Plan and verify corrective actions

A corrective action fixes what went wrong; a preventive action stops it happening again. Each action has an owner and a due day, and it closes only when another person has checked the work: the owner, and whoever marked it done, can never verify it.

Before you start

• To plan actions you need Manage templates, non-conformances and actions, or to own the non-conformance.
• To verify you need Verify and close corrective actions (not one's own).

Steps to plan an action

1. Open the non-conformance and go to Plan an action.
2. Pick the Kind: Corrective or Preventive.
3. Set the due day, pick the Owner, and if you want a named person to check it, the Verifier (or keep Anyone with the verify right).
4. Type the Title, for example "Ask the supplier for a corrected batch", and What will be done.
5. Select Plan an action. The owner is told.

Steps to finish and verify

1. The owner opens the action (from Today or Quality → Corrective actions → My actions), adds a Note and selects Mark done. It waits for verification.
2. The verifier opens Quality → Corrective actions → To verify, checks the work, and selects Verify and close with an optional note.
3. If something is still missing, the verifier writes What is still missing? and selects Send back. The action returns to its owner as To do, with the note.

Good to know

• Two people, always. Kluvan refuses a verification by the action's owner or by whoever marked it done, even for a manager: You cannot verify an action you own or marked done: a second person must.
• A named verifier cannot be the owner, and only they can verify that action.
• A quality manager can mark an action done on the owner's behalf; the two-person rule still applies.
• The non-conformance closes by itself when its last live action is verified.
• Late actions are sent to their owner and the managers once a day, and Workflows' rules can act on them. They also show in the Owner workspace.
• Cancel the action removes an action that is no longer needed; the history keeps it.
• The board shows To do, Done, to verify and Verified and closed. Each card opens its non-conformance.
• Related: Handle a non-conformance.