Role catalogs

Design Engineer workflow catalog

an engineer who designs products and parts in CAD and manages the engineering changes that flow into manufacturing and the ERP

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109
workflows in this catalog
1
industryManufacturing 109
3
areas of workLargest: Quality (41)
127k
hrs/yr across these workflowsPlanning estimates from the Process Atlas

Design Engineer

Area

109 workflows

Design Engineer · 3 areas · about 127k hrs/yr

Manufacturing (109 workflows)

Engineering & Product (33)

about 70,184 hrs/yr

  1. Part master maintenance (Daily, about 3,500 hrs/yr) Part records change constantly: descriptions, lead times, planning parameters, cost class, weights, or status.
  2. Engineering drawing release (Daily, about 3,500 hrs/yr) A drawing is approved in PDM and must reach production.
  3. Drawing revision control (Daily, about 3,500 hrs/yr) Engineering tracks which drawing revision is current for each part, where it appears on open jobs, and whether the shop holds the right copy, reconciling PDM, ERP, and printed traveler references.
  4. BOM revision (Daily, about 3,500 hrs/yr) An ECO changes a component, quantity, or reference designator.
  5. Routing revision (Daily, about 3,500 hrs/yr) A process improvement, new machine, or ECO changes operations or times.
  6. Engineering change request (Daily, about 3,500 hrs/yr) Anyone can request a design change: a shop-floor problem, a customer request, or a cost idea.
  7. Engineering change order approval (Daily, about 3,500 hrs/yr) An ECO bundles drawing, BOM, and routing changes with disposition instructions for stock and WIP.
  8. ECO impact analysis (Daily, about 3,500 hrs/yr) Before approving an ECO, engineering checks where the part is used, open orders and jobs, on-hand and on-order quantities, and cost change, so the team can set effectivity and disposition existing stock.
  9. Material substitution approval (Daily, about 3,500 hrs/yr) When the specified material is unavailable, production or purchasing requests a substitute.
  10. Alternate part approval (Daily, about 3,500 hrs/yr) Engineering qualifies an alternate component or manufacturer for a BOM position, checks form, fit, function, and customer approval requirements, then records the alternate in the ERP with its priority and effectivity.
  11. Approved manufacturer list maintenance (Daily, about 3,500 hrs/yr) For each controlled part, engineering maintains the approved manufacturers and manufacturer part numbers.
  12. Work instruction revision (Daily, about 3,500 hrs/yr) When a process, tool, or drawing changes, affected work instructions are revised, re-approved, and republished, and operators must acknowledge the new revision before running the operation.
  13. Tooling requirement definition (Daily, about 3,500 hrs/yr) For a new part or routing, engineering lists the cutting tools, holders, gauges, and dies each operation needs, checks tool crib stock, and orders or designs anything missing before the job is released.
  14. Fixture design release (Daily, about 3,500 hrs/yr) A fixture designed in CAD is reviewed, numbered, released with its drawing, and set up in the ERP or tooling system so it can be built or bought for the right operation.
  15. Standard labor time maintenance (Daily, about 3,500 hrs/yr) Labor standards per operation are updated from time studies, actual job history, or process changes.
  16. Product configurator rule maintenance (Daily, about 3,500 hrs/yr) Configurable products depend on rules linking customer options to BOM components, routing steps, and prices.
  17. First article documentation (Daily, about 3,500 hrs/yr) The first production part from a new or changed process is fully measured.
  18. Revision effectivity management (Daily, about 3,500 hrs/yr) When a new revision takes effect by date, serial, or lot, planners and engineering make sure jobs, POs, and stock follow it and the old revision is used up or scrapped as planned.
  19. Engineering deviation / waiver processing (Daily, about 3,500 hrs/yr) A deviation lets product run or ship outside the drawing for a limited quantity or period.
  20. CAD-to-ERP item/BOM reconciliation (Daily / Weekly, about 546 hrs/yr) Engineering compares the CAD assembly structure with the ERP BOM to find missing components, quantity differences, and wrong revisions left behind by manual entry or partial updates.
  21. PLM-to-ERP release reconciliation (Daily / Weekly, about 546 hrs/yr) Items and changes released in PLM must appear in the ERP.
  22. Obsolete part review (Daily / Weekly, about 546 hrs/yr) Engineering and materials review parts with no demand, superseded by newer revisions, or discontinued by suppliers, check open orders and stock, and set them inactive or plan a phase-out.
  23. Customer drawing/specification change review (Daily / Weekly, about 546 hrs/yr) Customers issue new drawing revisions or specification updates.
  24. New part number creation (Per event / project, about 150 hrs/yr) Engineering releases a new component or assembly.
  25. BOM creation (Per event / project, about 150 hrs/yr) For a new assembly, engineers build the bill of materials from the CAD structure.
  26. Routing creation (Per event / project, about 150 hrs/yr) Manufacturing engineering defines the sequence of operations, work centers, setup and run times, and outside processing steps for a new part, then enters the routing in the ERP from the approved process plan.
  27. Work instruction creation (Per event / project, about 150 hrs/yr) Manufacturing engineering writes step-by-step instructions for an operation, covering tools, settings, photos, torque values, inspection points, and safety notes, then publishes them to the shop-floor document system linked to the routing.
  28. Process plan creation (Per event / project, about 150 hrs/yr) For a new product, manufacturing engineering decides how it will be made: operation sequence, machines, fixtures, inspection points, and estimated times, documented as a process plan that becomes the routing.
  29. Machine setup standard maintenance (Per event / project, about 150 hrs/yr) Setup times and setup sheets per machine and part family are maintained from actual changeover data and quick-changeover work, then updated in ERP routings so scheduling and costing use realistic numbers.
  30. Outside processing specification setup (Per event / project, about 150 hrs/yr) Operations sent to vendors, such as plating, heat treat, or anodizing, need a routing step with supplier, specification, lead time, cost, and certification requirement, so POs and travelers carry the right instructions.
  31. Quality characteristic setup (Per event / project, about 150 hrs/yr) Critical dimensions and attributes from the drawing are defined as inspection characteristics with nominal, tolerances, gauge, and frequency, so inspection data can be collected against them in the ERP or QMS.
  32. Inspection plan setup (Per event / project, about 150 hrs/yr) Quality creates inspection plans by part and operation, stating which characteristics to check, sample size, gauge, and recording method, and links them to receiving, in-process, and final inspection points.
  33. Prototype job setup (Per event / project, about 150 hrs/yr) A prototype or sample build needs a job with a temporary BOM and routing, an engineering charge account, and special handling notes, so its costs stay separate from production.

Quality (41)

about 35,640 hrs/yr

  1. Incoming inspection (Daily / Weekly, about 936 hrs/yr) Receipts flagged for inspection are checked against the inspection plan and supplier certs, results are recorded in the ERP or QMS, and material is accepted, rejected, or held.
  2. In-process inspection (Daily / Weekly, about 936 hrs/yr) At defined operations, inspectors or operators measure characteristics at set frequencies and record results, stopping production when a result falls out of tolerance.
  3. Final inspection (Daily / Weekly, about 936 hrs/yr) Before shipment, finished parts are checked against the drawing and final plan, documentation such as certs is compiled, and the lot is released for shipping.
  4. First article inspection (Daily / Weekly, about 936 hrs/yr) A first article is measured against every drawing characteristic when a part is new or changed, and the results are documented and approved before production continues.
  5. Nonconformance disposition (Daily / Weekly, about 936 hrs/yr) Quality and engineering decide what to do with nonconforming material, whether use as is, rework, repair, return, or scrap, and record the decision and approvals.
  6. Rework disposition (Daily / Weekly, about 936 hrs/yr) Rework needs instructions, a rework job or operation, reinspection, and records linked to the NCR before the repaired parts can be released.
  7. Scrap disposition approval (Daily / Weekly, about 936 hrs/yr) Scrap decisions above a value limit need quality and finance approval, after which the material is scrapped in the ERP and the cost charged to the right account.
  8. Return-to-vendor disposition (Daily / Weekly, about 936 hrs/yr) When the supplier caused the defect, quality dispositions the material as return-to-vendor, requests an RMA, and links the return with the SCAR and a debit memo.
  9. Customer concession request (Daily / Weekly, about 936 hrs/yr) When product misses the customer's specification but is usable, quality requests a concession from the customer with supporting data and waits for written approval before shipping.
  10. Corrective action request (Daily / Weekly, about 936 hrs/yr) Significant or repeat problems trigger a corrective action request that assigns an owner, a problem statement, and due dates, logged in the QMS.
  11. CAPA root-cause analysis (Daily / Weekly, about 936 hrs/yr) The CAPA team investigates root cause with tools such as 5 whys or a fishbone diagram, gathers data, and documents the verified cause before choosing actions.
  12. CAPA action tracking (Daily / Weekly, about 936 hrs/yr) Quality tracks each corrective and preventive action to its due date, collects evidence of completion, and verifies effectiveness before closing the CAPA.
  13. Supplier corrective action (Daily / Weekly, about 936 hrs/yr) Supplier quality issues a SCAR for supplier-caused defects, reviews the supplier's 8D or equivalent response, verifies containment and effectiveness, and updates the supplier's quality record.
  14. Customer complaint quality investigation (Daily / Weekly, about 936 hrs/yr) A customer defect complaint starts an investigation.
  15. Quality alert issuance (Daily / Weekly, about 936 hrs/yr) When a defect or risk is found, quality issues an alert to operators, inspectors, and sometimes suppliers, describing what to watch for and the containment required, and records acknowledgement.
  16. Control plan maintenance (Daily / Weekly, about 936 hrs/yr) The control plan lists each process step's characteristics, specifications, methods, sample size, and reaction plan.
  17. Inspection plan maintenance (Daily / Weekly, about 936 hrs/yr) Inspection plans are revised when drawings, customer requirements, or quality history change.
  18. Gauge calibration scheduling (Daily / Weekly, about 936 hrs/yr) Every gauge has a calibration interval.
  19. Gauge calibration execution (Daily / Weekly, about 936 hrs/yr) Technicians or labs calibrate gauges against standards, record as-found and as-left readings, attach certificates, and set the next due date in the calibration system.
  20. Calibration out-of-tolerance investigation (Daily / Weekly, about 936 hrs/yr) When a gauge is found out of tolerance, quality identifies products measured with it since its last good calibration and assesses whether any shipped product is suspect.
  21. SPC data collection (Daily / Weekly, about 936 hrs/yr) Operators or devices record measurements at set frequencies for SPC charts, with subgroup, time, machine, and operator, feeding control charts in the QMS or Excel.
  22. SPC out-of-control response (Daily / Weekly, about 936 hrs/yr) When a control chart signals out of control, operators stop or adjust per the reaction plan, record cause and action, and quality reviews whether product is affected.
  23. Quality audit planning (Daily / Weekly, about 936 hrs/yr) Quality plans the year's internal process, product, and system audits, covering required clauses and processes, assigning auditors, and scheduling dates.
  24. Internal audit (Daily / Weekly, about 936 hrs/yr) Auditors examine a process against procedures and the quality standard, gather evidence, record findings, and issue an audit report listing nonconformities for corrective action.
  25. External audit evidence preparation (Daily / Weekly, about 936 hrs/yr) Ahead of a certification or customer audit, quality collects evidence from the ERP, QMS, and SharePoint: procedures, records, training, calibration, CAPAs, and management review minutes.
  26. Supplier audit (Daily / Weekly, about 936 hrs/yr) Quality audits a supplier's processes on site or remotely against requirements, records findings, scores the supplier, and requests corrective actions.
  27. Document control approval (Daily / Weekly, about 936 hrs/yr) New or revised procedures, forms, and instructions go through review and approval, receive revision numbers, and are published while old versions are withdrawn.
  28. Training-on-revised-procedure acknowledgement (Daily / Weekly, about 936 hrs/yr) When a procedure changes, affected employees must read or be trained on the new revision, with completion recorded before they perform the task.
  29. Quality KPI reporting (Daily / Weekly, about 936 hrs/yr) Quality reports first-pass yield, scrap cost, customer PPM, supplier PPM, NCR counts, and CAPA status each period from ERP and QMS data.
  30. Cost of poor quality reporting (Daily / Weekly, about 936 hrs/yr) Finance and quality total the cost of scrap, rework, warranty, returns, inspection, and customer penalties to show the financial effect of quality problems.
  31. PPAP package preparation (Daily / Weekly, about 936 hrs/yr) For automotive parts, quality assembles the production part approval package: design records, PFMEA, control plan, MSA, dimensional results, material tests, capability studies, and the Part Submission Warrant.
  32. PPAP approval tracking (Daily / Weekly, about 936 hrs/yr) Quality tracks each PPAP submission's status with the customer, interim approvals and their expiry dates, and resubmissions triggered by changes.
  33. FAI package preparation (Daily / Weekly, about 936 hrs/yr) For aerospace parts, quality prepares the first article inspection report, typically on AS9102 forms, covering part accountability, material and process certifications, and characteristic results.
  34. Traceability/genealogy investigation (Daily / Weekly, about 936 hrs/yr) For a suspected defect, quality traces the product's full genealogy: component lots, operators, machines, process data, and where every related lot shipped.
  35. Recall readiness drill (Daily / Weekly, about 936 hrs/yr) Quality runs a mock recall: pick a lot, trace it to customers and components within a target time, and document gaps in records or procedures.
  36. Certificate of analysis review (Daily / Weekly, about 546 hrs/yr) Suppliers send certificates of analysis with test results for each lot.
  37. Mill test report review (Daily / Weekly, about 546 hrs/yr) Metal receipts come with mill test reports listing heat number, chemistry, and mechanical properties.
  38. Supplier certificate reconciliation (Daily / Weekly, about 546 hrs/yr) Quality confirms that every receipt requiring a certificate has one on file, that each cert matches its lot and part, and chases suppliers for missing certs.
  39. Material review board (Daily / Weekly, about 546 hrs/yr) The material review board, usually quality, engineering, and production, meets to disposition open NCRs, records each decision, and assigns follow-up actions.
  40. Process capability review (Daily / Weekly, about 546 hrs/yr) Quality calculates Cp and Cpk, or Pp and Ppk, for key characteristics from SPC data, compares them with customer requirements, and flags processes that need improvement.
  41. Nonconformance creation (Per event / project, about 150 hrs/yr) When a defect is found, the NCR records the part, lot, quantity, defect description, and where it was found, and the material is tagged and segregated.

Master Data, IT & Compliance (35)

about 21,126 hrs/yr

  1. Part master governance (Daily / Monthly, about 650 hrs/yr) Data stewards enforce part numbering, description standards, units of measure, and classification codes across the part master, fixing inconsistencies and blocking duplicate parts.
  2. UOM conversion maintenance (Daily / Monthly, about 650 hrs/yr) Unit of measure conversions, such as purchase unit to stocking unit, are maintained per part or globally in the ERP; a wrong factor causes receiving, costing, and MRP errors.
  3. Warehouse/bin master maintenance (Daily / Monthly, about 650 hrs/yr) ERP admins create, rename, or retire warehouses and bins when layouts change, setting attributes such as location type, capacity, and allowed transactions.
  4. Chart of accounts maintenance (Daily / Monthly, about 650 hrs/yr) Finance adds, changes, or deactivates GL accounts and segments when reporting needs change, keeping mappings to financial reports and consolidation current.
  5. GL control/account mapping (Daily / Monthly, about 650 hrs/yr) Accounting maintains which GL accounts each transaction type posts to, such as inventory, COGS, variances, and AR, by product group, site, or customer class.
  6. Tax code maintenance (Daily / Monthly, about 650 hrs/yr) Tax staff maintain tax codes, jurisdictions, rates, and exemption rules in the ERP, updating them whenever rates change or the company begins collecting in a new jurisdiction.
  7. Payment terms maintenance (Daily / Monthly, about 650 hrs/yr) Finance maintains payment terms codes, such as net days and early-payment discounts, and assigns them to customers and suppliers according to contracts and credit policy.
  8. Price list master maintenance (Daily / Monthly, about 650 hrs/yr) Pricing staff maintain master price lists, price groups, and discount structures that customer-specific lists and quotes draw from, each with effective dates and approvals.
  9. User access provisioning (Daily / Monthly, about 650 hrs/yr) New users and role changes need ERP accounts and security roles.
  10. User deprovisioning (Daily / Monthly, about 650 hrs/yr) When employees leave or change jobs, IT removes or reduces ERP and system access promptly based on HR notifications, and documents completion for audit.
  11. ERP workflow rule maintenance (Daily / Monthly, about 650 hrs/yr) ERP admins maintain approval workflows and business rules, such as PO approval limits or automatic credit holds, updating them when policy or the organization changes.
  12. EDI map monitoring (Daily / Monthly, about 650 hrs/yr) IT monitors EDI maps and trading partner connections for failures, version changes, and new partner requirements so orders, ASNs, and invoices keep flowing.
  13. EDI transaction error resolution (Daily / Monthly, about 650 hrs/yr) Failed EDI transactions, such as orders, ASNs, or invoices, are investigated, corrected in the data or mapping, and resent, with the trading partner notified.
  14. Integration job monitoring (Daily / Monthly, about 650 hrs/yr) IT watches scheduled integration jobs between the ERP and MES, CRM, WMS, and banks, confirming each ran, completed, and moved the expected number of records.
  15. Data import validation (Daily / Monthly, about 650 hrs/yr) Before mass imports, such as price updates, new parts, or opening balances, staff validate the file for format, required fields, and duplicates, then check the loaded results.
  16. Mass master-data update (Daily / Monthly, about 650 hrs/yr) Bulk changes to parts, customers, or suppliers, such as lead times or classifications, are prepared in spreadsheets, approved, loaded into the ERP, and verified afterward.
  17. BI dataset refresh (Daily / Monthly, about 650 hrs/yr) BI datasets that pull from the ERP refresh on a schedule, and analysts check refresh success and data freshness before anyone relies on the reports built on them.
  18. KPI dashboard refresh (Daily / Monthly, about 650 hrs/yr) Operations and finance dashboards in Power BI or Tableau are refreshed with the latest ERP data and checked for obvious errors before leaders see them.
  19. Scheduled report distribution (Daily / Monthly, about 650 hrs/yr) Standard reports, such as backlog, shipments, or aging, run on schedule from the ERP and go to recipient lists by email or SharePoint.
  20. Ad hoc report generation (Daily / Monthly, about 650 hrs/yr) Analysts build one-off reports from ERP data to answer managers' questions, extracting, combining, and formatting the data in Excel or a BI tool.
  21. SOX/control evidence collection (Daily / Monthly, about 650 hrs/yr) For each key control, finance and IT collect evidence that it operated, such as approvals, reconciliations, and reviews, and store it for internal and external auditors.
  22. Retention-policy administration (Daily / Monthly, about 650 hrs/yr) Records are kept or destroyed on retention schedules.
  23. Backup/restore test (Daily / Monthly, about 650 hrs/yr) IT periodically restores ERP and file backups to a test environment to prove the backups work, and records the result, timing, and any problems found.
  24. Disaster recovery test (Daily / Monthly, about 650 hrs/yr) IT runs a failover or recovery exercise for the ERP and key systems, measures recovery against the agreed objectives, and documents gaps.
  25. ERP change-request intake (Daily / Monthly, about 650 hrs/yr) Users request ERP changes, such as new fields, reports, or workflows, through tickets; the ERP team logs, clarifies, and prioritizes each request.
  26. ERP enhancement testing (Daily / Monthly, about 650 hrs/yr) Before an enhancement goes live, testers run scripts in the test environment, record results and defects, and get signoff from the business users who asked for it.
  27. ERP release/UAT testing (Daily / Monthly, about 650 hrs/yr) For vendor updates or releases, the team runs regression and user acceptance tests across key processes and documents approval to deploy to production.
  28. Role/security review (Daily / Weekly, about 546 hrs/yr) Periodically, IT and managers review each ERP role's permissions and each user's assigned roles, confirming they are still appropriate, and remove excess access.
  29. Segregation-of-duties review (Daily / Weekly, about 546 hrs/yr) Compliance checks that no user holds conflicting duties, such as creating suppliers and approving payments, and documents mitigating controls where a conflict must remain.
  30. Interface reconciliation (Daily / Weekly, about 546 hrs/yr) IT and business users reconcile records between connected systems, such as ERP and MES or CRM, to find records that failed to transfer or now differ.
  31. Audit log review (Daily / Weekly, about 546 hrs/yr) IT or compliance reviews ERP audit logs for sensitive changes, such as bank details, prices, or permissions, and investigates any entry that was not expected.
  32. Cybersecurity access review (Daily / Weekly, about 546 hrs/yr) Security reviews privileged and remote access, service accounts, and dormant accounts across systems in the IAM tool, removing access that is no longer needed.
  33. Master-data quality review (Daily / Weekly, about 546 hrs/yr) Data stewards run periodic checks on master data for missing fields, duplicates, invalid values, and stale records, and assign fixes to the owning department.
  34. Customer master creation (Per event / project, about 150 hrs/yr) Master data staff create customer records from approved requests, applying naming standards, checking for duplicates, and setting required fields such as tax status, terms, currency, and GL mapping.
  35. Supplier master creation (Per event / project, about 150 hrs/yr) Master data staff create supplier records from approved onboarding packets, checking for duplicates, validating tax ID and address, and setting payment terms, currency, and 1099 status.

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