Why create an investigation from an issue?
Issues are a quick way to report a problem in the workplace. When a reported issue needs deeper analysis, an investigation gives you the structure to analyze and resolve it. Creating an investigation directly from an issue keeps everything connected. All the original details from an issue, including comments, media, inspections, and actions, stay in one place. This gives you a complete view of what happened and how it was handled.
From there, you can gather evidence, run inspections, assign corrective actions, and manage access so the right people are involved at every stage. This creates a full audit trail from the reported issue to the actual resolution.
Erstellen Sie eine Untersuchung aus den Problemen
Select Probleme in the sidebar or select it in Mehr .
Report an issue or select an existing one.
Create an investigation using one of the following methods:
Click Hinzufügen on the upper-right of the page, and select
Untersuchung erstellen .In Übersicht tab, scroll down to Untersuchungen and clickon the upper-right or click Untersuchung erstellen .
In Untersuchungen tab, click Untersuchung erstellen .
In the pop-up window, select the category and status,then enter a title or use the generated title from the issue.
Click Erstellen .
Fill out the investigation details.
Untersuchungen, die Sie aus einem Problem heraus starten, sind standardmäßig nur für Sie sichtbar. Sie können Ihren Teammitgliedern Zugriff auf die Untersuchung aus dem Untersuchungsprofil geben.
