Stages

This routine enables you to query entries made in Occurrence/Non-conformance Forms, Action Plans, and their respective Stages.

Procedures

Querying follow-up of stages:

1. By accessing the routine Stages, the window Follow-up of Action Plan x Occurrence/Non-conformance Form is displayed divided into areas:
Occurrence/Non-conformance Form:

All Occurrence/Non-conformance Forms concerning the user logged on are displayed.

Action Plan:

The Action Plan related to Occurrence/Non-conformance Form is displayed, if there is any.

Action Plan Stages:

All stages concerning the Action Plan are displayed, as well as action/stage status, execution deadline, accomplishment date, user name, type of action, etc.

2. You can change the order of view of this query. For this, click Order, available on the right of Occurrence/Non-conformance Form area.

The window Order Entries is displayed divided into tables:

Register - You can choose which area you want to order:
Occurrence/Non-conformance Forms
Action Plan
Action Stages
Order - Ascending or descending.
Field Selection - In this table, fields/keys concerning the register selected are displayed for the order. It is subdivided into two tables.

The first table lists all keys available to order the query. The second table shows the keys selected and order sequence (priorities).

You can add or remove keys to order the register selected. For this, the following options are available:

Add Field - You must place the cursor on the key you want in the first table and click it.

The key is added to the second table.

Delete Field - You must place the cursor on the key you want in the second table and click this option.

The key is deleted from the second table.

Standard - You can restore the keys of initial order.

Important:

The register selected can be ordered by several keys and different sequences or by a single key. This definition is only possible by using the options above.

3. Through the Filter, you can define criteria for data presentation in the query. Click it.

The window Follow-up - Filters is displayed divided into tables:

Relationships
Occurrence/Non-conformance Forms x Action Plan - In the query window, by placing the cursor on one of the forms displayed, its action plan and stages are listed.
Action Plan x Occurrence/Non-conformance Forms - In the query window, by placing the cursor on one of the plans displayed, all forms concerning this plan are listed.
None - Specific relationships are not made. In the query window, all forms, plans, and stages are displayed, according to the filter run.
Register - You can choose which register you want to filter:
Occurrence/Non-conformance Forms
Action Plan
Action Stages
Year - From/To (definition of the period you want to query).
Filter Fields - It must be always selected to enable the table Field Selection.
Field Selection - In this table, all fields concerning the register selected are displayed.

You must define the Field, Operator, and Expression to be filtered.  Example: Status Equal to 3 (With Origin).

Then, you must click Add to make the system consider the filter created.

You can create filters with several conditions through the options: AND, OR, (e).

For more details about the creation of Filters, refer to the topic Queries in Operation Standard.

Important:

According to the order, Fast Search can be used to enable you to search key words in the registers: Occurrence/Non-conformance Form or Action Plan.

See also

To check Follow-up of Stages registered, see the reports:

Follow-up of Stages
Pending Issues per User