Review Action Details and Release for Completion

Explanation

This activity is used for releasing the corrective/preventive action for Completion. This means that there is a person responsible for the corrective action and it is decided what the corrective action should be.

If the record did not contain more data than the corrective and preventive action description when it was created, in this step it is possible to fill the record with data based on what type of corrective/preventive action it is, what the root cause is as well as who is responsible for the corrective/preventive action.

Prerequisites

A corrective and preventive action in the Created status should exist.

System Effects

As a result of this activity, the status of the corrective and preventive action is changed to Released.

Window

Corrective and Preventive Action
Corrective and Preventive Actions

Related Window Descriptions

Corrective and Preventive Action
Corrective and Preventive Actions

Procedure

1. In the Corrective and Preventive Action window, In the Responsible Person ID field, enter the ID of a responsible person or click List to select a value from the List of Values. Entering a value in this field is mandatory.
2. In the Corrective and Preventive Action Notes field, enter a note. Entering a value in this field is optional.
3. In the Root Cause ID field, enter any known information about the corrective and preventive action or click List to select a value from the List of Values. Entering a value in this field is optional.
4. In the Responsible ID field under the Completion Details area, enter the ID of the completion responsible person. Entering a value in this field is mandatory.
5. In the Target Date field under the Completion Details area, enter a target completion date. Entering a value in this field is optional.
6. Click Save.
7. Right-click and then click Release. The status of the corrective and preventive action record changes to Released.