Create Quality Event

This section explains the process to create a Quality Event in the Quality Module. To create a Quality Event, the Create Incident Action should be added to the user in the User Management Module.

To create a Quality Event, follow the steps below.

Within the Quality module, click on the Quality Events modal from the left-hand navigation pane.
Click on the +Create button from the top menu bar and select a record type.
On the Create Quality Event form, fill in the mandatory details within Step 1: General Info and click on the Next button.
Upload a file or folder as evidence and click on the Create Draft button.
Once the Quality Event is created, it is saved in the Draft status.
Click on the Quality Event title and click on the Submit for Review from the metadata panel.
On the Submit for Review pop-up, enter a comment and click on the Submit button.
Choose the appropriate workflow from the Workflows wizard and click on the Select button.
Once the Quality Event record is transitioned to the first stage of the workflow, the Record Status, Workflow Stage, and Stage Status display statuses as configured in the workflow.

Create Related Records

To create a related record, follow the steps below.

Navigate to the Quality module > Quality Events tab and click on the Quality Events title.
From the Quality Events' quick view panel, click on the + Add Related button.
Select the required option and create the record.
The related record appear in the Related tab of the records metadata