For the countries it is possible to set the follow-up procedure of their audits as obligatory. The defauft value for the follow-up is set to 3 months but can be changed to x month(s). (The period of time is always month which means 1 month, 2 months, ...).


When the obligatory follow-up has been set, the Head Office Operation (HO) will get the the above view after approving the Corrective Action Plan (CAP).


In the headline (1) the status – CAP Follow Up – is now visible. Additionally, the workflow plate 'CAP approved, follow-up ongoing appears in blue (2) which indicates that this is the active status and the red button 'Close follow up' is available (3). The 'Close follow up' button offers to HO the possibility to close and stop the follow-up procedure at any point.

Attention: It is not possible to go into the follow-up again and to do any changes after the 'Close follow up' has been selected. 


To prevent an accidently closure the HO must confirm the follow-up closure in the upcoming the pop-up after clicking on the 'Close follow up' button.

 




During the follow-up duration the store auditee can work on each corrective action individually:

 

Further comments to the corrective details can be provided (1) and the deadline can be changed (2). For the field ‘Status’ (3) the following entries can be selected:

  • Not started
  • In progress
  • Completed but not effective
  • Completed


It is also possible to document the implementation of the aligned corrective action by uploading a photo (4).


When the status 'Completed' is selected and saved, the background color of the corrective action changes to 'green'

 

As the timeline of each corrective action differs from the other, it is possible to use the button 'Follow up partially completed' (5) if the work is finished for one the non-conformities. 

 

When all corrective actions are completed, the store auditee selects the 'Fully completed' button' (6).


The workflow changes to 'Follow up under review' and HO Operations has now the task to check the follow up.



HO operation can select

  • Reject follow up (1)
  • Accept follow up (2)


In case of rejection it is recommended to give a comment to the affected corrective action, change the status to 'Work in progress' and save before using the rejection button


When accepting the follow up, the workflow closes and the audit is finished!