How Do I Document an Issue and Opportunity?
An Issue and Opportunity can be recorded in the system to help identify any problems in the workplace and highlight areas for improvement. Within the system, you’ll be able to view the status and other relevant details of any issues and opportunities that have been logged. Forms can be implemented when submitting issues and opportunities to include any additional pertinent information.
- On the left column, go to Settings and click Issue & Opportunities.
- Click New Issue & Opportunity.
- Enter the Title.
- Choose the Issue and Opportunity Type from the dropdown options.
- Select the Company, Location(s) and Department(s) from the dropdown options.
- You have the option to save the issue and opportunity anonymously by ticking the box.
- Click Save & Submit.
When you have completed adding the issue and opportunity, you will need to fill out the Issues and Opportunities Form.
- You can access the Issue and Opportunity you have created by going to the main page and clicking on the title.
- Scroll down to the Forms section and click the down arrow beside the heading.
- Fill out the form by entering the information and click save.
- When you have completed filling in the form, click Save Changes.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.
- This is required before you add an Issue and Opportunity:
- Create an Issue and Opportunity Type
- Set up Companies
- Set up Locations
- Implement Corrective Actions
Other Options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more types, companies and locations to the system - be cautious that when you click this button, the details you have entered will be deleted.