PTC IPC-1752A Declaration User Guide

PTC IPC-1752A Builder User Guide v1.0
Contents
General overview
First time use of the 1752A Builder
Completing an IPC-1752A Class A Declaration
Completing an IPC-1752A Class C Declaration
Completing an IPC-1752A Class D Declaration
Contact Information
General overview
PTC developed the 1752 Builder to help suppliers fill in the IPC-1752A form they
received with a material declaration request from their customer. The IPC-1752A
form comes in a format called XML, recognizable by a file name that looks like
“filename.xml”.
This tool will enable you to fill in the declaration form you received using a 3-step
process:
1. Load the file you received
2. Fill in the requested data
3. Save the completed form back to your computer
After this process, the declaration form will be ready to be submitted back to your
customer who requested that you fill in the form.
PTC will not keep any of your product data. Any declaration you create in this
tool will be deleted after 80 hours of inactivity.
In order not to loose your work, make sure to export any incomplete forms
you do not expect to be working on for a prolonged period of time. You can
later import an incomplete form and continue on it then.
This user guides describes step by step how to fill in 2 commonly requested
versions of the IPC-1752A form: Class A and Class D. You can fill in other
versions or combinations of versions of the form in the same way as described
here. This tool supports material declarations of the following types:
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Class A
Class C
Class D
Class A combined with Class C
Class A combined with Class D
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First time use of the 1752A Builder
In order to protect your data, we require every user to register the first time you
use the 1752 Builder tool as shown in image 1. The next time you use the tool
you can log in with your username and password that you create during
registration
Image 1: First time user registration
Image 2: Registered user login
You can click the “forgot your password?” link to reset your password if you need
to.
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After logging in you will see a home page that lists the declarations (1752A
forms) that you are working on, if any. If you do not have declarations in
progress, or if older declarations have timed out and have been removed from
the system, you will see the message “No declarations in database”. Image 3
shows this home page with this message highlighted in the red circle.
Image 3: Home page with “No declarations in database” message
To start working on a new declaration, or to continue working on a previously
saved declaration, click on “Create New Declaration” directly under the listing of
declarations that exist in the tool. This will take you to the New Declaration
screen shown in image 4.
Image 4: New Declaration screen
You have two options for creating a new declaration, creating one from scratch or
importing a form that has been sent to you or that you have saved earlier. In
most cases you will start with an existing form. You do this by entering a name
for the form you wish to create, selecting “Import Existing XML”, and choosing a
file from your computer to import. You then select “Create” to import your form
and create this new declaration you will be working on.
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Image 5: Home page with a declaration present
After creating a new declaration it will be shown on the home page, as shown in
image 5.
To the right of each declaration you will find a set of buttons enabling you to Edit,
Export (to your computer), or Delete the declaration. The same edit ( ) and
delete ( ) buttons are used throughout the 1752 Builder tool for editing or
deleting parts of the form you are working on.
When clicking the edit button on the home page you arrive at the main form
definition page as shown in image 6 where the sections that can be filled in are
shown and from where you can select to start editing those sections.
Image 6: Form definition page
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The only form section that is mandatory to fill out on any type of IPC-1752A form
is the legal section. You or your customer can select all other sections at will.
The legal section is the last section listed on the form definition page. Check the
box next to it and an edit button will appear on the right hand side. The status of
the section will be listed as incomplete until you have visited and completed the
section.
1752builder checks whether the form you are creating meets the IPC-1752A
rules. You can follow the trail of red “Incomplete” markers to any such error.
Note that we don’t restrict the import or export of incomplete forms.
Click the edit button to go to the legal page (shown in image 7).
Image 7: Legal page
The legal page defaults to showing the standard legal text used with the IPC1752A form. You can edit this text here, or create or add your own customer text.
Make sure to check the “Supplier Acceptance” box highlighted red before
finishing with your form. This validates the digital signature that will be
included with your finished form.
There are 2 methods shown in image 7 you can use to return to the form
definition page: Selecting “Done”, or by using the breadcrumb to navigate back.
Selecting “Done” saves any changes you made.
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Edits you make may not be saved if you use the breadcrumb for navigation
anywhere in the form. Always click the “Done” button anywhere you have
made changes you want to save.
The first 4 checkboxes on the form definition page determine what kind of
material declaration you are working on. The first example declaration we will
demonstrate is a Class A declaration. Later in the guide we will demonstrate
finishing a Class D declaration.
Some form information is common across declarations. If you are completing a
combined request, for example a Class A request combined with a Class D
request, you can complete such information under any declaration sections. This
applies to:
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•
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Requester information
Supplier information
Product details
If you select the first checkbox “Distribution Form”, you are creating a
distribution form from scratch, not in response to your customer. In this case you
will not have to fill in requester information.
Completing an IPC-1752A Class A Declaration
A Class A material request requires details about the information requestor,
information supplier, the product(s) the information is requested for, and whether
these products are compliant or not and whether any and which exemptions
apply.
To fill in this data you need to check the first box on the form definition page and
then click the edit ( ) icon. If you have received this information request from
somebody else, the checkbox may already be checked in which case you can
simply go ahead and click the edit ( ) icon.
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Image 8: Form definition page for Class A declaration
After clicking the edit icon you will land at a page containing the sections of the
Class A declaration that need to be completed. In a new declaration, you will see
requester and supplier info sections and a button to add a product. In an existing
or imported declaration form you may see the following sections:
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•
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Requester info – these are details about your customer
Supplier info – these are details about your company
Product info – these are details about your product(s) to which the declaration
query apply
Query list tied to these products – these are the compliance statements
and/or exemptions applicable to the products this query list is tied to
•
Additional product info and query lists – You may use this form to
submit declarations about all of your products. You should group products
together that share the same characteristics (defined by having the same
query answers) and create additional product groups for products with
different query answers
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Image 9: Initial sections shown with a new Class A declaration
By clicking the edit icon to the right of the sections shown in image 9 you will be
able to edit the details of these sections.
Image 10: Minimum required Requester Info fields
Image 10 shows the minimum information that must be completed in the
requester info section. Your customer may already have completed this
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information and locked it. In that case you will not be able to edit these fields. The
“Lock Request Fields” checkbox in the bottom left will indicate this.
If there already exists a contact, that person will show up in the contact list at the
bottom of the page. You can add multiple contacts by clicking the “Add Another
Person” after entering somebody’s contact details. You can also edit or delete an
existing contact using the icons to the right of the contact in the contact list.
Remember to click “Done” when finished in order to save your edits.
Image 11: Minimum required Supplier Info fields
Image 11 shows the minimum information that must be completed in the supplier
info section. Here you can enter information about yourself and your company.
The IPC 1752A form allows you to enter details about the main contact person in
your company as well as an authorized representative. If that is the same person,
you can click the “Copy From Contact” button to copy the all of the contact
person’s information into the Authorized Representative section.
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The response date that you can select using the calendar tool shown should be
the date that the form is complete and ready to send.
If there already exists a contact, that person will show up in the contact list at the
bottom of the page. You can add multiple contacts by clicking the “Add Another
Person” after entering somebody’s contact details. You can also edit or delete an
existing contact using the icons to the right of the contact in the contact list.
After clicking “Done”, your edits will be saved and you will be sent back to the
declaration sections overview page. The status of the requester and supplier info
sections will now be marked as “Complete” as shown in image 12.
Image 12: Initial Class A sections completed
A single 1752A declaration can be used to report on multiple products and
multiple product families. To add a product family, click on the “Add Product
Family” button. If you want to report on multiple products that do not belong to
the same family but who share all other characteristics relevant to your
declaration, you can treat them as a product family.
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Image 13: Product family page
To add a single product i.d. to your declaration, click “Add Single Product ID”.
You will see a product details page where you can add information about your
product. Image 14 shows this screen. The minimum amount of information that is
required here is a product name and the amount of product with its unit of
measurement (UOM button).
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Image 14: Product details page
After clicking “Done” on the product detail page you will land back on the product
family page from image 13. On this page you can add additional products that fall
under the same compliance query.
You can also add multiple product i.d. at once through a spreadsheet upload
function. To do this, select “Add Multiple Product IDs” on the Product Family
page and follow the instructions provided on the screen.
Now, select the “Manage Query Lists” button to add compliance details to your
products. You will land at a query list page as shown in Image 15.
Image 15: Query list page
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On the query list page, you can select a query list from the dropdown and then
add it to your list of relevant queries by clicking on the “Add Query List” button.
Image 16 shows an example where the EU RoHS-0508 query list has been
selected.
Image 16: Query list page with RoHS query added to the list
Clicking the edit icon will launch the RoHS query list as shown in image 17.
Image 17: RoHS query list
The ROHS query list allows you to select 1 of 6 statements. The first 5
statements listed are simple yes/no statements. If you select one of these, select
the “Done” button next to save your statement.
If you select the statement “Product(s) meets EU RoHS requirements by
application of the selected exemption(s)”, a dropdown list of (current) RoHS
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exemptions will appear out of which you have to select one or multiple. After
selecting your exemption click on “Done” to save your selection.
Image 18: RoHS Exemption selection example
Having finished your query, you will be sent back to the query list page of image
16. You can add more queries or click Done to go back to the product details
page. Image 19 shows what the page looks like now, including a 2nd product ID
that has been added and for which the same RoHS exemption from our example
applies.
Click “Done” to save your changes.
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Image 19: Product details page with a 2nd product
Clicking “Done” again will bring you back to the page showing the individual
sections for this declaration. You can see in this example that we have multiple
products to which one query list applies.
Image 20: Completed declaration sections
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Image 21 shows the same page with another product added to which a different
query list applies.
Image 21: Completed declaration for multiple products and queries
Select “Done” to return to the form definition page. It will now show that the
sections required for a Class A declaration are complete.
Image 22: Completed Class A declaration
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You can now export your completed declaration to your computer by clicking on
the “Export” button or by going back to the home page and clicking on the export
icon there.
Completing an IPC-1752A Class C Declaration
This chapter builds on the information provided in the previous chapter. We will
show the steps you need to perform to enter additional information that was not
covered in the Class A declaration example.
First we will add Substance Category Lists to one of the demo products. To do
this we select to edit a product under the Class C declaration sections (drill down
using the edit icon until you reach a product page).
As image 23 shows, we have already added and completed a Substance
Category List in the images that you will see.
Image 23: Product family page with Class C declaration sections
To add a substance category list, click the “Add Category Lists” button under
the Substance Category Lists table, or to edit an existing list click the edit icon.
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Image 24: Substance Category List
On the next page (image 24) you will be able to indicate whether the
concentration of substances from regulated substance categories exceed the
allowed threshold. In the case of RoHS or JIG category lists you can also add
applicable RoHS Annex III or Annex IV exemptions.
Other fields that are important to understand are:
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Mass: This is an editable field where you enter the total amount of substances
used that fall in the substance category.
UOM: Use this drop down to select the unit of measure of the substance
category mass. If you select Mass %, this indicates that this is a mass
concentration expressed in percent weight of the product.
Concentration: This is an optional editable field where you can enter the
concentration of a regulated substance category in % of product mass.
Completing an IPC-1752A Class D Declaration
This chapter builds on the information provided in the previous chapters. We will
show the steps you need to perform to enter additional information that was not
covered in the Class A declaration example.
First we will add material and substance details to one of the demo products. To
do this we select to edit a product under the Class D declaration sections (drill
down using the edit icon until you reach a product page).
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As image 25 shows, 2 tables are included in the Class D form that were not
present with the Class A and Class C forms: A list of Sub-Products and a
Homogeneous Material List. A sub-product is a sub-unit of a complex product.
These can be added in the same way as you add products. In this document we
will focus on homogeneous materials. We have already added the materials in
the images that you will see.
Image 25: Product family page with Class D declaration sections
To add a material, click the “Add Material” button under the Homogenous
Material List table, or to edit an existing material click the edit icon.
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Image 26: Material definition page
On the next page (image 26) you will provide the name of the material you will be
providing details about and the amount of that material that is used in your
product(s). You can optionally also declare to what material group this material
belongs. You will also use this page to define the number of substance
categories that are present in the material. Each substance category can contain
multiple substances. Those will be listed under the substance category name
when they have been created. Select the edit icon to edit the name of a
substance category and the substances contained therein.
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Image 27: Substance definition page
The substance definition page shown in image 27 has multiple selectors and
dropdowns as listed below, several of which are mandatory under the IPC-1752A
standard. On this page you declare the substance category this set of
substances belong to, and you list the substances that belong to this category.
Use the “Add substance” button to add a substance and the delete icon to
remove a substance.
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Substance category name field: This mandatory field can be editable of a
drop-down list, dependent on the selection used in the “Level” dropdown to
the right of the field
Level field: This drop-down determines whether the substance category is on
a JIG list of whether it has a name that can be edited by you.
Authority dropdown: This dropdown is set to CAS by default or can be
changed to “Other” in case you are listing substances that do not have a CAS
number.
Substance name field: This field an editable text field that will initially say
“…Start typing…”. When you start typing a name that partly matches a CAS
name, the matching CAS names will show up in a drop-down (after typing
your first 2 characters). The drop-down will become shorter the more
characters you type. Click on the name you are searching for or type the full
name you want to enter in case it is not listed. If you click on a name in the
drop down, the corresponding CAS number will automatically be filled in in
the identity field next to the name field.
Identity field: This field lists the CAS number or other identity indicator for the
substance. It is an editable text field that will initially say “…Start typing…”.
When you start typing a number that partly matches a CAS number, the
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•
•
•
•
matching CAS numbers will show up in a drop-down (after typing your first 2
characters). The drop-down will become shorter the more characters you
type. Click on the number you are searching for or type the full number you
want to enter in case it is not listed. If you click on a number in the drop down,
the corresponding CAS name will automatically be filled in in the Substance
name field next to the identity field.
Exemption: This dropdown provides you with a list of RoHS exemption
numbers to select from in case such an exemption applies to this substance.
Substance Mass: This is an editable field where you enter the amount of the
substance used. It is only editable if the “Has Mass” check box is checked
(default).
UOM: Use this drop down to select the unit of measure of the substance
mass. If you select Mass %, this indicates that this is a mass concentration
expressed in percent weight of the product (as opposed to concentration
relative to homogeneous material which is used in the substance
concentration field).
Substance Concentration: This is an editable field where you can enter the
concentration of a regulated substance. This concentration is expressed in
mass % relative to the mass of the homogeneous material the substance is
used in. The “Has Mass” checkbox needs to be unchecked when you are
using this field.
This completes the minimum required sections of the Class D declaration. The
final section we will discuss covers the inclusion of electronics industry
manufacturing process information.
Image 28: Manufacturing Info selected for inclusion in this declaration
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As image 28 shows, manufacturing info is not an individually editable section.
This is because manufacturing methods may differ by product in the electronics
industry. Select the declaration Type you are working on to edit the
manufacturing info for a part or product family.
Image 29: Manufacturing Info edit buttons present with each product
Each product now has its own section with manufacturing info that can be edited.
The common use for these sections is to specify the details of the soldering
process that has been used in the manufacture of a printed circuit board.
Image 30 shows the details than can be entered for these processes. Note that
you can add details about multiple terminals you may be using by clicking the
“Add Terminal” button.
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Image 30: Editable Manufacturing Info fields
Contact Information
Please use the feedback button you find at the bottom of every page or direct
your questions to ptc1752tool (at) ptc1752tool (dot) webfactional (dot)
com.
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