Automated Issues & Incidents in QBA's

Adding Automation to QBA's 

Select Templates under Audits & Assessments from the left navigation panel.

Select Create assessment (1) or select a template from the template table (2).

Select Assessment Builder (1), then select a question from the table (2). On the right of the screen, a panel will appear (3). 

Select Automations at the top of the panel. 

Based on the question which was selected from the table, automated issue recommendations will appear. Click the arrow next to each answer option to view all recommended issues. 

Click on each issue to view the Overview and the Type.

Click the three dots next to an issue to unlink it. 

Select Add Automation to select an answer or response option. 

Select the arrow, then select an answer or response option. 

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Select Link Issues & Actions to 'Associate your issues to response options.'

All issues currently in the Issue Libraries will populate. Select the plus next to the issue to link it (1). The green check indicates the issue has been linked (2).  Select Linked to show all issues currently linked (3). Use the search to quickly browse through the issues (4).

Adding Recommended Issues & Actions When Viewing Results of QBA's

Select Audits & Assessments from the left panel. 

Select the Completed Tab.

The Completed tab shows all completed audits & assessments. Select Results of the desired audit or assessment. 

In the right panel under Issues & Actions, issue recommendations will appear.

 

Click the arrow next to the + to view all currently linked issues as well as recommended issues that can be linked. A link that is highlighted in purple indicates the issue has been linked. 

A recommended issue may already exist in the issue register. Therefore users can choose to create a new version of this issue on the issue register or link the question response to the issue that already exists in the issue register. When you click to link the recommended issue and a version of this recommended issue already exists on the issue register, they will be asked to compare the recommended issue and the issue that exists on the issue register.

The user can then view the recommended issue with the issue that already exists on the issue register, and select whether they want to create a new version of the recommended issue (1), or link the question response to the existing issue on the issue register (2).

Once the choice has been made the issue will appear under Linked Issues.