Start a quality action workflow

When you create a quality action from Explorer, you must submit it to a workflow to begin its lifecycle. The workflow manages the quality action's progress through various statuses.

You must select a workflow for your quality action based on two options:

• Quality Action Status (Draft, Active, or Confirmed)

• Confirmation Required check box

These options determine the review and approval path for your quality action. When you choose the appropriate workflow, you can better manage your quality action's progress.

Note

• For quality actions created in Quality Master Data library do not require workflow submission as they are used as templates in other applications such as FMEA, Problem Solving process, or Program Planning.

• For dependent quality actions, the workflow is automatically submitted based on Quality Action Status and Confirmation Required check box options.

The following table lists the available workflows based on the Quality Action Status and Confirmation Required check box.

Quality Action Status	Confirmation Required check box selection	Applicable workflow	Description
Draft	Not selected	Quality Action without Confirmation Status Change Workflow	The workflow starts from the Draft status.
Selected	Quality Action with Confirmation Status Change Workflow	The workflow starts from the Draft status.
Active	Not selected	Quality Action Active without Confirmation Status Workflow	The workflow starts from the Active status.
Selected	Quality Action Active with Confirmation Status Workflow	The workflow starts from the Active status.
Confirmed	Not Applicable	Quality Action Confirmed Status Workflow	The workflow only requires to be completed.

Procedure

1. Open the required quality action.

2. Choose More Commands

Manage  > Submit to Workflow.

3. In the Submit to Workflow panel, select the workflow Template.

Note

The Template and Name field is automatically specified.

If you are manually selecting a Template, choose a workflow , according to the selected quality action status Draft, Active, Confirmed, Canceled, and the state of Confirmation Required check box.

Choose Quality Action Status Change Workflow from the Template to submit the quality action automatically to the workflow. This workflow is available only for the quality actions created from folders.

4. Click Submit.In the Workflow tab, you can track the status of the workflow under the UPCOMING TASKS section. The buttons for the next actionable tasks are available in the TASK TO PERFORM section.