Product Engineering - Quality Management

How To : 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.

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

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.

Notes 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.

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

See also

Quality Management