Planning

Prerequisite:

▪Performed occurrence identification

▪Performed containment/disposition*

▪Performed investigation*

▪Performed cause analysis*

▪Performed action plan*

▪Performed effectiveness verification*

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 occurrence will only go through this step if it is defined in the method associated with the classification. In it, it is possible to plan actions from a record considered to be effective, in order to turn it into a standard within the organization.

	Click on this button to plan the standardization actions of the occurrence selected in the list of records. See further details in the Planning standardization actions 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 whose standardization actions will be 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.