Configuring Corrective Action Settings
Who is this article for?Users who are configuring Customer Complaints.
Manufacturer Userpermissions are required.
Corrective Action Settings let you outline tasks that can be performed to mitigate or resolve the root cause of a complaint that has been raised. This guide will show you how to set them up.
1. Corrective Action Settings
To access corrective action setup:
- Expand the Customer Complaints menu.
- Click Settings & Templates.
- Select Corrective Action Settings from the list.
You will be taken to an overview of existing corrective actions.
By default, corrective actions are sorted by complaint category and displayed in ascending alphabetical order.
2. Adding Corrective Actions
To add corrective actions:
- Click Add New Corrective Action.
- Scroll down to see the form.
- Select Complaint Category from the dropdown.
-
Select Complaint Sub-category.
Select ~none~ if not applicable. -
Select Root Causes.
This isn't a mandatory step but might help managing complaints easier. - List Possible Corrective Actions in the fields provided.
At least one field must be filled in before saving. You can add fields by clicking the button. - Determine the Typical Days to Complete each action.
- Define whether it's a Short-Term, or Long-Term solution.
- Click Save.
After the page refreshes, you should see your new entry in the table.
When you receive a complaint about date codes, you will be able to select one of these corrective actions if you determine that mishandled equipment was the root cause.
3. Editing Corrective Actions
To edit corrective actions:
- Select the Edit icon on the right of its row.
- Scroll down to see the form.
- Make necessary adjustments.
- Click Update.
In this example, we're adding 'Onboard Supervisors' as another long-term solution.