Answer the questions or subquestions in a checklist

A checklist consists of a list of questions that define the acceptance criteria for the various stages of a Problem Solving process. The checklist is used to evaluate the completion of a Problem Solving process. Each Problem Solving process can have one or more checklists associated with it, and each checklist can have multiple chapters, questions, and subquestions. Including multiple questions and subquestions ensures that none of the acceptance criteria is overlooked. Further, the questions are designed in such a way that they can be answered with a simple yes or no.

You, as the Quality Management Representative (QMR), assign one or more checklists to the required Problem Solving process. Depending on the selected Area and Sub-area of the checklist, the chapter and associated questions and subquestions are populated at the relevant stage in the Problem Solving process. For example, if you have selected PSP as the Area and Containment Actions as the Sub-area of a chapter, the chapter and its associated questions and subquestions are populated in Containment Actions of the Problem Solving process.

Prerequisites

The Quality Manager must create and release the checklists in the

Quality Master Data

library for the checklists to be available for assignment in the

Problem Solving

process.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. From the CHANGES folder, select and open the Problem Solving process that you want to edit.

3. Navigate to the required stage of the Problem Solving process and open it.

After a checklist is assigned to a Problem Solving process, the associated chapters, questions, and subquestions are populated in Overview, Team, Problem Description, Containment Actions, Root Cause Analysis, Corrective Actions, and Preventive Actions.

4. Expand the chapters to view the checklist questions and subquestions.

You can view the associated quality actions and attachments of the checklist, chapters, questions, and subquestions in the Information panel.

5. To assign a resource to work on a question or subquestion, do the following:

Select the question or subquestion and click Assign Resource. You can select multiple questions or subquestions at a time or click Select All to select all questions and subquestions.

In Assign Resource, search for and select the resource, and then click Assign.

6. To answer the questions or subquestions, do the following:

Select the questions or subquestions to be answered. You can select multiple questions or subquestions at a time, or click Select All to select all questions and subquestions.

From the work area toolbar, click Answer > Selected Questions .

In the Answer questions panel, select an answer from the Answer list.

Click Submit.

In the confirmation message, click Submit.

7. To edit the checklist, do the following:

Click Edit from the work area toolbar.

In the Mandatory column, click inside the column, and select the displayed check box to make the question or subquestion mandatory or optional.

In the Assessment Required column, click inside the column, and select the displayed check box to make assessment of the question or subquestion mandatory or optional.

From the State list, select an option to specify the status of the question or subquestion.

In the Comment column, enter your comments on the checklist, chapters, questions, or subquestions.

8. To delete a checklist, chapter, question, or subquestion in the checklist, do the following:

Select the checklist, chapter, question, or subquestion, and click Delete from the work area toolbar.

In the confirmation message, click Delete.