This appendix lists all seeded template collection plans and elements for the corrective action solution
This collection plan enables you to report or log a corrective action request (CAR). An owner is assigned to the CAR. The owner then decides to accept or reject the request, and it becomes the responsibility of the owner to take the appropriate actions.
The Collective Action Request plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Corrective Action Num | Corrective Action Num |
| 20 | Reference Request Num | Reference Request Num |
| 30 | Request Source | Request Source |
| 40 | Request Type | Request Type |
| 50 | Source Reference ID | Source Reference ID |
| 60 | Standard Violated | Standard Violated |
| 70 | Section Violated | Section Violated |
| 80 | Problem Solving Method | Problem Solving Method |
| 90 | Item | Item |
| 100 | Revision | Rev |
| 110 | Customer | Customer |
| 120 | Sales Order Number | Sales Order Number |
| 130 | RMA Number | RMA Number |
| 140 | Contract Number | Contract Number |
| 150 | Contract Line Number | Contract Line Number |
| 160 | Deliverable Number | Deliverable Number |
| 170 | Supplier | Supplier |
| 180 | Supplier Site | Supplier Site |
| 190 | PO Number | PO Number |
| 200 | PO Line Number | Line |
| 210 | PO Release Number | Rel |
| 220 | PO Shipment | Shipment |
| 230 | PO Receipt Number | Receipt |
| 240 | Department | Dept |
| 250 | Request Priority | Request Priority |
| 260 | Request Severity | Request Severity |
| 270 | Short Description | Problem Description |
| 280 | Detailed Description | Detailed Description |
| 290 | Cause Code | Cause Code |
| 300 | Root Cause | Root Cause |
| 310 | Systemic Root Cause | Systemic Root Cause |
| 320 | Request Status | Request Status |
| 330 | Requestor | Requestor |
| 340 | Source Owner Email | Requestor Email |
| 350 | Owner | Owner |
| 360 | Email Address | Email Address |
| 370 | Distribution List | Distribution List |
| 380 | Date Opened | Date Opened |
| 390 | Date Closed | Date Closed |
| 400 | Expected Resolution Date | Expected Resolution Date |
| 410 | Actual Resolution Date | Actual Resolution Date |
| 420 | Follow up Date | Follow up Date |
| 430 | Approved By | Approved By |
| 440 | Approval Date | Approval Date |
| 450 | Send Email | Send Email |
| 460 | Total Actions | Total Actions |
| 470 | Pending Actions | Pending Actions |
| 480 | Review Cost Estimate | Review Cost Estimate |
| 490 | Review Cost Actual | Review Cost Actual |
| 500 | Implementation Estimate | Implementation Estimate |
| 510 | Implementation Actual | Implementation Actual |
| 520 | Days to Close | Days to Close |
| 530 | Workflow Notification | Workflow Notification |
| 540 | Send Notification To | Send Notification To |
| Relationship Number | Parent Plan | Child Plan | Data Entry Mode | Element Relationships |
|---|---|---|---|---|
| 1 | Template Corrective Action Request | Template Corrective Action Request History | History | All elements are copied to child plan to maintain audit trail |
| 2 | Template Corrective Action Request | Template Corrective Action Request Review | Delayed | Corrective Action Num, Reference request Num, Request Source, Request Type, Item, Revision, and Request Priority are copied to the child plan. Review Cost Estimate, Implementation Actual, and Pending Actions are the summation of the corresponding elements within the child plan. |
| 3 | Template Corrective Action Request | Template Corrective Action Request Implementation | Delayed | Corrective Action Num, Reference request Num, Request Source, Request Type, Item, Revision, and Request Priority are copied to the child plan. Implementation Estimate, Implementation Actual, and Pending Actions are the summation of the corresponding elements within the child plan. |
| 4 | Template Corrective Action Request | Template Supplier Corrective Action Response | Delayed | Corrective Action Num is copied to the child plan. |
| Action Number | Collection Element | Condition and Value | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Requestor | Is entered | Default the e-mail address of the requestor | - |
| 2 | Owner | Is entered | Default the e-mail address of the owner | - |
| 3 | Date Opened | Is Empty | Assign a value to a collection element | Make Date opened as current date |
| 4 | Request Status | Equals CLOSED | Assign a value to a collection element | Update Date Closed with current date |
| 5 | Days to Close | Date Closed is entered | Assign a value to a collection element | Calculate the Days to Close |
| 6 | Send Email | Equals YES | Send an electronic email notification | - |
| 7 | Workflow Notification | Equals YES | Launch a Workflow | Sends a workflow notification |
This collection plan enables you to report and assign tasks for review, and analyze problems. You can then communicate with the appropriate parties during the analysis phase, for a corrective action request.
The Collective Action Request plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Corrective Action Num | Corrective Action Num |
| 20 | Reference Request Num | Reference Request Num |
| 30 | Request Source | Request Source |
| 40 | Request Type | Request Type |
| 50 | Request Priority | Request Priority |
| 60 | Request Severity | Request Severity |
| 70 | Item | Item |
| 80 | Revision | Rev |
| 90 | Request Status | Review Action Status |
| 100 | Action Type | Action Type |
| 110 | Action Description | Action Description |
| 120 | Action Assigned to | Action Assigned to |
| 130 | Email Address | Email Address |
| 140 | Distribution List | Distribution List |
| 150 | Action Executed By | Review Executed By |
| 160 | Note Type | Note Type |
| 170 | Notes | Notes |
| 180 | Expected Resolution Date | Due Date |
| 190 | Actual Resolution Date | Actual Resolution Date |
| 200 | Send Email | Send Email |
| 210 | Review Cost Estimate | Review Cost Estimate |
| 220 | Review Cost Actual | Review Cost Actual |
| 230 | Approved By | Approved By |
| 240 | Approval Date | Approval Date |
| 250 | Workflow Notification | Workflow Notification |
| 260 | Send Notification To | Send Notification To |
| Relationship Number | Parent Plan | Child Plan | Data Entry Mode | Element Relationships |
|---|---|---|---|---|
| 1 | Template Corrective Action Request Review | Template Corrective Action Request Review History | History | All elements are copied to child plan to maintain audit trail |
| Action Number | Collection Element | Condition and Value | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Action Assigned to | Is entered | Default the e-mail address of the assignee | - |
| 2 | Send Email | Equals YES | Send an electronic email notification | - |
| 3 | Workflow Notification | Equals YES | Launch a Workflow | Sends a workflow notification |
This collection plan enables you to assign, update, and communicate implementation actions, such as Containment, Preventive, and Corrective Actions.
The Collective Action Request plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Corrective Action Num | Corrective Action Num |
| 20 | Reference Request Num | Reference Request Num |
| 30 | Request Source | Request Source |
| 40 | Request Type | Request Type |
| 50 | Request Priority | Request Priority |
| 60 | Request Severity | Request Severity |
| 70 | Item | Item |
| 80 | Revision | Rev |
| 90 | Request Status | Implementation Status |
| 100 | Implementation Type | Implementation Action |
| 110 | Short Description | Short Description |
| 120 | Action Assigned to | Action Assigned to |
| 130 | Email Address | Email Address |
| 140 | Distribution List | Distribution List |
| 150 | Action Executed By | Review Executed By |
| 160 | Note Type | Note Type |
| 170 | Notes | Notes |
| 180 | Expected Resolution Date | Due Date |
| 190 | Actual Resolution Date | Actual Resolution Date |
| 200 | Follow up Date | Follow up Date |
| 210 | Send Email | Send Email |
| 220 | Implementation Estimate | Implementation Estimate |
| 230 | Implementation Actual | Implementation Actual |
| 240 | Pending Actions | Pending Actions |
| 250 | Approved By | Approved By |
| 260 | Approval Date | Approval Date |
| 270 | Workflow Notification | Workflow Notification |
| 280 | Send Notification To | Send Notification To |
| Relationship Number | Parent Plan | Child Plan | Data Entry Mode | Element Relationships |
|---|---|---|---|---|
| 1 | Template CAR Actions Implementation | Template CAR Actions Implementation History | History | All elements are copied to child plan to maintain audit trail |
| 2 | Template CAR Actions Implementation | Template ECO Submission | Delayed | Some of the elements are copied from parent to child plans |
| Action Number | Collection Element | Condition and Value | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Requestor | Is entered | Default the e-mail address | - |
| 2 | Launch Action | Equals YES | Execute a SQL Script | ECO header is created |
| 3 | Disposition Status | Equals FAILED, SUCCESS, WARNING | Send an electronic email notification | - |
| 4 | Workflow Notification | Equals YES | Launch a Workflow | Sends a workflow notification |
This collection plan will enable you to submit an ECO Header, as a result of a Corrective Action Request.
The Collection Plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Corrective Action Num | Corrective Action Num |
| 20 | Reference Request Number | Reference Request Number |
| 30 | Request Source | Request Source |
| 40 | Request Type | Request Type |
| 50 | Item | Item |
| 60 | Revison | Rev |
| 70 | New ECO Name | New ECO Name |
| 80 | ECO Type | ECO Type |
| 90 | ECO Description | ECO Description |
| 100 | ECO Approval List | ECO Approval List |
| 110 | ECO Reason Code | ECO Reason Code |
| 120 | Requestor | Requestor |
| 130 | ECO Department | ECO Department |
| 140 | ECO Priority | ECO Priority |
| 150 | Launch Action | Launch Action |
| 160 | Action Fired | Action Fired |
| 170 | Disposition Status | Submission Status |
| 180 | Disposition Message | Submission Status |
| 190 | Email Address | Email Address |
| 200 | Distribution List | Distribution List |
| 210 | ECO Name | ECO Name |
| Relationship Number | Parent Plan | Child Plan | Data Entry Mode | Element Relationships |
|---|---|---|---|---|
| 1 | Template ECO Submission | Template ECO Submission History | History | All elements copied to child plan to maintain audit trail |
| Action Number | Collection Elements | Condition | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Requestor i | Is entered | Default the email address | - |
| 2 | Launch Action | Equals YES | Execute a SQL Script | ECO Header is created |
| 3 | Disposition Status | Equals FAILED, SUCCESS, WARNING | Send an electronic mail notification | - |
| 4 | Workflow notification | Equals YES | Launch a workflow | Sends a workflow notification |
This collection plan enables suppliers to respond to a CAR via iSupplier Portal.
The Collection Plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Reference Request Num | Reference Request Num |
| 20 | Item | Item |
| 30 | Revision | Rev |
| 40 | Supplier | Supplier |
| 50 | Supplier Site | Supplier Site |
| 60 | PO Number | PO Number |
| 70 | PO Line Number | Line |
| 80 | PO Release Number | Rel |
| 90 | PO Shipment | Shipment |
| 100 | Implementation Type | Implementation Type |
| 110 | Action Executed By | Implementation By |
| 120 | Note Type | Note Type |
| 130 | Notes | Notes |
| 140 | Expected Resolution Date | Due Date |
| 150 | Actual Resolution Date | Actual Resolution Date |
| 160 | Follow up Date | Follow up Date |
| 170 | Email Address | Email Address |
| 180 | Send Email | Send Email |
Warning: If you plan to use Oracle iSupplier Portal to enable suppliers to directly record their responses to the CAR, please remove the Notes collection element from this plan; add a new element of datatype Character.
| Relationship Number | Parent Plan | Child Plan | Data Entry Mode | Element Relationships |
|---|---|---|---|---|
| 1 | Template Supplier Corrective Action Response | Template Supplier Corrective Action Response History | History | All elements are copied to child plan to maintain audit trail |
| Action Number | Collection Element | Condition and Value | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Send Email | Equals YES | Send an electronic e-mail notification | - |
| 2 | Reference Request Num | Is entered | Execute a SQL Script | Relate the record to parent |
It is possible to use the Quality/Service integration to initiate and trace a CAR through its lifecycle. Since Service Requests does not capture all information relevant to the CAR, some information needs to be collected via Oracle Quality.
To facilitate this, a single, stand-alone collection plan containing data elements (not existing in Service) is used. It can be associated with Service Requests.
The Collection Plan contains the following collection elements:
| Prompt Sequence | Collection Element Name | Prompt |
|---|---|---|
| 10 | Service Request | Service Request |
| 20 | Department | Dept |
| 30 | Supplier | Supplier |
| 40 | Supplier Site | Supplier Site |
| 50 | PO Number | PO Number |
| 60 | PO Line Number | Line |
| 70 | PO Release Number | Rel |
| 80 | PO Shipment | Shipment |
| 90 | Root Cause | Root Cause |
| 100 | Systemic Root Cause | Systemic Root Cause |
| 110 | Review Cost Estimate | Review Cost Estimate |
| 120 | Review Cost Actual | Review Cost Actual |
| 130 | Implementation Estimate | Implementation Estimate |
| 140 | Implementation Actual | Implementation Actual |
| 150 | New ECO Name | New ECO Name |
| 160 | ECO Type | ECO Type |
| 170 | ECO Description | ECO Description |
| 180 | ECO Approval List | ECO Approval List |
| 190 | ECO Reason Code | ECO Reason Code |
| 200 | Requestor | Requestor |
| 210 | ECO Department | ECO Department |
| 220 | ECO Priority | ECO Priority |
| 230 | Launch Action | Launch Action |
| 240 | Action Fired | Action Fired |
| 250 | Disposition Status | Submission Status |
| 260 | Disposition Message | Submission Message |
| 270 | Email Address | Email Address |
| 280 | Send Email | Send Email |
| 290 | Distribution List | Distribution List |
| 300 | ECO Name | ECO Name |
| Action Number | Collection Element | Condition and Value | Action Invoked | Comment |
|---|---|---|---|---|
| 1 | Send Email | Equals YES | Send an electronic e-mail notification | - |
| 2 | Launch Action | Equals YES | Execute a SQL Script | Create ECO Header |