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Create and Manage Quality Module NCR Categories

Background

The process below describes how to manage NCR Categories for Non Conformances.

Process

1) Click Quality

2) Under heading Non Conformance click NCR Categories,

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3) Check the NCR Category doesn’t exist by filtering the grid on either code or title.

4) Add, edit, delete NCR Category using the icon buttons identified below.

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5) Fill in the NCR Category form for Code, Title and Description

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Pre-Requisite Requirements

Security Access

Licensing – users are to be licensed for the Quality module, this can be found under Settings then click User Licensing , set a billing account for the user. For more info see Knowledge Base Article -> User Licensing

Roles – users are to be assigned a user role for accessing the Frequency Type menu item. This can be found under Settings – System Security then click Assign User Roles . For more info see Knowledge Base Article -> Assign User Roles

NCR Categories do not require any other pages pre-populated with data prior to their use.

Additional Information

Field Explanation
Field Example Input Characters Field Restrictions
Code MIN Min 1 Max 50 Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Title Minor Min 2 Max 200 Mandatory

Alpha, Numeric and special characters allowed.

No Duplicates Allowed.

Description Work may continue but must be rectified prior to handover Min 2 Max 500 Non Mandatory

Alpha, Numeric and special characters allowed.

Sample Data – Version 1
Code Title Description
MAJ Major All work must stop until rectified
MIN Minor Work may continue but must be rectified prior to handover