Completing Generic Tasks

Purpose

As a Record Owner, you execute a Complaint Call Script to record answers to the structured questions assigned to the complaint. You follow the script during the call and enter the responses so the information is available for assessment or investigation.

Prerequisites

Installation Package: CQ Core, CQ Regulatory Reports Extension, CQ AS2 Gateway Extension, myCQ Extension, and CQ AI Extension

Product: QualityQuest and Platform Apps

Function: Completing Generic Tasks

User Profile: Standard User

Permissions:CQ Base User PSG, CQ Complaint Owner PSG, CQ Complaint Workflow Step Reviewer PSG

Configurations: CQ Tasks

Steps

If the Review Required checkbox is not selected, the Task Workflow Step will follow the standard process. Once the assignee submits the step, it will move directly to the Complete status without triggering the Review flow. No Reviewer is assigned, and the Task record status updates accordingly.

1. As Task Assignee, from the Complaint record, under Next Best Action and Open Activities, in the CQ Tasks section, click the Perform Action button.

2. Optionally, drop/Upload Files associated with the Complaints Task and add a file description.

3. Enter Assignee Comment.

4. Click the Save button.

Expected Outcome

• The Complaints Step is in Complete Status, and the Result is Approved.

• When a CQ Task of type Task under a Complaint is in Draft or Open status, the ‘Result’ and ‘Ready Date’ fields will be visible, but both will be blank.

• When a CQ Task of type Task under a Complaint is in Ready or Complete status, the ‘Result’ field will show the outcome, and the ‘Ready Date’ will display the date the step was submitted by the assignee.

• For any CQ Task of type Task under a Complaint, the ‘Result’ and ‘Ready Date’ fields will be shown in the Workflow Step Detail section in the correct position as per the design.