Activity Steps Links & References: Notes 1.0 Review and Validate CPI

Validate and Execute CPI Halliburton Management System
PM-GL-HAL-SQ-804B Process Assurance & Service Quality

Global
PDC (or Assigned Responsible
Process Owner
Person)
Activity Steps Notes Links & References
1.0 Review and Validate CPI PURPOSE, SCOPE

When the CPI originator submits a CPI via the DEFINITIONS,
w eb entry application, the CPI is sent into SAP REVISION HISTORY
and an email is automatically sent to the
person( designated to process the CPI.
("Responsible Person")
1.1 Log on to SAP
1.2 Double click on email attachment to go

directly to CPI or enter the CPI number in the
notification field of the Extended View (see 1.2
note 1.2 for an alternate path)
1.3 Review CPI as entered by originator.

1.3
1.4 If the description of the problem or priority

is not understood, contact the originator to
clarify and amend as needed.
Process Owner: Approved By: Revision By: Windsong Duncan

Global PASQ Simon Blackwood Revision Date: 27.APR.2016
Page 1 of 6
PRINTED COPY IS UNCONTROLLED
Global
Process Owner
Person)
1.5 Select the COPQ tab.
1.6 Enter appropriate code for Effect on

Customer. (if more than one apply, alw ays 1.6
choose most severe) - see note.
1.7 Review NPT Hours. Amend if necessary.
1.8 Click on the CPI Activities tab then the long

text button to see the Short Term and Long
Term solutions. Review each and ensure they
are accurate and nderstood. Amend if
necessary to ensure accuracy.

Page 2 of 6
Global
Process Owner
Person)
2.0 Significant Incident Review
2.1 Every job-related CPI will be review ed for

possible escalation as a Significant Incident.
See Work Method for details. Each CPI in SAP has a NORMAL priority unless the originator has chosen SIGNIFICANT during
creation.
Significant status is used for situations w here the NPT hours and/or COPQ thresholds are
exceeded. (See WM-GL-HAL-SQ-806)
No
Was this a Significant Incident?
Go to Step 3.1
Yes
2.2 Conduct an Investigation (see WM-GL- WM-GL-HAL-SQ-804A

HAL-SQ-804 for methods to be used) Incident Reporting, Recording, and Follow Up

Page 3 of 6
Global
Process Owner
Person)
3.0 Executing the CPI
3.1 If appropriate, you may add an additional

Code to associate this CPI with Manufacturing
or other Support Functions. (This w ould allow
tracking in various reports.)
3.2 From the Activities Tab, enter the KPI

number associated w ith the job. This is a
MANDATORY field and m ust be com pleted
prior to CPI closure.
3.3 Click on Items tab.
3.4 Click on Items Sub-tab.
3.5 Click on the code group column then the

drop dow n button to input the appropriate
Items code. (There w ould normally be only
one Item code.)

Page 4 of 6
Global
Process Owner
Person)
3.6 Click on the appropriate Item line to

highlight then click on the tasks tab.
3.7 Select the appropriate Task code after

clicking on the drop dow n button.
3.8 Assign the task to the appropriate process

ow ner. (Choose User Resp and enter User ID
or choose Person Resp and enter Employee
ID)
3.9 Complete the Task. Working a Task

Page 5 of 6
Global
Process Owner
Person)
3.10 Click on the Causes tab and select the

appropriate line item (if more than one) and
enter the appropriate cause code.
3.11 Once all Tasks have been completed,

click on checkered flag to close
CPI. Note: The CPI CAUSE is a m andatory
field. A Cause m ust be entered prior to CPI
closure.
3.12 Click on 'Save' and exit SAP.

Page 6 of 6
Note: Shape 31, PM-GL-HAL-SQ-804B
PURPOSE
The purpose of this process map is to communicate the proper way to review, validate and execute a CPI.
SCOPE
This process map applies to Halliburton PDC and Process Owner personnel.
DEFINITIONS
CPI: Correction, Prevention, Improvement
RASCI Definitions
w Responsible: Owns the problem/project, responsible for the management and completion of the activity.
w Accountable: The person who is ultimately liable for the success or failure of the activity. This person is typically the authority who signs off on work before it comes into effect
w Supportive: Provides resources or plays a supportive role in the implementation
w Consulted: This person has information and/or capacity to assist in the completion of the task. This person engages in two-way dialogue with the Responsible person
w Informed: This person is to be notified of results and progress. The responsible person will engage in one-way communication with this person.
REVISION HISTORY
27.APR.2016 - Initial release, replaces PM-GL-HAL-SQ-806B

Note 1.3 -
CPI Tab: review description of problem and Priority
COPQ Tab: review internal COPQ and NPT
Activities Tab: review short term and long term solutions

Note 1.6 - Impact to Customer
None - No direct impact on Customer but may have impact on Halliburton.
Limited - May be an impact on Customer but no immediate follow-up with Customer by BD and / or management is necessary.
Severe - Follow-up with Customer by BD and / or management is necessary.

Note 1.2 - If SAP does not automatically open the CPI after you double click on the email attachment, the following path will take you to the notification page.
>Logistics
->Central Functions
->Notification
->Change
->Extended View

Activity Steps Links & References: Notes 1.0 Review and Validate CPI

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Validate and Execute CPI Halliburton Management System

PM-GL-HAL-SQ-804B Process Assurance & Service Quality

PDC (or Assigned Responsible

1.0 Review and Validate CPI PURPOSE, SCOPE

1.1 Log on to SAP

1.2 Double click on email attachment to go

1.3 Review CPI as entered by originator.

1.4 If the description of the problem or priority

Process Owner: Approved By: Revision By: Windsong Duncan

PDC (or Assigned Responsible

1.5 Select the COPQ tab.

1.6 Enter appropriate code for Effect on

1.7 Review NPT Hours. Amend if necessary.

1.8 Click on the CPI Activities tab then the long

Process Owner: Approved By: Revision By: Windsong Duncan

PDC (or Assigned Responsible

2.0 Significant Incident Review

2.1 Every job-related CPI will be review ed for

2.2 Conduct an Investigation (see WM-GL- WM-GL-HAL-SQ-804A

Process Owner: Approved By: Revision By: Windsong Duncan

PDC (or Assigned Responsible

3.0 Executing the CPI

3.1 If appropriate, you may add an additional

3.2 From the Activities Tab, enter the KPI

3.3 Click on Items tab.

3.4 Click on Items Sub-tab.

3.5 Click on the code group column then the

Process Owner: Approved By: Revision By: Windsong Duncan

PDC (or Assigned Responsible

3.6 Click on the appropriate Item line to

3.7 Select the appropriate Task code after

3.8 Assign the task to the appropriate process

3.9 Complete the Task. Working a Task

Process Owner: Approved By: Revision By: Windsong Duncan

PDC (or Assigned Responsible

3.10 Click on the Causes tab and select the

3.11 Once all Tasks have been completed,

3.12 Click on 'Save' and exit SAP.

Process Owner: Approved By: Revision By: Windsong Duncan

CPI: Correction, Prevention, Improvement

Note: Shape 1598304094, PM-GL-HAL-SQ-804B

Note: Shape 1598304096, PM-GL-HAL-SQ-804B

Note: Shape 1598304098, PM-GL-HAL-SQ-804B

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