Article Content

Overview

Once a Corrective Action is created, a member of the Issue Team can fill in the required information for the Corrective Action before it is sent for review.

Related Information/Setup

Please refer to the Sending a Corrective Action for Review article for more information on moving a Corrective Action to the review status.

User Account Requirements

The user account used to log into Resolver must be added to the Issue Team user group.

Navigation

1. From the Home screen, click the Home dropdown. 

Home Dropdown

2. From the Home dropdown menu, select the Issue Management link.

Issue Management Link

3. From the Details tab, click the Corrective Actions tab.

Corrective Actions Tab

4. From the Corrective Actions screen, enter an Issue Name in the Search field to narrow down the search results list.

Serach Field

5. Click on an Issue link in an Open status.

Issue Link

Reviewing a Corrective Action in an Open Status

1. From the Details tab, enter a description summarizing the corrective action in the Description field.

Description Field

2. Click the Corrective Action Owner field and enter a Username or User Group Name and select a User or User Group from the dropdown menu. The Corrective Action Owner is the user who is responsible for the Corrective Action.

Corrective Action Owner Field

3. Select a priority level (low, medium, or high) from the Priority dropdown menu. The Priority will rank the corrective action by level of importance.

Priority Field

4. Select a completion date from the Expected Completion Date field by clicking on a Date from the Calendar pop-up.

Calendar Pop-up

5. Before submitting the Corrective Action for review, click the Actual Completion Date field and select the actual completion date from the Calendar pop-up.

Calendar Pop-up

6. Drag and drop a supporting document into the Support Attachments field or click the top portion of the field and select a file from the connected PC.

Supporting Attachments Field

7. Click the Click to add a web link to a file within the Supporting Attachments field.

Click to Add a Web Link to a File 

8. From the Web Links screen, enter a name in the Display Name field. The Display Name will appear under the Supporting Attachments field instead of the URL.

Display Name Field

9. Enter a URL link in the URL Link field, where the supporting documentation is located.

URL Link Field

10. Click the + Add Link to add the Web Link to the Corrective Action.

+ Add Link

11. The Web Link and anything supporting attachments will appear under the Supporting Attachments field title.

Support Attachments

12. Click the x icon to remove the supporting attachment from the Corrective Action.

x Icon

13. Related Issues and Loss Events connected to the Corrective Action will appear under the corresponding tabs.

Tabs