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MRP User Training Checklist

Ensure a smooth MRP system adoption! This checklist guides you through essential user training steps, maximizing system utilization and minimizing errors. From role-specific onboarding to advanced planning techniques, empower your team for MRP success.

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System Access & Setup

1 of 10

Verifies user accounts are created and properly configured within the MRP system.

Username

Password

Employee ID

Role Assignment

Module Access

Account Creation Date

Work Location

Navigation & Interface Basics

2 of 10

Covers navigating the system, understanding the interface elements, and accessing core modules.

Username

Brief System Orientation Notes

Primary Module Access

Common Navigation Icons

Last Login Date

Material Master Data Entry & Maintenance

3 of 10

Focuses on entering, updating, and maintaining material information within the system.

Material Code

Material Description

Unit of Measure

Lead Time (Days)

Safety Stock Level

Notes/Special Instructions

Material Type

Bill of Materials (BOM) Understanding & Review

4 of 10

Explains the structure of BOMs and how to review them accurately.

BOM Purpose and Scope Explanation

BOM Revision Number

BOM Status (Active, Inactive, Draft)

Notes on BOM Changes/Updates

Quantity per Assembly

Attach BOM Drawing/Diagram (if applicable)

Unit of Measure

Inventory Management Procedures

5 of 10

Covers processes for receiving, issuing, and tracking inventory within the system.

Receiving Quantity

Receiving Date

Receiving Location

Lot Number (if applicable)

Notes on Receiving (damage, discrepancies)

Issue Type (e.g., Production, Sales Order)

Issue Quantity

Issue Date

Receiver Signature

Production Planning & Scheduling

6 of 10

Guides users through the process of creating and managing production schedules.

Production Start Date

Planned Production Quantity

Actual Production Quantity

Planned Shift Start Time

0:00
0:15
0:30
0:45
1:00
1:15
1:30
1:45
2:00
2:15
2:30
2:45
3:00
3:15
3:30
3:45
4:00
4:15
4:30
4:45
5:00
5:15
5:30
5:45
6:00
6:15
6:30
6:45
7:00
7:15
7:30
7:45
8:00
8:15
8:30
8:45
9:00
9:15
9:30
9:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
13:30
13:45
14:00
14:15
14:30
14:45
15:00
15:15
15:30
15:45
16:00
16:15
16:30
16:45
17:00
17:15
17:30
17:45
18:00
18:15
18:30
18:45
19:00
19:15
19:30
19:45
20:00
20:15
20:30
20:45
21:00
21:15
21:30
21:45
22:00
22:15
22:30
22:45
23:00
23:15
23:30
23:45

Production Status

Production Line

Production Notes/Comments

Demand Planning & Forecasting

7 of 10

Covers basic principles of demand planning and using forecasting tools within the MRP system.

Historical Sales Data (Last 12 Months)

Seasonal Index

Market Trend Analysis Notes

Influencing Factors (e.g., Promotions, Competitor Activity)

Forecasted Demand (Next Month)

Forecast Revision Date

Assumptions & Rationale for Forecast

Forecasting Method Used

Reporting & Analysis

8 of 10

Demonstrates how to generate reports and analyze data for informed decision-making.

Report Type

Start Date

End Date

Minimum Quantity Threshold

Selected Locations

Variance Limit (%)

Troubleshooting & Support Resources

9 of 10

Provides information on common issues and where to find support.

Common Error Messages & Solutions

Knowledge Base Articles

Screenshot of Error (if applicable)

Help Desk Ticket Number (if applicable)

Support Contact Person/Team

Detailed Description of Issue

Security & Data Integrity

10 of 10

Reinforces best practices for system security and data accuracy.

User Access Levels Reviewed & Approved?

Number of Unauthorized Access Attempts (Last Month)

Last Data Backup Performed

Data Encryption Methods Used

Access Control Lists (ACLs) Verified?

Password Complexity Policy Enforcement Confirmed?

Material Requirements Planning (MRP) Screen Recording

Learn how to effectively manage your inventory and production with ChecklistGuro's Material Requirements Planning (MRP) functionality! This screen recording demonstrates how to use MRP to calculate material needs, plan production schedules, and ensure you always have the right materials on hand. Stop overstocking or facing stockouts - watch to see MRP in action! #MRP #MaterialRequirementsPlanning #InventoryManagement #ProductionPlanning #ChecklistGuro #BPM

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