1. DSQR Training Reliance System
HEATING, COOLING & WATER HEATING PRODUCTS
DSQR Training Reliance System
Bill Kennedy
Corporate Quality

2. Reliance System
Logging Into Reliance
Using the URL link or the assigned document link provided via notices external users can connect to Reliance.
Enter your assigned user name and password (case sensitive)

3. Reliance System Home Portal page
Once logged in, this is the view of supplier “Portal” page
The “LINKS” tab
Available modules include Corrective
Action, Nonconforming material, PPAP,
and Supplier Information

4. Reliance System Links Tab
Various training slides and PPAP forms are available and maintained in Reliance via the links tab.
Simply click “Main” tab to return to home page

5. Reliance System Corrective Action
Supplier Corrective Action (SCAR)
The CAR process is *8D methodology and includes an embedded form.
Responses and supporting information are entered directly into the system
Suppliers have pre-designated time frames to complete the response for each assigned phase; i.e. containment, root cause/corrective action, and implementation
Suppliers are measured on the completeness, timeliness of response and effectiveness of each SCAR

6. Reliance System Corrective Action
Suppliers will automatically receive notification informing them of assigned (SCAR).

7. Reliance System Corrective Action
Click on the URL link provided in
Enter your user name and password.
Click Login

8. Reliance System Corrective Action
Once logged in, the SCAR will automatically open

9. Reliance System Corrective Action
1) Suppliers are required to fill out the Problem Containment section.
2) Suppliers must give a brief description of what (if any) containment actions are being taken. Note: Do “not” include root cause and corrective action in this section.
3) Suppliers may also add any necessary attachments.
4) Once finished, forward the document to the next stage by clicking the area outlined shown below.

10. Reliance System Corrective Action
Upon approval of the containment by Rheem, the document will be forwarded back to the suppliers to fill out this section of the SCAR.
Select Root Cause; list additional information describing the root cause.
Attach any additional documents necessary.

11. Reliance System Corrective Action
Suppliers are required to define what action(s) have been or will be taken to address the root cause(s), including preventive actions.
Suppliers must first select a category from the drop down list.
Planned completion date must be included. This date should be the date of implementation of all stated actions.
Must include additional information describing the corrective/preventive action.
Attach any other documents.

12. Reliance System Corrective Action
To send the document forward to the next phase in the process:
Click the next phase in line. If the phase is not in black text it will not allow you to click.
Click ok

13. Reliance System Corrective Action
Rheem will be automatically notified via upon suppliers submittal of the SCAR for approval.
Upon review by Rheem, the SCAR will either be Approved
or Rejected (returned).
If Approved, the supplier will receive an automatic
notification stating the following: The following SCAR has
been assigned you for IMPLEMENTATION. Please click the
link below to view the document.
Note: The supplier needs to save this until such time that the all actions have been implemented, at which point they must open the SCAR and click on the arrow to move forward to the final phase.

14. Reliance System Corrective Action
If Rejected, Supplier will receive an automatic notification similar to the first notification requesting disposition. The reason for return will be noted in the signature and comment history.

15. Reliance System Corrective Action
After receiving the returned SCAR, suppliers must review the comments sent back by Rheem and make the necessary corrections to the document.
Once the proper corrections have been made, suppliers must re-submit the SCAR again for approval
Upon receipt, Rheem will review the revised SCAR, and supplier will be notified automatically via notification upon approval.
Once approved, suppliers may view their SCAR documents in Reliance as the following slide will show.

16. Reliance System Corrective Action
Suppliers can view their
SCAR’s historically. To
do so they must log in
Reliance via the website.
Once logged in, to enter
the Corrective Action
application select the
module from the homepage.

17. Reliance System Corrective Action14
All Supplier SCAR’s are displayed and can be opened individually by clicking on their associated link.

18. Reliance System Nonconforming Material
Supplier Nonconforming Material (SNCR)
The SNCR process includes an embedded form
Responses and supporting information are entered directly into the system
Suppliers have pre-designated time frame to complete the response for disposition; i.e. scrap, sort, return
Suppliers are measured on the completeness, timeliness of response and effectiveness of each SNCR

19. Reliance System Nonconforming Material
Suppliers will automatically receive notification informing them of assigned (SNCR’s). Document is linked
URL link provided

20. Reliance System Nonconforming Material
Click on the URL link provided in
Enter your user name and password.
Click Login

21. Reliance System Nonconforming Material
Once logged in, the SCNR will automatically open

22. Reliance System Nonconforming Material
To open the disposition section, click on the “add record” icon

23. Reliance System Nonconforming Material
Add Disposition Type
Add Disposition Qty
Add RMA #
Note “N/A” if applicable
Add return address and special instructions
enter specific information or details
Click on “Attachment” icon to select and attach any related file.

24. Reliance System Nonconforming Material
To send the document forward to the next phase in the process:
Click the next phase in line. If the phase is not in black text it will not allow you to click.
Click OK

25. Reliance System Nonconforming Material
Rheem will be automatically notified via upon
Suppliers completion of SNCR.
To: Bill Kennedy Subject: Assignment to Nonconforming Material Document Supplier NCR Final Approval #SNCR-02433, Jun 20, 2008
A SNCR has been submitted to you for APPROVAL Please click on the link below to view the document: Nonconforming Material Document # SNCR-02433
Upon review by Rheem, the SNCR will either be
approved or rejected. If approved, the SNCR will be
automatically moved to the completed stage in Reliance.

26. Reliance System Nonconforming Material
Supplier will receive an automatic notification similar to the
first notification requesting disposition (see slide 3). The reason
for return will be noted in the signature and comment history.

27. Reliance System Nonconforming Material
Suppliers can also view their
SNCR’s historically. To do
so they must login into
Reliance via the website.
Once logged in, to enter the
Nonconforming Materials
application select the module
from the Homepage.

28. Reliance System Nonconforming Material
All supplier SNCR’s are displayed and can be opened individually by clicking on their associated link.

29. Reliance System Supplier Information
Within our Supplier Information Application you will be able to
view your PPM scorecards, Quality Questionnaire, and Supplier
Profile and Scorecard. You will also have the ability to manage and
maintain the Supplier Profile.

30. Reliance System Supplier Information
Each supplier will receive an automatic notice with PPM scorecard linked. Your PPM scorecards will show each month’s individual PPM score.
Note: PPM is based on actual rejects (not estimated) vs. total qty part received
Click to view PPM Scorecards.

31. Reliance System Supplier Information
The Quality Questionnaire will include information regarding your Quality System survey, including any onsite audit reports
Click to view your Quality Questionnaire

32. Reliance System Supplier Information
The Supplier Profile includes specific details of your company, including facility, contact information, certifications, SQM Agreement, user ID/password, etc.
Click to view your Supplier Profile

33. Reliance System Supplier Information
Each supplier will receive an automatic notice with scorecard linked.
The Supplier Scorecard includes your company’s quarterly supplier rating
Click to view details of your Supplier Scorecard

34. Reliance System PPAP Supplier PPAP
All PPAP’s are processed via the Reliance system
PPAP application is an electronic -based workflow; provides automatic notification to assignees (internal & external)
PPAP requirements, documentation /forms are embedded and attached; supports multiple attachments
PPAP’s are maintained as quality records and are retrievable historically via Reliance
Suppliers “initiate” PPAP’s to Rheem per SQM requirements

35. Questions?
Comments…..

36. HEATING, COOLING & WATER HEATING PRODUCTS
DSQR Training PPAP
Bill Kennedy
Corporate Quality

37. Reliance System - PPAP Initiating a Supplier PPAP
Once logged in, to initiate a new PPAP click the PPAP icon.

38. Reliance System - PPAP Initiating a Supplier PPAP
To initiate a New PPAP, click the drop down button on the toolbar, and select the corresponding document; SUPPLIER PPAP DRAFT

39. Reliance System - PPAP Initiating a Supplier PPAP
Suppliers MUST fill out the top section of the PPAP Initiation Form

40. Reliance System - PPAP Initiating a Supplier PPAP
Initiation Contact Info
This section pertains to the general document information:
Supplier Name – Enter supplier name.
Quality Contact– Enter your quality contact information.
Location – Enter your location information.

41. Reliance System - PPAP Initiating a Supplier PPAP
Initiation Contact Info
(Continued)
EC Number– N/A to supplier
Part Name – Enter name of part
Part Number – Enter number of part
Drawing Revision– Enter the revision number if a revision has been made
Review Date – This field allows the author to identify a date on which the document should be reviewed after its approval. By default, it is set at one year
Estimated Date for Production – This field allows the author to define a date for production

42. Reliance System - PPAP Initiating a Supplier PPAP
Fill out Change Information
Fill out the sections for the desired change as well as the reason for the change.
Move to Rheem Review Phase
Click on the Rheem Review button to send the document to the next phase.

43. Reliance System - PPAP Initiating a Supplier PPAP
Move to Rheem Review Phase
A pop-up dialog will appear. This date and assign to fields will be automatically selected.
Click OK to send to the next stage.

44. Reliance System - PPAP E-mail Notifications
Upon receipt and review by Rheem PPAP requirements will be defined and the PPAP returned to the supplier for completion.
Automatic notification will be sent via to the affected supplier. The will contain a URL link to the document itself in Reliance.

45. Reliance System - PPAP PPAP Requirements
Supplier Input Phase
After Rheem Review the PPAP will be sent back to you.
You will receive a notification through .
The marked check boxes and additional information will define PPAP requirements.
Attach each required document under the “Information Attachments” section.

46. Reliance System - PPAP Attaching a document
Document Body Section
Attaching documents:
Click the Attachment icon button
Browse for the appropriate file.
Click Attach File button
You should see the file in the area for attachments. 1. 4. 2. 3

47. Reliance System - PPAP Moving it forward
At the top of the document you will see the phase tracker. The phase with the red arrow above it is the current phase. The next phase available is the “Rheem Approval” phase, which is indicated by a blue outline.
To send it forward:
Click the “Rheem Approval” phase on the phase
In the next screen, if all the information looks correct press the green “OK” button
Rheem will receive automatic notification via

48. Reliance System - PPAP If PPAP Is Returned..
If the PPAP is “not accepted”, the supplier will receive a returned stating that the PPAP needs to be revised for completion.
The supplier must log back in to Reliance, read the comments, and make the necessary changes to the PPAP.
The supplier must re-attach the revised PPAP documents and move it forward again for completion.

49. Reliance System – PPAP PPAP Completed
Once the PPAP is approved and moved to completion, the information is stored historically in Reliance.