Configuring Quality Event Suggestions

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.

Configuration Overview

Complete the following steps to enable the Quality Event Suggestions feature: 

  • Add a Record Suggestion Configurations component and use it to define the Match Criteria, field suggestions, and related record suggestions.
  • Configure the Generate Record Suggestions action on the lifecycles associated with a supported object.
  • Configure the Record Suggestion (record_suggestion__v) object.

Creating Record Suggestion Configurations

Admins can configure a Record Suggestion Configurations component for each object or object type for which they want to allow suggestions.

To create a Record Suggestion Configuration:

  1. Access the Record Suggestion Configurations component under Application Configurations > Quality Configurations > Record Suggestion Configurations. 
  2. Define the Match Criteria for the supported objects and object types. These criteria include the date range, exact match fields, text fields for key match terms, and lifecycle states to include.
  3. Select up to five (5) active fields to capture the field suggestions that will be used for calculating the top five (5) used field values for a particular field on similar records.
  4. Select up to three (3) active related objects associated with the primary object that will be used to calculate related record suggestions.
  5. Ensure that the related objects have a join or child parent inbound relationship with the primary object. Reference objects are not supported.

Configuring the Generate Record Suggestions Action

Admins must configure the Generate Record Suggestions user action on lifecycle states associated with a supported object.

To configure the Generate Record Suggestions action:

  1. Navigate to the Actions tab under Admin > Configuration > Objects.
  2. Click Create and select the Generate Record Suggestion action. Do not select the Available in All Lifecycle States checkbox.
  3. Add the action to the appropriate lifecycle state for the supported object. 
    1. Access the lifecycle state and click Edit under User Actions. 
    2. Select the Generate Record Suggestions action and the Record Suggestion Configuration.
    3. Optional: Select the Allow user to override discovered match terms checkbox to allow users to modify the Match Criteria that Vault suggests.
  4. Optional: Configure the Generate Record Suggestions action via Atomic Security: Actions to allow only certain roles to execute the action.

Configuring the Record Suggestion Objects

Admins must configure the Record Suggestion (record_suggestion__v) object for the Deviation, Complaint, and Nonconformance objects. Admins also can add the Record Suggestion Item (record_suggestion_item__v) and Record Suggestion Item Detail (record_suggestion_item_detail__v) objects to the Record Suggestion object page layout.

Admins require the following permissions to configure Quality Event Suggestions:

  • View, Edit, Create, and Delete permissions for the Record Suggestion Configurations component.
  • Permissions for Admin: Objects and Admin: Object Lifecycles.

Users require the following permissions to use Quality Event Suggestions:

  • For field suggestions, users require Edit permissions on the object, the field, and the field in the lifecycle state based on their role.
  • For related record suggestions, users require Create permissions on the related join object, Read permissions on the second parent object record referenced in the join object, and Edit permissions for Atomic Security: Relationships for the join object in the lifecycle state.