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This documentation was developed for SE Action users, aiming at presenting the functionalities and the steps to use the system. Its chapters are made up of system menus and additional information, which will help the users at any point of data input.
Welcome to SE Action
SE Action automates the execution of the steps in the occurrence treatment process, from the identification of the problem to the conclusion of the treatment and its standardization. It uses the Team Workflow task control mechanism, which notifies those responsible for pending actions, and authorizes the filling of relevant information for their solution. In the event of delays in performing the actions, the responsible parties are automatically notified.
For the automation of the treatment of nonconformities and preventive/corrective actions, the following methods are employed: PDCA (Planning - Execution - Result verification - Process actions) for the solution of problems and 5W2H (What? How? Where? When? Who? Why? How Much?) in the planning of actions.
Main operations of SE Action
To configure a method, go to the "Configuration  Occurrence Method" and click on the  button on the toolbar. On the screen that will be opened, enter an ID # and a name for the method.
Then, the other information must be filled out. Note that the availability of some tabs, fields and sections can vary depending on the configurations defined in the general parameters.
Through the subtabs displayed in the "General" tab, it is possible to configure the steps through which the occurrence may go through:
▪Identification: Define if the occurrence will go through the approval step and, if so, the execution deadline. ▪Containment/Disposition: Define whether the occurrences of this method will pass through the steps of contention/disposition actions. To do that, check the "Containment actions", then, select the "Action plan" to set if the occurrence will pass through "Containment / disposition action plan" or select the "Description" option for the actions to be entered only during the identification of the occurrence. ▪Analysis: Define whether the causes of the nonconformities found will go through the cause analysis step. If yes, check the "Cause analysis" option. Check the "Analysis approval" option for the analysis to pass through approval. Also, determine the analysis and approval deadlines. ▪Action plan: Determine whether the occurrences in this mode will pass through the action plan actions for the treatment and elimination of the nonconformity of the items. In the "General" sub-tab, select the "Plan along with cause analysis" option for the action plan actions to be planned by the user responsible for the analysis or, select the "Action type" option and define the action types that may be added in the action plan. ▪Effectiveness: Determine whether the effectiveness for handling the occurrences of the method in question will pass through the verification. If yes, check the "Effectiveness verification" option and set the deadline for the person responsible to perform it. In order for this verification to pass by approval, check the "Approval" option and enter the deadline that those responsible will have to run it.
Use the "Impact" tab to define whether the occurrences of this method will go through the impact analysis step. If yes, select the "Impact analysis" field, then select in which steps the analysis will be performed.
After you have configured the required fields, save the record. Refer to the Configuring a method section for a detailed description of the fields displayed in the method data screen.
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To edit an occurrence, access the "Execution Occurrence identification" menu and click on the  toolbar button. On the screen that will be opened, it will be possible to edit the classification, date, and department of the occurrence. The availability of some tabs, fields, and sections may vary depending on the configurations defined in the general parameters, in the classification of the occurrence and in the method associated with the classification.
In the General tab, select the severity level of the occurrence and associate the members of the team that will take part in the occurrence treatment process. Associate also the organization items that do not conform with the inspection specifications or standards. If any, fill out the attribute values and define the occurrence containment/disposition actions. Enter, also, the probable cause for the occurrence.
In the Notification tab, the notification groups and the responsible parties that will be notified when the occurrence record is done or approved must be defined.
In the Association tab, it is possible to associate occurrences, documents, processes, and products with the occurrence, in addition to viewing the audit, indicator, and workflow records with which the occurrence being edited has been associated.
In the Security tab, it is possible to define the users who will have permission to view it, whereas in the Attachment tab it is possible to associate attachments to the record of the occurrence being edited.
After filling in all the necessary fields, save the record. Confirm the request made by the system to send the occurrence to the next configured step. Refer to the Editing an occurrence section for a detailed description on how to perform this operation.
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After identifying the occurrence, it is possible to plan a containment/disposition action for it. To do that, go to the "Execution Containment/Disposition Planning" menu and, on the list of records, select the desired occurrence. After that, click on the  toolbar button.
On the screen that will open, it is possible to view the data entered during the occurrence identification, and they will be available for editing according to the configurations performed in the occurrence classification. The availability of some tabs, fields, and sections may vary depending on the configurations defined in the general parameters, in the classification of the occurrence and in the method associated with the classification.
In the "Action" list of records of the General tab Containment/Disposition section, all the already planned containment/disposition actions are displayed. Use the buttons on the side toolbar buttons to associate actions (planned or immediate) with the occurrence, edit the selected action or disassociate an action from the occurrence.
After filling in all the necessary fields, save the record. Confirm the request made by the system to send the occurrence to the next configured step. Refer to the Planning a containment/disposition action section for a detailed description on how to perform this operation.
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To perform a cause analysis, access the "Execution Cause analysis" menu and, in the list of records, select the desired occurrence. After that, click on the button on the toolbar.
On the data screen that will open up, it is possible to view both the data entered when identifying the occurrence and from the other steps which the occurrence has gone through, according to the configuration set in the method of the occurrence in question. The availability of some tabs, fields, and sections may vary depending on the configurations defined in the general parameters, in the classification of the occurrence and in the method associated with the classification.
In the "Cause" list of records of the General tab Cause analysis section, all causes associated with the occurrence are displayed. Use the side toolbar buttons to associate causes already created, edit the data, delete the associated cause and define the causes through the Ishikawa diagram grouped by cause, through the Ishikawa grouped by cause type, or else through the 5 whys diagram.
After filling in all the necessary fields, save the record. Confirm the request made by the system to send the occurrence to the next configured step. Refer to the Performing a cause analysis section for a detailed description on how to perform this operation.
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After finding the cause of the occurrence, the action plan must be drafted for the problem to be eliminated. To do that, go to the "Execution Action plan Planning" menu and, on the list of records, select the desired occurrence. After that, click on the button on the toolbar.
On the data screen that will open up, it is possible to view both the data entered when identifying the occurrence and from the other steps which the occurrence has gone through, according to the configuration set in the method of the occurrence in question. The availability of some tabs, fields, and sections may vary depending on the configurations defined in the general parameters, in the classification of the occurrence and in the method associated with the classification.
The Action plan section of the General tab is divided in two lists of records:
▪Proposed action: This list of records displays the actions proposed during the cause analysis step. Select the desired record and click on the button to perform the planning of the actions proposed for the action plan. ▪Action: This list of records displays the action plan actions that have been planned. Use the side toolbar of this list to plan the actions of the plan, edit the action selected in the list of records, or disassociate the action from the list of records.
In the Effectiveness verification mode field, describe how the effectiveness verification of the action plan actions will be performed.
After filling in all the necessary fields, save the record. Confirm the request made by the system to send the occurrence to the next configured step. Refer to the Planning an action plan action section for a detailed description on how to perform this operation.
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To verify the effectiveness of the actions, access the "Execution Effectiveness verification" menu and, on the list of records, select the desired occurrence. After that, click on the button on the toolbar.
On the data screen that will open up, it is possible to view the data entered when identifying the occurrence and in the other steps which the occurrence in question may have gone through, as defined in the method. The availability of some tabs, fields, and sections may vary depending on the configurations defined in the general parameters, in the classification of the occurrence and in the method associated with the classification.
In the Effectiveness verification section of the General tab, define whether the actions were effective or not and if there will be standardization. Record the objective evidence and the proving method for action effectiveness. If there is, answer the displayed checklist.
Use the Reoccurrence section to select the occurrences that recur in the occurrence being verified. Use the side toolbar buttons to associate occurrences already created as reoccurrences, view the data of the record selected in the list of records, or delete the reoccurrence, respectively.
After filling in all the necessary fields, save the record. Confirm the request made by the system to send the occurrence to the next configured step. Refer to the Verifying the effectiveness of an action section for a detailed description on how to perform this operation.
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