Contents

Overview

Viewing a non-conformance

Creating a non-conformance

Uploading non-conformances

Editing a non-conformance

Closing a non-conformance

Linking a non-conformance to a document

Export non-conformances

Archiving a non-conformance

View archived non-conformances

Restore an archived non-conformance

Hide archived non-conformances

Overview

Managing non-conformances is essential for maintaining quality standards and regulatory compliance within your organization. Here is an overview of the processes involved.

Viewing a Non-Conformance

To view a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. Find the non-conformance you want to view, click on the flag category of the non-conformance in the table or go to the context menu and click View.
3. You can now view the Flag Attributes or view any Linked documents.

Creating a Non-Conformance

To create a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. From the table context menu, click Create.
3. Complete the required fields marked with *.

Uploading Non-Conformances

To upload non-conformances:

1. From the Home Screen, go to Non-Conformance.
2. From the table context menu, click Upload.
3. You can download a template using the link.
4. Populate the below fields in the csv file as a minimum:
   
   • Flag category
   • Description
   • Date raised
5. Use the upload a file to navigate to your csv file and upload.
6. This process will create a task in the uploads section where you can monitor the progress of your upload. Please read the uploads article https://help.asset55.io/en_GB/operate/uploads for a more detailed description of how this works.

Editing a Non-Conformance

To edit a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. Find the Non-conformance you want to edit, go to the context menu, and click Edit.
3. You can now edit and save the Non-conformance.

N.B. You can only edit a non-conformance where the flag status is not closed.

Closing a Non-Conformance

To close a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. Find the Non-conformance you want to close, go to the context menu, and click Close Non-conformance.
3. Enter data into the two required fields below and save:
   
   • Date closed
   • Resolved description

Linking a Non-Conformance to a Document

To link a document to a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. Find the non-conformance you want to link a document, go to the context menu, and click Link to a document.
3. Select a previously uploaded document and click link.
4. You can upload a new document by clicking the New document option and then upload the document from your pc. you will need to populate the Document category field and then save.

Export Non-Conformances

To export all the non-conformance into a csv file:

1. From the Home Screen, go to Non-Conformance.
2. From the table context menu, click Export.
3. Select a filename and location.
4. You will now have a csv file with all the non-conformances output to the location you selected.

Archiving a Non-Conformance

To archive a non-conformance:

1. From the Home Screen, go to Non-Conformance.
2. Find the Non-conformance you want to archive, go to the context menu, and click Archive.

View Archived Non-Conformances

To view archived non-conformances:

1. From the Home Screen, go to Non-Conformance.
2. From the table context menu, click View archived.

Restore an Archived Non-Conformance

To restore a previously archived non-Conformance:

1. From the Home Screen, go to Non-Conformance.
2. From the table context menu, click View archived.
3. Find the Non-conformance you want to restore, go to the context menu, and click Unarchive.

Hide Archived Non-Conformances

To hide archived non-Conformances:

1. When viewing archived non-Conformances.
2. From the table context menu, click Hide archived.