Transcript Issue Types Quick Reference Guide

Quick Reference Guide
Issue Types
Incident
Nonconformity
Hazard
Complaint
Improvement Opportunity
Issue Types
Five issue types are provided. Each type records information specific to the nature of the issue,
helping to avoid ‘generic’ type fields that are often hard to complete and may not make sense.
Quick Reference Guide
Other
Near-Miss
Security
Drug alcohol
Process
Property
Plant / Equip.
Injury
Incident
Theft
Incident Categories
Environment
Issue Types
Nonconformity
Hazard
Complaint
Improvement Opportunity
Issue Types
Five issue types are provided. Each type records information specific to the nature of the issue,
helping to avoid ‘generic’ type fields that are often hard to complete and may not make sense.
Within the 5 Issue types, the Incident type has 10 Categories, allowing detailed information about
specific Incidents to be entered.
Only the selected Categories are displayed for each Incident. The selection is made when the
Incident is first created, and can be modified later.
Quick Reference Guide
Other
Near-Miss
Security
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Nonconformity
Hazard
Complaint
Improvement Opportunity
Issue Types
Five issue types are provided. Each type records information specific to the nature of the issue,
helping to avoid ‘generic’ type fields that are often hard to complete and may not make sense.
Within the 5 Issue types, the Incident type has 10 sub-categories, allowing detailed information
about specific Incidents to be entered.
Only the selected sub-categories are displayed for each Incident – this selection is made when the
Incident is first created, and can be modified later.
All of this information is recorded in what is called the Report section of the Issue – this is the
‘what happened’.
Quick Reference Guide
Other
Near-Miss
Security
Drug alcohol
Process
Causal
Analysis
Nonconformity
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Hazard
Complaint
Improvement Opportunity
Investigate, Action and Close Out
The Incident and Nonconformity Types both include a dedicated Causal Analysis as part of the
investigation.
This contains a series of prompts that are tailored for your business, and drive actions.
Quick Reference Guide
Actions
Other
Near-Miss
Security
Drug alcohol
Process
Causal
Analysis
Nonconformity
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Hazard
Complaint
Improvement Opportunity
Investigate, Action and Close Out
The Incident and Nonconformity Types both include a dedicated Causal Analysis as part of the
investigation.
This contains a series of prompts that are tailored for your business, and drive actions.
Actions are also entered separately to the Causal Analysis, and apply to all Issue types.
Quick Reference Guide
Hazard
Complaint
Improvement Opportunity
Investigate, Action and Close Out
The Incident and Nonconformity both had a dedicated ‘Causal Analysis’ as part of the
investigation.
This contains a series of prompts that are tailored for your business, and drive actions.
Actions are also entered separately to the Causal Analysis, and apply to all Issue types.
The final stage in managing any Issue is the Close Out.
Close Out
Actions
Other
Near-Miss
Security
Drug alcohol
Process
Causal
Analysis
Nonconformity
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Investigate, Action and Close Out
The Incident and Nonconformity both had a dedicated ‘Causal Analysis’ as part of the
investigation.
This contains a series of prompts that are tailored for your business, and drive actions.
Actions are also entered separately to the Causal Analysis, and apply to all Issue types.
The final stage in managing any Issue is the Close Out.
The Causal Analysis, Actions and Close Out are all located in the Manage section of the Issue.
This is normally only accessed by Administrators and people who have a role in these aspects of
the Issue.
Close Out
Actions
Other
Near-Miss
Security
Drug alcohol
Process
Causal
Analysis
Nonconformity
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Create
Issue
Who
Any user
Status
Draft 
A Processing Workflow manages each Issue as it progresses.
Click to advance the workflow from Draft through to Closed……
Close Out
Actions
Other
Near-Miss
Security
Causal
Analysis
Nonconformity
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Create
Issue
Approve
Issue
Who
Any user
Responsible Mgr
Status
Draft 
Approved 
A Processing Workflow manages each Issue as it progresses.
Click to advance the workflow from Draft through to Closed……
Close Out
Actions
Other
Near-Miss
Security
Causal
Analysis
Nonconformity
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Create
Issue
Approve
Issue
Action
Issue
Who
Any user
Responsible Mgr
Actionees
Status
Draft 
Approved 
Actions Closed = Complete 
A Processing Workflow manages each Issue as it progresses.
Click to advance the workflow from Draft through to Closed……
Close Out
Actions
Nonconformity
Causal
Analysis
Other
Near-Miss
Security
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Create
Issue
Approve
Issue
Action
Issue
Close
Issue
Who
Any user
Responsible Mgr
Actionees
Closeout Mgr
Status
Draft 
Approved 
Actions Closed = Complete 
Closed
A Processing Workflow manages each Issue as it progresses.
Click to advance the workflow from Draft through to Closed……
Close Out
Actions
Nonconformity
Causal
Analysis
Other
Near-Miss
Security
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types
Quick Reference Guide
MANAGE
Hazard
Complaint
Improvement Opportunity
Create
Issue
Approve
Issue
Action
Issue
Close
Issue
Who
Any user
Responsible Mgr
Actionees
Closeout Mgr
Status
Draft 
Approved 
Actions Closed = Complete 
Closed
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Close Out
Actions
Nonconformity
Causal
Analysis
Other
Near-Miss
Security
Drug alcohol
Process
Property
Injury
Incident
Plant / Equip.
Incident Categories
Theft
REPORT
Environment
Issue Types