Viewing CA/PAs

The CA/PA details view lets you view all the information relating to any CA/PA record in Q-Pulse (that you have permission to see). For information on searching for CA/PAs, see Using the List View. You can open any CA/PA's details view by clicking its

icon.

The upper part of each CA/PA record consists of a series of fields common to every CA/PA record. The lower half consists of stages and stage actions which will vary according to the type of CA/PA. At the bottom of the screen, you can add additional information about the CA/PA, including attachments, assets, durations and costs.

1. Summary

This section contains all the fields common to every CA/PA record. You can change any of these fields unless the CA/PA has been closed. Fields with a icon are taken from a managed list in the Administration module ( - Windows client only). Click the icon to select an item from the managed list.

Number - Each CA/PA must have a unique number which will be chosen automatically when a CA/PA Source is chosen and the record is saved.
Status* - New CA/PAs will usually have a status of Open, and closed CA/PAs will have a status of Closed. However, your organisation may use other statuses.
Raised Date - The date the CA/PA was created.
Source* - The main category of the CA/PA record. If the CA/PA relates to an Audit, Supplier or Incident, a link to the record will be shown below this field.
Owner - The person with overall responsibility for the CA/PA.
Target Date - The date by which the owner must close the CA/PA.
Details - Detailed information about the problem, issue, idea etc.
Raised By - The person who initially raised the CA/PA, which will either be an internal person or a customer contact. You can add a new customer by clicking the icon.
Against - Record whether the CA/PA was raised against a specific department or supplier.
Severity* - The severity of the CA/PA, e.g. A, B, C or minor / major. Your organisation may use different severity ratings.
Keywords - Words to help your users find your CA/PA. Terms should be separated by commas.
Document - You can assign an active document from the Documents module to the CA/PA by clicking the [...] icon.
Process* / Standard* / Fault Category* / Resolution* / Root Cause* / Product Service* - These are more categorisations you can apply to the CA/PA to describe its cause, what was affected, how it was resolved etc.
Closed By / Closed Date - These dates will be completed once the CA/PA is closed.

* Data from fields marked with an asterisk is taken from the managed lists in the Administration module in the Windows client.

2. CA/PA Stages / Stage Actions

Each CA/PA record can consist of a number of CA/PA stages, each of which can contain multiple CA/PA stage actions. The title bar provides the following information about the CA/PA stage:

Each stage will have one of three icons. means work can begin on the stage, means the stage (and any actions) has been completed and means that work cannot begin on this stage until a previous stage in the workflow has been completed.
The title of the stage should summarise the work that must be carried out
The number in brackets shows the number of stage actions belonging to this stage.
If a icon is shown, this means that the target date for completing the stage is overdue.

Each CA/PA stage will consist of the following:

Owner: The person responsible for adding actions to the stage, and for ensuring the stage is completed before its target date.
Completed By / Closed Date: The person who completed the CA/PA and the date they did it.
Details: This section should contain as much information to help the owner as possible.
Actions: Each action has a number, owner, details (which tells the action owner what to do) and target date. If the action is not completed by its target date the owner will receive a notification from Q-Pulse. The response and completed date fields will be filled in by the owner when they are completing the stage action.

For more information see Managing CA/PA Stages and Stage Actions.

3. Additional Information

In this section, you can add further information, including attachments, batches, additional fields, durations and costs, notes and records from the Assets module. See Managing CA/PA Properties.

4. CA/PAs relating to other Modules

CA/PAs can be raised against other records in other modules in Q-Pulse. These are as follows:

Incidents: The name of the incident is shown in the CA/PA record. You can click the link at the top left of the record to view the incident record. Any CA/PAs raised against incident stages will be displayed.
Audits: The number / name of the audit will be shown above the CA/PA details field. Please note that CA/PAs raised against audits can only be deleted from the audit record.
Customer / Suppliers: These are recorded against the Customer / Supplier field of the CA/PA record. A customer / supplier contact can also be selected.