Create Incident

This section explains how to create an Incident in the Quality Module. To create an Incident, the ‘Create Incident’ Action should be added to the user in the User Management Module.

Steps to Create an Incident in the Quality Module:

From the Home Page, navigate to the room where to perform this activity.
Click the Waffle Menu located at the top-left corner of the screen, then select Quality Module. The user will be redirected to the Quality Module’s Dashboard screen.
In the left navigation panel, click the Incidents icon, which will open the Incident screen.
On the Incidents screen, click the + Create Incident button.
Fill in the mandatory fields such as Title, Impact, Type, Due Date, Team, Initial Reporter, Reported Date, Description and Awareness Date as shown in the screenshot below. After completing all required fields, click Next.

Note: Users can make the changes in the metadata and Evidence until it is submitted.
In the Add Evidence screen, users have three options to Add Evidence.
The First Option is Upload File. To use this option, click ‘Upload File’ and drag and drop files or browse the folders to select the documents.
The second option is search. To use this option, click the Search tab.
Enter a minimum of 3 characters in the search bar (e.g., ‘Test’) and select the document(s) from the list of search results.
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The third option is to ‘Add a URL’ to this Incident. Click the Attach URL tab, click Add Link, paste the desired URL, and provide a name or description for the link.
Once evidence is added, click Create to save the incident. The user will receive the successfully created pop-up at the top right side of the screen, and the Incident will be saved in ‘Draft’ status in the grid.

Note: To directly submit the Incident after creation, click Create & Submit. This will bypass the intermediate steps. To continue from the submission step, click here to navigate to the Incident Submission section.