Overview
Prerequisites
Available in: Audit Findings, CAPAs, Complaints, Nonconformances, Safety Incidents, Safety Observations, Meetings, FMEAs, Laboratory Errors, and Suspect Results.
Installed Package: CQ Core, Lab OOS, EHS - Winter 2025
User Profile: Standard User
Permissions: CQ Base User PSG, CQ Record Owner PSG and/or Task Assignee PSG
Next Best Action: Complete
Instructions
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From the Home tab, click the View link for the Action to Complete.
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From the Action record, click the Complete button under Next Best Actions or from the Action menu.
Action menu
Next Best Actions
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Enter or select the Completion Date.
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Optionally, enter a Sign-off Comment.
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Verification Required By (displayed only if Verification Required is selected as Yes when Action was created) is a read-only field that defaults to the User selected to verify the Action once it is completed.
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Verified Date (displayed only if Verification Required is selected as Yes when Action was created) is a read-only field that will be autopopulated once the Action is verified.
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Verified Comments (displayed only if Verification Required is selected as Yes when Action created) is a read-only field that will be autopopulated once the Action is verified.
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Optionally, Drop/Upload Files related to the completion of the Action (photos, documents supporting the actions taken, etc.).
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Enter Comment and Password if required for eSignature Policies.
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Click the Save button.
Results
No Verification Required
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The Action moves to the Complete Status and Closed Stage.
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The Action Assignee remains the Owner of the record.
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In the Action record, Completion Date and Sign-off Comment autopopulates in the Implementation section of the Details tab.
Verification Required
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The Action moves to the Ready Status and remains In Progress Stage.
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The User selected in Verification Required By field for the Action is now the Owner of the record.
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The Verify and Reject buttons are available in the Next Best Actions section for the Verification Required By User.
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In the Action record, Completion Date and Sign-off Comment autopopulates in the Implementation section of the Details tab.
Troubleshooting
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Check back for new articles
Additional Resources
CQ Resources
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Adding Action Plans
Summer 2026