Getting started
Creating a customizable Event Type category
Similar questions: How to set up an additional Event Type category? How to create classifications within the new event type? In the go to - tab. The bottom category of the list will be with only one Classification that’s not enabled by default. Type ...
How to view a list of events implying injuries for a certain time period?
Similar questions: How to filter events between certain dates? How to filter events by classification? Please note that filters persist event if you log out and log in again. In order to go back to the initial view, it is necessary to delete the ...
Managing users access to Privacy cases.
Privacy case: how to limit the access of users to certain events? Similar questions: What does it change to select Privacy case button. It may be necessary to limit the access to Event details for certain sensitive cases for various reasons. Adding ...
How export OSHA rate into Excels?
How to export OSHA rate into Excels? Similar questions: How to view OSHA rate in numbers? Only units that have man-worked hours populated and have had recordable incidents will have incidence rate above 0. Units that did not have recordable incidents ...
Arranging OSHA incidence rate dashboard.
Setting up OSHA rate dashboard. Similar questions: How to view OSHA rate per each unit separately and for all organization combined? In order to obtain correct graph on OSHA rate dashboard it is necessary that man-worked hours are populated in the ...
Arranging Transitions in the Event Workflow.
Arranging Transitions in the Event Workflow. Similar questions: How to set up transitions from one Status to another. Transitions from one status to another in the Workflow define its effectiveness and should reflect actions taken within your company ...
Creating an Event Workflow.
Creating Event workflow. Similar questions: How to change status names and transitions in the event workflow? At least one Event workflow has to be a default workflow – that means that when Event is declared, processing will go by default workflow, ...
How create or deactivate a Root Cause ?
Similar questions: How to set up the root cause drop-down list? In order to modify the Root Cause list user needs relevant rights within his/her Role in the tenant of CONFORMiT software. Refer to your administrator when necessary to obtain the right ...
Where to view CAPAs linked with the event?
Where to view all CAPAs associated with the event? Similar questions: Where to add CAPAs for the Event? In the event details go to menu section CAPA to view the list of all corrective measures associated with this event, that were created ...
How to send a notification about the event to other users?
How to send a notification about the event to users? Similar questions: How to notify users about event? Within module find in the list event that you need to update and click on ID number (for example ) to open the information (use search ...
Features for quickly consulting description of facts and causes on the fishbone and 5Why schematic.
How to quickly consult description of the fact or cause on the fishbone or 5Why? Similar questions: Where to view fact or cause instead of the category in Analysis section? Features for quick view of the description and linked corrective measures ...
How to delete elements of the fishbone structure or 5Why schematic?
How to delete elements of the fishbone structure or 5Why schematic? Similar questions: How delete fact category, cause or a “Why” in analysis section? Please note that when deleting an element from the fishbone or 5Why schematic it is being deleted ...
How to arrange 5Why analysis?
How to go to 5 Why analysis from the fishbone schematic? Similar questions: How to build a 5 Why tree for analysis? 5Why method allows to analyze facts or causes related to them in order to search for one or several Root Causes or Immediate Causes ...
How to create a CAPA from the fishbone schematic?
How to create a CAPA from the fishbone schematic? Similar questions: How to add a corrective measure in Analysis section? Within module Analysis section on the fishbone schematic find the fact category that you wish to add CAPA for. For ...
How to modify fact details from the fishbone?
How to modify fact details on the fishbone? Similar questions: How to change fact category or fact type on the fishbone schematic? Within module find in the list event that you need to update and click on ID number (for example ) to open the ...
Elements of the fishbone schematic for Analysis stage.
Elements of the fishbone schematic for Analysis stage. Similar questions: What is depicted on the fishbone in Analysis section? Within module find in the list event that you need to update and click on ID number (for example ) to open the ...
Adding, editing or deleting a witness testimony.
How to add witness testimonies? Similar questions: Where to input witness statements or involved personnel testimonies? Within module find in the list event that you need to update and click on ID number (for example ) to open the ...
Editing Related Cause information linked to the Fact.
How to edit the Related Cause information linked to a Fact? Similar questions: How to change Type of Cause in the Fact information? Editing Related Cause informtaion can be performed by person that has relevant right to edit Events information ...
How to add Related causes to the fact in the investigation?
How to add related causes to the fact during the investigation? Similar questions: How to link the cause to the fact that will be further analyzed? Linking related cause to a fact can be performed by person that has relevant right to edit Events ...
How to delete a fact or edit information within the fact?
How to delete a fact or edit information in it? Similar questions: How to edit the fact description and attached documents? Ability to edit facts is granted in Roles and Rights section of general settings. Users that have the right to edit the Event ...
How to add a fact during the investigation?
How to add confirmed facts during the event investigation? Similar questions: Where to list verified facts linked to the incident? Facts may include other events that may have contributed to the investigated event happening; as well as absence of an ...
Where to mention a contact person for the event report?
Where to mention contact person that will appear on report to authorities? Similar questions: What’s the point of Responsible section in Events? A person mentioned as responsible is the contact point on the report that goes to authorities or to ...
Setting up the Risk Matrix
How to set up the risk matrix field? Similar questions: Where to arrange the risk matrix? In order to change or set up the risk matrix user needs relevant rights within his/her Role in the tenant of CONFORMiT software. Refer to your administrator ...
How to create or edit a risk factor for initial risk calculation?
How to create a risk factor for initial risk calculation or edit the existing one? Similar questions: Where to change risk factors used for Initial risk matrix? In order to change or add a risk factor user needs relevant rights within his/her Role ...
How to determine the initial risk?
How to determine initial risk? Similar questions: How to calculate initial risk associated with the event? An event that happened or could’ve happened (for near misses) is taken into consideration itself when analysing factors of the risk matrix. ...
How to edit a fact type or create a new one?
How to edit a fact type or create a new one? Similar questions: How to add fact type for Event investigation? Please note that it is necessary to have relevant rights in the users and rights section in order to be able to edit or create Fact types. ...
Editing a fact category or adding a new one
Similar questions: How to change the terminology used for fact categories? How do I add a fact category selected in the Investigation section in Events module? To edit or add fact categories user must have such right in the set of rights of at least ...
How to create a new Classification for type of Events?
How to create a new Classification for Events? Similar questions: How to create new event classification in settings? Go to from the home page or using the metro button in the upper left corner of the screen and select the Events tab – ...
How to filter the list of Events?
How to filter the list of Events? Similar questions: How to customize the list of events? Making adjustments to the list of Events doesn’t affect how other users see it. Changes and filter settings stay, until new adjustments performed, but just ...
How to set up the list of Events?
How to set up the list of Events? Similar questions: How to arrange columns in the list of Events? Making adjustments to the list of Events doesn’t affect how other users see it. Changes and filter settings stay, until new adjustments performed, ...
How to declare an Event via Web interface?
Similar questions: How to report an event in the Web module? Under the term Event we should understand environmental, health and safety incidents, near misses, assets damage and hazard observations. List of types of events may be fully modified to ...
How to declare an Event in mobile application?
How to declare an Event in mobile application? Similar questions: How to report an event in CONFORMiT Control? Under the term Event we should understand environmental, health and safety incidents, near misses, assets damage and hazard observations. ...