Copy details of an existing NCR to a new NCR

1. Open the Non Conformance Request (NCR) page.

   1. Select Production Management > Production Transaction > Quality > Non Conformance > Non Conformance Request.
      Or
   2. Search for NCR in the Navigation box and then select Non Conformance Request.
      The Non Conformance Request page appears.

2. On the Toolbar, click on Copy dropdown.

3. Select any one of the following:

   • Select Current to create a Non Conformance Request by copying the details of the existing Non Conformance Request.

   • Select Non Conformance Request to copy from another Non Conformance Request.

   • On selecting Non Conformance Request, the Copying Non Conformance Request window appears.

   • Select the required row and click Select.

4. Edit or change the values in the fields indicated in the following table according to the Entity of the copied Non Conformance Request.

5. In the Issue Description field, edit/change the issues related to the Non Conformance Request.

6. From the Requested By dropdown list, select the requester.

   1. If you want to add a different requester other than the ones listed:

      1. Click Edit at the end of the list.

         The Popup Table Maintenance window appears.

      2. On the Toolbar, click New.

      3. In the Stored Value field, type the value for the new requester.

      4. In the Description field, type the description.

      5. Click on Save.

      6. Close the popup page and return to the non conformance page.

         After clickingSave, the Entered By and Entered Time fields are auto-populated.

7. On the Immediate Correction, Root Cause Analysis, and Corrective/Preventive Action tabs edit/change the details if required.

8. Click Save.

9. Click the Approvers tab.
   By default, the Approvers tab displays the Approvers from the Approvers list page with respect to the NCR segment.

   a. If you want to add a new approver to the approver tab:

   1. On the Child Grid Toolbar, click New.
   2. In the User Name field, type the appropriate value or click the User Name lookup reference button.
   
   The Lookup For User Name window appears.
   3. Highlight the row that contains the required user name, and click Select. Or, double-click the required row that contains the user name.
   4. From the Approver For dropdown list, select the Non Conformance Request Segment for which the user should be an approver.
   b. If you want to delete an Approver from the Approvers tab:
   1. Highlight the Approver you want to delete.
   2. Click the Delete icon in the Action column to delete the Approver from the Non Conformance Request Approver List.
   A message, Are you sure you would like to delete this record? displays.
   3. Click Ok to delete the entry. Or click Cancel to retain the entry.

   You can only delete an apporver from the Approvers tab, if no action (Approved/Rejected) is taken for the respective records.

10. Click Save.

11. After editing or changing the details of the necessary tabs (Immediate Correction, Root Cause Analysis, and Corrective/Preventive Action), in the Document Status list, change the status from Started to Awaiting Approval.
    Once the Document Status is changed to Awaiting Approval, the respective approver will get a notification.

    While copying theCurrent or Non Conformance Request, the following details will be pulled by default:

    1. All the details that are available in the Immediate Correction, Root Cause Analysis, and Corrective/Preventive Action.
    2. Approver list in the Approvers tab.
    3. Document Status will be set to Started.