Turn a quality hold into assigned follow-up.

Give the exception an owner

We connect your operational records with the work people need to finish. When an inspection changes the next step for a receipt, your quality team should not have to forward the same message to stores, planning and purchasing. Configure the event, the condition and the action in Optiwise, then route the follow-up to the person or team responsible.

An automation can create regular follow-up, route a document approval or prepare the next document action under your configured workflow. A notification tells someone that something happened; an assigned task records the work they must finish. Choose the combination that fits the decision instead of treating an alert as completed work.

Start with one receipt that needs a decision

In an illustrative workflow, a receipt inspection is put on hold because a required measurement is missing. The rule identifies that qualifying state and assigns a follow-up to quality, with the source record and a due date. The assignee opens the inspection, adds the required information and records the disposition. Stores and planning can then use the actual receipt and quality status.

Closing the follow-up does not replace the quality decision. Where mandatory inspection blocks stocking, material stays unavailable until the required receipt and inspection work is completed. Link the task to the operational record so the assignee can finish the right action.

Handle another edit without losing the original task

A supervisor may amend a comment after the hold is raised. Decide which event or status change should trigger work and how repeated notifications will be handled. Use the source reference to check the existing follow-up before creating another one. Do not make every saved edit a fresh instruction to the entire factory.

Your administrator selects the template, recipients and permitted actions. Templates can be activated or paused. Permission to assign work to someone else remains separate from permission to perform an inspection or approve a document. Email, WhatsApp and webhook actions depend on the configured channel and its commercial scope.

Put the rule beside the work it changes

Begin with the inspection record, a named quality owner and a clear completion condition. Follow the result into quality and stock release, then use the task queue to find due or blocked follow-ups. Our no-code workflows let you shape the related fields and views around that task.