Raise an NCR

Record a nonconformance, set its root cause and disposition, and close it or escalate to a CAPA.

A nonconformance report (NCR) captures a specific failure: what was wrong, on what item, how much was affected, and what was decided about it. Many NCRs are raised for you when an inspection fails; you can also raise one directly for a defect found any other way.

Create the NCR

  1. Go to Quality > NCRs and select New NCR (or open one that an inspection raised).
  2. Give it a title and description, and set the category (Dimensional, Surface, Functional, Cosmetic, Documentation, Other) and severity (Critical, Major, Minor).
  3. Optionally set the source (Receiving Inspection, In-Process, Final Inspection, Customer Complaint), the reference, the affected item, and the quantity affected. Save. The NCR is created Open with a generated number.

Work the nonconformance

Open the NCR and work it through its tabs and actions:

  1. Add root cause analysis: record the 5 Why analysis. Adding root cause on an open NCR moves it to Under review.
  2. Set disposition: record the decision for the affected material (use as is, rework, scrap, return). Setting a disposition moves the NCR to Dispositioned.
  3. Close NCR: finalizes it. An NCR cannot be closed without a disposition. A closed NCR is read-only.

Escalate to a CAPA

When the problem is recurring or systemic, select Create CAPA from the NCR's actions. This opens a corrective action linked back to this NCR, where the root cause and lasting fix are driven to completion. See Manage a CAPA.

Open -> (root cause) -> Under review -> (disposition) -> Dispositioned -> Close
     \________________ Create CAPA at any point ________________/

Where to go next