Create a quality action from an existing quality action

You can create a quality action by saving an existing quality action as a new quality action. When you save a quality action as new, you can choose which properties to include in the new quality action and decide whether to carry over the status from the source action.

Example

You might need to save a quality action as new in scenarios in cases like:

• When you have a recurring quality issue that requires similar corrective actions. For example, if you regularly perform quality checks on incoming materials and find similar defects, you can save an existing quality action as new instead of creating one from scratch.

• When you need to replicate a successful quality improvement process across different departments. For example, if a quality action effectively resolved a packaging issue in one production line, you can save it as new to implement the same solution in other production lines.

Procedure

1. Open the required quality action.

Tip Make sure that you do not select any dependent quality actions.

2. Choose More Commands

New Save As.

3. Select or specify the following values.

Specify the due date.

Select the quality action status. For example, select Active, if you want to start working on it immediately.

Select Include Dependent Quality Actions check box, if you want to include related quality actions that are part of the same quality improvement process.

When you include dependent quality actions, only the directly related (first-level) quality actions are included. Any quality actions that are dependent on these related actions are not included. The dependent quality actions inherit the same action status and due date as the parent quality action which you selected in which you selected previously.

4. Click the Save As button.

Results

The new quality action is saved in the Newstuff folder.

The quality action is saved that contains all tasks, attachments, and properties from the original quality action, but with your newly specified due date and status. If you have included dependent quality actions, their tasks and properties are also copied to the new quality action with the same due date and status as the main quality action.