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Setting up Inspection Activity Sign-off Statuses

Inspection activity sign-off statuses are codes that inspectors use to indicate the stage of sign-off procedures in MRI forms. Examples are Examination, Review documents, and Witness point. They can also indicate when an inspection activity is halted, for example, the Hold point status.

Sign-off statuses are typically set up at the enterprise level to be available to the sites below it in the hierarchy. Sign-off statuses that are specific to a particular country or region are defined at the lower-level sites to which they apply.

To Set up an Inspection Activity Sign-off Status

1.	From the Site window, select the Inspection Management view, the Settings tab, and then the Checksheets tab. Select the Checksheet Settings node in the tree.

Tip: You can also click the Administration menu, Inspection Management Settings, and then Checksheet Settings. The Checksheet Settings window appears.

2.	Select the Inspection Activity Sign-off tab.

Tip: You can deactivate a sign-off status, for example, while it is being developed. Select the status in the list and click Mark as Inactive. In the dialog that appears, you can enter an explanation for the change and click OK. Click OK to close the confirmation message that appears. The status is displayed as struck-through in the list and it will not appear in MRI checksheets. To reactive a status, select it and click Mark as Active.

3.	Click New. The Activity Sign-off Status Properties dialog appears:

4.	Enter a descriptive name for the status.

5.	Enter an abbreviation for the status. These codes are entered by inspectors on the MRI form. For example:

•	Examination – E

•	Hold point – H

•	Review documents – R

•	Witness point – W

6.	Select Allow sign-off to indicate that the inspector can select the sign-off date and name in the MRI checksheet.

7.	To change the image that represents the status in tables and lists, click Change Icon, select a different icon, and click OK.

8.	Enter more information in the Description box.

9.	Click OK. The dialog closes and the sign-off status is listed in the tab.