problem records report

[sujip]

Hi,

I would like to know what are the fields to consider for corrective actions for the problem records

and for list of tasks representing action items for problem records.

Please help us on this.

Thanks,

Sujitha

[Shishir Srivast]

Hi Sujitha,

can you please explain little bit, are you looking to filter any specific field to get report on Problem Record?

to get the list of tasks on problem record, you can get the report as below on problem_task table

[sujip]

Hi Shishir,

Here is the requirement,

How to create Weekly   Corrective Actions and Weekly List of tasks (representing action items) related with problem records and assigned to resolving teams. Summary tab will contain breakdown of task volumes per non-Provider resolving teams, status and assign date (within the reporting week or earlier date).

Please check this and guide us.

Thanks,

Sujitha

[sachin_namjoshi]

Hi Sujatha,

You can implement CAPA ( correction action preventive action) on problem table using custom table, different objects and related lists.

You can create new custom table to hold action item related records for problem.

Following fields can be considered on action item form

Task Name - String field

Task Category - Choice list with various choices as per your requirements

Action Item State - Open, Work in progress, closed

Action Item Type - Corrective action, preventive action, Problem investigation

Assignement Group

Assigned To

Start Date

Expected End Date

Task Description

Work Notes

You can add below validations for action item functionality on problem record

- At least 1 one action item need to be related to each problem record

- Problem record can't be closed by problem manager if action item is not resolved, closed.

Regards,

Sachin

[sujip]

Hi Sachin,

Thanks for your reply.

I will check and get back to you if i have any queries.

Thanks