Please refer to the article Creating a New Incident for a full overview of all incident types and how to begin a new record.
The Quality Incident record type allows you to record an occurrence whereby a customer informs you of a failure/breakdown in quality of a service/produce that you provided to them.
The first page of a Quality Incident record is the Incident Details tab:
The initial page of the Incident Details tab requires the following data to be added:
Business Unit - The primary location that the observation was made
Location - The location below the Business Unit that the observation was made
Job Number - Reference number of the job/order that caused the issue
Client Name - The name of the customer/client that raised the issue
Client Contact Number - The telephone number of the customer/client
Item Number - If applicable, add the issue item number in here
Description - Explain the issue raised by the customer/client
Defective Item Location - The location of the item/service that was at fault
Describe The Defect - Explain the item defect in more detail
Site Visit Required? - Is a visit to the site required? Yes or No here
Contact Person At Site - Name of the individual to make contact with on site
Contact Number - Contact number of the individual to make contact with on site
When all data has been added, click the Save and Next button to continue to the next tab.
Please Note: Certain information is required in order to continue to the next tab in the record. If you try clicking the Save and Next button and some data is missing on the current tab, you will be prompted and all data fields that require information before moving on will be highlighted in red:
Our Advice - If you do not have permission to continue adding information to a record, once you have clicked Save and Next, you will be prompted with a reference number notification similar to the one below:
Additional Information Tabs
The Quality Incident record type has the following additional information tabs that need to be completed.
Please click on a section above for help with a particular section:
Our Advice - The additional information tabs may also require mandatory information to be filled in to allow progression to the next information tab.