Quality Action
How to use Quality Action in Quality: access, working steps, fields, related records and troubleshooting.
Purpose and access
Define inspection templates and parameters, record inspection results and manage quality objectives or corrective actions. Link evidence to the item, receipt, production or service record being reviewed.
This page is a record page in GRC & Quality → Quality. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Corrective/Preventive.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Quality Action from GRC & Quality → Quality, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Corrective/Preventivecorrective_preventive | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reviewreview | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Review |
Feedbackfeedback | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Feedback |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Datedate | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Goalgoal | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Goal |
Procedureprocedure | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Procedure |
Resolutionsresolutions | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Quality Action Resolution |
Child tables
Resolutions — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Problemproblem | Long Text Optional | Complete the value according to the field label and the record’s validation rules. |
Resolutionresolution | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Responsibleresponsible | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Completion Bycompletion_by | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.