Corrective Action Request Workflow Steps

PM Compass provides a process to send a completed Corrective Action Request form for approval. The Contract Representative (Contract Rep) creates a Corrective Action Request, completes any required Action on CAR child workflow and starts the workflow steps.

Assumptions

Contract Rep creates the CAR and includes the following:

  1. Identifies the guidelines that are noncompliant including detailed descriptions. See Process Area Tab of CAR.

  2. Creates an Actions on CAR workflow for each action required to address nonconformities. See Process Area Tab of CAR.

CAR Steps

  1. The Contract Rep sends the CAR to the first approvers. The status in this step is In Review.

  2. The Contract Rep monitors the Actions on CAR child workflows and reports back to the customer. The status in this step is In Review.

  3. The Contract Rep completes the CAR after it is approved by the customer.

Workflow Steps

This table describes the workflow steps for a Corrective Action Request:

Step

Description

In-progress Status

Completed Status

1

PM and PCA Approves

In Review

Approved

2

Contract Rep Completes after Compliant

In Review

Completed

Notifications

This table describes the notifications related to the workflow steps:

Step

When the step starts

If the person responsible for the step cannot complete it before the due date

If the workflow is rejected

1

The PM and PCA receive a notification

PM Compass sends a reminder via an email message and a dashboard alert. These reminders are sent after every three days.

The PM and PCA receive an email three days after the due date.

The Contract Rep receives a notification.

2

The Contract Rep receives a notification

PM Compass sends a reminder via an email message and a dashboard alert. These reminders are sent after every three days.

The Contract Rep receives an email three days after the due date.

The Contract Rep receives a notification

What do you want to do?

Learn about the form toolbar

Learn about the List View toolbar

Create a Corrective Action Request

Start a workflow steps to submit a Corrective Action Request

Search for workflows

Manage workflow types


Learn more about...