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.
Lo que necesitarás
Crear una investigación a partir de contratiempos
Select Contratiempos in the sidebar or select it in Más.
Report an issue or select an existing one.
Create an investigation using one of the following methods:
Click Añadir on the upper-right of the page, and select Crear investigación.
In Resumen tab, scroll down to Investigaciones and click on the upper-right or click Crear investigación.
In Investigaciones tab, click Crear investigación.
In the pop-up window, select the category and status, then enter a title or use the generated title from the issue.
Click Crear.
Fill out the investigation details.
Las investigaciones que inicia desde un contratiempo solo son visibles para usted de forma predeterminada. Puede dar a los miembros de su equipo acceso a la investigación desde el perfil de la investigación.
