Processing Corrective Actions/Preventive
Actions
Use
You use corrective and/or preventive actions to intervene in processes that were found to have potential for improvement during the audit.
Prerequisites
You have executed the audit or have performed the questioning of the audited area and have recorded various comments, notes concerning deviations, and items where there was potential for improvement.
Procedure
...
1. Access audit management. (See Accessing Audit Management).
2. Select the audit for which you want to enter corrective/preventive actions.
The required audit is displayed.
3. In the navigation area, choose the question list item for which you are entering corrective/preventive actions.
The required question list item is displayed.
4.
Choose the
pushbutton 
Valuate.
5.
Choose the
pushbutton 
Corrective/Preventive
Action.
6. In the header area on the right, enter a unique key, a description, and the required language for the corrective/preventive action.
7. Enter the required data on the tab pages.
8. On the Texts tab page, you can create notes and/or a description. All of the usual editor functions are available. In addition, you can load local files or save texts you have entered as local files.
If you load files that contain control indicators (for example, Microsoft Word files), then these control indicators are interpreted as texts by the system and are displayed as such. You should, therefore, only load pure text files (ASCII files).
Texts that have been entered can only be saved locally as pure text files.
9. If you want to assign documents to the current corrective/preventive action, select the corrective/preventive action in the navigation area, and follow the procedure described in Assigning Documents to an Audit Component.
10. Change the status of the corrective/preventive action to Outstanding.
11. Save the corrective/preventive action.
Result
You have created a
corrective/preventive action for a question list item of an audit. In the
navigation bar, corrective/preventive actions are indicated by the icon 
and assigned documents by the icon 
.
If you choose
the pushbutton 
Print
Preview in the right screen area, the system displays the data of the
current corrective/preventive action as a print preview. You can print this
preview (
Form for Corrective Action
pushbutton), you can assign it to
the current action as a PDF document (
PDF Attachment pushbutton),
or you can send it in the form of a PDF document in a mail to all business
partners (
PDF Attachment pushbutton. You can also use your own forms.
It is always possible to change existing corrective/preventive actions. To do this, double-click on the required corrective/preventive action in the navigation area and then make the required changes.
To delete a corrective/preventive action, select the required corrective/preventive action in the navigation area and, in the context menu, choose Delete.
See also: