Quality Event Suggestions allows users to streamline prioritization and categorization during the triage stage of a quality process, which can reduce cycle times and assist with workflow routing. You can execute the Generate Record Suggestions action to suggest field values for matching fields and related objects associated with Deviations, Complaints, or Nonconformances, and their associated Quality Event counterparts.
Generating Record Suggestions
You can generate suggestions by performing the Generate Record Suggestions user action on a supported object record. When you execute this action, a dialog displays the Match Criteria with the top suggested match terms for calculating the field and related record suggestions. Under Match Terms, you can use the following fields to set your search criteria:
- Match on Any of these Terms: This field specifies which terms are used when Vault searches for matching records. You can click the (x) icon on a term to not use it while searching, or use drag and drop on Suggested Terms to move them to the Ignore these Suggested Terms field. You can add User Terms by typing text into the Match on Any of these Terms field to create a more customized search.
- Ignore these Suggested Terms: This field displays the Suggested Terms that were removed from Match on Any of these Terms field. You can move a term back to the Match on Any of these Terms field by clicking the (+) icon on a single term, or use drag and drop to move multiple terms.
- Text Comparison Fields: This field specifies which text fields are reviewed when Vault searches for matching records using the terms in the Match on Any of these Terms field.
- Matching Fields: This field specifies the exact match fields.
- Date Comparisons: This field specifies the timeframe Vault uses when searching for matching records.
- Lifecycle States: This field specifies which lifecycle states are evaluated when Vault searches for matching records.
You can run the action multiple times, but if a record suggestion has already been completed or is ongoing, Vault displays a warning message. After you click Continue, Vault begins calculating suggestions. Once finished, suggestion icons appear next to suggestion-enabled fields and sections on the record detail page.
Applying Field Suggestions
Suggestions, available by clicking the suggestion icon next to a field or section, list the values most typically referenced for a specific field in similar records. When you click the badge, you can accept or dismiss the suggestion. If you accept the suggestion, the record enters Edit mode, the suggested value is added to the record field, and you must click the Save button to save the change. Once you accept or dismiss the suggestion, the suggestion icon disappears from the record.
Related Record Suggestions
Related record suggestions list what related records are most typically referenced in similar records. Click the suggestion icon next to the Related Object section on a record to display a list of potential related records. You can accept or dismiss the suggestion. If you accept the suggestion, the related record is added to the Related Object section. If multiple related records are listed, the badge remains available until you address all remaining suggestions.