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.
Ce dont vous aurez besoin
Créer une enquête à partir d'observations
Select Observations in the sidebar or select it in Plus.
Report an issue or select an existing one.
Create an investigation using one of the following methods:
Click Ajouter on the upper-right of the page, and select Créer une enquête.
In Vue d'ensemble tab, scroll down to Enquêtes and click on the upper-right or click Créer une enquête.
In Enquêtes tab, click Créer une enquête.
In the pop-up window, select the category and status, then enter a title or use the generated title from the issue.
Click Créer.
Fill out the investigation details.
Les enquêtes que vous commencez à partir d'une observation ne sont visibles que par vous par défaut. Vous pouvez donner à vos membres d'équipe l'accès à l'enquête depuis le profil de l'enquête.
