Pick list used to select which report to run.

• Linked Records - provides a different perspective: instead of focusing on events or tasks, it lists all the external records that have been linked to quality events, essentially answering the question “Which jobs, orders, or other records have quality events associated with them, and what are those events?”
• Quality Event Detail - provides a granular, task-level view of quality events. Unlike the Summary report (one row per event), the Detail report outputs one row per event line item, effectively listing all actions/tasks from all events (or from the filtered subset of events). This means if a single Quality Event has three lines, it will appear as three separate entries in the Detail report – one for each line – each entry repeating the event’s main info but showing a different line’s details. The Detail report is ideal for quality managers or team members who want to see and filter the workload across all quality events, such as “show me all open corrective action tasks assigned to me” or “list all tasks that are overdue or closing this week.”
• Quality Event Summary - provides an overview of all quality events in the system (or all events matching the chosen filters). Each row in this report corresponds to a single Quality Event and displays high-level information about that event. Drill down is available.

Pick List. Filters by selected Quality Event.

Pick list to filter based on Status. Options are: All, Canceled, Closed, In Progress, Duplicate, On-Hold, Open (Default)

Pick list to filter based on defined Quality Event Source.

Pick list to filter based on Quality Event Type.

Filters by selected date type. Options are: Closed Date, Created Data, Discovery Date, and Occurrence Date.

Option to filter report by starting and ending dates.

Pick list used to filter reports based on the user that entered the quality event.

Indicates the user assigned to the quality event.

• Only available when choosing a report type of Quality Event Detail.

Filters reports based on the Quality Event Line Type chosen.

• Disabled when choosing a report type of Linked Records.

Indicates the status of displayed lines options.

• Only available when choosing a report type of Quality Event Detail.

Display only. The quality event number will be displayed once the record is saved. This number is available to reports in Quality Event Reporting.

Enter the name that will be associated with the quality event.

Search box used to select the Quality Event Source.

Search box used to select the Quality Event Type.

Drop-down field used to apply the appropriate status. Options are: Canceled, Closed, Duplicate, In Progress, On-Hold, and Open.

Memo field used to enter a description for the quality event.

Display only. The user who created the event and date it was created.

Enter the date the event was discovered. This date may differ form the Created Date.

Enter the date the event occurred.

Select the Quality Event Line Type.

Memo field used to enter a description for the quality event line.

Select the appropriate user.

Drop-down field used to apply the appropriate status. Options are: Canceled, Closed, Duplicate, In Progress, On-Hold, and Open.

Display only. Date the Quality Event Line was created.

Enter the appropriate due date. This date is available on Quality Event Reports.

Select the appropriate table for the related records. Options are:

• Bill-To
• Item Master
• Job, Purchase Order
• Sales Order
• Ship-To
• Vendor

Identifies the exact master data record. The caption and options change based on the table selected in the "Table" field above.