Engineering Change Request (ECR) Process Change Request (PCR) Reference HYG Supplier Quality Manual Section 5

Introduction This presentation is an information training pack for the HYG Change Request Process. Due to the growing need to manage both Design and Process Change Requests, system improvements were deemed necessary to ensure each request is directed to the correct department in HYG for investigation. So what’s new to the PCR process. Due to the increase of design change requests we have created an ECR Process (Engineering Change Request). This process is almost a carbon copy of the PCR but ensures that any Engineering Change is directed to a member of our Engineering Team for prompt review. We have created a common front page (Hyster Yale Change Request) which describes different change types and helps you decide which process to use. Once a process is selected (ECR or PCR) the system will direct you to the right form for your company to log the request and the process will start. Note: The ECR process is for Mass Production Product Only. DO NOT SUBMIT CHANGE REQUESTS FOR PRE-PRODUCTION PARTS. These requests must go through your Project Lead.

Supplier Quality Manual (SQM) Section 5 updated to add ECR details.

Supplier Quality Manual (SQM)

Supplier Quality Manual (SQM) SQM provides a link for Change Request HYG Change Request Site

Jotform Change Request Jotform Change Request asks change content questions to allow you to select the appropriate request type. Once you have identified the correct process: Select the appropriate option: Enter the security code Click submit. 1 1 2 3

ECR – Option 1 Slides 7 – 10 Provide an overview of the ECR system and input requirements Note: File extension requirements, red asterisk required inputs, automated e-mail reply’s and edit functions are common to PCR system.

ECR Selection – Inputs required by supplier Red Asterisk Location selection is critical as this will automatically notify the correct Design Department Lead Person

ECR Selection – Inputs required by supplier Any cost increase must be pre-authorized by HYG Commodity Mgr. prior to ECR Submission Please note that files can only be uploaded with the following extensions – PDF, DOC, DOCX, XLS, CSV, TXT, RTF, HTML, ZIP, MP3, WMA, MPG, FLV, AVI, JPG, JPEG, PNG or GIF.

ECR Selection – Inputs required by HYG Design Lead will be assigned and HYG internal Development Log will be created to track details of Design change.

ECR Selection – Inputs required by HYG Design Lead will work with the supplier to confirm all critical features and document acceptance or rejection in HYG’s internal Development Log. Once this design evaluation is complete the HYG Design Lead will update the ECR with the appropriate approval or rejection for the suppliers records. This approval will contain the appropriate ECN # to support negotiation of implementation timing. As shown in slide # 16. The supplier will receive a copy of the ECR (same as PCR) to be used for record and ECR updates. 11

PCR – Option 2 Slides 12 – 18 Provide an overview of the PCR system and input requirements

PCR Selection – Inputs required by Supplier

PCR Selection – Inputs required by Supplier Any cost increase must be pre-authorized by HYG Commodity Mgr. prior to PCR Submission Please note that files can only be uploaded with the following extensions – PDF, DOC, DOCX, XLS, CSV, TXT, RTF, HTML, ZIP, MP3, WMA, MPG, FLV, AVI, JPG, JPEG, PNG or GIF.

PCR Selection – Inputs required by Supplier Supplier completed portion ends here.

PCR Selection – Inputs required by Supplier After submitting the PCR you will receive 2 forms of confirmation that the record was received. Thank You screen E-mail containing PCR information and a link to the record for future access. KEY POINT: KEEP THIS E-MAIL AS THE LINK CONTAINED IN IT PROVIDES YOU ACCESS TO THE RECORD ONCE IT IS SUBMITTED.

PCR Selection – Inputs required by HYG Each responsible SQE will review and provide feedback on the necessary documentation requirements.

PCR Selection – Inputs required by HYG SQE will work with you to determine the appropriate trials (if any) to run and required actions to gain approval.

PCR Selection – Inputs required by HYG Each time the PCR record is updated an E-Mail notification will be sent advising of the record update. This e-mail will serve as your record of approval to proceed thru each stage and into production.

Questions If you have any questions or queries regarding these processes or system access please contact your local Design or Supplier Quality Engineer.