Creating an NCR

Status: Draft

Role: Originator

As the Originator, you can create an NCR, add supporting information, link related documents or NCRs, and assign NCR Coordinators.

Available actions
• Add Attachment
• Link to Existing RFI
• Link Document
• Edit
• Assign Coordinators
• Close Comment
• Add Action

Creating an NCR

1. Open the relevant document in the NCR module and select an annotation tool to mark the area relating to the NCR.
2. In the NCR panel, enter the required details.
3. Once all details have been entered, select Submit to create the NCR.
4. Once created, you can edit the NCR, add attachments, or link it to existing NCRs and documents using the available actions.
5. Assign the NCR Coordinators by selecting Actions > Assign Coordinators.
6. Enter the email address of the required Coordinator. You can select and assign multiple users.
   Once the NCR has been created and the Coordinators assigned, it can progress to the For Review stage.