Record Dependency and Close Conditions

Reference:

Release Notes - TI

This enhancement allows administrators to define configurable close conditions at the record type level, ensuring that records cannot be closed while they still have open related records (of selected types) or unresolved queries. These settings can be applied broadly at the classification level (e.g., Quality Events, CAPA, Action Item) or customized per individual Record Type, with an 'Inherit' option available to automatically adopt rules from the parent classification.

The system provides the following configurable close conditions at the Record Type level that, when enabled, prevent a record from being closed under the following circumstances:

  • Prevent closure while related items are open: Restricts record closure if any related Quality Events, CAPAs, Action Items, or Effectiveness Checks are still open.
  • Prevent closure while Queries are open: Restricts record closure if any associated queries are unresolved.

When these settings are enabled, the Close' button is disabled, record closure is prevented, and a popover tooltip appears indicating the specific items that are blocking closure.