Create a Finding

This guide outlines the process for creating a finding, completing the investigation section, and recording the associated corrective actions.

Select Findings from left menu
Select Add New.
From the list presented, select the Findings Type.
Select Continue.

Fields marked with * are mandatory
Enter the Finding Title.
Select Assigned To (you can either start to type the name of the person you are assigning the Finding to or use the person symbol to search).
Select the Locations (you can either start to type the name of the Location or use the location symbol to view the list available).
Select Standards (you can either start to type the name of the standard or use the tree symbol to search).
Select any associated Processes (you can either type the name of the Process or use the drop-down symbol to search).
Select any associated Departments (you can either type the name of the Department or use the drop-down symbol to search).

Select the Identification Date (you can either type the date/time or use the calendar symbol to select the date. If using the calendar, select Set to apply).
Select the Due Date (you can either type the date/time or use the calendar symbol to select the date. If using the calendar, select Set to apply).
If creating a Major or Minor Nonconformity, enter the Requirement, Evidence and Deficiency information (these fields do not exist in the OFI or Positive record types)

You may at this point want to change the status of the Finding from Draft to Open, to do this, select Open, located top right hand corner of the record. Select Yes to confirm, when prompted.

Under the Investigation Details section of the Finding, select the Cause from the pre-defined picklist.
Next, enter the details of the Root Cause Analysis.

Under the Corrective Action Plan section, enter the Correction and Corrective Action information in the fields provided.

To add an Action record to a Finding, select Add Actions, located under the Corrective Action Plan section.

multiple Actions can be added to a Finding.
Click the drop down and select either Add existing (if the Action already exists in the system) or Create New.
When selecting Add existing, the system will display a list of available Actions, select the applicable Action from the list and select Apply.

If selecting Create New, go to the 'Create an Action' instructions: click here
There is also the opportunity to add further information to the Finding, such as photos, files and URLs.