Professional Documents
Culture Documents
Training Materials
Textile materials
For Suppliers
2011-07-15
Connect Basic Training Materials
Supplier version
Date: 2011-07-15
2
Table of content
1. Purpose ......................................................................................................................... 3
2. Overview....................................................................................................................... 3
2a. Preparation before work in system.................................................................... 3
2b. Work in the system................................................................................................ 4
2c. General rule............................................................................................................ 4
3. Login into an educational environment.................................................................... 6
4. Administrate Supplier Values .................................................................................... 8
5. Create the Combinations, Connect to an Article................................................... 12
6. Check In the Documents, Connect to a Combination or Connect to an Article. 16
7. Most often used functions......................................................................................... 37
Task 17: Replace a Document.................................................................................. 37
Task 18: Replace 1 Document with more than 1 Document ................................ 38
Task 19: Replace partly ............................................................................................ 38
Task 20: Update a Document................................................................................... 38
Task 21: Edit a Combination..................................................................................... 39
Task 22: Reminder List .............................................................................................. 40
Task 23: Reminder E-mails ....................................................................................... 40
Task 24: Search for a Document.............................................................................. 41
Task 25: Create an Excel file.................................................................................... 42
Task 26: Create a Test Status Summary (TSS) ....................................................... 43
Task 27: Search for an Article.................................................................................. 44
Task 28: Search for an Article using a CPSIA tab ................................................. 45
Task 29: Article Overview........................................................................................ 46
Task 31: Check the Documents connections ......................................................... 50
Task 32: Correct the Documents connections....................................................... 50
Task 33: Search for the Combinations connected to an Article.......................... 51
8. Definitions ................................................................................................................... 53
9. CONNECT Basic Flow Chart....................................................................................... 54
Connect Basic Training Materials
Supplier version
Date: 2011-07-15
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1. Purpose
To understand the logic of the CONNECT system. To train on examples how the
system should be used. To explain different functions.
2. Overview
2a. Preparation before work in system
Based on Product Documentation (Technical Description & Specification Index) the
Test Plan is created. Directly in the Test Plan supplier can distinguish documents
relevant for final articles from the other documents which are relevant for materials,
components or processes.
Product Documentation example:
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Date: 2011-07-15
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2b. Work in the system
1. Register the materials, components & processes names (Define what materials,
component & processes the article consist of) and register the Distributors &
Producers names (Define who are the producers & the distributors).
- GO TO TASKS 1-5
2. Create the material, component & process combinations & connect each
combination to the relevant article(s).
- GO TO TASKS 6-9
3. Check in (upload) the documents & connect them either to the Combinations or
directly to the Articles.
- GO TO TASKS 10-19
4. Review & maintain the documents, combinations & connections.
- GO TO TASKS 20-36
2c. General rule
Every document in CONNECT has to be connected:
either to a Combination which is already connected to an Article(s)
DOCUMENT COMBINATION ( ARTICLE)
or directly to an Article(s)
DOCUMENT ARTICLE
Note:
A single document is only allowed to be connected in one of the above ways!
Once a document has been connected to a combination, it will be then automatically
connected to all articles that are already connected to that combination.
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Some examples:
DOCUMENT COMBINATION ( ARTICLE)
IOS-MAT-0010 Self-declaration (for a material)
IOS-MAT-0054 Self-declaration (for a material)
Organotin compounds Test Report (for a material)
IOS-PRG-0023 Test Report (for a material)
Lead and its compounds Test report (for a material)
EN 71-3 Test Report (for a material)
DOCUMENT ARTICLE
Mechanical Test Report (for a final article)
VOC emission Test Report (for a final article)
Flammability Test report (for a final article)
EN 71-3 Test Report (for a final article)
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3. Login into an educational environment
The users trained as suppliers should follow the steps:
1. Open your browser (Internet Explorer)
2. Go to Connect Education
a. either Enter the following address in your browser:
iwww.edu.connect.ikea.com (if your training is in IKEA location with
intranet access), then enter the supplier no you want to work with
during the training session, mark the checkbox and press the
Login button
b. or Login to Extranet, open Application and then open Connect
Education (if your training is done through the extranet)
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3. You should now see the Main Menu screen
4. If you at any time get an error message, you should be able to come back to
the Connect Education by repeating the steps 1 and 2
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4. Administrate Supplier Values
Task 1: Define the materials, the components and the processes
Go to Main Menu Administrate - Administrate Supplier Values -
Material/Component/Process and enter the descriptions below
Note:
When using the real application, you should enter all the materials that are used for IKEA
products. Due to the limited training time, this cant be done during this training session.
Material Designation (all materials used in production fo IKEA article)
Material Designation Group Material Designation Sub
1 fabric IDEMO beige 100% cotton
2 fabric IDEMO blue 100% cotton
3 non-woven Fibertex 100% PP 50g/m2
4 filling 100% PES fibre 200g/m2
5 threads 100% cotton white
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Component Identity (elements bought fully or partly ready to be entered directly into a customer
package) see full definition at the end of this document
Component Identity Group Component Identity Sub
4 zipper 15 cm beige zipper 7533
Task 2: Deactivate a supplier value
Go to Main Menu Administrate - Administrate Supplier Values
Material/Component/Process and select a Material Designation
Open threads by pressing the + sign and mark 100% cotton white
Press the Deactivate button. A red sign will appear in front of the
100% cotton white
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Task 3: See the results of the deactivation
Go to Main Menu Combination Material Combination Create New and
select a Material Designation Group threads
You should not be able to find a Material Designation 100% cotton white as it
has been deactivated
Task 4: Delete a material, a component or a process
Go to Main Menu - Administrate Administrate Supplier Values -
Material/Component/Process and select a Material Designation
Open fabric by pressing the +sign and mark IDEMO blue 100% cotton
Press the Delete button
IDEMO blue 100% cotton should disappear from the list under fabric
Task 5: Define a Distributor/Producer
Go to Main Menu Administrate Administrate Supplier Values -
Distributor/Producer and enter below descriptions
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List of Material Distributors, Material Producers, Component Producers (= Material Distributors)
Company Legal ID
Number
Material
Distributor
Material
Producer
Component
Producer
Process
Producer
1 Cotton Ltd/
Berlin/DE
123123 X X
2 Kappa/Poznan/
PL
121212 X X
3 Molitas/Cph/DK 554433 X
4 ICOMP AB/
Almhult/SE
777666 X X
5 Middle Trader
/Perm/RU
222333 X
Distributor
Component
Producer
Note:
If Cotton Ltd/Berlin/DE delivers directly it needs to be marked as a Material Distributor
and a Material Producer.
If ICOMP AB/Almhult/SE delivers components it has to be marked as a Component
Producer and a Material Distributor.
Material
Producer
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5. Create the Combinations, Connect to an Article
Task 6: Create a Material Combination
Go to Main Menu Combination Material Combination Create New and
create below combinations
Material Combinations
Material
General
Type (I)
Material
Sub
Type (I)
Material
Designation
Group (S)
Material
Designation
Sub (S)
Material
Distributor
Material
Producer
Start
Date
in
factory
End
Date
in
factory
1 Textiles Fabric Fabric IDEMO
beige
100%
cotton
Cotton Ltd/
Berlin/DE
Cotton Ltd/
Berlin/DE
2010-
09-09
9999-
12-31
2 Textiles Non-
woven
Non-woven Fibertex
100% PP
50g/m2
Kappa/Poznan/
PL
Kappa/Poznan/
PL
2010-
09-09
9999-
12-31
3 Textiles Synthetic
fibres
Filling 100% PES
fibre
200g/m2
Middle Trader
/Perm/RU
Molitas/Cph/DK 2010-
09-09
9999-
12-31
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Task 7: Create a Component Combination
Go to Main Menu Combination Component Combination Create New and
create below combinations
Component Combinations
Component
General
Type (I)
Component Identity
Group (S)
Component
Identity (S)
Component
Producer
Start
Date in
factory
End Date
in factory
4 Upholstery
Accessories
Zipper 15 cm beige
zipper 7533
ICOMP AB
/Almhult/SE
2010-09-
09
9999-12-
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Task 8: Connect the Combination to an Article
Go to Main Menu Combination Material Combination View/Modify
Search for the Combinations by pressing the Search button
Press the (Connect To Article) button for the selected combination
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Enter % in Article No. field and press the Search button
If a result found (a list of Articles displayed below):
o Mark the check box for the Articles which you want to connect to
the Combination (select any 3 article numbers)
o Press the Save button
o Press the Show Connection button to see if the Articles have been
connected to the Combination
If no result (no list of Articles displayed below) it means that the Articles are
not yet active for the Supplier
o Mark the check box next to Show All Articles and press the
Search button
o Mark the check box for the Articles which you want to connect to
the Combination (select any 3 article numbers)
o Press the Save button
o Press the Show Connection button to see if the Articles have been
connected to the Combination
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Note:
Repeat the procedure with all other combinations!
Task 21: Edit a Combination
Go to Main Menu - Combination - Material Combination View/Modify
Press the Search button to find the Combination
Press the Edit button next to the Combination (any from list)
Try to change the available parameters
The only value which can be changed is the End Date
This is also the way how to make a Combination Inactive (when the material is
stopped to be used in the production)
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Task 22: Reminder List
Go to Main Menu - Reminder list
Change the range in the drop down menu Renewal Date Passed Within
The list changes according to your choice
Press the Stop Remind button for any Document not to be reminded of that
Document (to remove the Document from the Reminder List)
Note:
Only press the Stop Remind button if you are really sure that you dont need to update the
document in the future, as its not possible to reverse this action.
Task 23: Reminder E-mails
Go to Main Menu Administrate - Administrate Reminder list Reminder List
Configuration
Select a document type from the drop down menu
Mark the checkbox next to the appropriate frequency
Enter the recipients e-mail addresses
Press the Activate button
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Note:
The user has a possibility to be reminded by e-mails about the documents expiry. The
special settings have to be activated on each document type separately.
The Active settings can be cancelled by the Deactivate button, changed by the Update
button and then saved again by the Activate button.
Task 24: Search for a Document
Go to Main Menu - Search Search Document
Enter at least one of the mandatory values like Document Type, Document
Number or Document Name
Press the Search button
By selecting more specific values and pressing the Search button once again
your search result will be narrowed
o Enter %MAT-0054% in the Requirement Source field and press the
Search button
o Enter %General req.+ polymerics% in the Sub-type field and press the
Search button
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o Enter todays date in the Created Date field and press the Search
button
o Enter todays date in Active From Date and Active To Date field and
press the Search button to see the Documents active as per today
Task 25: Create an Excel file
This function is only visible if you have chosen a supplier and an article.
Go to Main Menu Search Search Document
Enter the selected Article Number in the Article No field
Enter % in the Document Number field (% is used as a wild card)
Enter todays date in the Active from and Active to date fields to see all
Documents active as per today
Press the Search button
When the list appears at the bottom, press the Excel icon
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An Excel file will be created and a pop up window asks you to Open or Save
the file or Cancel the action
Press Save + Open to be able to filter the Excel and create any report you
require
Task 26: Create a Test Status Summary (TSS)
This function is limited to show a maximum of 10 articles per supplier.
Go to Main Menu Reports TSS
Enter % in the Article Number field to list all Articles
Enter todays date in Active from and Active to date to see all articles with
the documents active as per today
Press the Search button
Mark the checkbox next to the selected Article Number and press the
View Report button
Or mark up to 10 checkboxes and instead press the
View report for selected articles button
An Excel file will be created and a pop up window asks you to Open or Save
the file or Cancel the action
To see the content press Open or Save + Open
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Note:
The Test Status Summary (TSS) only holds limited information.
Open the Excel Report on Search-Search Document screen to see complete information.
Task 27: Search for an Article
Go to Main Menu Search Search Article Article tab
Enter at least one of the mandatory values and press the Search button
You will be shown the list of Articles that have at least one connected Document
active in the timeframe that youve selected (Active from and Active to date)
Press the + sign (to the left of the article no.) to see the Documents
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Task 28: Search for an Article using a CPSIA tab
Go to Main Menu Search Search Article CPSIA tab
Enter at least one of the mandatory values and press the Search button
You will be shown the list of Articles that have at least one connected CPSIA
Document active on the day that youve selected (Valid date)
Press the + sign (to the left of the article no.) to see the CPSIA Documents
Press the View Report button to see the CPSIA Certificate of Compliance
Note:
The CPSIA documents are the Test Reports with a CPSIA Requirement source in the
Document Content Description.
A CPSIA Certificate of Compliance only lists the CPSIA documents with the level Complies or
Not Applicable (N/A).
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Task 29: Article Overview
Go to Main Menu - Reports Article Overview
Specify the Trading Area
Press the Search Supplier button
Mark the checkbox next to the Supplier Number and press the
Search Article Overview button
You will be shown the Suppliers current status regarding the number of Articles
or Combinations that do not have any Document Connected. It will also show the
Documents where the Renewal Date has already passed
Press on the underlined numbers to be moved to the deeper levels, down to
where you are able to replace the Document
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Task 30: Delete a Document
Deleting an existing document is possible within 30 days from the registration.
If the Document has been connected to an Article or to a Combination, you have to
disconnect it first.
Find the Document (follow the Search for a Document procedure)
Press on the underlined Document Number, e.g. 000302908
You are taken to the Document Details screen
Press the Delete button
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The System will ask Are You Sure to Delete the Document?
Confirm by pressing the OK button
If you get the message Document Successfully Deleted the Document was
deleted
If you get the message You must delete the connections before you delete this
document the following steps need to be taken:
Check the existing connections by pressing on the links Show Combination
Connections and Show Article Connections
o If the Combination connections exist (the Combinations are listed)
Select Connect to Combination: Material, Component or Process
from the drop down list in the left lower part of the screen and
press the Go button
Search for the relevant Combination by pressing the Search
button
All active Combinations will be listed below
Select the Combination relevant for the above document and press
the (Connect to Doc) button
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You are taken to the Combination Details/Search Document
screen. The Document Number is displayed in the Document
Number field
Press the Show Connection button in the right upper corner next to
the Combination description line
The list of connected documents will be displayed
Unmark the checkbox under Connect/Disconnect heading
and press the Update button
Note the comment Disconnection (s) Successfully Done
Press the Search button
The Document is displayed under the Document Result below
Press the underlined Document Number, e.g. 000302908
You are taken to the Document Details screen
Press the Delete button
Confirm Are You Sure to Delete the Document? by pressing the
OK button
Note the comment Document Successfully Deleted, the Document
Details screen is now displayed in a grey font
The Document has been deleted
o If the Document is connected directly to an Article (X sign under Dir)
Press the Connect to Article button
Press the Show Connection button in the right upper corner
The list of connected Articles will be displayed
Unmark the checkbox under Connect/Disconnect heading and
press the Save button
After pressing the Show Connection button again, note that the
connection has disappeared from the list
Press Back to Document Details button to go back to the Document
Details screen
Press the Delete button
Confirm Are You Sure to Delete the Document? by pressing the OK
button
Note the comment Document Successfully Deleted, the Document
Details screen is now displayed in a grey font
The Document has been deleted
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Task 31: Check the Documents connections
Find the Document (follow the Search for a Document procedure)
Press on the underlined Document Number, e.g. 000088369
You are taken to the Document Details screen
Press on the link Show Article Connections
Check how the Document is connected to the Articles
Correct the double connections:
o If a Document is connected to an Article in both ways:
directly and also through a Combination
Task 32: Correct the Documents connections
Find the Document (follow the Search for a Document procedure)
Press on the underlined Document Number, e.g. 000303426
You are taken to the Document Details screen
Press the Replace button
Upload exactly the same document where you need to correct the connections
All fields (Document name, Active from & Active to Date and Document Content
Description) are the same like for the old document which you are replacing
now
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The Replaced Doc End Date field is set by default as todays date
Check if the Connections below are relevant
Unmark the checkboxes with incorrect Article Connections and/or with
incorrect Combination Connections
Press the Save button
You are now taken back to the Document Details screen of the initial Document
Check that the new information in Document Details contains Replaced by:
Task 33: Search for the Combinations connected to an Article
Go to Main Menu - Reports Constituent Material
Enter the selected Article Number in the Article No field
Enter todays date in Active from and Active to fields to see all combinations
with the connected Documents active as per today
Enter % in the Requirement Source field
Enter % in the Sub Type field
Press the Search button
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Note:
Other options how to see the combinations connected to an article are either on the Search
Search Document screen after opening the Excel icon (or PDF icon) or on the Reports TSS
screen after opening the View Report button.
Be aware that the combinations with no connected documents or with the connected
documents which are not active within a timeframe set by the user, will not be displayed in
any of the screens.
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8. Definitions
Definition of a component
A complete element (e.g.: a fitting, a frame or a cover):
- Transformed by sub-supplier by adding more materials to it
o Note: The cutting into a new shape is not considered as a creating
component from a material
- Delivered from a sub-supplier to be put directly into packaging
A complete part of the element (e.g.: a zipper for a cover):
- Delivered from a sub-supplier as a part of the product which the Ikea supplier
doesnt need to take apart to the individual materials
Definition of a process
Example: Gluing or lacquering
Any operation performed by the IKEA supplier or its internal sub-contractor which
ends by transforming several materials and needs to be confirmed by an additional
document.
To be created only if process needs to have a document (e.g. when you have a Test
Report for lacquering).
In case of gluing with FA free glue the process is not needed (there is no emission
created to be measured by testing).
Definition of a time setting
Active From Date
- For test of whole article, the Monday of the date stamp week (or actual production
date)
- For test of raw material, the test report issue date
Active To Date
- Renewal date of the document
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9.CONNECTBasicFlowChart