View Item

To view an action, click on the View Item button for the action you wish to view.

Click on the corresponding View Item button for the action you wish to view and it'll open in a new tab

Overview tab

The item will then open in a new tab. By default, it'll show the Overview tab:

As you can see, corrective actions and scheduled action items are prefixed with CA and SA, respectively

As you can see, there's a fair bit of information in the grid here. Scroll down to see more:

Scroll-down to see all the entries, including the files section

File Manager tab

Here you can add or delete files associated with or attached to this action. It's quite possible that you may have a large number of attachments, so the system also permits you to filter your view.

This is where you manage the file attachments for each item

Add a file

You can upload files of the following type to the action: Png, JPG, Pdf, JPEG, Doc, Docx, Jpg, Gif, Xlsx, Txt, PDF, Ods, Jpeg, PNG, Mp4, Swf, Pptx, Xlsm, or Xls

To add a file:

1. Click on the Upload files button and navigate to the file you wish to upload.
2. Select the file and click to upload it. The file will upload and be added to the top of the files list:

When the file has uploaded, it'll be added to the top of the files list

Delete a file

To delete a file:

1. Identify the file in the list (use the filter function if you need to) and then click on the orange X button.

Click on the Delete button and select yes in the confirmation to delete the file

2. Accept the confirmation and the file will be deleted.

Filter your view

If there are too many added files then you can apply a filter to view specific file types:

1. In the Show field, click on the file type to filter based on your selection (When a filter is applied, the selected type will be underlined).

2. Only those files of the selected type will display:

Remove a filter

To remove the filter, click on All. The filter will be removed and all files will be listed.

Corrective Actions tab

Clicking on the Corrective Actions tab will take you, by default, to the Overdue tab. As you can see in the image below, there are no overdue actions:

The item's corrective actions (plus functionality to add and re-assign)

Some button functionality is available, but click on the Pending tab to see more:

Corrective actions Pending tab (and more functionality)

As well as seeing the details for each corrective action, the following is also available:

• Add Corrective Action
• Re-assign Corrective Action
• Edit
• Delete

(As you can see in the image above, the edit and delete buttons are specific to individual actions in the grid.)

Click on the relevant link to view details on how to carry out these functions.

Scheduled Actions tab

Clicking on the Scheduled Actions to view, by default, any Overdue scheduled actions:

The item's scheduled actions

Click on the Pending and the Closed-out tabs to view those scheduled actions.
Within this tab, you'll be able to:

• View Item (this page)
• Close-out Action