Exporting Corrective Actions is necessary for compliance, auditing, management reporting, and continuous improvement workflows, especially when corrective actions are tied to incidents, non-conformities, and assessment failures.
Export of the year
An export of the year is needed to make an export of a general overview of the created corrective action tasks, users that were assigned to them, and their completion rate.
To make an export of the year, click on the "Export" button in the "Progress" tab of the deviation group.
An automatically created and downloaded .xlsx file will contain three pages:
Overview - a general page displaying users and their completion rates and dates.
Checklists - a page with all the created corrective action tasks and how many users completed them.
Tabs with each month's name - a page that includes all corrective action tasks created in a certain month and their associated information, such as the user who created/completed the task, start/end task dates, attachments, etc.
Export of the selected month
An export of the selected month is needed to make an export of users that were assigned to this month and it's tasks and their status, and completion rate.
To make an export of the selected month, click on the "Export" button in the "Progress" tab of the certain month topic.
An automatically created and downloaded .xlsx file will contain two pages:
Overview - a general page displaying users and their completion rates.
Raw Data - a page with the raw display of all questions and answers of created corrective action tasks.
Export of the selected corrective actions checklist
An export of the selected checklist is needed to make an export of the created corrective action task. All corrective actions task details, such as date, the user who answered/reviewed, and task questions and answers, will be displayed.
To make an export of the selected checklist, click on the "Export" button on the general tab of the corrective actions checklist.
An automatically created and downloaded .xlsx file will contain a page:
Checklist 'Checklist name' - a page with all information about the checklist, such as date of creation, the user who answered and reviewed the completed checklist, all questions and attachments, and lot numbers for some cases.
