9.5.5.1. Add Action Item to Quality Event

If the Add button is selected in the Action Items section of the Gather Details form, it will open a pop-up window with the following form:

*For more details on the single-select dropdown fields populating this form, click here. For more details on field behavior, click here.

1. Action ID: This field is automatically populated when a new action item is added. It displays the Action ID.
2. Action Name: This is a text field that allows users to input a name for the action item. It is a mandatory field.
3. Created By: This field is automatically populated with the name—full name and login name—of the user currently creating the action.
4. Due Date: This is a date picker field that allows users to input/select the due date for the action. It is a mandatory field.
5. Start Action Date: This is a date picker that allows users to input/select the start date of the action.
6. Priority: This is a single-select dropdown field that displays the list of priority levels.
   • Priority Levels: High, Medium, Low.
7. Task Type: This is a single-select dropdown field that displays the list of task types.
   • Task Types: Correction, Corrective, Eff. Check, Preventive.
     • If Eff. Check is selected from the list, it will display the following fields:
       
       • Frequency: This is a single-select dropdown field that retrieves the list of predefined frequencies.
         • Frequencies are created in the Frequency section of General Settings.
       • Duration: This is a single-select dropdown field that retrieves the list of predefined durations.
         • Durations are created in the Duration section of Action Item Setting.

*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 effective check is a measure of whether or not a corrective action has eliminated a detected issue. A preventive action is one that is taken to prevent a potential issue that has not yet occurred.

8. Source: This is a text field that allows users to input the source of the action.
   • This field will automatically be populated with the application to which the action item is linked. Users can still modify the field.
9. Creation Date: This field is automatically populated with the creation date of the action.
10. Category: This is a single-select dropdown field that retrieves the list of predefined categories.
    • Action item categories are created in the Category section of General Settings.
11. Compliance Type: This is a single-select dropdown field that retrieves the list of predefined compliance types.
    • Compliance types are created in the Compliance Types List section of General Settings.
12. Description: This is a rich text field that allows users to input details about the action item.
    • For more details on this field, click here.
13. Documents: This is an attachment field that allows users to attach any documents related to the action item.
    • For more details on this field, click here.
14. Do this action item have a budget associated to it?: This is a radio button that allows users to select only one option from a set of mutually exclusive options. Users can choose whether or not they want to add budget information to the action item.
    • If Yes is selected, it will display the Budget grid.
15. 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 Internal is selected, it will display the following fields:
      
      • Action Item Owner: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. The user selected will be assigned as the owner of the action item and will thus be tasked with executing it.
      • 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. Depending on the option selected, different fields will be displayed.
        • For more details on the internal action type options, click here.
    • If External is selected, it will display the following fields
      • Action Item Owner: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. The user selected will be assigned as the owner of the action item and will thus be tasked with creating the Supplier Corrective Action Report (SCAR).
      • Supplier: This is a single-select dropdown field that retrieves the list of suppliers (from the Suppliers application). It is a mandatory field.
      • Supplier Representative Name: This is a text field that allows users to input the representative name of the selected supplier.
        • Once a supplier has been selected, this field will automatically be populated with information from the Supplier form. Users can still modify this field.
      • Supplier’s Phone: This is a text field that allows users to input the phone number of the selected supplier.
        • Once a supplier has been selected, this field will automatically be populated with information from Supplier form. Users can still modify this field.
      • Supplier’s Email: This is a text field that allows users to input the email address of the selected supplier.
        • Once a supplier has been selected, this field will automatically be populated with information from Supplier form. Users can still modify this field.
16. Save and Return: This button allows users to save the action item and return to the Gather Details form.
17. Save and New: This button allows users to save the action item and open a new form to create another action item.