Deviations

Deviation – User Documentation

Overview

The Deviation module is used to register, track, and resolve deviations (non-conformities, issues, or exceptions) that occur during construction, commissioning, or operational processes. It supports assignment, status tracking, linking to related records, and rich text descriptions and resolutions.

Key Concepts

• Deviation: A record of an issue or non-conformity that needs to be tracked and resolved.

• Status: The current state of the deviation (e.g., Draft, Identified, Described, In Progress, Resolved, Ready for Verification, Verified, Closed).

• Assignment: Deviations can be assigned to users or agents for resolution.

• Related Record: Deviations can be linked to other records (e.g., checklists, checklist lines) for context.

• Rich Text: Both the description and resolution fields support rich text formatting.

Main Pages

1. Deviation List

• Purpose: View, filter, and manage all deviations.

• Key Fields:

  • Code: Unique identifier for the deviation.

  • Subject: Short summary of the deviation.

  • Status: Current status of the deviation.

  • Deviation Date: Date when the deviation was registered.

  • Assigned By/To/To Agent: Assignment information.

  • Due Date: Deadline for addressing the deviation.

  • Reference Number: External or internal reference.

  • Resolution Date: Date when the deviation was resolved.

  • Related RecordId: Link to a related record (e.g., checklist or checklist line).

  • Last Modified: Timestamp of last modification.

• Actions:

  • Open Related Record: Navigate to the linked record for more context.

2. Deviation Card

• Purpose: View and edit details of a single deviation.

• Sections:

  • General: Main details (subject, status, assignment, dates, references, related record).

  • Description: Rich text field for detailed description of the deviation.

  • Resolution Description: Rich text field for documenting the resolution.

  • FactBoxes: Show attached documents and system links.

• Actions:

  • Save Description/Resolution: Rich text fields are saved automatically when edited.

3. Deviation Activities

• Purpose: Dashboard showing counts of deviations by status for the current user and construction agent.

• Drilldown: Click on a cue to see the filtered list of deviations.

How to Use

Creating a Deviation

1. Go to NOC Deviation List and select New.

2. Fill in the required fields: Subject, Assigned To, Due Date, etc.

3. Optionally, link the deviation to another record using the Related RecordId field.

4. Enter a detailed description in the Description rich text field.

Assigning and Tracking

• Assign deviations to users or agents using the Assigned To and Assigned To Agent fields.

• Track progress using the Status field.

• Use the Deviation Activities dashboard to monitor your assigned deviations.

Resolving a Deviation

• Enter the resolution in the Resolution rich text field.

• Set the Resolution Date (automatically set when resolution is entered).

• Change the Status as the deviation progresses through its lifecycle.

Linking to Other Records

• Use the Related RecordId field to link a deviation to another record (e.g., a checklist or checklist line).

• The Table No. and Table Caption fields are automatically updated based on the related record.

Field Descriptions

Status Values

• Draft: Deviation is being prepared.

• Identified: Deviation has been identified.

• Described: Deviation has been described in detail.

• In Progress: Work is ongoing to resolve the deviation.

• Resolved: Deviation has been resolved.

• Ready for Verification: Resolution is ready to be verified.

• Verified: Resolution has been verified.

• Closed: Deviation is closed.

Tips

• Use filters on the Deviation List to quickly find deviations by status, assignment, or due date.

• Use the Deviation Activities dashboard for a quick overview of your workload.

• Always update the status and resolution fields as work progresses for accurate tracking.

Security & Permissions

• Only users with appropriate permissions can create, edit, or assign deviations.

• Assignment fields are validated against user and agent tables.

Troubleshooting

• If you cannot see or edit a deviation, check your permissions and assignment.

• If the Related RecordId is not set, ensure you are linking to a valid record.