Add Record Statuses

To add record statuses, follow the steps below.

1. From the Quality module, click on the Settings menu > Record Statuses.
2. Select either Incident, CAPA, or Action Item to add record statuses to the respective forms.
3. On the selected form, click on the ‘+Add’ button.

   

4. On the Add Status dialog box, fill in the following fields and click on the ‘Add’ button.

   

5. After adding the required record statuses, users can assign a status within the workflow stage using the ‘Record Status’ dropdown.