Steps/Stages Folder
In this option, all pending steps/stages concerning the user logged on are displayed.
Procedures
Writing off pending steps/stages:
| 1. | By accessing Steps/Stages Folder, the screen is displayed divided into areas: |
| • | Steps/Stages |
In this area, all pending steps/stages concerning the user logged on are displayed, as well as type of action, execution deadline, accomplishment date, etc.
| • | Related Occurrence/Non-conformance Forms: |
In this area, the occurrence/non-conformance form related to the stage selected is displayed.
The following options are available:
| • | Detailed Description - It shows the field Detailed Description of Occurrence/Non-conformance Form Register. |
| • | Attached Document - It opens the document attached to the form, if there is any. |
| • | Register - It shows the window Occurrence/Non-conformance Register to query data registered in the form related to the stage. |
Check also the register through the topic Occurrence/Non-conformance Form.
| • | Print - It prints Occurrence/Non-conformance Form. |
Check also the report through the topic Occurrence/Non-conformance Form - Form.
| 2. | In the Steps/Stages area, place the cursor on the stage you want. |
| 3. | Click Write Off Action Plan Stage or double-click the record selected to write off the stage/step. |
The window Action Plan - Write Off Pending Issue is displayed.
On the screen Write Off Action Plan Stage, the option Attached Document is available, that enables the one responsible for the stage to attach documents, where users in charge can only change/delete their respective stage. However, the one responsible for Action Plan can change/delete all attached documents. |
| 4. | Fill out data according to field help instructions. |
| 5. | Click Parameters to confirm the stage/step write-off. |
In this folder, the following options are also available:
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See also
To query registers and routines involved in this process, see the topics: