Logging a New Non Conformance Report

Starting a New Report

1. From the main menu, navigate to the Non Conformance module.
2. Click 'New Record' (or a similar button).
3. Ensure your Hierarchy (e.g., Company, Site, Department) is correctly set. This is important for routing and reporting.

Initial Details ('Non Conformance Details' Section)

Provide the basic information about the non-conformance:

• Reporting Person: (Required) Defaults to you.
• Date Reported: (Required) Defaults to today.
• Occur Date: (Required) When the non-conformance happened.
• Occur Time: If relevant.
• Process: (Required, Dropdown) Select 'Internal' or 'External'. This choice influences the investigation process, potentially revealing different form sections for externally-driven issues.
• Affiliation: (Dropdown) Choose the relevant affiliation (e.g., 'Employee', 'Contractor').
• Project, Product/Service: (Dropdowns) Select if the non-conformance relates to a specific project, product, or service. These aid in categorization and analysis.
• Brief Description: (Required) A clear, concise summary.
• Third Party Involved?: (Yes/No) If 'Yes', you'll be prompted to specify which Third Parties ('Client', 'Supplier', 'Other') are involved using checkboxes. Based on your selections here, fields for 'Client' or 'Supplier/Service provider' details may appear.
• If 'Other third party' is selected, a 'Third Party Details' section will appear to capture their name, telephone, and address.

Designating the Reviewer ('Area Quality Representative' Section)

• Area Quality Representative: (Required, Person Search) Select the person (often in a quality role) responsible for the next step: reviewing and classifying your report.

Saving or Submitting

• Save: Saves the report as a 'Draft'. You can return to edit it later. Drafts are usually only visible to you and administrators.
• Submit: Moves the report to 'New Report' status and notifies the selected Area Quality Representative to begin their review.