Products/Services/Projects can be used in the CAPAs, Change Control and Events Modules.
Products/Services/Projects can be created by Administrators and, depending on Permission Settings, also by Managers and/or Regular Users.
How to create a Product/Service/Project
- Go to Manage > Products/Services/Projects.
- Click on the + icon.
In the Create Product/Service/Projects window:
- Assign the Product/Service/Projects to one or more Groups.
- Give the Product/Service/Projects a name.
- Save. If you wish to create more Product/Service/Project click on Save & New instead.
After saving, the system will give the following notification New Product/Service/Projects created successfully.
- Only Users belonging to the same Group the Product/Service/Project was assigned to will be able to see it.
- The created Product/Service/Project will only appear in Events, CAPAs and Change Requests that have been assigned to the same Group(s) as the Product/Service/Project. If for example a CAPA is assigned to the Management Group and the Product/Service/Project is assigned to the General Group, the Product/Service/Project will not appear when creating the CAPA.