Drop Down Lists
Two drop down list fields can be enabled on the Concern Tab, Priority and Cause. When enabled, these fields are additional selection criteria in Reports | Concern Reports, Concern Charts and Queries. Choosing a purpose for these drop down list fields is important compared to other user-defined fields for two reasons:
Priorities
Establish different Priority levels in this drop down list located on the Concern Tab. Besides Reports | Queries, Priority is also a selection criteria for Reports in Concern Reports and Concern Charts. The data name for this field may be modified to define a purpose for the field instead of Priority, or it can be omitted. Modify or omit the Priority data name in Configuration | Data Names. For Medical Device Manufacturing, Priority may be defined for tracking reportable events according to FDA requirements.
Causes
The Cause is usually not determined until a Resolution is achieved and the Concern is ready to be Closed. The Cause drop down list is located on the Concern Tab. Cause is a selection criteria in Reports for Concern Reports and Concern Charts. The data name for this field may be modified to define a puprose for the field instead of Cause, or it can be omitted. Modify or omit the Cause data name in Configuration | Data Names.
Cause Owner is an optional setting to define a User who will receive an Alert email that is sent automatically when that Cause is selected. The Cause field is a drop down list that functions with no an email alert by default. A Cause Owner works only in conjunction with a Notification Template named: Alert saved in Setup | Notification Templates | Notification Titles.
Dispositions
Define the values for the Disposition drop down list on the Returns Tab. Examples are; Rework, Scrap, Restock, etc.
Account Types (abbr. Acct Types)
Define the values used to classify and organize Accounts. Account Type is a required field and a sort option in View | Account List. The default data name for Account can be customized in Configuration | Data Names.
Account Categories (abbr. Acct Categories)
Categories are an optional selection list for multiple classifications of Accounts. Account Categories are separate from the one required Account Type, appearing on the Account Categories Tab. An Account may be identified with more than just one Category so it provides options for grouping Accounts in different ways to produce useful Reports, Charts or Queries. Example values are:
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Industry
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Region
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Service Level
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Marketing
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