Relate documents to Incidents - Gael Community

Relate documents to Incidents

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Top 50 Contributor
Posts 29
JorisWenderich Posted: Mon, Feb 1 2010 15:39

I don't know whether this has been suggested before, but it would be beneficial useful to relate a document to an incident (in addition to departments, processes, etc.)

We use Q-Pulse to approve our Incident investigation reports, but we can't relate those documents to the actual incident. This means we end up with attaching a PDF of the investigation report to the Incident.

Top 25 Contributor
Posts 173

Hello Joris, thanks for your post can you please confirm if by incidents you mean Incidents module or CAPA module? If it is the CAPA module you can relate a document to a NC record using the documents field in the NC record itself, if however it is the Incident module you are referring to then I will raise an enhancement request for you once I have this confirmed.

Steven Scott Support Engineer Gael Ltd t: +44 (0)1355 593 400 f: +44 (0)1355 579 191 e: support@gaelquality.com w: www.gaelquality.com

Top 50 Contributor
Posts 29

Steven,

I'm referring to the Incident module.

Top 25 Contributor
Posts 173

Hello Joris, thanks for your post, I will log an enhancement request with the developers for consideration for inclusion in a future QPulse release. Before I log this can you give me an example of how you feel this 'link' would improve your current process?

I will use this example as part of the enhancement request report to ensure anything we develop meets your requirements.

Steven Scott Support Engineer Gael Ltd t: +44 (0)1355 593 400 f: +44 (0)1355 579 191 e: support@gaelquality.com w: www.gaelquality.com

Top 50 Contributor
Posts 29

Hi Steven,

Whenever we decide to investigate an incident, we add stages to the incident (Investigation and Follow-Up). The document module is used to send the investigation report to approvers. When the investigation report is finished (approved) a pdf-copy is attached to the Investigation stage of the incident.

It would help us a lot to link the investigation report directly to the incident. That way we can monitor the progress of the investigation report by looking at the status of the document.  For example the investigation could be finished, but the report hasn't been approved yet. It would also help is to immediately locate the appropriate document (when is hasn't been attached yet)

In our workflow the investigation report is discussed in a central meeting (currently indicated by the status of the incident). Sometimes the investigation report is send out to a number of people in the organization, something that can also be monitored using the document module.

We are currently using both the incident and the document module for the same investigation. It would therefore be logical to link the two.

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