Build your material substitution request.
Keep proposed material changes linked to the original job specification.
How to build your material substitution request
Describe the job
Keep proposed material changes linked to the original job specification.
Review the first version
Choose how the production planner records the job and how the engineering reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A material substitution request example
A delivery shortage prompts a proposed material substitution.
Material substitution request example
- Record
- Material substitution request · 01
- Owner
- Production planner
Current stage · Production planner
Open the work record
A delivery shortage prompts a proposed material substitution.
Read the full walkthrough
Open the work record
A delivery shortage prompts a proposed material substitution.
- Record:
- Material substitution request · 01
- Owner:
- Production planner
Review the required input
Keep it proposed and preserve the original specification until the responsible reviewer accepts a change.
- Stage:
- Review pending
- Owner:
- Engineering reviewer
Record the next production action
Hold the substitution until the responsible reviewer accepts the proposed material.
- Next action:
- Hold the substitution until the responsible reviewer accepts the proposed material.
- Owner:
- Stores coordinator
What to include in your material substitution request
Keep the job in context
Keep job, original specification, proposed material, reason, review owner and decision together so the next person can understand the request or record.
When the next step needs a decision
A delivery shortage prompts a proposed material substitution. Keep it proposed and preserve the original specification until the responsible reviewer accepts a change.
Keep decision visible
Hold the substitution until the responsible reviewer accepts the proposed material.
Choose what each person needs
Give the production planner a working view and the engineering reviewer a review view. Keep job and original specification attached to the decision as the work moves between them.
Questions about material substitution request
Start with job, original specification, proposed material, reason, review owner and decision. Describe who enters the information and who reviews the next step.