Add a Supplier Corrective Action Record
Note: A Supplier Corrective Action is a Standalone Record and does not require a Programme to be set up first before it can be created.
A Supplier Corrective Action Record can be generated in four ways. Below are the steps that must be carried out in order to add a Pre-Assessment Record. Expand each step below for further explanation.
Option 1: Using the 'Add Record>Add Supplier Corrective Action' Button in Supply Chain Management Module
To manually add a Supplier Corrective Action Record in the Supply Chain Management module, click the 'Add Record>Add Supplier Corrective Action’ button. A pop up will appear on screen prompting you to select the Supplier the Supplier Corrective Action should be created for. Using the dropdown, or typing into the box, locate your preferred Supplier and click 'Create'. Once created, the Supplier Corrective Action Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Supply Chain Management, Clicking 'Add Record>Add Supplier Corrective Action' Button
Image: 'Add Corrective Action' Pop Up Screen
Image: Selecting Supplier from Dropdown
Image: Clicking the 'Create' Button to Generate Blank Supplier Corrective Action Record
Image: Blank Supplier Corrective Action Record
Note: For further explanation on how to complete each Workflow Stages of the Supplier Corrective Record, see here.
Option 1 will not result in the Supplier Corrective Action Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Corrective Action Record is not automatically placed in the Actions Tab, the User must complete the:
- Responsible (Action) before the 'Save' button can be clicked to place the Supplier Corrective Action Record in the Actions Tab as an Open Action
- Responsible (Action), Nonconformance/Requirement, Comments/Observations, Risk and Responsible (Review) before the 'Save & Submit' button can be clicked to place the Supplier Corrective Action Record in the Actions Tab as an Open Action
Option 2: Using the 'Add Record>Add Supplier Corrective Action' Button in Supplier Master Data Page
To manually add a Supplier Corrective Action Record in the Supplier Master Data page, click the 'Add Record>Add Supplier Corrective Action’ button. Once created, the Supplier Corrective Action Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Master Data>Contacts, Selecting the Supplier who the Supplier Corrective Action Record should be Generated
Image: Clicking 'Add Record>Add Supplier Corrective Action' Button within Supplier Page
Image: Blank Supplier Corrective Action Record
Note: For further explanation on how to complete each Workflow Stages of the Supplier Corrective Record, see here.
Option 2 will not result in the Supplier Corrective Action Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Corrective Action Record is not automatically placed in the Actions Tab, the User must complete the:
- Responsible (Action) before the 'Save' button can be clicked to place the Supplier Corrective Action Record in the Actions Tab as an Open Action
- Responsible (Action), Nonconformance/Requirement, Comments/Observations, Risk and Responsible (Review) before the 'Save & Submit' button can be clicked to place the Supplier Corrective Action Record in the Actions Tab as an Open Action
Option 3: Ticking the 'Corrective Action' Box in within a Pre-Assessment, Supplier/Material Full Assessment and Supplier Audit Record
To generate a Supplier Corrective Action from a Pre-Assessment, Supplier/Material Full Assessment or Supplier Audit Record, use the 'Corrective Action' tick box within the Data Collection workflow stages. Ticking the Corrective Action box will bring the Requirement/Document line automatically down into the Nonconformance & Corrective Action workflow stage, where the Nonconformance details can be entered, e.g. Category, Responsible, Due Date. Once the Nonconformance & Corrective Action workflow stage has been 'Save & Submitted', the Supplier Corrective Action Record will be generated, linked to the top of the Record and be placed into the 'Actions' tab of the Supply Chain Management module. The first stage of the Supplier Corrective Action will be closed (Saved & Submitted) but can be edited if needed by clicking the 'Edit' button.
Image: Pre-Assessment Record Corrective Action Tick Boxes
Image: Full Assessment Record Corrective Action Tick Boxes
Image: Supplier Audit Record Corrective Action Tick Boxes
As mentioned in the previous step, the first workflow stage of the Supplier Corrective Action Record, Corrective Action Details, will be closed, and the Record will sit open within the second workflow stage, Corrective Action Response. If needed the Corrective Action Details workflow stage can be entered again using the 'Edit' button to make any changes.
Note: For further explanation on how to complete each Workflow Stages of the Supplier Corrective Record, see here.
Image: Supplier Corrective Action Opened on the Corrective Action Response Workflow Stage
Image: Supplier Corrective Action Corrective Action Details Workflow Stage can be Edited if needed using 'Edit' Button
Option 3 will result in the Supplier Corrective Action Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Corrective Action Record is automatically placed in the Actions Tab, the User must only complete the Investigation/Root Cause Analysis, Corrective Action and Preventive Action fields of the Corrective Action Response workflow stage when they wish to click the 'Save & Submit' button.
Option 4: Using the 'Actions>Add Related Record>Supplier Corrective Action' Button in Records
To generate a Supplier Corrective Action from a Record, use the 'Actions>Add Related Record>Supplier Corrective Action' buttons. A Supplier Corrective Action pop up screen will appear, where the details of the Supplier Corrective Action can be completed, e.g. Supplier, Responsible, Due Date.
Remember: If the Supplier has access to the Supplier Portal, and they have been marked as Responsible for the Supplier Correction Action, they will not always be able to access the Record the Supplier Corrective Action was raised from, as the Supplier Portal has limited module access.
The Supplier will only be able to access the following Records if the permissions have been given:
- Pre-Assessment Records
- Full Assessment Records
- Supplier Audit Records
- Supplier Corrective Action Records
- Complaint Records
- Receiving Records
Image: Clicking the 'Actions>Add Related Record>Supplier Corrective Action' Button within a Record
Image: 'Supplier Corrective Action' Button
Image: 'Add Supplier Corrective Action' Pop-Up Screen
Depending on the Record you have raised the Supplier Corrective Action from, the 'Add Supplier Corrective Action' pop up fields may populate automatically. If the fields have not be populated automatically, ensure to complete all fields from the first workflow stage of the Supplier Corrective Action, Supplier, Details, Responsible (Acton), Responsible (Review) and Due Date.
Image: 'Add Supplier Corrective Action' Pop-Up to be Completed
When the details have been completed and you click the 'Save & Submit' button, the Supplier Corrective Action Record will be generated, linked to the top of the Record and be placed into the 'Actions' tab of the Supply Chain Management module. The first workflow stage of the Supplier Corrective Action Record, Corrective Action Details, will be closed (Saved & Submitted) but can be edited if needed by clicking the 'Edit' button. The Supplier Corrective Action Record will sit open within the second workflow stage, Corrective Action Response.
Image: 'Add Supplier Corrective Action' Pop-Up Completed, Click 'Save & Submit' to Create Supplier Corrective Action Record
Image: Supplier Corrective Action Record Created and Linked to Record
As mentioned in the previous step, the first workflow stage of the Supplier Corrective Action Record, Corrective Action Details, will be closed, and the Record will sit open within the second workflow stage, Corrective Action Response. If needed the Corrective Action Details workflow stage can be entered again using the 'Edit' button to make any changes.
Note: For further explanation on how to complete each Workflow Stages of the Supplier Corrective Record, see here.
Image: Supplier Corrective Action Record Created with Corrective Action Details Workflow Stage Closed
Image: Edit Button to make Changes to Corrective Action Details Workflow Stage
Option 4 will result in the Supplier Corrective Action Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Corrective Action Record is automatically placed in the Actions Tab, the User must only complete the Investigation/Root Cause Analysis, Corrective Action and Preventive Action fields of the Corrective Action Response workflow stage when they wish to click the 'Save & Submit' button.
Related User Guide Articles
- How to Complete a Supplier Corrective Action Assessment Record