Approve Quality Event

When a Quality Event record enters the approval workflow, the designated authorities are responsible for advancing the record through each stage until it reaches the final stage. At the final stage, a user (typically an Approver) reviews, approves, and closes the record.

Note:
  • The record cannot be closed if a related item is open, depending upon the Close Conditions configured in the room settings.
  • If the Prevent Closure while Queries are open is enabled, a tooltip is displayed stating the open items
  • If the Prevent Closure while Queries are open is disabled, the record can be closed even if related records are not closed.

To approve a Quality Event, follow the steps below:

  1. Log in as a user who is assigned as an authority in the first stage of the workflow and access the Quality module by entering the room.

  2. Select the My Assignments view from the Views dropdown to display records assigned to the authority.

  3. Open the Quality record and click on the Claim button.

    Note:
    • The Claim button appears when multiple authority types exist in the workflow stage, and any one of the authorities should manually claim the record.
    • If there is only one user in a stage, the record is auto-claimed.
  4. Once the assigned authority clicks the Claim button, the record is claimed by that authority, and the action buttons appear as configured in the workflow.

  5. Click on the Complete button, fill in the necessary details in the Assessment section of the Complete Assessment form, and click on the Next button.

  6. Enter the necessary comments in the Provide Feedback section and click on the Complete button.

    Note:

    The display of forms and other sections, upon clicking an action button, depends on the Triggers configured within the workflow.

  7. Once the record is completed, it is transitioned into the next stage, i.e., Investigation, and the record displays the statuses as configured in the workflow.

  8. As the authority in the second stage, follow the steps from STEP 1 to STEP 7 to complete the record transition to the last stage.
  9. As the assigned authority in the last stage, access the Quality Event record through the email notification or the My Assignments view.
  10. Claim the record and click on the Approve button above the Quick View panel.

  11. Enter the necessary details in the Approval form and click on the Approve button.

  12. Click on the Close Quality Event button from the metadata panel.

  13. Mandatorily enter a closure comment on the Close Quality Event pop-up and click on the Close Quality Event button.

  14. Once the record is closed, it displays the corresponding statuses.

  15. The authorities in the workflow stage receive an email notification stating the record is closed.