Claiming the Incident

Once the user (Originator) submits the incident for review. It will proceed further and will be sent to the Process. Once an Incident is submitted by the Originator, it proceeds to the Assessment Stage, where it is assigned to the Process Owner or Supervisor for further action. At this stage, users can perform multiple actions depending on the workflow configuration, such as Claim, Clarify, Approve for Investigation, or Close.

To understand in detail the workflow, please refer to this section: QMS Workflow Settings.

Follow the steps below to claim the incident.

  1. To check the Incident that has been Available for Review user (Process Owner) needs to navigate to the Incident in the Quality Module.
  2. Click the Waffle Menu located at the top-left corner of the screen, then select Quality Module. The user will be redirected to the Quality Module’s Dashboard screen.

  3. In the left navigation panel, click the Incidents icon, which will open the Incident screen. To check the Incident that has been Available for Review, the user (Process Owner) has multiple options using the view by functionality. By default, it is selected By Team.

  4. Select the My Assignments view and click on the Select button.

  5. It will display the My Assignment view from the folders. Click on the Available for Review folder. It will display all incidents with a stage status of Available for Review.

  6. Click on the Incident title, and the metadata page will appear on the right side of the screen.
  7. To claim the incident, click on the Claim button.

  8. After clicking on the claim button. A successful message will display at the top right side of the screen. The Incident is in the Assessment In Progress stage.

    Note: Users can see options in the screenshot below: Approve for Investigation, Clarification, and Close, which depend on the configuration in the workflow.

  9. If the Process Owner wants to proceed further. Click on the Approve for Investigation.

  10. Now the Incident Assessment process is completed, and from Assessment In Progress to the Investigation Pending stage.