This process applies when the NCR approval process has other conditions, and there is a review process that needs to be managed outside the basic workflow. In such cases, an NCR can be manually approved with certain conditions proposed and agreed upon, bypassing the basic approval workflow.
When all the conditions on the NCR have been met and the agreed actions completed, the NCR can be set to Close Out.
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1. Navigate to the NCR register.
2. Select the relevant NCR, and under the "Operations" tab, click on "Set manual approval".
Alternatively, right-click on the NCR and select "Approval", then "Set manual approval".
3. Complete the followings:
NCR Approval By – Select the approver
NCR Approval Date – Default to the present date
NCR Approval Details – Enter as many details about the approval as possible e.g. correspondence reference with date and time
Click “Save & Close”.
4. In the NCR register, the status of the NCR will display “Manually Approved”. To view the details of the Manual Approval, under the "Operations" tab click on "View manual approval".
Alternatively, right-click on the NCR, select "Approval", then “View manual approval”.
Close Out NCR
1. Select the relevant NCR to close out, and under " Operations" click on "Set/view close out". Alternatively, right-click on the NCR, select "Closeout", then "Ser/view close out".
2. Complete the “NCR Close Out Details” field. The rest of the fields are auto-populated by default.
Click “Save & Close”.
3. In the NCR register, the status of the NCR will display “Closed Out”. To view the details of the Close Out, right-click on the NCR and select “Set/view close out”.