1. CTL PTP Processes Philosophy, Process, Responsibilities, Suggestions
IFM Quality Services Pty Ltd
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2. Presentation Overview
Purpose This presentation is intended to be a “walk through” guide to planning, enrolling and undertaking PTP in electrical topics as organised by IFM and with support from IEC- EE CTL group. This presentation should be useful to laboratories and their NCBs.
The main focus is on decision making and responsibilities in the steps towards complying with ISO/IEC requirements and IECEE OD It articulates the steps in the process and suggests methods for meeting the requirements.

3. Philosophy
Why do PT?
Build mutual confidence between laboratories in the CB scheme
Increase technical competence within laboratories
Comply with ISO/IEC 17025
Comply with OD 5004
ISO/IEC requires that the laboratory has a process that ensures the quality of test results. ISO/IEC also requires that success of training, adequacy of procedures and methods are monitored and that all these activities are planned.
OD 5004 requires each laboratory participates in all topics within their scope. Preference should be given to new topics. The limit of topics that can be imposed within a year is 3, though the laboratory can voluntarily choose to participate in more, if this better meets their quality assurance needs.

4. Proficiency Testing in General
Plan PTP in Advance
Announce PT and Specification
Actively Enrolling
Program Operates
Program Reporting
Follow Corrective Actions

5. Annual / Bi-annual Announcement of Plans
IFM announces when PT are planned or changes to the status page are made
IFM Notifies all laboratories and NCBs of new plans
All notifications from IFM occur by .
NCBs ensure IFM is always updated with changes to laboratory list and contact details.

6. To ensure your laboratory is notified:
Register your company and the correct contact details with IFM
Promptly update IFM with changes in Company address and contact details
Ensure that alterations to laboratory status, including NCB affiliation, are notified to IFM
Make use of our registration / update form:
Keep your NCB updated at all times! Your NCB can also alert you of items!

7. Laboratories check the information on CTL Program Status web-page

8. Laboratories create a PTP plan in accordance with ISO/IEC 17025 § 9.1
Plan PTP in Advance
Laboratories create a PTP plan in accordance with ISO/IEC § 9.1
The PTP plan should consider the PTP activities the laboratory conducted over the previous 3 years as well as the PTP available in the following years
Convey information to their NCB

9. IFM Announces enrolment is available
s NCBs to inform that the enrolment is available and which laboratories have not participated in last 3 years
s laboratories to inform the enrolment is available

10. Announce PT and Specification
Plan PTP in Advance
Actions for laboratories
Check whether it is on the laboratory’s PTP plan. If so, double check the program specification and whether it is in scope
Initiate enrolment
If the desired scope is not listed, but the test instructions are relevant to the laboratory, then THE LABORATORY SHOULD CONSIDER THE PT AS BEING IN SCOPE. (Notify IFM for update)
Announce PT and Specification

11. Announce PT and Specification
Plan PTP in Advance
Announce PT and Specification
Actions for NCBs
Communicate with laboratories regarding their enrolments, checking they are on target.
If group ordering will occur, confirm with proposed participants they are able to perform tests, then enrol them.

12. Suggestions for NCB management of PT participation
Use a spreadsheet or a database. In the case of spreadsheet:
Maintain a list of laboratories in column A
Record the list of available PT in row 1.
Use various symbols or colours to designate the planned or actual participation of each laboratory

13. Use the filter functions on your spreadsheet to determine the status
Compare with the list IFM supplies

14. Announce PT and Specification
Approximately 1 week prior to shipping the program, laboratories and their NCBs receive an alert by .
The alert for laboratories has a link to the instructions, due date information and confirmatory information regarding the shipping details.
Actions for Laboratories:
Double check the address and contact details are correct
Double check the program instructions, making sure your laboratory really can perform the test.
The alert for NCBs has a link to the instructions and due date information plus an attached list of laboratories within their NCB participating in this round.
Actions for NCBs
Check the list to confirm whether the intended laboratories are participating according to the laboratories’ plans.
If in doubt, contact the laboratories for clarification.
Plan PTP in Advance
Announce PT and Specification
Actively Enrolling

15. Announce PT and Specification
Plan PTP in Advance
Program Operates
Announce PT and Specification
Actively Enrolling

16. Announce PT and Specification
Plan PTP in Advance
Program Operates
Announce PT and Specification
Program Reporting
Actively Enrolling

17. IFM prepares reports
The analysis is reviewed by the technical advisers and / or WG2
The draft report is provided to the technical advisers and WG2
Feedback is received from the technical advisers and WG2

18. IFM issues reports Reports are provided to:
The participating laboratory
Each NCB that has a participating laboratory
The IECEE secretariat

19. Announce PT and Specification Follow Corrective Actions
Plan PTP in Advance
Announce PT and Specification
Actively Enrolling
Program Operates
Program Reporting
Follow Corrective Actions

20. Receipt of reports Actions for laboratories Actions for NCBs
Share the information with the quality manager and also with the laboratory staff
Encourage all relevant people to read the report
Actions for NCBs
Read the report
Check the due date for any corrective actions that may be necessary.

21. Corrective actions
It is the laboratory’s responsibility to initiate corrective actions.
The NCB is responsible for following up with the laboratory to ensure they comply.
The laboratory must use their own Quality System (corrective action procedure and paperwork ) to complete corrective actions.
Corrective action reports must include an analysis of the true root cause and resulting actions must address the identified true root cause.
Submission of corrective actions should be made to and include:
The original corrective action paperwork
The corrective action checklist:

22. Clearance of corrective actions
Must be completed before the due date, 3 months from report issue date
Uncleared actions are referred to the IECEE secretariat with recommendation for GNCR

23. Useful links CTL Reference Page: Customer registration / update form
Customer registration / update form
01_Customer_Registration_Update_Electrical.doc
PT Program History List
PT Proposal Form
EE.docx
Corrective action information:
Checklist.docx
01_Corrective_Action_Management_for_Electrical_PT.pdf
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