1. Select the date of the material or ingredient non-conformance.
2. Select the supplier of the non-conforming material or ingredient.
3. Enter the quantity of the non-conforming material or ingredient.
4. Select the date and time of manufacture.
5. Select the durability date (Best Before or Use By) of this batch of material or ingredient.
6. Select the non-conformance from the categories module.
7. Enter the lot or batch number of this batch of material or ingredient.
8. Enter a description of the material or ingredient non-conformance.

All non-conforming material or ingredient should be put on hold and placed in quarantine.

1. Select the date and time the non-conforming material or ingredient was put on hold.
2. Enter the hold location.
3. Select how the hold is being identified.
4. Select the person who authorized the hold.
5. Select the isolation method used to isolate the non-conforming material or ingredient from normal stock.

A decision needs to be made as to what to do with the non-conforming material or ingredient.

1. Select the appropriate decision*
2. Select the person of authority who has made this decision.
3. Select the date the decision was made.
4. Enter a decision report.

*If a decision is made to Reject & Return the non-conforming material or ingredient then the Reject & Return section will open. If a decision is made to Reject & Dispose the non-conforming material or ingredient, then the Reject & Dispose section will open. All other decisions will lead straight to close-out.

The close out section allows you to record a final report, select a root cause to the non-conformance, detail any costs or losses and any notifications made to customers or regulatory bodies concerning the nonconforming material/ingredient.

1. Provide a close out report on the non-conformance.
2. Select the root cause of the non-conformance.
3. Select any costs or losses incurred due to the non-conformance.
4. Select the customer or organization from the contacts module, select the date they were notified, select the means through which they were notified (email, phone, letter, etc.), enter the specific contact person who was notified, enter any other relevant notes relating to the notification.

Note: The risk of the record comes from the risk of the non-conformance selected.  If the record has no risk they become overdue after 14 days and if they have a risk of low, medium, or high they become overdue after 7 days on the dashboard if not closed out.

To raise a supplier corrective action record from the material non-conformance record, navigate to the top of the material non-conformance record, click the Actions dropdown, followed by Add Related Record.

Choose Supplier Corrective Action.

The fields will auto-populate based on what was completed in the material non-conformance record. The Comments/Observations field is blank and will require completion as it is a mandatory field. A document/picture can be attached using the Add Attachment field.

1. Supplier: The name of the supplier selected in the material non-conformance auto-populates here.

2. Ingredient / Material: The name of the ingredient / material for which the material non-conformance was raised for auto-populates here.

3. Non-conformance: This is the non-conformance category assigned in the material non-conformance record. The category will auto-populate.

4. Detail: The details provided in the Description field of the non-conformance record will auto-populate here.

5. Comments / Observations: This field does not auto-populate and appears blank, however it is a mandatory field. Use the field to provided comments on the non-conformance and what you expect from the supplier.

6. Add Attachment: Attach any documents which you would like for the supplier to view/download from the corrective action record e.g. this could be a pdf of the material non-conformance record.

7. Responsible (Action): Responsible (Action) is the person from the supplier who is to be assigned to the record and should complete the corrective action response stage. The main contact person for the supplier will auto-populate here, however you can click in and choose a different contact or if there are relationships in place, you will be able to see and select from the parent supplier contacts.

8. Responsible (Review): This is the responsible person for completing the review stage of the corrective action. By default the user who is raising the supplier corrective action record will be set as the reviewer, however this can be changed by clicking in and selecting an employee from the employee folder.

9. Due Date: By default 'todays date' auto-populates in this field. Click in and use the calendar to change the due date of the record.

10. Save & Submit: Click Save & Submit to generate the supplier corrective action. Once save and submit is clicked you will be back at the material non-conformance record and will see the raised supplier corrective action record linked at the top.

Note: Any field with a red asterix is mandatory.