Once an NCR is created, use this process to submit it for approval.
Note: Ensure Workflows for Approvals have been set up before proceeding.
Relevant Links:
Attach NCR to checklist inspection points
Create an NCR in CivilPro (Video Tutorial)
Instructions
1. Navigate to the NCR register (Quality Assurance > Non-conformance(NCR)). Select the relevant NCR and click on the Notepad icon, and select Request Approval. Alternatively, right-click on the NCR item to select the same.
2. In the configuration window:
Workflow: Select your NCR Workflow.
Addressees: Select the required approver.
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CC: Select users to copy on the request (optional)
3. Click Preview to view the full approval before sending or click Start & Send to send the approval without previewing.
If you have selected Preview, and are now happy to send, select Start Workflow.
4. Confirm workflow, enter the number of days until the first step is due and add any attachments that you wish to include in the Approval notification. Click Start Workflow (Preview).
5. After confirming the notification preview, click Send Notification.
6. Once notification is sent, you can verify the Action Date and Action Logs have updated to confirm the request was sent.
7. The NCR Status in the register will now indicate that approval has been requested.