Requesting Samples

Purpose

As a Record Owner, you request product or material samples needed to support the complaint. You enter the sample details and submit the request so other users can track and process it as part of the complaint workflow.

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: CQ Complaint Creation

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Complaint Creator PSG

Configurations: CQ Tasks

Steps

1. From the Home tab, select the View link for the Request Sample Task.

2. Review the complaint to determine the Customer Information and the primary product affected.

3. Notify the affected party to request the Sample.

4. From the Complaint record, select the Log Sample Activity from the Action Menu.

5. Enter the Lot/Serial Number.

6. Select the Activity, From Location, and To Location. See your CQ Administrator to configure Activities and Locations.

7. Enter Performed By if the activity was performed by another resource.

8. Enter the Performed Date and Time.

9. Enter a Comment and click the Log Activity button.

10. From the Complaint record, under Next Best Actions, click the Request Sample button.

11. Enter a Comment (i.e., Samples returned).

12. Click the Save button.

Example:

Expected Outcome

• The Log Activity information is saved in the Sample Trackings link under the Related List Quick Links section, which displays the total count of Samples.

• The Request Sample Complaint Step moves to Complete Status. Request Sample Tasks do not currently have a Review that can be assigned, like other Complaint Steps.

• The CQ Request Sample Task Status is set to Complete and moves to the Past Activities section.

Additional Resources

ComplianceQuest

• Updating Returns