Non-Conformance Profile

The Non-Conformance Management Role Center provides a dedicated workspace for quality managers and users responsible for handling non-conformance cases in Microsoft Dynamics 365 Business Central. This profile offers quick access to all non-conformance related functions, including setup pages, operational lists, and real-time status indicators through cue tiles.

For Food & Beverage organizations, this Role Center serves as a central hub for quality control activities, enabling users to monitor new quality issues, track pending tasks, and access all necessary tools without navigating through multiple menus.

When to Use This Feature

The Non-Conformance Management Role Center is ideal for:

  • Quality Managers who need an overview of all pending non-conformances and their team’s workload
  • Quality Control Specialists who process non-conformances daily and need quick access to lists and setup
  • Compliance Officers who monitor quality metrics and ensure timely resolution of issues
  • Department Heads who want visibility into quality-related tasks assigned to their teams

Use this Role Center when you want to:

  • Quickly see how many new non-conformances require attention
  • Monitor your pending user tasks related to action plans
  • Access all non-conformance setup and operational pages from one location

Prerequisites

Profile Assignment: The Non-Conformance Management profile must be assigned to the user (see Setup Instructions below)

Setup Instructions

Assigning the Role Center to a User

  1. Choose the Search icon, enter User Personalization, and select the related link.
  2. Find the user who should use this Role Center.
  3. In the Profile ID field, select Non-Conformance Management (briNCM_NonConformanceMenu).
  4. The next time the user signs in, they will see the Non-Conformance Management Role Center.

Assigning the Role Center to Yourself

  1. Choose the Settings icon (gear) in the top-right corner.
  2. Select My Settings.
  3. In the Role field, choose Non-Conformance Management.
  4. Choose OK.
  5. The Role Center changes immediately.

Using the Feature (Daily Operations)

Role Center Layout

The Non-Conformance Management Role Center consists of two main areas:

1. Cue Tiles (Status Indicators)

The Role Center displays visual cue tiles that provide at-a-glance information:

Cue Tile Description
New Non-Conformances Shows the count of non-conformance records with Status = “New”. Click to open the filtered Non-Conformance List.
Pending User Tasks Shows the count of incomplete user tasks assigned to you that are related to Non-Conformance action plans. Click to open your User Task List.

2. Navigation Menu

The navigation menu is organized into two sections:

Non-Conformance Setup Section:

Menu Item Description
Non-Conformance Setup Opens the main setup page for number series and default treatment duration
Non-Conformance Categories Opens the list of categories used to classify non-conformances
Non-Conformance Sources Opens the list of sources indicating how issues were detected
Non-Conformance Severities Opens the list of severity levels for prioritization
Action Plan Templates Opens the list of predefined action plan templates
Non-Conformance Responsibility Setup Opens the setup for assigning users to specific responsibilities

Non-Conformance Menu Section:

Menu Item Description
Action Plans Opens the list of all action plans
Non-Conformance List Opens the complete list of non-conformance records

Customizing Cue Tiles

You can customize the appearance and thresholds of cue tiles:

  1. On the Role Center, choose the Set Up Cues action.
  2. The “Cue Setup” page opens.
  3. Configure threshold values to change tile colors based on counts:
    • Set Low Range Style for values below a threshold
    • Set Middle Range Style for values within a range
    • Set High Range Style for values above a threshold
  4. Choose styling options (Favorable, Ambiguous, Unfavorable, Subordinate)
  5. Close the page to apply changes.

Daily Workflow

A typical daily workflow using the Role Center:

  1. Review New Non-Conformances: Check the “New Non-Conformances” cue tile. If the count is greater than zero, click to review and start processing new cases.

  2. Check Your Tasks: Review the “Pending User Tasks” tile to see action items assigned to you. Click to open your task list and work through assigned actions.

  3. Access Lists: Use the navigation menu to open the Non-Conformance List or Action Plans list for detailed work.

  4. Setup Maintenance: When needed, use the Setup section to add new categories, sources, or update responsibility assignments.

Example Scenarios

Scenario 1: Quality Manager Morning Review

Maria, a Quality Manager, starts her day by opening Dynamics 365 Business Central with the Non-Conformance Management Role Center.

  1. She sees the “New Non-Conformances” tile showing 5 new cases.
  2. She clicks the tile to open the filtered list of new non-conformances.
  3. She reviews each case and assigns categories, severities, and creates action plans.
  4. She updates the status to “In Progress” for cases under investigation.

Scenario 2: Quality Specialist Task Management

John, a Quality Control Specialist, logs in and sees his Role Center.

  1. His “Pending User Tasks” tile shows 3 tasks waiting for him.
  2. He clicks the tile to open his User Task List.
  3. He completes each task (investigations, root cause analysis, corrective actions).
  4. As he completes tasks, the counter decreases.

Scenario 3: Administrator Setup Update

Sophie, the Quality Administrator, needs to add a new category for allergen-related issues.

  1. From the Role Center navigation menu, she selects Non-Conformance Categories.
  2. She adds a new category “ALLERGEN” with description “Allergen-related issues”.
  3. She opens Sub-Categories and adds specific types: “UNDECLARED”, “CROSS-CONTACT”, “LABELING-ERROR”.
  4. She links appropriate Action Plan Templates to each sub-category.

Troubleshooting

Cue Tiles Show Zero When Data Exists

Symptom: The cue tiles display 0 even though you know there are non-conformances or tasks.

Resolution:

  • Verify you have proper permissions (briNCM_Basic or briNCM_Setup permission set)
  • For “New Non-Conformances”: Confirm the records have Status = “New” (not “In Progress” or “Closed”)
  • For “Pending User Tasks”: Verify tasks are assigned to your user account and are not marked as complete
  • Refresh the page by pressing F5 or clicking away and back to the Role Center

Cannot See Non-Conformance Management in Role Selection

Symptom: The Non-Conformance Management profile doesn’t appear in the Role dropdown.

Resolution:

  • Ensure the Non-Conformance Management app is installed
  • Verify the Bricklead License Control is active and the NCM feature is licensed
  • Contact your administrator to check if the profile is enabled for your user

Symptom: Some menu items in the navigation area are not showing.

Resolution:

  • Check your permission set; some setup pages require the briNCM_Setup permission set
  • Verify the application area is properly configured
  • Contact your administrator to review your security settings

Frequently Asked Questions (FAQ)

Q: Can I customize which cue tiles appear on the Role Center?

A: The cue tiles displayed are fixed by the application design. However, you can customize their appearance (colors, thresholds) using the “Set Up Cues” action.

Q: How often do the cue tile counts refresh?

A: The cue tiles refresh automatically when you navigate to the Role Center and periodically while you work. You can force a refresh by navigating away and back, or pressing F5.

Q: Can I use this Role Center alongside my regular Role Center?

A: You can only have one active Role Center at a time. However, you can easily switch between Role Centers using My Settings. Alternatively, you can access all Non-Conformance pages through the Search function from any Role Center.

Q: Do the Pending User Tasks include only non-conformance related tasks?

A: Yes. The “Pending User Tasks” cue specifically counts only user tasks that are related to Non-Conformance action plans, not all user tasks in the system.

Q: Who should use this Role Center?

A: This Role Center is designed for users who primarily work with quality management and non-conformance handling. Users who only occasionally interact with non-conformances may prefer to keep their standard Role Center and access NCM pages through Search.

Permissions Required

Permission Set Caption Access Level
briNCM_Basic Non-Conformance Mgt - Basic Access to Role Center, operational lists, and read-only setup data
briNCM_Setup Non-Conformance Mgt - Setup Full access including all setup pages with edit capabilities
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Last updated on Jan 23, 2026