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ISO 17025

Improvement Backlog

The Improvement Backlog gathers the laboratory's improvement opportunities (ISO/IEC 17025 §8.5, §8.6). Other pages feed it automatically as they close, so an idea that came out of a failure is not lost.

Found under: ISO 17025 → CAPA & Findings → Improvement Backlog.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Delete — Delete the record (with confirmation)

Fields

FieldDescription
Title · DescriptionWhat is proposed — both required
Expected BenefitWhat the laboratory gains
PriorityCritical, High, Medium or Low — required
Source CategoryWhere it came from — required, see below
Owner · Due DateWho takes it and by when

Status is not a form field: it changes only through the row actions.

Where entries come from

Source CategoryCreated automatically when
CAPAA corrective action closes with a failed effectiveness review
Audit FindingAn internal audit closes with a major or critical finding
ComplaintA customer complaint closes and an improvement is requested
Risk / OpportunityA risk assessment chooses avoid or mitigate
MR ActionA management review decision
ProposalEntered by hand by someone

On automatic entries, the dialog shows a link through to the originating record.

The lifecycle

ActionWhen it appearsWhat it asks for
AcceptOn ProposedNothing — moves straight to Accepted
StartOn AcceptedNothing — moves to In Progress
RejectOn Proposed or AcceptedA rejection reason
Mark ImplementedOn Accepted or In ProgressAn implementation date
Carry ForwardOn Proposed, Accepted or In ProgressA carry-forward reason

🔴 Carry Forward closes the item; it does not reschedule it to a new due date. If the work should continue, leave it open and change the due date instead.

All four actions require a role with sign-off authority. Bench staff may raise and edit proposals but not approve them.

Notes

  • Delete is allowed only on Proposed.
  • The CSV export translates the source, priority and status, just as the PDF does — it no longer hands over the raw database values.
  • Max records affects prints and CSV only.
  • See also: Corrective Actions, Risk Assessments.