The Incident Report overview section – Incident Reports (Workflow)

This section lists all Incident reports, the different columns within this section represent different workflow statuses, the number in the intersecting rows and columns is a count of the Incident reports, in that status.

Draft: This column will list all incident reports created, but not yet submitted and given an Incident report number. Draft Incidents can be deleted (given that they have not been numbered), by the users who have created them and users with the user right to delete other users drafts.

Submitted: This column will list all Incident reports that have been submitted and are waiting to be processed further. Once an incident report has been submitted it has also been assigned an incident report number and can no longer be deleted. Numbered Incident reports can be cancelled. Details that can be recorded at this stage can be, the official Incident description, witness statements, environment descriptions, actual and potential consequences

 Details recorded: Once all information related to the Incident has been recorded, it is possible to alter the status to “Details Recorded”, for further processing and analysis. Details that can be recorded at this stage is all the required actions and corrective actions (maintenance jobs) to correct the consequences of the incident and prevent the incident and its consequences from happening again.

 Analysis completed: When the analysis of the Incident and an action plan has been completed, the incident can be set to this status, awaiting an approval.

 Approved: If analysis and action plan is found satisfactory, it can be approved

Ready for Closure: When all jobs and actions related to an approved incident report, has been completed, and a final review\assessment of the incident analysis and corrective- and preventive measures taken is due, the incident report can be set to this status.

 Verified & Closed: After everything relating to the incident has been addressed, it can be closed, and will be listed under this status. Closed Incident reports are write-protected, and will need to be reopened in order to be modified.

 All Open Incidents: This column will count and show all incidents regardless of status.

 Cancelled: This column will list all cancelled incident report

The Incident Report overview section – Findings 

If during the Incident investigations non conformances are found, these findings can be recorded as part of the Incident report and tracked individually. One Incident report can be linked to several findings. An Incident can have 1 of 3 statuses

 Open: If finding has not been closed it will be listed in this column

 Closed: Findings which have been handled

 Cancelled: Cancelled Findings

The Incident Report overview section – Actions  

The action section will list all the actions that have been added to the system in relation to any of the findings linked to any of the inspections. The section consists of the following columns

                    Draft: This column will list all actions in draft mode (not yet approved)

Draft actions will not be distributed to assigned users before it has been approved.

          Open (Due): This column will list all “Due” actions.

          Open (Overdue): This column lists all the overdue actions

          Closed: This column will list all actions that have been signed out.

      Cancelled: Once an action is approved, it is assigned a unique running number. To avoid “losing” running numbers it is not allowed to delete approved actions, they must be cancelled.

The Incident Report overview section – Jobs         

        Scheduled corrective jobs: This column will list all jobs linked to any of the actions.

      Overdue scheduled corrective jobs: This column lists all the overdue jobs linked to any of the actions.

    Signed out corrective jobs: This column will list all job history linked to any of the actions               for corrective jobs that have been signed out.