispositioning of existing tools.

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10.6.2.1. The responsible Customer Service

Representative shall be primarily responsible for
maintainingentering the following information into their
appropriate fields on the WTS Tool Master:
11. Tool Number
12. Tool Description
13. Tool Type, Plant / Storage Location
14. Tool Status
15. Customer Name
16. Customer Identification Number
17. Customer Asset Number (if applicable)
18. Scrap/Return Date (when Dispositioned)
19. Scrap/return Reason Code (when Dispositioned)
19.6.1.1. The responsible Design Engineering
Department shall be primarily responsible for entering
and maintaining the following fields in the (COMPANY
NAME) Tooling Master:
20. Design Date
21. Revision Date
22. Revision Level
22.6.1.1. Production Supervision in conjunction with the
Forklift “Jeep” Driver(s) shall assign the tooling location
for storage between production jobs and communicate it
to the assigned function that has (COMPANY NAME)
System rights (i.e., Sales / Customer Service,
Information Services’ Data Entry, etc.) for entering this
information.

22.7. Tool Identification / Location

22.7.1. The applicable Customer Service Representatives shall maintain a

Tool Assignment Log, which controls the assignment of the Ttool
Nnumber.

22.7.1.1. The Tool Number shall be linked associated with

the customer part via the (COMPANY NAME) Tooling
Master, and is of the format for the Tool Number shall
contain an Alpha that identifies each The alpha shall be
used to identify the individual tool from a set of tools
associated with a single part (e.g., 10460A, 10460B,
10460C, etc.).

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22.7.2. The Tool Room shall be responsible for placing the Tool Number
from the (COMPANY NAME) Tooling Master for Tooling utilized in the
Stamping Operations. The Engineering Department for Fabrication
shall be responsible for placing the Tool Number from the
(COMPANY NAME) Tooling Master on Fabrication tooling. The
primary method of placing the Tool Number on the tooling shall be as
follows:

22.7.2.1. For tooling fixtures the primary method of

identification shall be etching and/or metal stamping.
22.7.2.2. For dies the typical method of identification shall
be as follows:
22.7.2.2.1. Until the Sample Run Submission to
the customerFirst Article Inspection the Tool
Number shall be painted on the tool.
22.7.2.2.2. After the Sample Run and before
the Production Run, tags shall be affixed a
tag to the tool with the Tool Number,
Customer Name, Part Number and material
information.
22.7.2.2.3. .
nnnnc, where:
22.7.2.2.4. n is a digit 0-9
22.7.2.2.5. c is an alpha (A,B, etc.)
22.7.2.2.6. In conjunction with the First Article
Inspection procedure, the Tool Maker shall
generate the New Die Checklist and identify
the tool in the following manner:
22.7.2.2.7. Affix a weight tag shall be affixed to
the upper half of the die that identifies:
23. Tonnage
24. Stroke
25. Upper Die Weight
26. Complete Die Weight
26.6.1.1.1. Permanent asset tags shall also be
affixed to the tool, when supplied by the
customer.

NOTE: Ownership of Tools shall be identified via the WTS Tool Master.

26.6.1.2. Until First Article Inspection the Tool Number

shall be painted on the tool.

26.6.2. The Jeep Driver shall notify Engineering of the assigned storage
location for the tool after First Article Inspection.
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26.7. Tool Storage & Retrieval

26.7.1. Current Production Tools shall be stored at the location assigned in

the (COMPANY NAME) Tooling Master. The Tool Storage locations
can be determined from the Plant Layout drawings located at various
places in the plant.

26.7.2. Tools to be serviced (maintenance or repair) shall be tagged per the

Tooling Repair procedure (PTR003) and placed on the designated
Service Shelf near the Tool Room.

26.7.2.1. Tools that cannot fit on the Service Shelf shall be

placed back in their assigned locations after being
properly tagged for service.

26.7.3. The Tool Room Supervisor / Lead Person shall coordinate with the
Jeep Driver as to the Tools to be serviced or repaired.

26.7.4. Tools to be used in Production shall be identified on the Job Router

and retrieved by the Jeep Driver when requested by the Production
Supervisor / Set-Up Personnel.

26.8. Dispositioning Tools

26.8.1. Sales Engineering or Customer Service shall primarily be

responsible for coordinating the dispositioning of Customer Tooling.
The following are the typical signs that the tooling needs
dispositioning:
27. The Customer’s Part has been Obsoleted
28. The Part has become Inactive
29. No Customer Orders are being placed.

29.6.1. If the Customer has not requested that the tools be returned or
scrapped and the tooling has not been used for an extended period
of time, then Sales Engineering or Customer Service shall work with
contact the customer to determine whether the tool is to be:
30. Kept in Service
31. Returned to the Customer or Other Location
32. Scrapped.

32.6.1. If the tool is to be taken out of service, then it shall be dispositioned

on the (COMPANY NAME) Tool ing Master as Inactive, Scrap, or
Returned. Either the Sales Engineering or the Customer Service
Representative shall also enter the Date Dispositioned and the
Reason Code.

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32.6.2. The Sales Engineer or Customer Service Representative shall

generate a Tooling Disposition Record and submit to the Tool Room
Supervisor / Lead Person for processing.

32.6.3. The Tool Room Supervisor / Lead Person shall ensure that the
authorized disposition is carried out and the completed actions
documented on the Tooling Disposition Record.

32.6.4. Upon completing the Tooling Disposition Record the Tool Room
Supervisor / Lead Person shall return it to the originating Sales
Engineer or Customer Service.

32.6.5. The Sales Engineer or Customer Service Representative shall retain

the completed Tooling Disposition Record.

33. PROCEDURAL FLOW

(See Next Page for the Flow)

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BEGIN THE Typically

TOOLING MANAGEMENT PTR001 A
Painted on
PROCESS Dies
Tool Room
Sales /
Customer Skip if Number Upon Receipt of the Tool Fixtures Made
Service Customer
is present on marks the Tool Number By (Company) are
Receives Customer Order Order Corrected per the Tooling Master also Identified
for New or Revised Tooling Tooling Typically by
etching but any
Method is
Prepares Tool for (Company) Acceptable
Enters the Tooling Tooling Production Equipment
Description into the Assignment Performs
Tooling Log AND If New, Log Production Tooling
Assigns a Tooling Control Tryouts
Number for Identification
& Tracking Purposes (Company) Unless FAIR Schedules a Sample Run Production
Computer was performed at (Company) using the Press Schedule
System at Tooling Identified on the Part Master
(Company) Supplier
Enters the Tooling into the Tool Master
(Company) Tool Master for use Production Typically a
in the (Company) Part Master Supervision & Set-Up
for all Production Jobs Tool Room Procedure
Performs Sample Run & Form for Dies
Establishes the Set-Up and Other Set
Generates a Tool Order Up Sheets for
Router Parameters for the Tooling
Tool Order Router Secondary
from the (Company) Operations
Tool Room Menu & (i.e., Welding,
Distributes to Applicable Distribution Submits Samples per etc.)
(Company) Functions is Typically to the Tooling Order Including
Applicable Production those for QC to perform A 100%
Applicable Planning Team a First Article Inspection Dimensional
Engineering Layout Per
Begins the process of Tool APQP
See PTR002 Designing the Tool and Drawing(s) Planning
for Design & Record (see
Fabrication Determining who to place
the Fabrication Order with PQC004)
FAIR
Acceptable for No
Submission to
Upon completion of the Primarily the Customer?
Drawings, enters applicable Design Date Applicable
information into the and Revision Engineering
(Company) Tool Master Information Tool Room Yes
Manages Any
Affix Tag(s) to the Corrections by the
Purchase Tooling with the applicable Tooling Source
If being Fabricated Outside, (see PTR002)
Generates a Requisition Requisition Information
for a Tooling Purchase
Order that Establishes the New Die Performs CheckOut of
Requirements for Checklist New Tooling by Completing
Fabrication with the a New Die Checklist B
Tooling Supplier
Production
Supervisor/
Obtains Purchase Order Purchase Jeep Driver
from Purchasing and Order
Issues to Applicable Assigns a
Tooling Supplier Storage Location
Typically and Enters it into the
Weekly Tooling Master
Reports
Monitors the Fabrication Tool Room
From the
through its Completion
Tooling Performs Maintenance
Source & Repair of Tooling
per PTR003
B Upon Completion of the Upcoming Sales /
Fabrication and/or Samples Customer
Corrections, Requests Schedule Service
a Sample Run at (Company) Monitors Customer
by Issuing An Upcoming Orders for Identification of
Samples Schedule Distribution
Obsolete Parts & Tooling
is Typically to the
Applicable Production
Planning Team Coordinates the
Dispositioning of
Obsolete Tooling
A
PTR001 p1.vsd Page 7 of 9
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9/23/2005 TOOLING MANAGEMENT
6:41:48 AM PROCESS
 SYSTEM PROCEDURE

Tooling Management

REVISION: 01 PROCEDURE NO.: PTR001 DATE EFFECTIVE: DRAFT

031/0531/01

35. RECORDS
35.6. (COMPANY NAME) Computer System
35.6.1. Tooling Master
35.6.2. Part Master
35.7. Tool Assignment Log
35.8. Plant Layout Drawing (FDE008)
35.9. New Die Checklist (FTR004)
35.10. Tooling Disposition Record (FTR010)

36. REVISION HISTORY

REVISION DATE OF
SECTIONS DESCRIPTION OF CHANGE
LEVEL REVISION
00 9/14/99 All Re-Issue of Procedure for QS-9000 Registration
The majority of the changes are due to the Organizational
Change where the Tool Room went under the Stamping
Operations Manager from the VP of Engineering. Those
changes that are not are due to corrective and preventive
01 02/19/01 All actions required by CPARs initiated during internal Quality
System Audits.
Section 7 was added to help see the inter-relationships
between the recently established organizational
responsibilities.
Correction The concept of Press Grouping was added to the step
01 7.0
03/05/01 involving the scheduling of the F.A.I.R.

37. AUTHORIZATION

POSITION HELD BY AUTHORIZATION SIGNATURE OR INITIALS

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