Specifying results of checklists for nonconformity observations

Specify results for checklists associated with nonconformity observations. You can use checklists to verify that observation data was collected correctly.

You must specify the Task Plan for Checklist on the Nonconformity Observations screen or on the Observations Tab of the Nonconformities screen for a checklist to be associated with the nonconformity.

  1. Select Equipment > Nonconformities > Nonconformity Observations.
  2. Select the nonconformity observation for which to specify checklist results, and then click the Checklist tab.
    Note: You cannot change checklist items if these conditions exist:
    • The nonconformity Status is Closed.
    • The Use Observation Status is not Automatic and the observation Status is not Unfinished.
    • The Use Observation Status is Automatic and the observation Status is not Unfinished or Approved.

    You can specify the Use Observation Status and other settings for nonconformities and nonconformity observations on the Nonconformities Setup screen.

    See Defining settings for nonconformities.

  3. Optionally, you may add, edit, or view documents attached to task checklist items on the Checklist tab. Click Add/Edit Checklist Item Documents for a selected checklist item to add or edit associated documents.
  4. Specify this information:
    Result
    Specify the result of the checklist item.
    Notes
    Optionally, specify any notes for the checklist item.
    Final Occ.
    Optionally, Select the check box if the results entered represent the final occurrence of the specific checklist item.
    Performed By
    Specify who performed the checklist.
    Reviewed By
    Specify who reviewed the checklist.
  5. Click Submit.