Deviation Actions

Deviation actions define specific tasks needed to resolve a deviation. The system also enforces delay reason documentation when deviations remain open beyond SLA deadlines. This page covers how to create, update, and delete actions, and how to submit delay reasons.

Create an action

1. On the left sidebar, select Deviations.
2. Select View on a deviation row to open the deviation detail page.
3. In the Deviation Actions panel, select 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.
Due Date	Yes	Deadline for completing the action (date and time).

5. Select Create Action.

Tip

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

Mark an action as completed

1. On the action card, select the checkmark icon.

The action status changes to Completed and the completion date is recorded.

Edit an action

1. On the action card, select the edit (pencil) icon.
2. Modify the action details as needed.
3. Save your changes.

Delete an action

1. On the action card, select the trash icon.
2. In the confirmation dialog (“Are you sure you want to delete this action? This action cannot be undone.”), select Delete.

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.

Submit a delay reason

When a deviation has been open beyond the SLA deadline, 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 shows a modal dialog.

Submit the delay reason

1. When prompted (or by selecting 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. Select Submit Delay Reason.

The delay reason includes the reason text, a timestamp of when it was submitted, and the 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.

Practical example: creating and completing actions for a labeling error

Scenario: A deviation was reported for Batch PK-2026-0221 where the wrong expiration date was printed on 500 cartons. The deviation is Under Review and you need to assign corrective actions.

Creating actions

1. Open the deviation detail page for the labeling error.
2. In the Deviation Actions panel, select Add Action.
3. Create the first action:
   • Title: Quarantine and recount affected cartons
   • Description: Physically quarantine all cartons from Batch PK-2026-0221 in Hold Area C. Perform a full recount to determine exact quantity of mislabeled units. Cross-reference with packaging batch record line clearance log.
   • Assign To: warehouse.lead@company.com
   • Due Date: 2026-03-08 17:00
4. Select Create Action.
5. Select Add Action again and create a second action:
   • Title: Relabel affected cartons with correct expiration date
   • Description: After recount is confirmed, relabel all affected cartons with correct expiration date (2028-03-07). Perform 100% verification of relabeled units per SOP-PKG-015.
   • Assign To: packaging.supervisor@company.com
   • Due Date: 2026-03-10 17:00
6. Select Create Action.

Completing an action

1. The warehouse lead finishes the quarantine and recount (523 cartons confirmed).
2. On the first action card, the warehouse lead selects the checkmark icon.
3. The action status changes from Pending to Completed and the completion date is recorded.
4. The second action (relabeling) can now proceed. The packaging supervisor updates it from Pending to In Progress by selecting the edit icon, then marks it Completed once relabeling and verification are done.

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.