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Planning a standardization action

To plan a standardization action, select the occurrence in the main screen list of records. After that, click on the button on the toolbar.

At this point, the occurrence data screen will be displayed. The fields will be filled out with the data entered in the identification, containment/disposition, investigation, cause analysis, action plan and effectiveness verification steps (according to the configuration of the method applied to the occurrence). The fields in the "Occurrence identification" section may be available for editing according to the configurations performed in the occurrence classification. According to the configurations set in the occurrence classification, it will be possible to view, edit, or add data in the Association and Attachment tabs.

In the General tab, access the Standardization section:

padronizacao_planejamento

Action

This list of records will display the standardization actions planned for this occurrence. On the side toolbar, the following buttons are available:

	Click on this button to add a standardization action to the occurrence. See further details about this operation in the Adding a planned action section.
	Click on this button to edit the action selected in the list of records.
	Click on this button to delete the action selected in the list of records.

Approver

This listing will only be displayed if the occurrence action planning is rejected. It displays information (sequence, comments, department, position, deadline and date) about each rejection the planning of the actions underwent. A new cycle is created at each rejection.

After setting all the necessary configurations, save the record. Confirm the request made by the system to send the occurrence to the next configured step.

The party responsible for the planning of the standardization actions, as defined in the process flow, may also perform this operation through the Standardization action planning task.