Corrective Actions can be instigated through the Management module or through Actions > Add Related Records.
1. Enter Nonconformance / Issue Details
- The date the corrective action was filed.
- Choose a suitable nonconformance category that describes the issue.
- Enter the details of the nonconformance or issue which is giving rise to the corrective action.
- Determine who is responsible for investigating the nonconformance.
- The Employee responsible for review of the investigation.
- Establish a date of completion for the investigation.
- Determine what the risk level that the nonconformance is likely to poise.
- Opt for an Advanced Risk Determination if deemed appropriate. Selecting this will make points 9, 10, and 11 available. This will allow for a Probability by Severity risk matrix to be conducted.
- The level of probability in the risk that is likely.
- The extent of the severity in the risk.
- Provide a more detailed report for your justification of conducting an advanced risk determination.
2. Complete Investigation / Root Cause Analysis
- The date of the Investigation.
- What was the Root Cause analysed.
- Enter your Investigation / Root Cause Analysis report including all pertinent information.
3. Specify Action Details
The action details section allows you to define certain corrective actions to be conducted. At a minimum you must;
- Enter the action required.
- The type of action it is (preventive or corrective).
- Select the person responsible for carrying out that action.
- And the deadline by which the action should be conducted.
At this point the form can be saved and will remain in an ‘OPEN – Awaiting Action Details‘ state until the action is taken. At which point;
- The action taken can be entered here.
- Select the person who completed the action. (This may or may not be the ‘responsible person’).
- Select the date when the action was completed.
Once you have filled in the completion (highlighted in the picture) dates for all tasks and clicked “Save & Submit” the workflow will move to its next stage.
4. Complete a Review
Corrective Action reviews should be conducted to determine the effectiveness of the root cause analysis and subsequent actions taken.
- Select the date of the review.
- Enter a summary of the report that was conducted.