Creating nonconformity observations

Define observations for nonconformities, such as decay, corrosion, leaks, or cracks. On this screen, you can add a new nonconformity or update an observation for an existing nonconformity. Each new observation is assigned a sequential number so its development can be tracked.

To create an observation of a nonconformity:

  1. Select Equipment > Nonconformities > Nonconformity Observations.
  2. Click New Record.
  3. Specify a description and Organization for the nonconformity.
  4. Specify this information:
    Equipment
    Specify the equipment associated with the observation.
    Type
    Specify the type of observation.
    Class
    Specify the class.
    Nonconformity Note
    Optionally, specify a note for the nonconformity
    Observation Status
    Specify the status of the observation. The observation cannot be deleted if it has a status of Unfinished or if the header nonconformity status is Closed.
    Task Plan for Checklist
    Select a checklist for the nonconformity. The task plan must be specified as a Nonconformity Checklist on the Task Plans screen.
    Severity
    Optionally, specify the severity of the observation.
    Intensity
    Optionally, specify the intensity of the observation.
    Size
    Optionally, specify the size of the observation.
    Severity
    Optionally, specify the importance of the observation.
    Observation Note
    Optionally, specify the note for the observation.
  5. Optionally specify Recorded By and Date Recorded.
  6. Click Save.
    1. Optionally, right-click and select New Observation to create a new observation for the nonconformity.
    2. Optionally, right-click and select Create WO to create a work order for the nonconformity.
    3. Optionally, right-click and select View All Comments to view comments for the nonconformity observations and the nonconformity header record.
    4. Optionally, right-click and select View All Documents to view documents for the nonconformity observations and the nonconformity header record .
  7. Click New Observation to create a new observation for a nonconformity.