9.3.2.1.2. Additional Details

In this section of the Add Action Item to MR form, users can define additional details about the action item.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Type: This is a single-select dropdown field that displays the list of types or classifications. It allows users to classify the action based on its purpose or nature.
   • Types: Correction, Corrective, Effectiveness Check, Improvement, or Preventive.
     • If Effectiveness Check is selected, it will reveal the following field:
       
       • Effectiveness Check Frequency: This is a single-select dropdown field that retrieves the list of predefined frequencies. It allows users to specify the frequency at which the effectiveness check will be conducted.
         • Frequencies are created in the Frequency section of General Settings.

*A correction is an action that is taken to rectify or eliminate a detected issue. A corrective action is one that is taken to prevent the reoccurrence of an issue. An effectiveness check is a measure of whether or not a corrective action has eliminated a detected issue. An improvement is an action implemented to enhance existing processes, systems, products, or services. A preventive action is one that is taken to prevent a potential issue that has not yet occurred.

2. Reference No.: This is a text field that allows users to input a reference number for the action item, if applicable.
3. Category: This is a single-select dropdown field that retrieves the list of predefined categories. It allows users to specify the category to which the action belongs.
   • Action item categories are created in the Category section of General Settings.
4. Compliance Program: This is a single-select dropdown field that retrieves the list of predefined compliance programs. It allows users to select the applicable compliance program for the action.
   • Compliance types are created in the Compliance Types List section of General Settings.
5. Source: This is a text field that allows users to specify the source of the action.
   • This field will be automatically populated with the application to which the action item is linked. Users can still modify the field.
6. Business Division: This is a single-select dropdown field that retrieves the list of business divisions or departments. It allows users to specify the relevant business division for the action.
   • Once a parent department is selected from this field, it will filter the items in the Business Line dropdown.
7. Business Line: This is a single-select dropdown field that retrieves the list of business lines associated with the selected business division. It allows users to specify the relevant business line for the action.
   • All child departments of the selected parent department will be displayed in this list.
8. Site: This is a multi-select dropdown field that retrieves the list of predefined location sites. It allows users to specify the site associated with the action.
   • Site options in this dropdown adhere to the following template: [Region] – [Country] – [Site].
     
   • Site options are created in the Site form. To properly set up a site, however, users will need to first set up the corresponding region in the Region form and the corresponding country in the Country form.
     • For example, to establish Montreal as the site for the action, users will first need to set up North America as a region and Canada as a country in the associated forms.
       • These forms are all found in the Location section of General Settings.
9. Description: This is a rich text field that allows users to provide a description of the action.
10. Attach Any Relevant Document(s): This is an attachment field that allows users to upload any documents relevant to the action.
11. Add: This button allows users to add a budget item for the action.
    • If selected, it will display the Add Budget Item form.
      

      **As new budget items are added, they populate the Budget grid. To perform additional customization and review, users can either click on the Edit ( ) icon beside each item or double-click on the item itself.
      
      
      
      To access the full budget item description, click on the corresponding Expand ( ) button.

12. Delete ( ): This button allows users to delete a budget item.
    

    **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

*To access additional options or actions related to the grid, please utilize the kebab menu ( ) located in the upper rightmost corner.