Overview: Compliance allows general managers to respond to deviation reports to ensure that all operational issues are addressed promptly, especially those linked to high-risk tasks or requiring corrective action.
Start from: The Compliance overview:
- Navigate to your location’s Overview page.
- In the Open deviations tile, you may see separate tabs for Daily Schedule and Forms.
- Open the relevant deviation report from the list.
- You can also respond deviations from within the Daily Schedule if the deviation originated there.
- In the Forms section, deviations may appear in the top summary, but are not clickable. You need to open the related form to respond.
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Respond to a regular deviation
This is the most common type of deviation.
- Locate the deviation.
- Depending on the configuration, two types exist:
- No comment required: Click Close deviation directly.
- Comment required:
- Enter the reason in State the reason for the deviation and the measures taken*.
- Describe both why it happened and what you did to resolve or prevent it.
- Then select Close deviation.
Use this for typical operational issues like a missed cleaning task or an out-of-range temperature check.
Respond to a corrective action deviation
Corrective action deviations are typically tied to higher-risk tasks and require a more detailed follow-up.
- Locate the deviation.
- The Direct action panel appears in your deviation. Here, follow the same steps as in a regular deviation (as above) to be able to close the direct action.
- Now, you will see the Create corrective action button in your task. Select it.
- In the Corrective panel, fill out:
- Describe the corrective action*
- Select a Responsible user.
- Set a Due date.
- Select Save.
- Back in the task, in the Corrective action section, State the reason for the deviation and the measures taken*.
- Select Close corrective action.
Note: Like regular deviations, some corrective action deviations may not require a comment depending on how they are set.