Review a Corrective Action

Corrective action owners and their delegates are responsible for ensuring the details of a corrective action are entered correctly. Once a corrective action owner has reviewed a corrective action, it's sent to the Compliance Team for further review.

Assigned corrective actions on the My Tasks page.

To review a corrective action:

1. Log into a user account that's been assigned to the Corrective Action Owner & Delegate user group to open the My Tasks page.

2. Click a corrective action to display the Corrective Action Overview form.

The Corrective Action Review form.

3. Optional: Edit the corrective action's name in the Corrective Action Name field. 
4. Enter a description in the Description field. 
5. Begin typing a username in the Corrective Action Owner field to display a list of available users, then click the appropriate user.
6. Optional: Begin typing a username in the Corrective Action Delegate field to display a list of available users, then click the appropriate user.
7. Select a date in the Expected Completion Date field.
8. Select the priority that best fits the corrective action from the Priority dropdown.
9. Select a date in the Actual Completion Date field. 
10. Optional: Click the name of a related issue to view the Issue Review dialog. 
11. Click Submit for Review.