10.2. Review Vigilance Record

Once the vigilance record is created and submitted, the assigned reviewer will receive a notification in their Pending Tasks, prompting them to review the record.

* This task is automatically assigned to the reviewer listed in the Reviewer field of the New Vigilance Record form, which corresponds to the reviewer for the first case linked to the vigilance record.

*An email notification will also be sent to alert the reviewer of the assigned task. For more information on email notifications and their role in the application, click here.

Clicking on either the subject in Pending Tasks or the button in the email will direct users to the Review Vigilance Record form. In this form, users can review the record and decide on the appropriate next steps.

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

1. RCA Owner: This is a single-select dropdown field that retrieves the list of active users, roles, and groups in the system. It allows for the selection or modification of the party responsible for the root cause analysis.
2. Check Effectiveness Reviewer: This is a single-select dropdown field that retrieves the list of active users and roles in the system. It allows for the selection or modification of the party responsible for reviewing the effectiveness of implemented actions.
3. Comment: This field allows users to provide comments or notes on the vigilance record.
   
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   The Comment control functions similarly to a discussion board, enabling users to initiate and participate in collaborative discussions with stakeholders involved in the workflow.

   • Users can edit or delete their own comments, but can only reply to those left by others.
4. Save Form: This button allows users to save their progress in the form.
   • The form will remain in the Pending Tasks folder for further action or review at a later time.
5. Record Needs More Info: This button allows users to request additional information or clarification from the record creator.
   • If selected, the record will be returned to the creator for modification.
6. No Issue (Close): This button allows users to close the vigilance record if, upon review, no underlying issue is found.
   • Closing the record will end the Vigilance Record Management workflow.
7. Further Analysis Needed: This button allows users to submit the vigilance record for further analysis.
   • If selected, the RCA owner will be tasked with assessing and treating the vigilance record.

*Users can access additional details about the record, such as assigned rules, products, and related entities, by referring to the accordions in the form. These accordions, along with most fields in the form, are read-only and function solely for review purposes.