Manual Approval is used when the Non-Conformance Report (NCR) review process requires management outside of the standard workflow. An NCR can be manually approved once proposed conditions are agreed upon. After all agreed actions are completed, the NCR can then be set to Close Out.
Set Manual Approval
Follow these steps when the standard approval workflow is bypassed due to external conditions:
1. Navigate to the NCR Register (Quality Assurance > NCR). Select the NCR.
Click the Notepad icon on the right-hand panel and select Set Manual Approval. (Alternatively, you can right-click the NCR.)
2. Complete the required fields and click Save:
NCR Approval By: Select the approver.
NCR Approval Date: Defaults to the present date.
NCR Approval Details: Enter supporting details (e.g., correspondence reference with date and time).
Click 'Save'.
3. The NCR status in the register will update to Manually Approved. Right-click the NCR and select View Manual Approval to review details, or Remove Manual Approval to reverse the action.
Close Out NCR
Once all agreed conditions and actions related to the NCR are complete, the NCR can be closed out.
1. Select the relevant NCR in the NCR Register. Click the Notepad icon on the right panel and select Set Close Out. (You can also right-click the NCR to select this option.)
2. Complete the NCR Close Out Details field. Other fields are auto-populated by default.
Click 'Save'.
3. The NCR status in the register will now display Closed Out. Right-click the NCR and select View Close Out to review details, or Remove Close Out to reverse the action.
Related Article: Request approval for an NCR by referring to the article on Request Approval for NCR.