How to create and edit Corrective Actions and an overview of the escalation process
Assessments can be configured to automatically trigger a corrective action following a non-compliance, whilst a TFSQ QC Check is being completed in QC Mobile. Click the link below to learn how to:
It is also possible to log adhoc corrective actions in both QC Mobile and QC Office. These will not be linked to an assessment but can be viewed in the relevant screens and signed-off or rejected.
CORRECTIVE ACTION STATUSES
When a corrective action is created, it will have a status of New. This can be changed to In Progress or Completed. When it has been completed, the status should be changed to Signed-Off or Rejected.
To view and edit corrective actions, go to the Corrective Action Manager screen. The corrective actions displayed are determined by the user’s data permissions that have been set in the user permission administration screen.
VIEW CORRECTIVE ACTIONS
The corrective actions display as a list, with one item per row. The status of each corrective action is indicated by a colour and ‘Status’.
1. To view corrective actions by status, use the Outstanding, Completed, Signed-Off and Failed quick filters above at the top of the screen.
2. Further narrow your search using the date range filters. Please note: Overdue issues have a date range and therefore, any corrective action that has been overdue for more than one month will not be included in the view by default. It is possible to see older overdue issues by extending the date range using the date filter.
3. You can use the search feature to find the item you are looking for.
4. To edit the corrective action, select Edit to the right of the row, or alternatively use the options in the Actions column on the right.
5. For a quick view of the details behind each corrective action, click the small green arrow to expand their selection. The Source field displays if the corrective action was raised from a check, question or ad-hoc.
6. The export functionality is still available using the quick links within the actions menu on the right. You can export your corrective action list in Excel.
7. It is also possible to log a new corrective action from the Actions Menu
LOGGING CORRECTIVE ACTIONS
Corrective actions can be assigned to a group (notification group) or an individual user.
The status of the corrective action is indicated by a colour and text at the top of the form. This will be New (blue) or In Progress (orange).
You can Save or Cancel the entry at any time using the links from the actions menu on the right.
Complete the fields to detail your corrective action.
Assign a Priority level; a Deadline and Reminder date will be generated. It is possible to override the dates generated by the system.
Upload documents or images to attach to the corrective action.
Manually change the status of your corrective action.
Save or Cancel using the buttons at the bottom of the screen.
EDITING CORRECTIVE ACTIONS
It is possible to edit new or outstanding corrective actions using Edit on the right of the row or select Edit from the actions menu, as described in the View Corrective Actions section. Users can edit the details of a single corrective action, or edit the status of multiple corrective actions.
Edit single Corrective Action
From Corrective Actions Manager, click the box next to the corrective action to select it.
Select Edit Corrective Action from the actions menu on the right of the screen.
In the Edit Corrective Action screen, the Corrective Action ID and status is displayed beneath the Edit Corrective Action screen title. This will be ‘New’ (blue), ‘In Progress’ (orange), ‘Completed’ (green) or ‘Failed’ (red).
After editing, click Save.
Once a Corrective Action has been 'Completed', this can be edited and it's status can be updated to 'Signed-off'.
You can view an audit trail of each corrective action, detailing when a selected item was last updated, who by, from which device and what action was taken.
Edit Multiple Corrective Actions*
From Corrective Actions Manager, tick the boxes next to the corrective actions you want to update the status of.
Select Edit Multiple Corrective Actions from the actions menu on the right of the screen.
A pop-up will appear allowing you to amend the status of the selected items to New, In Progress or Completed.
Click Save.