Quality Module Overview

About the Quality Module

The Quality module facilitates the reporting of identified problems, failures (including customer feedback and OFIs - Opportunities for Improvement), and the tracking of corrective and preventative actions.

Logging Quality Records

Quality records, typed as either 'Customer Feedback' or 'OFI', can be logged by authorized users. Initially, the logger completes basic details and assigns a Supervisor. The fields presented on the form will vary based on the 'Type of Report' selected. It's important to confirm the hierarchy (e.g., Company, Site) is correct, as detailed in the 'Understanding Hierarchy' general help document.

Workflow Stages

Quality records typically progress through the following stages:

1. Draft: The record is created and saved. It's usually only visible to the creator and can be edited.
2. Open Report: The record is submitted to an assigned Supervisor for investigation, triggering notifications.
3. Investigation & Action (by Supervisor): The Supervisor investigates, documents findings (like root cause, corrective and preventative actions), and may link to other records (e.g., from the Actions module). For more on linking, see the 'Linking Records' and 'Actions Module Overview' help documents.
4. Pending Sign Off: After investigation, the Supervisor submits the report to an Internal Authoriser for final review.
5. Closed: The Internal Authoriser reviews and closes the report. They might also return it to the Supervisor ('Open Report') for more work or refer it to another authoriser.

Notifications

Automated email notifications are typically sent at key workflow transitions, keeping relevant parties informed.

Access and Permissions

Permissions to manage Quality records are based on user roles, often linked to system hierarchy.