Create a New Nonconformance Investigation
When a nonconformance has been evaluated, and the evaluator specifies that an investigation is necessary, the system moves the nonconformance to the investigation state.
Investigation tasks appear on the My Tasks table of your Home 
page if you are assigned to the nonconformance investigator role. Use the following procedure to create a new investigation:
page if you are assigned to the nonconformance investigator role. Use the following procedure to create a new investigation:1. Right-click the investigation from your My Tasks table and select Enter Investigation Details.
2. On the New Investigation window, under Attributes, enter a name for the investigation.
3. Under Investigation, enter information for the following fields:
Field | Notes | ||
|---|---|---|---|
Nonconformance Confirmed? | Use this field to indicate whether further investigation confirmed this nonconformance. | ||
Corrective Action Indicated? | Select Yes to indicate that a CAPA has been or needs to be initiated. For more information on the Windchill CAPA process, see The Windchill CAPA Process. | ||
Are Finished Goods Affected? | Select Yes if the nonconforming products affect finished goods.
|
4. Under Investigation Summary, enter information for the following fields:
Field | Notes |
|---|---|
Investigation Description | Enter text describing the process or methodology used in the investigation. |
Investigation Conclusion | Enter text describing the conclusion of the investigation. |
5. Under Affected Objects, review any information entered by the user who initiated the nonconformance.
◦ Click the view details icon 
to learn more about the affected object.
to learn more about the affected object.◦ Click the add icon 
to open the Affected Objects window where you can add, remove, and edit the details of affected objects.
to open the Affected Objects window where you can add, remove, and edit the details of affected objects.6. Under Other Items, review any information entered by the user who initiated the nonconformance.
◦ Click the view details icon to learn more about the object.
to learn more about the object.◦ Click the add icon to open the Other Items window where you can add, remove, and edit the details of the other items.
to open the Other Items window where you can add, remove, and edit the details of the other items.7. Click Next.
8. Use the Attachments page to add attachments to the investigation. The following table describes the available icons:
Icon | Description |
|---|---|
 | Remove the selected attachment. |
 | Add a local file attachment. Local file attachments are files that you upload from your local machine to Windchill. Click Browse to select a file on your local machine. You can also drag and drop one or more files onto the action window to upload them as attachments. For more information, see About Drag-and-Drop. |
 | Add a URL attachment. URL attachments are hyperlinks to content stored on a website outside of Windchill. For example, this can be a wiki page or product help site. |
 | Add an external storage attachment. External content attachments are items that cannot be attached as local files or URL links because they are physical objects or places. For example, this can be a three-dimensional item such as a product model or prototype, or highly sensitive data stored in a secure location. An externally stored content attachment describes the content and refers the user to its location. |
9. Click Complete Task. The nonconformance continues to another workflow state based on your selections.