Deviation Actions

Deviation actions allow you to define, assign, and track specific tasks needed to resolve a deviation. The system also enforces delay reason documentation when deviations remain open beyond SLA deadlines.

What You Can Do

• Create actions for a deviation with title, description, assignee, and due date.
• Track action status across pending, in-progress, completed, and cancelled states.
• Mark actions complete with a single click.
• Edit actions to update details or reassign.
• Delete actions with a confirmation dialog to prevent accidental removal.
• Submit delay reasons when deviations are open beyond the 24-hour SLA window.

Managing Deviation Actions

Creating an Action

1. Open a deviation detail page.
2. Navigate to the Deviation Actions panel.
3. Click Add Action.
4. Complete the form:

Field	Required	Description
Title	Yes	Brief description of the action to be taken.
Description	No	Detailed explanation of the action scope and expectations.
Assign To	Yes	The user responsible for completing the action (by user ID).
Due Date	Yes	Deadline for completing the action (date and time).

5. Click Create Action.

Tip

When assigning actions, consider the workload and expertise of team members. Distribute actions across the team to ensure timely completion.

Viewing Action Details

Each action card displays:

• Title and optional description
• Status badge (color-coded: green for completed, yellow for in-progress, red for cancelled, grey for pending)
• Assigned to — The responsible person’s name
• Due date — Formatted deadline
• Completed date — Shown only for completed actions

Updating Action Status

For actions that are not yet completed:

1. Click the checkmark icon to mark the action as completed immediately.
2. Click the edit icon to modify action details.

Deleting an Action

1. Click the trash icon on the action card.
2. A confirmation dialog appears: “Are you sure you want to delete this action? This action cannot be undone.”
3. Click Delete to confirm or Cancel to keep the action.

Caution

Deleting an action is permanent and cannot be undone. The deletion is recorded in the audit trail. Consider marking actions as cancelled instead of deleting them to maintain a complete record.

Delay Reason Submissions

When a deviation has been open for more than 24 hours without initiation, the system requires a documented delay reason.

When Is a Delay Reason Required?

A delay reason is triggered when:

• The deviation’s due date has passed, AND
• The deviation status is still Open or Under Review

The system automatically detects this condition and prompts the user with a modal dialog.

Submitting a Delay Reason

1. When prompted (or by clicking Submit Delay Reason on the detail page), the Delay Reason modal appears.
2. If the deviation is overdue, an alert shows the original due date and overdue status.
3. Enter a clear explanation for the delay in the text area.
4. Click Submit Delay Reason.

The delay reason includes:

• The reason text
• A timestamp of when it was submitted
• Association with the deviation record

Note

The delay reason is displayed on the deviation detail page with its submission timestamp. It becomes part of the permanent deviation record and is visible in the audit trail.

Overdue Indicators

When a deviation is overdue:

• A red Overdue alert appears on the deviation detail page showing the due date.
• The SLA Status dashboard on the deviation list page increments the Overdue counter.
• The delay reason modal displays an additional overdue warning with the specific due date.

Action Status Reference

Status	Color	Description
Pending	Grey	Action has been created but not yet started.
In Progress	Yellow	Action is actively being worked on.
Completed	Green	Action has been finished and verified.
Cancelled	Red	Action was cancelled and is no longer required.

Permissions

Permission	Description
Manage Actions	Users with deviation management permissions can create, edit, and delete actions.
View Actions	All users with deviation read access can view the actions panel.