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Knowledge Center

Take action

In this stage of handling the quality issue, the focus is on following up on the actions identified in the previous stage and completing them. It is still possible to add new actions, if relevant.

Take action working area

The analyzing working area comprises the following five tabs:

  • All

  • Suggested

  • Immediate

  • Corrective

  • External correspondence


The order of the tabs may be rearranged according to user preference. Use drag-and-drop to move tabs.

The All tab

This tab gives an overview of the actions (tasks) tied to the quality issue. (In other words, immediate and corrective actions. Suggested actions need to be converted to an immediate or corrective action to show in the All tab.) The status of the progress of each action is conveniently located to the far right on each action line. As each action is also a task (except suggested actions), the status of an action originates from the Task (TASK) application: To do, In progress, or Done. An action can be marked as done by clicking on the action, checking the Mark as done checkbox and clicking the Save button.

The Suggested tab

The Suggested tab displays all suggested actions associated with the quality issue. To convert a suggested action into a task and make it actionable, click on the respective action and then click on the Immediate or Corrective button, then click the Save button. The action will then move to the correct tab. This process relocates the action to the appropriate tab.

The Immediate tab

This tab displays immediate actions associated with the quality issue. New or existing actions may be added and managed in the same way as in the analyzing stage of handling the issue.

The Corrective tab

The Corrective tab displays corrective actions associated with the quality issue. New or existing actions may be added and managed in the same way as in the analyzing stage of handling the issue.


In any of the action tabs, an action (task) may be deleted or unlinked from the issue by clicking on the action in question, clicking the Trash can icon and then clicking the Unlink or Delete button, respectively.

The External correspondence tab

In this tab, external correspondence are logged. External correspondence may be added via the Create new.. button in the lower left corner of the tab or via the Context menu. There are four types of external correspondence:

  • Corrective action report (CAR)

  • NCR Deviation request

  • NCR Concesion request

  • Technical clarification

More information about external correspondence is found here.

Mark for NCR

The quality issue can be marked with NCR by selecting the Mark for NCR option in the Context menu. Subsequently, a small blue marker displaying an information symbol and NCR will appear on the title line of the quality issue, next to the quality issue identifier. To remove the mark, hover over the blue marker and click Remove NCR marking or select the Unmark for NCR option in the Context menu.

Marking an issue for NCR requires external NCR correspondence to be completed in order to close the issue.

If an issue is marked for NCR, users can filter and identify the issues that require external NCR correspondence in the Quality issue list (QIS) application. To do this, create a custom filter within the Quality issue list (QIS) application, with the following values: IsMarkedForNCR = True. Find instructions of how to create custom filters here.

Send for review/Close

When the actions (tasks) are completed, there are three ways of sending the issue for review, or alternatively closing it directly:

  • clicking on the check-mark icon in the Process bar

  • clicking the Send for review/Close issue button at the lower right of the working area, or

  • clicking the Context menu and selecting the Send for review/Close issue option.

Any and all of these three options will take the quality issue from Status 4, Take action to Status 8, Reviewing or Status 9, Closed.

After an issue has been sent for review, it is still possible to view and manage information registered in the issue. Navigation can be done either by clicking the View analyzing details button at the lower right of the working area, or by clicking on Registration/Analyzing in the Progress bar. This will not affect the status of the issue. However, if the whole process needs to be taken back, it is possible to change the status back to Status 2, Analyzing or Satus 4, Take action. This is done either by clicking on the Send back to responsible button in the lower right corner of the working area or clicking on the Context menu and selecting Send back to responsible. This action prompts a pop-up window where the preferred status must be selected, followed by clicking the Confirm button.

If an issue is sent for review, the reviewer will either send the issue back to responsible if improvements are needed, or close the issue if everything looks fine.


All immediate and corrective actions have to be marked as done in order to close the quality issue.

When an issue is closed, it is no longer possible to manage information in the quality issue, but it is possible to view the information.