Removing Investigation Requirement

If you do not want investigation to be performed on the objects (complaints, Equipment Service Requests(ESR), inquiry, or Nonconformances (NC)), you can remove the investigation requirement.

Before you begin:
  • The object (complaint, Equipment Service Request (ESR), or inquiry) must be in the In Process state. If the object is an NC, it must be in the Review state.
  • You must be a Quality Manager or Complaint Investigator who owns the object.
  • You must be on the Investigation page.

The ESIGN (one-step validation) is enabled and the 'This approval requires an electronic signature' page is appeared if,

  • The context object has the route and the value is specified to true for the Requires ESign attribute of the context route object.
  • The context object does not have the route,
    • The global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.
    • The global E-Signature value is configured as ‘Not required for approval tasks’, the 'This approval requires an electronic signature' page is not appeared.

The 3DEXPERIENCE Platform - Access Control page is appeared if,

  • All the selected objects have the route and the value is specified to true for the Requires ESign attribute of the context route.
  • All the selected business objects do not have route and global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.
  • Some of selected objects have route and some do not have the route, the 3DEXPERIENCEPlatform - Access Control page is appeared.
    • If the value is specified to true for the ‘Requires ESign’ attribute for any route object.
    • If the value is specified false to the ‘Requires ESIGN’ attribute for all the route objects. Also the global E-Signature value is configured as ‘Required for approval tasks’ or ‘Specified in route template’.

See Also
Modifying Investigation Details
  1. From the Investigation page toolbar, click Not Required.
    The Not Required page appears.
  2. Type the reason for removing investigation requirement in the Comment box.
  3. Click Done.
    The "This approval requires an electronic signature page" appears.
  4. Enter your user name and password in the User Name and Password dialog boxes respectively in the 3DEXPERIENCE section. Also select the check box that confirms that your electronic signature is the equivalent to your hand written signature.
  5. Click Validate.
    The 3DEXPERIENCE Platform- Access Control page appears.
  6. Enter the code that is received on the configured device.
  7. Click Validate.
    The investigation requirement is removed for the object.

The value of Investigation Required in the properties page changes to No.