Planning

Prerequisite:

▪Performed occurrence identification

Optional:

▪Action type

▪Checklist

▪Document (SE Document)

▪Process (SE Process)

▪Item (SE PDM)

▪Audit (SE Audit)

▪Workflow (SE Workflow)

▪Indicator (SE Performance)

▪Attachment type

The planning of the containment/disposition actions is started after the occurrence identification is approved. The occurrence will only go through this step if it is defined in the method associated with the occurrence and if it is classified that the containment/disposition actions planning will not be performed along with the occurrence identification.

	Click on this button to plan the containment/disposition actions of the occurrence selected in the list of records. See further details in the Planning a containment/disposition action section.
	Click on this button to issue a report with the data of the occurrence selected in the list of records. The information that will be displayed in the report may be predefined in the classification of the occurrence in question.
	Click on this button to issue a customized report with the data of the occurrence selected in the list of records.
	Click on this button to search for the occurrences that will have their containment/disposition actions planned. This button will only be displayed if the search filters are displayed.
	Click on this button to clear the information entered in the search filters located on the left side of the main screen. This button will only be displayed if the search filters are displayed.
	Click on this button to display/hide the search filters located on the left side on the main screen. Use them to easily find the records through specific information.