Compliance

Creating an 8D Summary Form

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8D Worksheet Summary Upload

Uploading an 8D summary form

Uploading an 8D summary form

Open a Corrective Action Request you want a summary report for and select the Worksheet form  called 8D Form

Open 8D Summary Worksheet

Open 8D Summary Worksheet

Select 'Open' for example

The 8D Summary Form

The 8D Summary Form

The uploaded worksheet summary will pull many of the fields from CPro and populate sections with information.  For any data that is missing you need to manually put the information in.

Completing the 8D Summary

Completing the 8D Summary

Certain fields are not populated in the form so you need to update it before attaching it back to CPro. When you have finished filling the form you need to save this summary locally on one of your drives.

Attaching 8D Summary to CAR

Attaching 8D Summary to CAR

Put your CAR Request into edit mode in order to attach the summary form to it.  Editing will not change the status of the CAR. Use the 'Attach File' option and attach your completed 8D summary.

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