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Configuring the Corrective Action Workflow
Who is this article for?Users who are using our Best-in-Class Workflows.
Alter Workflow Instancespermissions are required.
The Corrective Action Workflow enables the tracking of an entire Corrective Action Plan from root cause analysis, to implementing a plan, to housing a completed record.
This article outlines the recommended configurations that can be applied to the Corrective Action Workflow which is available for download in the Best-in-Class Workflow Download Centre.
1. Associated Workflows
The Corrective Action Workflow is designed to be launched from other Workflows, rather than being initiated on its own. The most common process is to launch Corrective Actions from Nonconformance Reports found to necessitate a corrective action plan.
To use the Corrective Action Workflow in this way, the Best-in-Class Non-conformance Report Workflow should also be imported and configured.
Alternatively, you may choose to edit the Corrective Action Workflow to eliminate this dependency and to be launched independently. The Corrective Action Workflow can also be launched from other Best-in-Class Workflows including the Audit and Customer Complaint Workflows.
Finally, the Corrective Action Workflow includes an automation to copy data back to the Best-in-Class Customer Feedback Workflow. If the Customer Feedback Workflow isn’t imported and configured in conjunction with the Corrective Action, this automation will need to be removed before the Corrective Action is put online.
2. Configuration steps
2.1. Set Inbox Display Field
- If needed, navigate to Workflows Admin (Administration>Workflows) and click Corrective Action
- “Inbox Display Field”- Select “Nonconformance Report- Section(s)/Department(s)” from drop-down
- Click Save Changes
2.2. Configure Automation Steps
- Click to select the “Automation: Copy Data to Customer Feedback” step
- Update information in “Select Automation to Add” section
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- “System Actions”- select “Data Copier” from drop-down
- “Select Workflow to Copy to”- select “Customer Feedback” from drop-down
- Click Add Automation
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2.3. List Fields Requiring Update
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
| Source |
Update this field to identify the potential sources of a nonconformance report relevant to your organization. This field is shared with multiple other Best in Class Workflows. |
| Section(s)/Departments |
Update this field to identify the sections/departments in your organization |
The Section(s)/Departments field is a part of the Nonconformance Report subform and is shared with the Best-in-Class Corrective Action Workflow (as well as selected others).
3. Responsible Parties
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Complete Root Cause Analysis | All Users | By default all users will be able to initiate this Workflow. As designed, this Workflow is intended to be launched from a Nonconformance or other Workflow rather than initiated by a user. It is recommended, therefore, that you limit the responsible parties on this step to a very limited group in order to prevent all other users from kicking off a Corrective Action manually. |
| Develop Corrective Action Plan | Personnel Responsible for Developing Corrective Action Plan | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to develop the corrective action plan you will need to update this Responsible Party. |
| Review Proposed Corrective Action Plan | Workflow Initiator | pdate to the person(s) responsible for reviewing the proposed corrective action plan and determining whether it’s ready to implement. |
| Implement Corrective Action Plan | Personnel Responsible for Implementing Corrective Action Plan | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to implement the corrective action plan you will need to update this Responsible Party. |
| Complete Effectiveness Review for CA | Workflow Initiator | Update to the person(s) responsible for reviewing the completed corrective action and determining whether it’s been effective or needs rework. |
| Rework Corrective Action | Personnel Responsible for Implementing Corrective Action Plan | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to implement/rework the corrective action you will need to update this Responsible Party. |
| Contact Impacted Customer(s) | Personnel Responsible for Customer Communication | By default this step will be assigned to the person identified in this custom personnel field in a previous step. If you’d prefer to identify a consistent group or person(s) to be responsible for customer communication you will need to update this Responsible Party. |