9.1. New Quality Event Instance

In the New Quality Event form, users can create and customize the quality event to align with their specific needs and preferences.

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

1. Quality Event Name: This is a text field that allows users to input a name for the quality event.
2. Quality Event ID: This field is automatically populated with a unique identifier when a new quality event is created. Users cannot modify the field.
   • When an event type is selected, the quality event ID will dynamically update to incorporate the appropriate infix.
     • For example, if Variance is selected as an event type, the quality event ID undergoes the following modification:
       
3. Event Type: This is a single-select dropdown field that displays the list of event types. It is a mandatory field. It allows users to categorize the nature of the quality event.
   • Event Types: Audit Finding (Internal/External), Complaint, Deviation, Incident, Inspection Finding, Non-Conformity, Out-of-Spec, Serious Breach, Variance.
     • If Audit Finding (Internal) is selected, the following field becomes visible:
       
       • Audit Plan ID (Internal): This is a single-select dropdown field that retrieves the list of internal audit plan IDs. It is a mandatory field. It allows users to associate the quality event with a specific internal audit plan.
         • Internal audit plans are retrieved from the Completed Audit Plans module of the Audit application.
           

           **This field essentially allows users to manually create a quality event for an internal audit plan, as opposed to triggering the quality event directly from the Audit application. For more information on triggering a quality event directly from the Audit application, click here.

         • When an audit plan is linked to the quality event, a new accordion labeled Audit Information will appear in the form, containing the relevant details.
           
     • If Audit Finding (External) is selected, the following field becomes visible:
       
       • Audit Plan ID (External): This is a text field that allows users to input the unique identifier of the external audit plan. It is a mandatory field. It allows users to associate the quality event with a specific external audit plan.
     • If Inspection Finding is selected, the following field becomes visible:
       
     • Inspection ID (External): This is a text field that allows users to input the unique identifier of the inspection. It is a mandatory field. It allows users to associate the quality event with a specific external inspection.
4. Severity: This is a single-select dropdown field that displays the list of severity levels. It allows users to specify the severity of the quality event.
   • Severity Levels: Critical, Major, Minor.
5. Quality Event Reviewer: This is a single-select dropdown field that retrieves the list of users, roles, and groups in the system. It is a mandatory field. It allows for the selection of the user, role, or group responsible for reviewing the quality event.
6. Accordion: The form includes a collapsible section, known as an accordion, which allows for the provision of additional information on the quality event.
   • Additional Details
7. Submit Form: This button allows users to submit the completed form.
   • Once the New Quality Event form has been submitted, the assigned user will be tasked with reviewing the issue.
8. Save Form: This button allows users to save the form.
   • If saved, this form can be found in the Drafts folder (shown in the image below).
     • A saved form can be found in the Drafts folder if it is the first step in a given workflow. If it is a task assigned in the middle of a workflow, the saved form will remain in the Pending Tasks folder.
       

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