Add a Recall / Withdrawal Record
Note: Recall / Withdrawal Programmes must be set up first before a Recall / Withdrawal Record can be created. Click here to access the Article on setting up a Recall / Withdrawal Programme.
Continue reading to learn about the different ways of adding Recall/Withdrawal Records and how to complete them.
Recall / Withdrawal Records can be raised in three ways:
To add a Recall/Withdrawal Record from the main Recall/Withdrawal module page:
Complete the Recall / Withdrawal Record as per the steps outlined below.
Navigate to the ‘Plan’ tab in the Recall/Withdrawal module. Find the Programme you are looking for and click on the blue hyperlink in the ‘Name’ column. The ‘Type’ column will help you determine what type of Recall/Withdrawal Programme is displayed - this is useful if the Programmes have similar naming conventions.
Complete the Recall / Withdrawal Record as per the steps outlined below.
If you have a Scheduler enabled for your Recall/Withdrawal Programme, once the set date comes around, the Record will be opened automatically and placed in the ‘Actions’ tab. To complete the Record, simply click on the blue hyperlink in the ‘Action Required’ tab - this will bring you directly to the Record where the required Users can complete it.
Complete the Recall / Withdrawal Record as per the steps outlined below.
In the 'Plan' tab of the Recall/Withdrawal Module, you can easily differentiate between Programmes with and without a Scheduler. Programmes with a Scheduler will have the 'Repeat, and 'Next Due' columns populated.
Image: Plan Tab of the Recall/Withdrawal Module
In the 'Actions' tab of the Recall/Withdrawal Module, there is no easy way to distinguish between Records created manually and Records created via a Scheduler, as such, we recommend including some indicator that the Programme is scheduled in the Programme's name, for example, 'Annual' or 'Scheduled'.
Image: Actions Tab of the Recall/Withdrawal Module
A Recall/Withdrawal Record requires the completion of 7 workflow stages.
Image: Blank 'Reason / Incident Details' Workflow Stage
1. Date: This is the date that the Record has been created/opened, it is automatically populated with 'Today's' date. If needed, the date can be adjusted by clicking on the Calendar icon and selecting the required date.
2. Type: This is the Type of Record as configured in the Programme and cannot be adjusted at the Record level.
3. Procedure: If any Procedures were attached in the Programme they will appear here in the form of blue hyperlinks which will open or download the Document to your device when clicked.
4. Reason / Incident: Enter the reason or incident details that have lead to the Recall/Withdrawal Record. [Mandatory]
5. Affected Products: This will be prepopulated if defined in the Programme. Click on the Dropdown arrow to select a Product entered to Master Data. Click on the name of the Product until a grey background appears and click 'Select' to add them to the Programme. Prepopulated if defined in the Programme. [Mandatory]
6. Brand: This will be prepopulated if defined in the Programme. Click on the Dropdown arrow to select a Brand entered to Master Data. Click on the name of the Brand until a grey background appears and click 'Select' to add them to the Programme.
7. Quantity: This will be prepopulated if defined in the Programme, otherwise, you should enter a numerical value here. If multiple products are being defined in this section, their total Quantity will be summed up at the bottom of the column. [Mandatory]
8. Trace No.: This is an open-text field to enter the Trace number for the selected Product. [Mandatory]
9. Date of Manufacture: Click on the Calendar Icon to select the Date of Manufacture of the selected Product. [Mandatory]
10. Date of Minimum Durability: Click on the Calendar Icon to select the Date of Minimum Durability for the selected Product. [Mandatory]
11. Production Unit: You can select the specific Production Unit where this Product was prepared by clicking on the dropdown arrow and selecting from the 'Production Unit' folder. The Production Units must be added to 'Master Data>Categories>Categories' first before they can be selected in the Record.
12. Add Line: Click 'Add Line' to add more Affected Products.
13. Remove Line: Click the red 'X' button to delete an Affected Product from the list. You will be asked to confirm your choice in a popup window.
14. Checklist Question: This is the 'Incident Checklist' that was selected in the Checklists configuration in the Recall/Withdrawal Programme. Differently to most other modules where Checklists are used, this is a fully editable field. Simply click into the row and make any required changes. Making changes to the Checklist questions will not affect the original Checklist which was selected.
15. Answer: Click the dropdown arrow to select either a 'Yes' or 'No' response to the Checklist question. By default, 'Yes' has been selected for you.
16. Notes: Enter any relevant notes regarding the specific Checklist questions.
17. Add Line: Click the 'Add Line' button to add more questions to the Checklist. Adding questions here will not affect the original Checklist which was selected.
18. Remove Line: Click the red 'X' button to delete a Checklist question. You will be asked to confirm your choice in a popup window.
19. Start Date / Time: Enter the Start Date and Time for this Recall. This is automatically prepopulated with the date and time that the Record was opened. Click on the Calendar Icon to adjust the date, and click on the Time dropdown to adjust the Time.
20. Finish Date / Time: Enter the Finish Date and Time for this Recall - you can adjust these when you have completed the whole exercise by returning to this stage and making changes via the 'Edit' button.
This is automatically prepopulated with the date and time that the Record was opened. Click on the Calendar Icon to adjust the date, and click on the Time dropdown to adjust the Time.
Risk Assessment: The Risk Assessment is pulled directly from the Recall/Withdrawal Programme, however, it allows you to make changes at the Record level. This is to allow the adjustment of the Risk depending on the Affected Products or Production Units, etc. You do not have to make any changes, but if needed, you can adjust the following.
21. Risk Value: The 'Risk Value' is a dropdown containing all of the options added for each of the Risk Criteria in a Risk Assessment Model. It will display the specific Risk Criteria Value and the associated numerical Risk Value in brackets. For the default Safefood360° Risk Assessment Model, you will select from the Probability Risk Value options and Severity Risk Value options. Click on the dropdown arrows to select the required Risk Values. [Mandatory]
Image: Selecting System Default Probability and Severity Risk Values
22. Total Risk: The 'Total Risk' is the calculation of your overall Risk using the Risk Values provided. 'Total Risk' is calculated for each separate criterion in the Total Risk column, and overall colour coded 'Total Risk' calculation is displayed at the bottom of the Risk table, along with a description if one is available.
23. Attach/Link: The 'Attach/Link' column allows you to attach an external Document directly from your device, or link a URL to give justification for the risk selection for this Recall/Withdrawal Programme.
Attach: To attach an external Document click 'Add Attach' and then the three white dots in a blue background to access the files on your device. Select the required file to add it to the system, then click 'Upload' to add the file to the Programme. If needed, you can delete the file by clicking the red 'X' button and confirming your choice in the Confirmation pop-up window. Multiple files can be attached for each individual Risk Criterion by clicking 'Add Attach' for each new file.
Link: To attach a URL link, click 'Link'. You will then be prompted to enter a URL link. Once you have entered or pasted the URL link, the 'Name' will be automatically populated, depending on the URL type. The name field is fully editable and whatever you enter in the 'Name' field will be displayed in the Programme. If needed, you can delete the link by clicking the red 'X' button and confirming your choice in the Confirmation pop-up window. Multiple links can be attached for each separate Risk Criterion by clicking 'Link' for each new file.
24. Report: The 'Report' is an open text field for providing further details on the justification for the risk selection. Each criterion will have its own Report field to ensure that relevant information is entered in the required sections.
25. Save: Click the 'Save' button to save your progress - this will create the Recall/Withdrawal Record and move it to the 'Actions' tab until it is completed. Clicking the 'Save' button will not cause a signature to be added to the Record.
26. Save & Submit: Click 'Save & Submit' when you are happy to close this workflow stage and move on to the next workflow stage of the Recall/Withdrawal Record. When you 'Save & Submit' a workflow stage, a signature is added and the stage is collapsed, allowing for the next workflow stage to open.
27. Cancel: Click the 'Cancel' button if you wish to discard your progress and return to the main Recall/Withdrawal module page. If the Record was not yet 'Saved' or 'Saved & Submitted', a new Record will not be created and all of your progress will be lost. If the Record was previously 'Saved' or 'Saved & Submitted', you will lose your progress, but the Record will remain in the 'Actions' tab.
Image: Completed 'Reason / Incident Details' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Recall / Withdrawal Decision: The next workflow stage has been enabled and expanded, ready to be completed.
Image: Blank 'Recall / Withdrawal Decision' Workflow Stage
1. Decision Tree Question: These are the default system Decision Tree questions for the Recall/Withdrawal module. The questions align with the guidelines of main Food Safety Authorities like the FDA or Codex Alimentarius.
If needed, you can build your own Decision Tree and request the Technical Support Team to embed it to the Recall/Withdrawal module by contacting them here.
2. Report: You can provide a short justification in the Report section for any of the Decision Tree questions or Answers.
3. Answer: Click on the dropdown arrow to select a 'Yes' or 'No' response for the first question. Depending on the selected Answer, you will be brought straight to the next question, as per the embedded Decision Tree Model.
For the system default Decision Tree, the first question of the Decision Tree should refer back to the Risk Assessment in the first workflow stage, and the Answer should be based on the Total Risk.
4. Decision Taken: Once you have completed the Decision Tree, a final Decision will be displayed.
Image: 'Decision Taken' is Populated When All Required Decision Tree Questions Answered
5. Decision Report: Enter any relevant Details about the Decision Taken result.
If do not agree with the Decision Tree outcome, you can justify your reasoning in the Decision Report.
6. Save: Click ‘Save’ to save your progress. This will allow you to return to the Recall/Withdrawal Decision stage until all of the sections are completed. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
7. Save & Submit: Click ‘Save & Submit’ to save your progress and move on to the next workflow stage - 'Recall / Withdrawal Plan'. If after submitting this stage you wish to make any more changes, you will need to access the stage via the ‘Edit’ button and you will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
8. Cancel: Click ‘Cancel’ to discard any changes made to this worklfow stage, close the Record, and move back to the main Recall / Withdrawal module page.
Image: Completed 'Recall / Withdrawal Decision' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Recall / Withdrawal Plan: The next workflow stage has been enabled and expanded, ready to be completed.
Image: 'Recall / Withdrawal Plan' Workflow Stage before 'Save & Submit'
Team Members: Define the Recall/Withdrawal Team Members here and delegate their functions. If this section was completed in the Recall/Withdrawal Programme, it will be prepopulated here.
1. Function: Click on the dropdown arrow to select from a list of pre-defined functions of the Team Members you will define. You can select from Accounting, Coordination, Customer Services, Corporate Recall Coordinator, Corporate QA, Distribution, Director / Plant Manager, Information Technology, Leadership, Legal Counsel, Merchant, Notification, Product & Quality Assurance, Production, Public Relations, Purchasing QA Manager, QA Team, Supply Chain, Technical, Team member, Vice President, Other. [Mandatory]
Image: Function Dropdown Options
2. Primary Contact: Click on the dropdown arrow to select from Employees and Suppliers added to Master Data. Expand the required folder and select the person until a grey background appears and click 'Select' to them to the Programme.
3. Phone: Enter a Phone number for the Primary Contact.
4. Mobile: Enter a Mobile number for the Primary Contact.
5. Alternate Contact: Click on the dropdown arrow to select from Employees and Suppliers added to Master Data. Expand the required folder and select the person until a grey background appears and click 'Select' to them to the Programme.
6. Phone: Enter a Phone number for the Alternate Contact.
7. Mobile: Enter a Mobile number for the Alternate Contact.
8. Add Line: Click 'Add Line' to add more Team Members.
9. Remove Line: Click the red 'X' button to delete Team Members from the list. You will be asked to confirm your choice in a pop-up window.
Image: Primary and Alternate Contact Selection
10. Checklist Task: These Tasks are your Checklist requirements for the Checklist selected as the 'Tasks Checklist' in the Recall/Withdrawal Programme. Differently to most other modules where Checklists are used, this is a fully editable field. Simply click into the row and make any required changes. Making changes to the Checklist questions will not affect the original Checklist which was selected.
11. Responsible: Click on the dropdown arrow to select a Responsible for each Task. You can select from Employees and other Contacts. Expand the required folder, source your person and click on their name until a grey background appears. Click 'Select' to add them as Responsible for the Task.
Tip:
When you select a 'Responsible' for the first Task and click out of the field, all of the Tasks will be automatically populated with that name. This is to help you speed up the completion of the Record.
If you do not wish to add the same person as Responsible for all of the Tasks, you should complete the first Task last.
Image: Selecting a Responsible
12. Deadline: Click on the Calendar icon to add a Deadline for the Task.
Tip:
When you select a 'Deadline' for the first Task and click out of the field, all of the Tasks will be automatically populated with the same Deadline. This is to help you speed up the completion of the Record.
If you do not wish to add the same Deadline for all of the Tasks, you should complete the first Task last.
13. Completed By: If a User is associated with an Employee in the System (Contact Association has been completed), when the User clicks the 'Completed By' for the required Task, their Name, Completed Date and Completed Time will be automatically populated with the current timestamp.
If you need to add 'Completed By' manually or change the pre-populated name, click on the dropdown arrow to select or re-select the 'Completed By' for each Task. You can select from Employees and other Contacts. Expand the required folder, source your person and click on their name until a grey background appears. Click 'Select' to add them as 'Completed By' for the Task.
Image: Selecting the 'Completed By'
14. Completed: If a User is associated with an Employee in the System (Contact Association has been completed), when the User clicks the 'Completed By' for the required Task, their Name, Completed Date and Completed Time will be automatically populated with the current timestamp.
If you need to add 'Completed' manually or change the pre-populated Date, click the Calendar Icon and select or re-select the Completed Date for the Task.
15. Time: If a User is associated with an Employee in the System (Contact Association has been completed), when the User clicks the 'Completed By' for the required Task, their Name, Completed Date and Completed Time will be automatically populated with the current timestamp.
If you need to add the 'Time' manually or change the pre-populated Time, click the dropdown arrow and select or re-select the Completed Time for the Task.
Image: 'Completed' Calendar Icon and 'Time' Dropdown
Image: 'Completed By', 'Completed' and 'Time' Prepopulated when an Associated User Clicks into the 'Completed By' Field
16. Add Line: Click the 'Add Line' button to add more Tasks to the Checklist. Adding questions here will not affect the original Checklist which was selected.
17. Remove Line: Click the red 'X' button to remove a Task from the Checklist. You will be asked to confirm your choice in a pop-up window.
18. Save: Click ‘Save’ to save your progress. This will allow you to return to the Recall / Withdrawal Plan stage until all of the Checklist Tasks are completed. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
19. Save & Submit: Click ‘Save & Submit’ to save your progress and move on to the next workflow stage - 'Recall / Withdrawal Event & Action Log'. If after submitting this stage you wish to make any more changes, you will need to access the stage via the ‘Edit’ button and you will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
20. Cancel: Click ‘Cancel’ to discard any changes made to this worklfow stage, close the Record, and move back to the main Recall/Withdrawal module page.
Image: Completed 'Recall / Withdrawal Plan' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Recall / Withdrawal Event & Action Log: The next workflow stage has been enabled and expanded, ready to be completed.
This workflow stage allows you to keep a record of all and any relevant events or actions that relates to an actual Recall / Withdrawal event or exercise.
Image: Blank 'Recall / Withdrawal event & Action Log' Workflow Stage
1. Function: Click on the dropdown arrow to select from a list of pre-defined functions. You can select from Accounting, Coordination, Customer Services, Corporate Recall Coordinator, Corporate QA, Distribution, Director / Plant Manager, Information Technology, Leadership, Legal Counsel, Merchant, Notification, Product & Quality Assurance, Production, Public Relations, Purchasing QA Manager, QA Team, Supply Chain, Technical, Team member, Vice President, Other. [Mandatory]
Image: Function Dropdown Options
2. Date: Click the Calendar Icon to select a Date that you wish to log for a specific Event/Action. [Mandatory]
3. Report: Use the open-text field to detail the Event and/or Action taken.
4. Reported By: Click on the dropdown arrow to select the Person who Reported the Event/Action. You can select an Employee or any other Contact added to Master Data. Expand the required folder, source the Reported By, click on their name until a grey background appears and click 'Select' to add the name to the Log. [Mandatory]
Image: Selecting 'Reported By'
5. Add Line: Click 'Add Line' to add more Events and Actions to the Log.
6. Remove Line: Click the red 'X' button to delete a line from the Log. You will be asked to confirm your choice in a pop-up window.
7. Save: Click ‘Save’ to save your progress. This will allow you to return to the 'Recall / Withdrawal Event & Action Log' workflow stage until the Log is completed. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
8. Save & Submit: Click ‘Save & Submit’ to save your progress and move on to the next workflow stage - 'Reconciliation'. If after submitting this stage you wish to make any more changes, you will need to access the stage via the ‘Edit’ button and you will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
9. Cancel: Click ‘Cancel’ to discard any changes made to this worklfow stage, close the Record, and move back to the main Recall/Withdrawal module page.
Image: Completed 'Recall / Withdrawal Event & Action Log' after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Reconciliation: The next workflow stage has been enabled and expanded, ready to be completed.
Image: Blank 'Reconciliation' Workflow Stage
1. Quantity: To Reconcile the Recall/Withdrawal, you should enter the quantity of Product that is currently in stock, which has been returned and which has been destructed (consumed) in the supply chain. For anything else, you can use the 'Other' field and make a note in the reconciliation Report as to what this relates to. [Mandatory]
2. Total Quantity: This will calculate the sum of all of the figures entered for each of the Reconciliation Types.
3. Total Unaccounted: This is the number of unaccounted items after the Reconciliation Types have been completed. Before you enter any figures in the 'Quantity' column, the number here will match the 'Total Quantity' in the 'Reason/Incident' workflow stage.
4. Variance: This is a percentage calculation of the variance. It calculates the Total Unaccounted value against the Total Quantity entered for the Affected Products in the 'Reason/Incident' workflow stage.
The Variance calculation formula is as follows:
['Total Unaccounted' / 'Total Quantity'] x 100 = Variance %
For example:
[4 / 50] x 100
0.08 x 100 = 8% Variance
5. Report: Complete your Reconciliation Report including any relevant details. [Mandatory]
6. Save: Click ‘Save’ to save your progress. This will allow you to return to the Reconciliation workflow stage until all of the sections are completed. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
7. Save & Submit: Click ‘Save & Submit’ to save your progress and move on to the next workflow stage - 'Close out'. If after submitting this stage you wish to make any more changes, you will need to access the stage via the ‘Edit’ button and you will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
8. Cancel: Click ‘Cancel’ to discard any changes made to this worklfow stage, close the Record, and move back to the main Recall/Withdrawal module page.
Image: 'Reconciliation' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Close out: The next workflow stage has been enabled and expanded, ready to be completed.
Image: Blank 'Close out' Workflow Stage
1. Checklist: These requirements are from the Checklist selected as the 'Close out' checklist in the Recall / Withdrawal Programme. Unlike other Checklists in this Record, you cannot add or edit the Checklist requirements for the Close out stage.
2. Report: Enter a Report to justify your Answer for this Checklist question.
3. Answer: This is prepopulated with a 'Yes' Answer. Click on the dropdown arrow to select from 'No' and 'Yes' options.
4. Close out Notification Authority/Customer: Click on the dropdown arrow to select a Customer or Organisation that was notified during the Recall / Withdrawal process. Expand the required folder, source the required sub-folder for the Customer/Organisation, click on the sub-folder until a grey background appears and click 'Select' to add it to the Record. [Mandatory if at least one Notification column has been populated. If not needed, you should delete all Notification lines.]
Image: Selecting an Authority/Customer
5. Date Notified: Click on the Calendar Icon to select the Date that the Authority/Customer was notified. [Mandatory if at least one Notification column has been populated. If not needed, you should delete all Notification lines.]
6. Method: Click on the dropdown arrow to select the Method of notification. You can select from system default options of: Email, Phone, Letter, Meeting, Other. [Mandatory if at least one Notification column has been populated. If not needed, you should delete all Notification lines.]
Image: Selecting the Method of Notification
7. Contact Person: Use the open-text field to enter the specific contact person who was notified.
8. Notes: Use the open-text field to enter other notes relating to the notification.
9. Add Line: Click 'Add Line' to add more Notifications.
10. Remove Line: Click the red 'X' button to delete a line from the Notifications. You will be asked to confirm your choice in a pop-up window.
11. Save: Click ‘Save’ to save your progress. This will allow you to return to the 'Close out' workflow stage until the Close out Checklist and Notifications are completed. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
12. Save & Submit: Click ‘Save & Submit’ to save your progress and move on to the final workflow stage - 'Post Recall / Withdrawal Review'. If after submitting this stage you wish to make any more changes, you will need to access the stage via the ‘Edit’ button and you will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
13. Cancel: Click ‘Cancel’ to discard any changes made to this worklfow stage, close the Record, and move back to the main Recall/Withdrawal module page.
Image: Completed 'Close out' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
3. Post Recall / Withdrawal Review: The final workflow stage has been enabled and expanded, ready to be completed.
Image: Blank 'Post Recall / Withdrawal Review' Workflow Stage
1. Report: You should conduct a final Recall/Withdrawal Review and enter your Report details here.
2. Save: Click ‘Save’ to save your progress. This will allow you to return to the Post Recall / Withdrawal Review stage until you have completed the Report section to your standard. The ‘Save’ button allows you to make as many changes as required to the Record without the system noting signatures for each change/update.
3. Save & Submit: Click ‘Save & Submit’ to save your progress and close out the Recall / Withdrawal Record. Once you submit this stage, the Record will be moved from the ‘Actions’ to the ‘Complete’ tab. If after submitting this stage you wish to make any more changes, you will need to access the Record in the ‘Complete’ tab and click the ‘Edit’ button for your required stage. You will be requested to note the ‘Reason for Change’. Additionally, another signature will be added to the bottom of the stage.
4. Cancel: Click ‘Cancel’ to discard any changes made to this workflow stage, close the Record, and move back to the main Recall / Withdrawal module page.
Image: Completed 'Post Recall / Withdrawal Review' Workflow Stage after 'Save & Submit'
1. Signature: Once you click 'Save & Submit' closing a workflow stage, a signature is added each time.
2. Edit: To make further changes to this stage, click the 'Edit' button. Once you are happy, click the 'Save & Submit' button to save your changes. At this stage, you will be asked to enter a 'Reason for Change' which will be recorded in the Audit Log of the Record. Additionally, a second signature will be added and the workflow stage will be closed and collapsed.
Tip: You can click the 'Action>Add Attachments' button at the top of the Record to attach important external Documents relating to the Record.
Image: 'Actions>Add Attachment'
Click here to read about adding attachments.
Image: Record Details of a Completed Recall / Withdrawal Record
Image: Closed Records are Moved to the 'Complete' Tab in the Recall / Withdrawal Module
Image: Programme Records (Opened and Closed) Can also be Viewed within a Recall / Withdrawal Programme Main Page
