Before you begin
- Configure Quality Controls
How it works
Follow the arrows from left to right. Each stage prepares the information the next stage needs.
- 01Conditional
Inspection
Use an Inspection to record whether defined criteria passed or failed.
provides the information needed for - 02Conditional
Defect
Create or link a Defect when a specific nonconformity is found.
provides the information needed for - 03Conditional
NCR
Use an NCR to control and investigate nonconforming output or material.
provides the information needed for - 04Conditional
Disposition
Use a Disposition to decide what happens to the affected unit.
provides the information needed for - 05Conditional
CAPA when systemic
Use CAPA when the issue requires broader corrective or preventive action.
Why this connection matters: A Defect describes the observed problem; an NCR controls the nonconforming case.
Step-by-step in Forge
Navigation: Manufacturing → Quality
- Open the inspection: Select Quality Inspections, search for the relevant record, and open it.
- Record the result: Complete every criterion and select the pass or fail result.
- Capture the issue: On failure, create or link a Defect with evidence and affected quantity.
- Control the output: Open NCR Reports and create or link an NCR, then record the Disposition.
- Escalate when required: Open CAPA, create the corrective/preventive action, assign ownership, and save.
Watch the task
Watch: Inspections, Defects, NCR, and CAPA
GIF walkthrough placeholder for Inspections, Defects, NCR, and CAPA.
Rules to remember
- A Defect describes the observed problem; an NCR controls the nonconforming case.
- A Disposition is the decision, while approval controls who can authorise it.
- CAPA is for systemic correction, not every isolated failure.
Ready when
- The correct record type is used for the issue.
- Affected units and material are traceable.
- Disposition and approval are complete before release.