It is possible to link external content to a box in the flowchart. This includes creating nonconformities, displaying risk events, linking to people and reports, and linking to documents from the document library.
Nonconformities
Nonconformities can be created directly from a box in the flowchart. When creating a nonconformity from the box, the nonconformity is linked to the box from which it was created
1. To be able to create a nonconformity linked with the box, click edit box and check Allow non-conformance creation.
2. Create a nonconformity in the box by hovering the mouse over the box and clicking the nonconformity icon.
3. Click Register new nonconformity.
Note: It is not possible to link an existing nonconformity to a box in the flowchart. A nonconformity that is to be linked with the flowchart must therefore be created from the process module.
Risk
It is possible to link existing risk events to boxes in the flowchart and to create local risk events for them.
1. Edit the flowchart and hover the mouse over the box and click the risk icon.
2. To link to an existing risk event, choose the event in the Link to event field. To create a new event, click New event.
Note: If you create a new risk event, it is created as a joint event in the risk module and not as a local response linked to the box in the flowchart.
If you choose to display the risk event icon, it will appear in the box in the flowchart. To hide it, uncheck the box.
Documents
It is possible to link documents from the document library to boxes in the flowchart.
1. Hover the mouse over edit box. Click Choose documents.
and click2. Select documents to link to in the Options column and click Done.
Tip: Use the search bar to find documents more easily.
3. If you do not want to view the document's name in the flowchart, check the Hidden box.
Person
Displays the employee name and phone number in the box. To add a person, edit the box and select the employee in the Person field under External content.
View risk events, nonconformities and documents
When navigating through the flowchart, you can view linked nonconformities, risk events and documents by hovering the mouse over the box and clicking the icons above the box.