Create Corrective and Preventive Action

Explanation

This activity is used for creating a new corrective and preventive action. A corrective action is an action to eliminate the root cause of a problem that has caused one or several non-conformances. A preventive action is an action that is taken to prevent a problem or non conformance to ever occur.

Either a corrective/preventive action can be created as a root cause elimination from a Non conformance Report (NCR) via the right click menu, or it can be created as a standalone preventive action via the navigator.

Prerequisites

To create a corrective action that is connected to a NCR, the NCR must first be created.

There are no prerequisites to create a standalone preventive action.

System Effects

As a result of this activity, a corrective/preventive action is created with the Created status.

Window

Corrective and Preventive Action
Non Conformance Report
Corrective and Preventive Actions
NCR Correction Actions

Related Window Descriptions

Corrective and Preventive Action
Non Conformance Report
Corrective and Preventive Actions
NCR Correction Actions

Procedure

Creating a corrective/preventive action via the navigator:

  1. On the Corrective and Preventive Action window, click New.
  2. In the Description field, enter a corrective action description which describes what the corrective action required will be, and alternatively also what it is supposed to correct or prevent. Entering a value in this field is mandatory.
  3. Click Save. The status of the corrective and preventive action record changes to Created.

Creating a corrective/preventive action via the right click menu on the NCR object:

  1. On the Non Conformance Report window, click the Actions tab.
  2. In the table in the Corrections area, select the required record, right-click and then click Create Corrective Action. A corrective action line is created in the table under the Corrective and Preventive Actions area. It is also possible to right-click the NCR header or the Details tab in order to create a corrective and preventive action that is related to the NCR.
  3. Click Save. The status of the corrective and preventive actions record changes to Created.
  4. To manage and view the corrective and preventive action, right-click on the corrective action line and then click Corrective Action Detail.