📝 Creating and Editing Actions (PDCA)

• How it works
• Tips & Best Practices
• FAQ

🛠️ How it works

🔎 Select the deviation

• In the “Deviation Management” tab, navigate to the deviation for which you want to create an action.
  📸 Screenshot: Deviations list with selection field

➕ Link an action

• In the opened deviation, click the “Actions” tab, then click “+ Action.”
  📸 Screenshot: Action form with required fields

📝 Fill in the PDCA action
Enter the details of your action:

• Title

• Description

• End date (planned)

• Responsible person

• Team

• Optional: “Inform team”

📌 Track progress (PDCA)

• Use the progress wheel to document the status of the action:

  • Plan → Do → Check → Act
    📸 Screenshot: Progress wheel in action

📋 Add tasks (optional)

• In the “Implementation Plan” tab, you can directly add tasks. These are automatically linked to the action.
  📸 Screenshot: Adding a task in an action

💾 Don’t forget to save

• Click “Save” to create the action.

ℹ️ Info

• All team members can create actions in the teams where they are active.

• An action can be edited and updated at any time.

• Actions are always uniquely linked to a deviation.

✨ Tips & Best Practices

• 💡 Use concise titles for better clarity.

• 📌 Record the current status directly in the description field with timestamps and comments.

• 📍 Document clearly for each PDCA phase – e.g., analysis in “Plan,” execution in “Do,” etc.

❓ FAQ

What does PDCA mean?
→ Plan – Do – Check – Act: A systematic problem-solving cycle for sustainable issue resolution.

Can I create multiple actions for one deviation?
→ ✅ Yes, this is very common – especially for complex deviations or when different aspects need to be addressed separately.

How do I know when an action is completed?
→ The progress is set to “Act,” and the action appears under the “Completed” filter.