When there is an incident, observation, suggestion for improvement or just positive feedback, it must be quick and easy to register this in the system. There are several places where a user can fill in a report form:
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Fields in the report form
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Title*: a summary of what the case is about
Description*: a more detailed explanation of the case. The text must be sufficient for the case manager to understand and handle the case.
Event time: The system sets this to today's date, but can be changed by the reporter.
Event location: a text field where the reporter can enter the location's name, address or similar. Not to be confused with the "Organization" field.
Source (option): a list of choices with the origin of the case. Usually options like "Internal", "External" and "Audit". This is hidden by default, but can easily be turned on. If it is activated, then this field is mandatory to fill out.
Observed by*: the logged in user's name is automatically filled in, but sometimes you may be reporting on behalf of another person or an external person, so this is only a text field that can be changed.
Immediate Action: A text field where the reporter can write any actions that may have been taken to reduce the impact or fix the problem.
Project (option): search function against the project list. Can turn on the option to create new ones
Organisation*: the reporter must select the place/department where the incident occurred. The system will automatically select a case manager based on the layout in the organizational list.
Data fields with red stars * are mandatory.