How Do I Add an Issue & Opportunity?
Issues and Opportunities can be recorded in the system to help identify workplace problems and highlight areas for improvement. Within the system, you can view the status and other relevant details of issues and opportunities that have been logged. Forms are implemented when submitting issues and opportunities to include any additional pertinent information.
This article includes step-by-step instructions on how to add an Issue and Opportunity.
- On the left column, click Issue & Opportunities.
- Click +New Issue & Opportunity.
- Enter the Title.
- Choose the Issue and Opportunity Type from the dropdown options.
- Select the Issue and Opportunity Classification from the dropdown options.
- Select the Company, Location(s) and Department(s) from the dropdown options.
- Tick the box if you wish to Save Anonymously.
- 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
- Set up Notifications
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.