Use the Create Incident action

The Create Incident action supports ad-hoc incidents (non-conformities). The default type for an incident is Material. The following additional types are also used:

Man
Machine
Method

These types, together with the information from the selected document, can be used as a starting point for a problem solving analysis such as the 8D methodology.

Pages with Create Incident action

The Create Incident action is available on the following pages:

Type	Domain	Document
Material	Assembly	Posted Assembly Order
		Assembly Order Lines
	Production	Simulated Production Order Lines
		Planned Production Order List
		Firm Planned Production Order Lines
		Released Production Order Lines
		Finished Production Order Lines
	Sales	Posted Sales Invoice Lines
		Posted Credit Memo Lines
		Posted Sales Shipment Lines
		Posted Return Receipt Lines
	Purchasing	Posted Purchase Invoice Lines
		Posted Purchase Credit Memo Lines
		Posted Purchase Receipt Lines
		Posted Return Shipment Lines
	Service	Posted Service Credit Memo Lines
		Posted Service Invoice Lines
		Posted Service Shipment Lines
		Service Contract Lines
	Warehouse	Inventory Movement
		Posted Inventory Put-Away
		Posted Warehouse Receipt Lines
		Posted Item Tracking Lines
		Registered Inventory Movement Lines
		Registered Put-Away Lines
		Registered Movement Lines
		Warehouse Movement Lines
		Warehouse Put-Away Lines
		Warehouse Receipt Lines
		Warehouse Shipment Lines
Man		Employee List
		Resource List
Machine		Machine Center List
		Work Center List
Method		Routing List

Create incident

With the Create Incident action, create an incident from the selected document. When the incident finds a measurement template, the measurement is also created. If no template is found, select one in the incident after which you can create the measurement manually.

The Create Incident action also checks whether incidents are already created for the selected document. In that case the incident entry is highlighted in red.

Complete the incident with the following information:

Incident Quantity: type the quantity of items involved in the incident.
Incident Reason Code: select from the Incident Reason Codes table.
Comments: a checkmark appears when comments are found in the comments table.

Note
The description of the reason code is automatically added as the first line in the comments.

Incident entry

Find the created incident in Incident Entries. The incident entry shows whether a measurement was found and created in the No. of Measurements field. If not found, select a measurement template manually, see Link Measurements.

Note
Use the cues in the Quality Manager role center to track the incidents.

Documentation Index

Use the Create Incident action

Pages with Create Incident action

Create incident

Incident entry