There are five steps to setting up the Corrective Action Management process. Although the steps below can be completed in any order, the best practice is to follow them in the order outlined below:
Step 1: Assign Permissions
Step 2: Configure Plan Status Options for an Action Plan
Step 3: Create Action Item Types
Step 4: Configure Audit Form(s) to Allow for an Action Plan
Step 5: Designate Questions that must generate an Action Plan
Step 6: Create a Corrective Action Plan Rule
