360° Strategic Asset Management > Common > Incident Register > Incident Register

OR

Risk Management > Common > Risk Incident Register

This form covers the functional use of Incident/Accident Management in the 360° Strategic Asset Management  and Risk environments. The Management of Incidents and Accident can be triggered from any business process in an organisation. The progression of incidents and accidents should be managed continuously. This form is for the recording of incidents and accidents against an object during the execution of an operational task. Incidents and Accidents may be registered by using the Register Incident / Accident function, and the information pertaining to that incident / accident will then be displayed on this form.

Risk incidents : Not all the users or employees will be able to register and raised a new risk case. Therefore the Risk Incident register will be used to create a risk incident. The incident will be evaluated and if the risk incident is valued to be important enough to raise a risk, a risk can be raised to be analysed and treated.

It provides the following functionalities:

  • Register a new incident
  • Confirm an incident
  • Raise a work order to investigate or resolve an incident
  • Record cause of incident information against the incident for analysis purposes
  • Record resolution of incident information against the incident for analysis purposes
  • Record ageing information against the incident for analysis purposes
  • Record impact information against the incident for analysis purposes
  • Add a related image as evidence of the incident
  • Record long text incident detail

Note

List pages can help reduce the time that it takes to complete some daily tasks in Microsoft Dynamics AX. You can use list pages to view a list of similar records, select a record, and then perform actions against that record. There are two types of list pages: primary and secondary. Primary list pages display a set of records, and secondary list pages display a subset of those records. You must have security access to a primary list page to view the secondary list pages that are based on it.

When the Incident Register is opened from the common (menu) or the area page, it will open the form as a primary list page. From this view you can select a incident record and click on EDIT to open the detail or grid view to perform actions against the selected record. List pages display multiple records as a list, or a series of rows and columns. You can sort the data in the list and use filters to display subsets of the list items. You can also click links to display specific records, if records are available.

Select multiple rows in a list by using check boxes to filter the on specific records. Filter the information in a list by using a quick filter or an advanced filter. Save an advanced filter as a Cue on a Role Centre page.

Tasks that use this form

Create a New Incident

Update/Maintain an incident

Add and maintain characteristics to an incident

Add and maintain incident actions to an incident

Add and maintain team to investigate the incident

Add and maintain cause of an incident

Add and maintain resolution of an incident

Add and maintain participants to an incident

Create a risk

Navigating the form

The following tables provide descriptions for the controls in this form:

Buttons : Incident Action Pane

Control name

Description

Create Incident New

Create a new Incident.

Edit

Edit an Incident record.

Delete

Delete an Incident record.

Setup

The function is used to add characteristics, incident actions, detail, team, cause and resolution information to the Incident record.

Open a menu with the following items:

  • Characteristics - The purpose of this form is to define specific characteristic values for the incident.
  • Incident actions - This form view and maintain the actions for the incident.
  • Detail - This form allows the user to give more detail about the specific incident.
  • Team - This form is used to assign a team against an incident for investigation.
  • Cause - This form is used to capture the observations made as to the cause of the incident.
  • Resolution - This form is used to create the resolution made against the incident.

Refresh

Refresh the page. (This function is only available in the line view mode)

Export to Microsoft Excel

The function is used to export selected data to Microsoft Excel.(This function is only available in the line view mode)

Generate from template

This button is a document handling function

Attachments

This button is a document handling function

Create a Risk

This button is used to create a new risk. (Not all the users or employees will be able to register and raised a new risk case. Therefore the Risk Incident register will be used to create a risk incident. The incident will be evaluated and if the risk incident is valued to be important enough to raise a risk, a risk can be raised to be analysed and treated.)

Note : Find (Filter on Identifier)

The filter function can be used to find specific incident record through pre-defined criteria.

Fields (List Page view)

Field name

Field description

Incident ID

A system generated unique identifier of participants for an incident.

Category

This category indicates that the record created is the category area for the registered incident/accident. In the event of a failure register the record is recorded under the failures.

Classification

The classification describing the severity of the incident/accident that needs to be logged. The user must select the classification from the available lookup.

Type

The type describing the incident/accident type and the user must select the type that define the incident.

Description

The description of the incident or accident.

Date observed

This field defines the date/time when the incident was observed.

Participant

This field uniquely identifying the participant.

Specific description

This field defines the participant specific object description.

Primary serial

This field defines the asset serial number that is unique to a specific. In some instances this will be used for the vehicle registration number, if the specific ID is used by another unique number, for example a bar coded asset number. This field can be updated, but history records will be created for changes since it is a asset. (For example a vehicle's registration number is used as Primary serial, then the vehicle is allocated to another province, and the primary serial is updated).

Secondary serial

If the asset/specific has more classification that will uniquely define the specific, and can be used as the secondary serial.

Status

This field defines the status of the incident.

Fields (Preview Pane)

Field name

Field description

Customer

View of the customer linked to the incident if it is an external incident.

Object code

This field defines object code to uniquely identifying the object type for the reported incident.

Structure code

This field defines the structure position of the object for which the execution is performed and the field will automatically be added from object.