Fortix PlatformFortix Freedom Business Systems WorkCreate Corrective Action Class, NC & Status Picklist

Create Corrective Action Class, NC & Status Picklist

Corrective Action Class, Non-Conformance Type and Status Picklists in Fortix is added through the Picklist Menu.

Click Corrective Action Classes tab under WORK section in the Picklist page.

The address bar link is : /?codelists&cl=corrective_action_classes

The Picklists - Corrective Action Classes page opens with a list of Corrective Action Classes. Click Add New to Add another Project Status.

Fortix Base - Google Chrome

Add the new Corrective Action Class and Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Job Status will be visible to. Only records belonging to the assigned Profile will see the Corrective Action Class.

 

Fortix Base - Google Chrome

Click SAVE to commit the changes to the system.

Fortix Base - Google Chrome

The Corrective Action Class picklist view can be managed by clicking the Action down arrow and selecting Edit, Archive or Delete.

Click Corrective Action NC Types tab under WORK section in the Picklist page.

The address bar link is : /?codelists&cl=corrective_action_nc_types

The Picklists - Corrective Action NC Types page opens with a list of Corrective Action Classes. Click Add New to Add another Project Status.

Add the new Corrective Action NC Type and Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Job Status will be visible to. Only records belonging to the assigned Profile will see the Corrective Action Class.

Click SAVE to commit the changes to the system.

Fortix Base - Google Chrome

The Corrective Action NC Types picklist view can be managed by clicking the Action down arrow and selecting Edit, Archive or Delete.

Click Corrective Action Status tab under WORK section in the Picklist page.

The address bar link is : /?codelists&cl=corrective_action_statuses

The Picklists - Corrective Action Status page opens with a list of Corrective Action Classes. Click Add New to Add another Project Status.

Add the new Corrective Action Status and Order of display in the list and if it should be a Default status. Click the down arrow in the Profile field and select which company Profile this Job Status will be visible to. Only records belonging to the assigned Profile will see the Corrective Action Status.

Click SAVE to commit the changes to the system.

Fortix Base - Google Chrome

The Corrective Action Status picklist view can be managed by clicking the Action down arrow and selecting Edit, Archive or Delete.

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