How Do I Configure an Issue and Opportunity Type?
Issues and Opportunities can be recorded in the system to help identify workplace problems and highlight areas for improvement. When adding an Issue and Opportunity to the system, you assign a specific type to it which includes the relevant forms required to complete the Issue and Opportunity.
This article includes step-by-step instructions on how to configure an Issue and Opportunity Type.
- On the left side menu, go to Settings and click Issue & Opportunity Types.
- Click +New Issue & Opportunity Type.
- Enter the Name, and Description.
- Choose the Controlled Checklist/Form(s) from the dropdown options.
- Click Save & Submit.
This is required before you can add an Issue and Opportunity Type:
- Digitise your Form
- 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 i.e. name and form.
- 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 i.e. description.
Other Options:
- Under the dropdown, you will see an option to add more Documentation Systems, by clicking the ‘Here’ button highlighted. This will take you to the Documentation System section, where you can add more - be cautious that when you click this button, the details you have entered will be deleted..