Template RCA

[m.vandun]

Hi,

I'm looking for a way to easily note down standard steps which needs te be taken to analyse a problem. I know this can be done via the progressive capture but I would like to do this outside this. I notice that the steps within progressive capture are being skipped, not filled in (even when it is mandatory). Mostly because a request is created when a customer is not on the phone anymore or when it is created from an email where not all information is provided. Also not being able and change / adjust these answers when a request is created removes the flexibility to gather information in a centralised place.

I can create a template in the snippet but this is only accesable via email and is to many clicks away to be honest.

Any tips how you work with these? Can Hornbill provide a sollution here?

Regards,

Mark

[HHH]

On 4/5/2018 at 9:25 AM, m.vandun said:

Hi,

I'm looking for a way to easily note down standard steps which needs te be taken to analyse a problem.

A task with a checklist?

 

BTW. I'm also looking for a way to add snippets or use templates for request updates.

[m.vandun]

Unfortunately a checklist would not do as it is not mandatory and you cannot note the findings. Perhaps something like a questionaire?