Who is this article for?

Ideagen Quality Management administrators importing workflows.

Admin access is required.

Best in class workflows are pre-made workflows that you can import into your Workflow module.

The Nonconformance Report workflow is used to report any possible nonconformances and review these reports to determine whether corrective action is needed.

This article outlines the recommended configurations that can be applied to the Nonconformance Report Workflow which is available for download in the Best-In-Class Workflow Download Center. This article has been split into the following sections:

1. Associated Workflows
2. Workflow-Specific Configuration Steps
3. Default Responsible Parties & Recommendation for Update
4. Further Reading

Looking for steps to import the workflow? Visit How to Import a Workflow for details.

1. Associated Workflows

The Nonconformance Report workflow is designed to launch a Corrective Action when needed, so the Best-in-Class Corrective Action workflow should also be imported and configured in conjunction with Nonconformance Report. Alternatively, you may choose to edit the Nonconformance Report workflow to eliminate this automation, to include corrective action process within the same workflow, or to be compatible with an existing Corrective Action workflow.

2. Workflow-Specific Configuration Steps (Scheduler Workflow)

2.1. Update the “Automation: Launch CA Workflow” Step

1. Click to select the “Automation: Launch CA Workflow” step

2. Update information in “Select Automation to Add” section

• • • “System Actions”- select “Workflow Launcher” from drop-down
    • “Select Workflow to Launch”- select “Corrective Action” from drop-down
    • Click Add Automation

3. Update information in “Workflow Launcher” section

• • • Click Add Responsible Parties
    • Select “Personnel responsible for Root Cause Analysis”*
    • Click Add Responsible Parties

4. Configure “Launch Options”

• • • Click Configure
    • Under Subform, choose “Nonconformance Report” from the drop-down
    • Click Save Changes

3. Default Responsible Parties & Recommendation for Update

The table below outlines the recommendations for changes to the responsible parties:

Note: “Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.

4. Further Reading

• How to Import a Workflow
• Best-In-Class Workflow Download Center