SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

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

2. SCOPE
2.1. This procedure applies to all tooling maintained by (company name).

3. RESPONSIBILITY
3.1. 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.
3.2. 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.

4. REFERENCE DOCUMENTS
4.1. Quality System Manual
4.2. Quotations (PCS001)
4.3. Order Acceptance (PCS002)
4.4. Order Amendment (PCS003)
4.5. Control of Part Master (PDE003)
4.6. Fabrication Division System Controls (PFD001)
4.7. Information Services (PIS001)
4.8. Advanced Product Quality Planning (PQC004)
4.9. Document & Data Control (PQC008)
4.10.

First Article Inspection (PQC007)

4.11.Control of Quality Records (PQC020)

4.12.

Tooling Design & Fabrication (PTR002)

4.13.

Tooling Repair & Perishable Tooling (PTR003)

5. REQUIRED DOCUMENTS/MATERIAL
5.1. (Company) Computer System
5.1.1. Part Master
5.1.1.1. Tooling Master
5.1.2. Tool Order Menu
5.1.2.1. Tool Order (Enter, Update, & Print Router)
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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

5.1.2.2. Tool Order Packing Slip (Create, Update, & Print)

5.1.2.3. Tool Room Labor (Codes, Enter, Update, Edit, & Report)
5.2. Tool Assignment Log
5.3. Plant Layout Drawing (FDE008)
5.4. New Die Checklist (FTR004)
5.5. Tooling Disposition Record (FTR010)
5.6. Requisition
5.7. Purchase Order

6. PROCEDURAL REQUIREMENTS
6.1. General Requirements
6.1.1.

The tracking and identification of all tooling managed by (COMPANY NAME) shall be
per this procedure and primarily via the (COMPANY NAME) Tooling Master.

6.1.1.1. 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.
6.1.1.2. 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.
6.1.1.3. In either case, the (COMPANY NAME) Tool Master shall be used to identify
and track all customer owned tooling. It shall be Sales / Customer
Services responsibility to identify ownership either in the Tool Order Router
Notes or in the applicable Tool Assignment Log.
6.1.2.

The (COMPANY NAME) Tooling Master shall be maintained primarily by the Sales /
Customer Service Representative assigned to that customer and/or product, this
includes entering new tools, revising and/or modifying current tooling, and
dispositioning existing tools.

6.1.2.1. The responsible Customer Service Representative shall be primarily

responsible for maintaining the following information:

Tool Number

Tool Description

Tool Type

Tool Status

Customer Name
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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

Customer Identification Number

Customer Asset Number (if applicable)

Scrap/Return Date (when Dispositioned)

Scrap/return Reason Code (when Dispositioned)

6.1.2.2. The responsible Engineering Department shall be primarily responsible for

entering and maintaining the following fields in the (COMPANY NAME)
Tooling Master:

Design Date
Revision Date
Revision Level

6.1.2.3. 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.
6.2. Tool Identification
6.2.1.

The applicable Customer Service Representatives shall maintain a Tool Assignment

Log, which controls the assignment of the Tool Number.

6.2.1.1. The Tool Number shall be linked with the customer part via the (COMPANY
NAME) Tooling Master, and the format for the Tool Number shall contain an
Alpha that identifies each individual tool from a set of tools associated with
a single part (e.g., 10460A, 10460B, 10460C, etc.).
6.2.2.

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:

6.2.2.1. For tooling fixtures the primary method of identification shall be etching
and/or metal stamping.
6.2.2.2. For dies the typical method of identification shall be as follows:
6.2.2.2.1. Until the Sample Run Submission to the customer the Tool
Number shall be painted on the tool.
6.2.2.2.2. After the Sample Run and before the Production Run, tags shall
be affixed to the tool with the Tool Number, Customer Name, Part
Number and material information.
6.2.2.2.3.
6.2.2.2.4.
6.2.2.2.5.
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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

6.2.2.2.6. A weight tag shall be affixed to the upper half of the die that
identifies:

Tonnage

Stroke

Upper Die Weight

Complete Die Weight

6.2.2.2.7. Permanent asset tags shall also be affixed to the tool, when
supplied by the customer.

6.2.2.3.
6.2.3.
6.3. Tool Storage & Retrieval
6.3.1.

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.

6.3.2.

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.

6.3.2.1. Tools that cannot fit on the Service Shelf shall be placed back in their
assigned locations after being properly tagged for service.
6.3.3.

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

6.3.4.

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.

6.4. Dispositioning Tools

6.4.1.

6.4.2.

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:

The Customers Part has been Obsoleted

The Part has become Inactive

No Customer Orders are being placed.

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 the customer to determine whether the tool is to be:
Kept in Service
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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

Returned to the Customer or Other Location

Scrapped.
6.4.3.

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

(COMPANY NAME) Tooling Master as Inactive, Scrap, or Returned. Engineering
shall also enter the Date Dispositioned and the Reason Code.

6.4.4.

The Sales Engineer or Customer Service Representative shall generate a Tooling

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

6.4.5.

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.

6.4.6.

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

6.4.7.

The Sales Engineer or Customer Service Representative shall retain the completed
Tooling Disposition Record.

7. PROCEDURAL FLOW

(See Next Page for the Flow)

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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

BEGIN THE
TOOLING MANAGEMENT
PROCESS

Sales /
Customer
Service

Receives Customer Order

for New or Revised Tooling

Enters the Tooling

Description into the
Tooling Log AND If New,
Assigns a Tooling
Number for Identification
& Tracking Purposes
Enters the Tooling into the
(Company) Tool Master for use
in the (Company) Part Master
for all Production Jobs

Generates a
Tool Order Router
from the (Company)
Tool Room Menu &
Distributes to Applicable
(Company) Functions

Applicable
Engineering
See PTR002
for Design &
Fabrication

PTR001 p1.vsd
9/23/2005
6:41:48 AM

Tool Room
Customer
Order

Skip if Number
is present on
Corrected
Tooling

(Company)
Computer
System

(Company)
Tool Master

Upon Receipt of the Tool

marks the Tool Number
per the Tooling Master
Prepares Tool for (Company)
Production Equipment

Tooling
Assignment
Log

Unless FAIR
was performed
at Tooling
Supplier

Primarily the
Design Date
and Revision
Information

If being Fabricated Outside,

Generates a Requisition
for a Tooling Purchase
Order that Establishes the
Requirements for
Fabrication with the
Tooling Supplier

Purchase
Requisition

Production
Supervision &
Tool Room
Performs Sample Run &
Establishes the Set-Up
Parameters for the Tooling

Obtains Purchase Order

from Purchasing and
Issues to Applicable
Tooling Supplier

Purchase
Order

Submits Samples per

Tooling Order Including
those for QC to perform
a First Article Inspection

FAIR
Acceptable for
Submission to
Customer?

Tool Room

New Die
Checklist

Yes

Affix Tag(s) to the

Tooling with the applicable
Information

Manages Any
Corrections by the
Tooling Source
(see PTR002)

Performs CheckOut of
New Tooling by Completing
a New Die Checklist

Tool Room

Sales /
Customer
Service

Distribution
is Typically to the
Applicable Production
Planning Team

Performs Maintenance
& Repair of Tooling
per PTR003

Monitors Customer
Orders for Identification of
Obsolete Parts & Tooling
Coordinates the
Dispositioning of
Obsolete Tooling

Page 6 of 8

A 100%
Dimensional
Layout Per
APQP
Planning
Record (see
PQC004)

Applicable
Engineering

Assigns a
Storage Location
and Enters it into the
Tooling Master

Upcoming
Samples
Schedule

Typically a
Set-Up
Procedure
Form for Dies
and Other Set
Up Sheets for
Secondary
Operations
(i.e., Welding,
etc.)

No

Production
Supervisor/
Jeep Driver

Typically
Weekly
Reports
From the
Tooling
Source

Production
Schedule

Schedules a Sample Run

at (Company) using the Press
Identified on the Part Master

Distribution
is Typically to the
Applicable Production
Planning Team

Upon completion of the

Drawings, enters applicable
information into the
(Company) Tool Master

Fixtures Made
By (Company) are
also Identified
Typically by
etching but any
Method is
Acceptable
Performs
Tooling
Tryouts

Production
Control

Tool Order
Router

Tool
Drawing(s)

Upon Completion of the

Fabrication and/or
Corrections, Requests
a Sample Run at (Company)
by Issuing An Upcoming
Samples Schedule

Typically
Painted on
Dies

PTR001

Begins the process of

Designing the Tool and
Determining who to place
the Fabrication Order with

Monitors the Fabrication

through its Completion

DATE EFFECTIVE: 03/05/01

END THE
TOOLING MANAGEMENT
PROCESS

SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

8. RECORDS
8.1. (COMPANY NAME) Computer System
8.1.1.

Tooling Master

8.1.2.

Part Master

8.2. Tool Assignment Log

8.3. Plant Layout Drawing (FDE008)
8.4. New Die Checklist (FTR004)
8.5. Tooling Disposition Record (FTR010)

9. REVISION HISTORY
REVISION
LEVEL

DATE OF
REVISION

SECTIONS

00

9/14/99

All

01

02/19/01

All

DESCRIPTION OF CHANGE
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
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.

01

Correction
03/05/01

7.0

The concept of Press Grouping was added to the step

involving the scheduling of the F.A.I.R.

10. AUTHORIZATION

POSITION

HELD BY

AUTHORIZATION SIGNATURE OR INITIALS

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SYSTEM PROCEDURE

Tooling Management
REVISION: 01

PROCEDURE NO.: PTR001

DATE EFFECTIVE: 03/05/01

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