Corrective Action Management (CAM) Replacement Tags

A Corrective Action Management (CAM) rule can include notifications to be sent to designated recipients. When notifications are created, you can use CAM replacement tags within the template. See also Using Replacement Tags for general information about using replacement tags.

About CAM Replacement Tags   

  1. To set up a CAM notification that includes CAM replacement tags, you will first need to create a correspondence template and assign it a template type of "CAM."

    Template type: CAM
    When you set up a template, click the INSERT CODE SNIPPET drop-down box to view all of the CAM replacement tags. Ensure that you have assigned the template type as "CAM" as shown above.

    CAM replacement tags

  2. Next, from the main menu, navigate to ACTION PLANS > RULES.
  3. Select an approval rule from the list. If necessary, you may need to create a new rule.

    Select an approval rule

  4. Click the NOTIFICATIONS tab.

    Click the NOTIFICATIONS tab

    Two panes will display when you click the NOTIFICATIONS tab: Approver Notifications and Action Item Due Date Reminders.

    Notifications panes

The following CAM replacement tags will work for templates that display in the APPROVER NOTIFICATIONS pane:

Tag Type This Replacement Tag... Will be replaced with...
Plan [[ApprovalStepComments]] the comments (if any) from the Approval Steps
Plan [[StatusName]] the status of the Action Plan
     
Item, Plan [[AuditEndDate]] the date that the audit ended
Item, Plan [[AuditFormName]] the name of the audit form
Item, Plan [[AuditStartDate]] the date that the audit was started
Item, Plan [[AuditTypeName]] the name of the audit type
Item, Plan [[AuditUploadDate]] the date the audit was uploaded
Item, Plan [[CategoryName]] the name of the audit category
Item, Plan [[ChoiceText]] the text of the choice
Item, Plan [[CorrectiveActionPlanID]] the identifier in the database for the Action Plan ID
Item, Plan [[Critical]] the notation that the question has been flagged as critical in the form
Item, Plan [[LocationID]] the location ID of the location being audited
Item, Plan [[LocationName]] the name of the location being audited
Item, Plan [[Notes]] any notes related to the question for the audit uploaded
Item, Plan [[QuestionText]] the text of the question

 

The following CAM replacement tags will work for templates that display in the ACTION ITEM DUE DATE REMINDERS pane:

 

Tag Type This replacement tag... will be replaced with...
Item [[ActionItemType]] the Action Type identified in the Action Item
Item [[ActionTaken]] the text (if any) included in the Action Taken field of the Action Item
Item [[AssignedTo]] the person or group to which the Action Item has been assigned
Item [[CorrectiveActionItemID]] the identifier in the database for the Action Item
Item [[DirectiveText]] the directive of the Action Item
Item [[DueDate]] the Action Item's due date
     
Item, Plan [[AuditEndDate]] the date that the audit ended
Item, Plan [[AuditFormName]] the name of the audit form
Item, Plan [[AuditStartDate]] the date that the audit was started
Item, Plan [[AuditTypeName]] the name of the audit type
Item, Plan [[AuditUploadDate]] the date the audit was uploaded
Item, Plan [[CategoryName]] the name of the audit category
Item, Plan [[ChoiceText]] the text of the choice
Item, Plan [[CorrectiveActionPlanID]] the identifier in the database for the Action Plan ID
Item, Plan [[Critical]] the notation that the question has been flagged as critical in the form
Item, Plan [[LocationID]] the location ID of the location being audited
Item, Plan [[LocationName]] the name of the location being audited
Item, Plan [[Notes]] any notes related to the question for the audit uploaded
Item, Plan [[QuestionText]] the text of the question