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. This links the nonconformity 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 creation of nonconformity.
2. Create a nonconformity in the box by hovering the mouse over
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 joint risk events to boxes in the flowchart and create local risk events for boxes in the flowchart.
1. Hover the mouse over
and click the risk icon.2. Select an existing risk event in the Select field and click Link to event, or click Create 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.
Documents
It is possible to link documents from the document library to boxes in the flowchart.
1. Hover the mouse overedit box. To link to documents, click the Select documents field.
and click2. Select documents to link to in the Options column, then 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 box in the flowchart, uncheck the Show description box and opt to Hide the document.
Person
Displays the employee name and phone number in the box. To add a person, edit the box and select the person field under External content.
Reports
Link to reports from the old report module. To add a report, edit the box and select the report field under External content.
View risk events, nonconformities and documents
When navigating the flowchart, you can view linked nonconformities, risk events and documents by moving the mouse over the box and clicking the icons in the field above the box.
Info: Nonconformities linked with a box are also listed under nonconformities linked with the process. Risk events and Documents are displayed only if they are linked to the process, and not to boxes in the process flowchart.