When to use this path
Something looks wrong on the floor but the process is unclear — open a quality incident first and let QA triage before a formal case.
Report
- Create a quality incident from navigation or a configured entry.
- Enter description and attach files.
- Save and submit.
A QR code can open the same intake page. The scanner needs a QMS license and must sign in if there is no session. Configuration may prefill site, organization, or department.
Triage
Quality staff choose an outcome on the incident:
| Outcome | Effect |
|---|---|
| Close | No process record |
| Move to a state that creates a process | System creates the target record and copies fields and attachments |
Targets include deviation, nonconformance, lab investigation, complaint, continuous improvement, change control, and medical-device CAPA (per enabled types).
Metrics
Incidents stay in triage — they are not counted as open deviations or complaints (same as complaint intake).
Roles (typical)
| Action | Who |
|---|---|
| Report | Users with QMS create/read per configuration |
| Triage | QA / quality specialists |
FAQ
| Symptom | What to check |
|---|---|
| No child record after triage | Search target object; triage target type |
| Open deviation directly | Allowed with permission; incident path is receive-then-decide |
| Product complaints | External calls often use complaint intake |
Next
- Complaints → Complaint intake and Promote
- Approval → Workflow approval tasks