In this section of the Add Action Item form, users can define the details that shape the action item. This includes choosing the type of action to be taken and specifying the corresponding action plan.

  1. Action Type: This is a radio button that allows users to select only one option from a set of mutually exclusive options. It is a mandatory field. Users can choose either an internal or external action type.
    • If the Internal is selected, the following field becomes visible:
      • Action: This is a radio button that allows users to select only one option from a set of mutually exclusive options. It is a mandatory field. It allows users to choose the type of internal action to be taken.
        • Depending on the option selected, different fields will be revealed. For more information on the internal action type options, click here.
    • If External is selected, the following fields become visible:
      • Supplier: This is a single-select dropdown field that retrieves the list of suppliers (from the Supplier List module of the Supplier application). It is a mandatory field. It allows users to select the supplier for which the Supplier Corrective Action Report (SCAR) will be issued.
      • Supplier Representative Name: This field is automatically populated with the name of the representative associated with the selected supplier.
      • Supplier’s Phone: This field is automatically populated with the phone number associated with the selected supplier.
      • Supplier’s Email: This field is automatically populated with the email address associated with the selected supplier.

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