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icon | false |
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title | Exercise: Enter and process an Issue |
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- Create an Issue as an example. A good example is to include an Injury and Plant Damage.
- Note when entering the Injury that the injury classification (LTI etc) is recorded, to be later used by the Statistics module.
- Enter a plant damage value which can be used later as an example report.
- Illustrate the workflow - select the logged in user as both the RM and CM.
- Note that the Issue cannot be Approved until there is at least one action.
- Complete a Causal Analysis - discuss the difference between Root Causes and Findings.
- Note that the Issue cannot be closed until all Actions are closed.
- Close the actions and close the Issue.
- Illustrate that the Issue is now read-only, however there is a 'Reset to Draft' button on the Report page (only visible to Administrators).
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'No Further Action Required'
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Any Issue can be marked as 'No Further Action Required'. This removes the workflow and places the Issue directly in the Closed state. This can be reversed at any time.
Notifications
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There are a series of built-in notifications related to the workflow. These are summarised here.
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For more information about the Lucidity App go to: Lucidity App User Guide