WI-014Rev C
Released
In force since 12 Mar 2026
Quality management for manufacturers
Every skill, document and defect. On the record.
ForgeSpex replaces the skills spreadsheet, the document binder and the NCR log with one system. Set the standard for every post, release procedures through approval, and trace every defect to its root cause. Every change lands in the audit trail.
- Guided setup checklist
- Import your existing lists from CSV
- One site or many
| Person | TIG weld | MIG weld | CNC setup | Forklift | First Aid |
|---|---|---|---|---|---|
| A. Novak | Trainer | Mastering | Practicing | Practicing | Not required |
| J. Alvarez | Gap | Mastering | Training | Expired | Mastering |
| R. Chen | Training | Practicing | Mastering | Practicing | Practicing |
| M. Okafor | Opp | Practicing | Trainer | Not required | Mastering |
| S. Patel | Not required | Training | Practicing | Mastering | Practicing |
| Qualified | 1 | 4 | 4 | 3 | 4 |
- GapThe post requires the skill. The person does not hold the level.
- ExpiredA lapsed qualification stops counting on the day it expires.
- Single point of failureOne qualified person. If they are off, the weld cell stops.
- View
- Skill matrix
- Site
- Plant 2
- Scope
- Weld cell
- Levels
- 1 Opp to 5 Trainer
One system for the whole quality job.
Competency, document control and quality share one set of people, sites and approvals. Nothing is keyed in twice.
Keeps the records an ISO 9001 audit asks for.
01 / Competency
Know who can do the work, and prove it.
- Skill library with five levels
- Required skills for every post
- Skill matrix and risk analysis
- Expert Finder
- Qualification and career paths
- Qualification reviews and expiry
- Self-assessments
- Training records as evidence
02 / Document control
The right revision, on every bench.
- Numbered documents, full history
- Approval releases the revision
- Periodic review dates
- Import your register from CSV
03 / Quality
From defect to root cause, on one record.
- Guided nonconformance route
- Concessions and re-inspection
- CAPA with 5 Why
- Effectiveness checks
Underneath it all
- Approval policies
- Audit trail on every change
- Roles and permissions
- Notifications and digests
- Multi-site
- CSV import
Competency risk
If one person is off tomorrow, does the line stop?
The risk analysis turns your skill matrix on its side. It counts who is qualified for every required skill and flags the skills that hang on one person. The Expert Finder then ranks who could step in, and what each of them still needs.
Explore competencyRisk analysis
Machining · Plant 2
- 5-axis programming1 of 3 qualifiedbroken · single point of failure
- CMM inspection2 of 4 qualifiedfragile
- CNC setup4 of 6 qualifiedfragile
- First Aid5 of 5 qualifiedcovered
Who could step in on 5-axis programming
- R. ChenOne level short. Needs an evaluation, not training.One step away
- S. PatelQualification expired last month. Needs a renewal.One step away
Document control
Never two controlled copies. Never none.
ForgeSpex numbers every policy, procedure, work instruction and form, routes each new revision through approval, and swaps the released copy in one step. Your team keeps working from the current revision while the next one is written.
Weld cell start-up
Work InstructionWI-014Rev D
In review
Not in force yet
Next review12 Mar 2027
- Always exactly oneThe floor works from Rev C right up to the second Rev D replaces it.
- One step, no gapApproval releases Rev D and makes Rev C obsolete in the same moment.
- Review date set at releaseThe next periodic review comes from the document or its type.
Lifecycle
- Draft
- In review
- Released
- Obsolete
The lifecycle
From draft to release, on the route you set.
Each document type carries its own approval route. Submit a revision and the right people are asked, in the right order, with an email the moment it is their turn.
01
Create
Pick a type. The number, the approval route and the review cycle come with it.
02
Author
Attach the controlled copy, up to 25 MB, or link to where it lives. Write the change note.
03
Approve
The route for the document type runs step by step. A rejection comes back with a comment.
04
Release
Approval releases the revision, dates it, sets the next review and retires the old copy.
05
Review
When the review is due, confirm the document, start a new revision, or withdraw it.
Every revision keeps its state
- Draft
- In review
- Released
- Obsolete
Labels count A, B, C or 1, 2, 3. A draft can also be cancelled before release.
Quality · NCR and CAPA
Catch it. Fix it. Prove it stays fixed.
Anyone can report a nonconformance. Quality triages it, decides what happens to the parts and closes it out. When the cause runs deeper, the NCR opens a corrective action with a 5 Why investigation, an action plan and an effectiveness check.
NCR-0142ProductMajorOwner: D. Moreau
Burr on flange face, lot 22-117
Machining · CNC-3 · 40 pcs · found at final inspection
- Report(done)
- Triage(done)
- Decide(done)
- Fix(current step)
- Close out
Decision
Rework
Deburr the flange face and re-inspect all 40 parts.
Re-inspection
Checked by: R. Chen
At close out:Is corrective action needed?
- Triage firstA new NCR has no owner. It waits in the Unassigned tab until quality picks one.
- Proof the fix workedRework and repair need a pass or fail re-inspection. A fail sends the NCR back to review.
- The CAPA questionA major or critical NCR cannot close until someone answers it, with a reason if the answer is no.
- View
- NCR record
- Kind
- Product
- Severity
- Major
- Route
- Report to close out
01 / Nonconformances
A route for every kind of problem.
A product NCR is about parts, so it needs a disposition before it closes. A process NCR is about how the work was done, so its owner writes a review instead.
Product NCR
- Report
- Triage
- Decide
- Fix
- Close out
Process NCR
- Report
- Triage
- Review
- Close out
| Disposition | Sign-off | Re-inspection |
|---|---|---|
| Use as-is | Required | Not required |
| Rework | Not required | Required |
| Repair | Required | Required |
| Regrade | Not required | Not required |
| Scrap | Not required | Not required |
| Return to supplier | Not required | Not required |
| No defect | Not required | Not required |
Sign-off comes from a quality or area manager, through your approval policy. Your workspace can add its own dispositions and severities.
02 / Corrective actions
Find the cause. Fix it. Check that it held.
A CAPA can start from an NCR, a customer complaint, an audit finding or your own observation. Opened from an NCR, it arrives with the title and the problem statement already filled in.
CAPA-031Source: NCR-0139Round 1
Porosity in TIG joints on frame welds
- Open(done)
- Investigation(done)
- Actions(done)
- Effectiveness(current step)
- Closed
5 Why
- Why 1Gas coverage was lost at the joint.
- Why 2The purge flow was set below spec.
- Why 3The flow meter on cell 3 reads high.
- Why 4The meter was not in the calibration plan.
- Why 5New equipment is not added to the plan at install.
Root cause: new equipment is not added to the calibration plan at install.
Actions
- Add an install step to the calibration procedureD. Moreau
- Calibrate the cell 3 flow meterR. Chen
Effectiveness checkEffectiveAwaiting sign-off
Custom solutions
We build custom software solutionsyour operation is missing.
Slow quoting. Scattered files. Processes locked in people's heads. We fix that.
ForgeSpex replaces fragile spreadsheets and manual handoffs with software built around how you actually work, instead of a generic platform you have to bend to fit.
Quoting tools, job and production tracking, approval workflows, dashboards. One workflow at a time, scoped and priced before anybody writes code.
From spreadsheet workaround to working web-based solutions.
The goal is not to replace everything at once. It is to take one important workflow, make it easier to run, and remove the risk hiding in copy-paste work.
- ExcelDisconnected data and manual work
- WorkflowStandardized processes and collaboration
- SoftwareIntegrated systems built for operations
- VisibilityReal-time insights for better decisions
Get started
Start from what you already have.
Your trial opens with a Getting Started checklist. Each step is the real setup form, and it ticks itself off when the records exist.
01
Follow the checklist
Ten steps, from company details and sites to skills, people and approvals. Skip any step and come back to it later.
- Company settings
- Sites
- Departments
- Teams
- Work centers
- Access roles
- Skills
- People
- Invite users
- Approvals
02
Pick from ready-made lists
Six of the steps offer a library of common entries: departments, teams, work centers, roles, skills and approval routes. Choose what fits instead of typing each one.
03
Import the rest from CSV
Bring people and documents over from your spreadsheets. The importer shows what it will do to every row before it writes anything.
Start with the people and skills you already track.
Set up your first site with the checklist, then invite your team.