Set Up Problem Reports and Corrective Actions As Change Types
Define problem reports and corrective actions as change types to use group approvals, additional workflow controls, and other advanced functionality available for change types.
This setup is recommended if you're implementing Quality Management for engineering design and development through Oracle Product Development Cloud. It's also required to enable supplier collaboration for issue identification and resolution.
You set up problem reports and corrective actions using the Manage Change Order Types setup task, instead of using the Manage Quality Issue or Actions Types task.
To set up problem reports and corrective actions as change types:
In the Setup and Maintenance work area, go to the following:
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Offering: Product Management
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Functional Area: Change Orders
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Task: Manage Change Order Types
Each type can be configured with additional workflow controls for workflow approval statuses, including status promotion policy, entry and exit criteria, actions that are allowed by workflow participants and more.
To enable users to access this feature, you must assign the following roles to them:
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Quality Analyst Job Role (ORA_ENQ_QUALITY_ANALYST_JOB)
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Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV) OR Manage Corrective Action (ACA_MANAGE_CORRECTIVE_ACTION_PRIV)
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Manage Item Change Order (EGO_MANAGE_ITEM_CHANGE_ORDER_PRIV)
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Data Security Policy: Access the item change for table EGO_ENGINEERING_CHANGES_B for the item changes they've have access to.
You can also configure extensible flexfields for a change type so that these fields appear at the header level on problem reports, and corrective actions. This feature is available only if you’ve opted in for the feature Use Extensible Flexfields on Changes, Problem Reports and Corrective Actions. For more information, see the related topics.
Shown in the table here are the configuration options available to you when you create problem reports and corrective actions as change types.
Feature |
Problem Reports and Corrective Actions as Change Types |
---|---|
Create from items |
No |
Set Relationship rules |
Yes |
View on item Quality tab |
Yes |
Identify with Has Issue icon on a structure |
No |
Apply granular controls to set allowed actions for each status |
Yes |
Define who can create each object type (Creators) |
Yes |
Configure workflow |
Yes |
Allow/Disallow object creation |
No |
Disable using End Date |
Yes |
The following table lists additional configuration options.
Configuration |
Problem Report/Corrective Action |
---|---|
Fields |
Descriptive flexfields |
Pages |
Page Composer |
Scripting |
Application Composer |
REST Service |
product ChangeOrders |
- Configure Context Specific Attributes for Change Types
- Relationship Rules for Changes, Problem Reports, and Corrective Actions
- Understand Change Types
- Configure Entry and Exit Criteria for Change Objects
- Overview of Additional Workflow Controls
- Configure Extensible Flexfields for Change Types
- Watch Video: Problem Report and Corrective Action Exit and Entry Criteria