9.1.1. Select the Incident Impact

In this section of the Create New Incident form, users can categorize and specify the impact of the incident by selecting checkboxes from three sets.

1. Root Cause Information: This set allows users to select options corresponding to different aspects of root cause analysis, supporting the process by gathering essential information and documentation. Each selection reveals a related accordion for further input.
   • Do you want to add an intake form?: Select to include an intake form as part of the root cause analysis.
     • Reveals the Intake Form accordion.
       

       **An intake form is a document used to collect initial information or details about an incident, event, or situation. It serves as the first step in the documentation and investigation process, providing a foundation for further analysis and action.

   • Do you want to add an investigation report?: Select to include an investigation report for the root cause analysis.
     • Reveals the Investigation Report accordion.
   • Do you want to add a variance note?: Select to include a variance note for the root cause analysis.
     • Reveals the Variance Note accordion.
       

       **A variance note is a record documenting any discrepancies, deviations, or variations observed in relation to standard procedures, protocols, or expectations. It provides valuable insights into potential causes of incidents, aiding in identifying root causes and implementing corrective actions.

   • Do you want to add other documents/details?: Select to include additional documents or details relevant to the root cause analysis.
     • Reveals the Other Root Cause Details accordion.
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2. Additional Information: This set allows users to select options corresponding to additional details about the incident. Each selection reveals a related accordion for further input.
   • Is it product-related?: Select if the incident is related to a product.
     • Reveals the Product Information accordion.
   • Was an authority contacted?: Select if an authority was contacted regarding the incident.
     • Reveals the Authority Contacted accordion.
   • Were customers impacted?: Select if customers were affected by the incident.
     • Reveals the Impacted Customers Information accordion.
   • Were there any injuries?: Select if there were any injuries related to the incident.
     • Reveals the Reported Injuries accordion.
   • Were there any financial impacts?: Select if there were financial impacts linked to the incident.
     • Reveals the Financial Impacts accordion.
   • Were there any witnesses?: Select if there were any witnesses to the incident.
     • Reveals the Witness Information accordion.
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3. Select the Incident Type(s): This set allows users to select options corresponding to incident types. Each selected option reveals a related accordion for further input.
   • Customer Complaints: Select if the incident involves customer complaints.
     • Reveals the Customer Complaint Details accordion.
   • Data Security: Select if the incident involves data security issues.
     • Reveals the Data Security Details accordion.
   • Defects or Failures: Select if the incident involves defects or failures.
     • Reveals the Defect or Failure Details accordion.
   • Environmental or Safety: Select if the incident involves environmental or safety issues.
     • Reveals the Environmental or Safety Incident Details accordion.
   • Equipment Failures: Select if the incident involves equipment failures.
     • Reveals the Equipment Failure Details accordion.
   • Human Error: Select if the incident involves human errors.
     • Reveals the Human Error Details accordion.
   • Medical: Organ: Select if the incident involves medical issues related to organs.
     • Reveals the Organ Information accordion.
   • Medical: Tissue: Select if the incident involves medical issues related to tissue.
     • Reveals the Tissue Information accordion.
   • Supplier Issues: Select if the incident involves issues with a supplier.
     • Reveals the Supplier Issue Details accordion.
       

       ** Users can select multiple checkboxes from any set, initiating and completing related accordions for a comprehensive and categorized incident report.