8. Action Items Application Forms and Workflows

In the sections of the manual that follow, we will delve into the forms and workflows of the Action Items application.

Generally, the workflows of the Action Items application can be divided into two supersets:

1. Action Item Management

This workflow consists of five primary stages: New Action, Execute the Action / Execute the Action (Not Internal), Action Refused: Reassign, Send Back, or Close Action without Completion, Sign Off on the Action, and Action Refused by Reviewer: Re-execute the Action.

The Action Item Management workflow encompasses a subsidiary workflow known as Extension Request.

• Extension Request
  • This workflow is triggered only if the assigned action item owner requests an extension on the action item deadline. It consists of two primary stages: Request Extension for Action Item and Approve or Reject Extension Request.

2. SCAR Management

This workflow consists of four primary stages: Create SCAR, Execute SCAR Investigation, Review SCAR, and SCAR Refused by Reviewer.

*A SCAR can be triggered either independently or via a supplier action type. When triggered from an action item, the first step of the SCAR workflow is Execute SCAR Investigation.