To add a Supplier Corrective Action from the supply chain management module, select 'Add Record' and then select 'Add Supplier Corrective Action'. You will then be required to choose the supplier the corrective action is in relation to.

Note: This section will be completed when the corrective action record is raised from within an assessment or audit. You will see an Edit button on the bottom of the stage which you can click to allow you to make any changes.

1. Nonconformance / Requirement: The details related to the nonconformance / what the supplier is required to complete.

2. Nonconformance: This is the nonconformance category. When you click into this field you will see 2 folders. Choose from 'System Nonconformances' (Minor, Major, Critical or Recommendation) or from 'My Nonconformances' in MasterData. If you select the nonconformance category when raising the corrective action within an assessment, then there will be an association between the Nonconformance selected and the Risk Value.

3. Comments / Observations: Comments / Observations for this nonconformance.

4. Risk: Here you can select the risk value from the dropdown. The risk of the nonconformance will appear here automatically only for corrective action records raised from assessments. If you select a nonconformance from your 'My nonconformance' folder and that nonconformance has been associated with a risk in MasterData e.g. Medium, then Medium will appear in the risk value field. When generating the corrective action from the supply chain management module or from within a supplier audit, you will need to select the risk manually.

5. Responsible (Action): Responsible person from the supplier who is to be assigned the record and complete the corrective action response stage. This contact is usually the main contact for the supplier in question.

6. Responsible (Review): Responsible person for completing the review stage. Select from the employee folder or if the record was raised from within a record e.g. full assessment or audit, the responsible reviewer is automatically set as the assigned assessor/responsible person from the assessment/audit the corrective action was raised from.

7. Due Date: Date this Supplier Corrective Action is due to be completed by.

Note: When there is parent and child relationships defined in the system, such as one child that has two parents, if a child (e.g. manufacturer) is assigned the supplier corrective action record, any parents of the child will also be able to see the supplier corrective action in their portals. If a supplier corrective action is sent to one parent, the child/children will not see the record and it will only be visible to the parent it was sent to and no other parent.

This section gives the supplier an opportunity to respond to the corrective action. The contact chosen as "Responsible (Action)" in the previous stage will receive an email notification notifying them that they must complete this stage. The supplier in question is required to complete the following steps:

1. Investigation / Root Cause Analysis: A short overview of the investigation conducted concerning the corrective action.

2. Corrective Action: Details of the actions that have been taken by the supplier to correct the situation.

3. Prevention Action: Any preventative actions that will prevent the problem from re-occurring in the future.

4. Completion Date: Date completed.

5. Add File: An option for the supplier to add a file if applicable.

Here you are required to review the supplier's response and then create a review report for the supplier to view. Then, choose one of the options listed below. The contact chosen as "Responsible (Review)" in the "Corrective Actions Details" stage will receive an email notification notifying them that they must complete this stage.

1. Additional Information Required: If you require additional information from this supplier. This option can be chosen multiple times until all necessary information has been submitted by a supplier. (See steps 5 & 6 below)

2. Closed - Approved: If you wish to close this supplier corrective action and approve the Supplier Corrective Action.

3. Closed - Not Approved: If you would like to close this supplier corrective action but do not wish to approve the corrective action.

4. Closed - Dropped: If you wish to close this corrective action and take no action.

5.  Closed - Not Concluded: If you can’t come to a conclusion on the site corrective action and want to close it.

If "Additional Information Required" was selected in the Review Stage, the Supplier will be prompted to respond again in the "Additional Information Stage".

You will once again be required to review your supplier's response and decide if this Supplier Corrective Action is approved or not and then close this Supplier Corrective Action to complete.