• Edit the Managed List Calendar Type
• Edit the Audit Finding Wizard in the Incident Module
• Raise your Audit Finding as an Incident

Managed List

1. Open “Administration” Module >> “Managed Lists” >>
2. Navigate to “Audit Calendar”, click on this list entry once and press the “Manage” button.
3. Highlight the Audit Calendar Entry you wish to raise findings as incidents and press “Edit.
4. In the “Non-Conformance Findings” section tick the “Incident Module” Field.

 
Incident Module

1. In the “Incidents” module, navigate to “Edit” >> “Audit Finding Wizard”.
2. Tick the “Enabled” box
3. Select a Risk Matrix from the drop down to use when raising an audit incident.
4. Select the Template to use for each banding for raising an audit incident.

 
Raising the Incident

1. In your audit, go to the “Findings” section and select “Raise a Non-Conformance”. Notice that the icon has changed to the “Incident” icon rather than “CAPA”.
2. On the first screen enter in the “Event Title” and select “Scope Items”. You can add more “Classifications” on the bottom right of the page.
3. Press “Next” and you will now perform a “Risk Assessment”. Select appropriate values for the likelihood and a Justification.
4. Confirm the final details and press “Finish”.