Create Problem Reports and Corrective Actions

You can create problem reports and corrective actions from the:

• Create (+) menu on the Overview page in the Quality management work area

• Actions menu of an item in the Product Development work area

• Actions menu of an item in the Product Information Management work area

You can see that they appear on the Quality tab of items in the Product Development, Product Information Management, and Quality Management work areas. Remember that the Create Problem Report and Create Corrective Action options appear on the Actions menu only after you create and save an item.

For suppliers the page reloads with the newly created object.

Note: The newly created problem reports and corrective actions automatically display organization data from the item.

The workflow of a problem report or corrective action progresses as specified by the statuses defined by the administrator. For more details, see Set Up Problem Reports and Corrective Actions.

Create 8D Corrective Action.

You can choose to create a corrective action from the following two options in the Type drop-down list:

• Corrective Action – action to mitigate a quality issue and prevent its further occurrence.

• 8D Corrective Actions – action that uses the 8D methodology. An investigative dive to find the cause of a problem, a solution to fix it and a method to prevent recurrence.

The 8D methodology involves a systematic investigation into the root cause of a problem to prevent recurrence. It uses a structured, preconfigured template based on 8 disciplines to define the problem, identify the root cause, and run the corrective and preventative action (CAPA) to prevent recurrence.

Here’s a brief description of the eight disciplines:

1. Plan and form team: Create a plan to minimize or mitigate the problem and establish a team of skillful and knowledgeable people
2. Define Problem: define and describe the problem
3. Interim Containment: define and implement containment actions
4. Determine Root Cause: identify the root cause
5. Verify Correction: verify and choose the most effective corrective action
6. Implement Corrective Actions: implement the corrective actions
7. Prevent Recurrence: implement actions to prevent a recurrence
8. Recognize Team Effort: acknowledge and congratulate the collective effort of the team.

Note: Although the change type 8D Corrective Actions is predefined, the attribute visibility setting is read-only. The change type inherits the configuration from its parent change type, Corrective Action.

Create a Corrective Action from a Problem Report

You can also create a corrective action from the Actions menu of a problem report. The corrective action opens in a dynamic tab for editing. For suppliers the page reloads with the newly created object.

While creating a corrective action from a problem report, you can select to copy over the descriptive flexfields, attachments, relationships, and tasks for the problem report. You can also copy over the affected objects including descriptive flexfields to the new corrective action. The corrective action is automatically linked to the problem report in the Relationships tab.