nViewing Incidents

The Incidents details view lets you view all information relating to any incident record that you have permission to see. For more information on searching for incidents, see Using the List View.

The upper part of each incident record contains a series of fields common to every incident record, as well as a classification and risk assessment section. The incident properties will appear at the bottom of the screen. In between, you may see one or more incident stages, each of which contain actions which must be completed before the stage itself can be completed.

1. Common Fields

Each incident record will contain the following fields:

Number: Each incident will have a unique number. This helps you search for and identify incidents quickly. This field is mandatory.
Status: An incident that can be worked on will have a status of "Open". However, your organisation may use other incident statuses. Status is a managed list*.
Event Date: This is a mandatory field.
Type: The main category of the incident. If the incident is related to an occurrence, it will share the same type.
Owner: The person who has overall responsibility for managing the incident through to closure.
Target Date: The date by which the owner should close the incident.
Audit: If this incident was raised as an audit finding, the number / name of the audit will be displayed.
Event Title: This is a mandatory field.
Mandatory: If this incident needs to be sent to a regulator, tick this box.
Department: If the incident was raised against a specific department, click the icon and search for the department. Department is a managed list*.
Priority: This is a managed list*.
Regulator Number: If the mandatory box is ticked, you should enter the regulator number.
Document: Each incident can be linked to a record from the Documents module. Click the icon to locate the document to add.
Report Sent: If the incident is to be sent to a regulator, enter the date the report was sent.
Closed By / Closed Date: These fields must be completed to close the incident.

- * Managed Lists are lists of items that the user can select from when completing fields. These are maintained in the Administration module of Q-Pulse Windows.

2. Classifications, Risk Assessments and related Occurrences

The Classification section displays all the classification values that have been assigned to the incident. These are used to help analyse related incidents in the Incident Analysis module in the Windows version of Q-Pulse.
The Risk Assessments section shows the results of all the risk assessments performed against the incident. The result of each assessment will be shown with its value / coloured banding to identify the most severe risks.
The Occurrences section shows a list of all the occurrence records relating to this list. Click its number to view its information. If the incident was raised as an audit finding, this section will be blank.

- Please note that to change any of the information in these sections, you must use the Q-Pulse Windows client.

3. Incident Stages / Stage Actions

Incident stages are categories of work that must be completed before the incident can be closed. Each incident can contain stage actions, which are individual pieces of work which must be completed before its stage can be completed.

Each incident stage will have one of the following icons beside its name which shows the stage's position in the workflow:

- Work can begin on this stage
- Work has been completed. To make any changes to it, the stage must be reopened.
- Work cannot begin on this stage until a previous stage has been completed.

Each incident contains the following:

Owner: The person responsible for closing the stage.
Target Date: The date by which the owner should close the stage.
Completed By / Closed Date: These fields will be completed once the stage is closed.
Actions: You can open any action by clicking its number or details. Like a stage, each owner should have an owner. For more information, see Managing Incident Stage Actions.
Findings: These will either be observations or non-conformances (from the CA/PA) module. To add or edit findings, you must use the Windows version of Q-Pulse.
Team Members: This is a list of people who will be notified by Q-Pulse about changes to the stage.
Attachments: Click any attachment to download it.

For more information, see Managing Incident Stage Actions and Managing Incident Stages and Closing the Incident.

4. Incident Properties

Each incident has a properties which can contain the following:

Attachments: Click any attachment to view it. You can add new attachments by clicking the icon.
Notes: A note is added each time you re-open the incident or one of its stages. You can add further notes by clicking the icon.