Record Dependency and Close Conditions Configurations

This enhancement introduces configurable Close Conditions that prevent records (e.g., Quality Events, CAPAs, and Action Items) from being closed while related records or queries remain unresolved. Previously, records could be closed prematurely, creating traceability gaps and compliance risks. With this update, dependency checks are enforced automatically during closure, ensuring all required actions are completed first.

Admins can configure Close Conditions at the classification or record type level, with options to inherit or customize settings. Conditions include:

• Related Records: Block closure if selected related record types remain open.
• Queries: Block closure if any associated queries are unresolved.

  

Checks run on any transition to a Closed state. If dependencies are unmet, closure is blocked and a popover tooltip lists the specific blocking items, with direct links for resolution. A new Close Conditions panel in Settings simplifies setup, and the related records UI now displays clearer parent–child relationships.

By enforcing dependency checks, this feature prevents premature closure, maintains traceability, and provides clear user feedback to resolve open items efficiently.

By offering a systematic approach to record management, this feature improves compliance, streamlines workflow execution, and enhances collaboration across teams, ultimately driving efficiency in record handling and decision-making.