Select action plan options

The Action Plans section of the Non-Conformance Profiles window is where you specify the action plans available for a non-conformance profile. When you make a disposition decision, you use the Accessibility drop-down in each action plan type or root cause analysis to specify what is Required, Permitted, and Not Permitted to address a non-conformance.

The color of each action plan type has significance:

Green indicates required
Yellow indicates permitted
Gray indicates not permitted

Important

The fourth option in the Accessibility drop-down is Required By Disposition. When you select this option, a correction action plan will be required to resolve a non-conformance.

The following table describes the options available in the Action Plans section of the Non-Conformance Profiles window.

Option	Description
Repair/Correction Action Plan	Accessibility - Specifies whether a repair/correction action plan is Permitted, Not Permitted, Required, or Required By Disposition. Disposition List - Specifies the required dispositions for the repair/correction action plan. (This option is displayed when you select the Required By Disposition option.) Author(s) - Specifies the users or user groups who will author the repair/correction action plan. Approval Process - Specifies the approval process (if one is required) for the repair/correction action plan. (See Approvals and sign-offfor more information.) Default Task Users - Specifies the users or groups who will execute the repair/correction action plan.
Containment Action Plan(s)	Accessibility - Specifies whether a containment action plan is Permitted, Not Permitted, Required, or Required By Disposition. Disposition List - Specifies the required dispositions for the containment action plan. (This option is displayed when you select the Required By Disposition option.) Author(s) - Specifies the users or user groups who will author the containment action plan. Approval Process - Specifies the approval process (if one is required) for the containment action plan. (See Approvals and sign-offfor more information.) Default Task Users - Specifies the users or groups who will execute the containment action plan.
Root Cause Analysis	Accessibility - Specifies whether a root cause analysis is Permitted, Not Permitted, Required, or Required By Disposition. Disposition List - Specifies the required dispositions for the root cause analysis. (This option is displayed when you select the Required By Disposition option.) Author(s) - Specifies the users or user groups who will author the root cause analysis. Approval Process - Specifies the approval process (if one is required) for the root cause analysis. (See Approvals and sign-offfor more information.) Default Task Users - Specifies the users or groups who will execute the root cause analysis. Require Root Cause Analysis to be completed before generating any root cause Action Plans - When selected, requires a root cause analysis to be completed before an action plan can be executed.
Corrective Action Plan(s)	Accessibility - Specifies whether a corrective action plan is Permitted, Not Permitted, Required, or Required By Disposition. Disposition List - Specifies the required dispositions for the corrective action plan. (This option is displayed when you select the Required By Disposition option.) Author(s) - Specifies the users or user groups who will author the corrective action plan. Approval Process - Specifies the approval process (if one is required) for the corrective action plan. (See Approvals and sign-offfor more information.) Default Task Users - Specifies the users or groups who will execute the corrective action plan. Effectiveness Checks Approval Process - Specifies the approval process to use to ensure that effectiveness checks are completed. Enforce Effectiveness Minimum Time - Ensures that effectiveness checks are completed within the specified minimum time. Minimum Time - Specifies the minimum time to complete an effectiveness check for the action plan.
Preventive Action Plan(s)	Accessibility - Specifies whether a preventive action plan is Permitted, Not Permitted, Required, or Required By Disposition. Disposition List - Specifies the required dispositions for the preventive action plan. (This option is displayed when you select the Required By Disposition option.) Author(s) - Specifies the users or user groups who will author the preventive action plan. Approval Process - Specifies the approval process (if one is required) for the preventive action plan. (See Approvals and sign-offfor more information.) Default Task Users - Specifies the users or groups who will execute the preventive action plan. Effectiveness Checks Approval Process - Specifies the approval process to use to ensure that effectiveness checks are completed. Enforce Effectiveness Minimum Time - Ensures that effectiveness checks are completed within the specified minimum time. Minimum Time - Specifies the minimum time to complete an effectiveness check for the action plan.

Log into the NPI client application.
Select Templates and Standards > Define Quality Standards, then select the Non-Conformance Profiles tab.
On the right side of the Non-Conformance Profiles window, select the arrow next to Action Plans to expand the selections for action plans and root cause analysis.
Determine one or more action plans and/or root cause analysis for this profile.
Select the desired options for the action plan and/or root cause analysis (see the previous table for details about the options).
Select Save to save your selections for the non-conformance profile.

Select Initiate Closure options

Create and manage users and groups

Approvals and sign-off