Edit Problem Reports and Corrective Actions

Problem reports and corrective actions that you create directly using the Create > Problem Report or Create > Corrective Action menus are configured to use advanced workflows.

These objects appear without infotiles, but with more side tabs. You can use them to view and edit object details.

Note:

• Content presence indicators: Blue side tabs on problem reports and corrective actions indicate the presence of content in the tabs. The blue tab icons appear on the following tabs - Affected Objects, Tasks, Attachments, Security, and Relationships. The blue icons don't appear for those tabs that always have content, or have content calculated upon selecting the following tabs: General Information, Workflow, History, and Impact Analysis.

• Create new objects based on existing ones: You can use the Save As action on existing problem reports and corrective actions to create new problem reports and corrective actions. Enter the details of the new object in the Create dialog box.

  You can choose to copy over the existing descriptive flexfields, attachments, relationships, tasks, extensible flexfields, contextual attributes, and affected objects.

  To copy over extensible flexfields select the Additional Information option.

• General Information: View basic information about the problem report or corrective action. Some fields appear with a contextual information icon that you can click to open an information panel with more details.

  The panel displays the following details:

  • For customers - Account Description, Account Number, Registry ID, D-U-N-S Number, Country, and Address.

  • For suppliers - Alternate Name, Supplier Number, and D-U-N-S Number.

    These additional parameters also help you search for customers and suppliers.

• Affected Objects: View objects affected by the proposed problem report or corrective action.

  Fill in Attributes:

  • To quickly replicate attributes in the Affected Objects tables on change orders, change requests, problem reports, and corrective actions, use the following actions:
    • Fill Up (Ctrl+U)
    • Fill Down (Ctrl+D)
    • Fill Selected (Ctrl+S)
  • To populate similar changes in a consecutive range of rows, use actions Fill Up (Ctrl+U), and Fill Down (Ctrl+D). Remember that you’ve to select the table cell and change the value in the cell for Fill Up and Fill Down to work.
  • To populate changes in nonconsecutive rows, use the action Fill Selected (Ctrl+S).

• Tasks: Create a checklist of tasks related to the problem report or corrective action.

• Attachments: Add text or graphic files, or URLs, with more information about the problem report or corrective action; classify attachments into categories.

• Workflow: View the sequence of statuses through which the problem report or corrective action advances as the workflow progresses.

• Impact Analysis: View how the problem report or corrective action impacts other objects.

• Relationships: Create associations between the problem report or corrective action and any other business objects.

• Security: Define who should have access to the object. You can search and select by Person (user name) or by Role. For more information, see Secure Access to Changes.

• History: View a record of the sequence of actions on the object.