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Open an incident from a yes or no answer

In Weplanify, a Yes / No question in a checklist can open an incident on its own, with the severity you choose and the site and the photos of the answer.

In Weplanify, a Yes / No question in a report or checklist can open an incident as soon as it is answered a certain way: emergency exit blocked, extinguisher missing, leak found. The field team has nothing to report a second time.

The Emergency exits clear and extinguishers in place question open in the editor: Open an incident depending on the answer turned on, if the answer is No, with the High severity
The Emergency exits clear and extinguishers in place question open in the editor: Open an incident depending on the answer turned on, if the answer is No, with the High severity

Steps

  1. Open the form, Questions tab, and click the Yes / No question.
  2. Turn on Open an incident depending on the answer.
  3. After Open an incident if the answer is, choose Yes or No, then the severity after with the severity: Low, Medium, High or Critical. Save your changes.
  4. When an employee gives that answer, the incident opens in their name, with the site and the photos of the answer, and the site manager is warned.
A New incident with High severity: Emergency exits clear and extinguishers in place: No, at Dakar Plateau, reported by Awa Fall, opened from the answer to the opening and closing checklist
A New incident with High severity: Emergency exits clear and extinguishers in place: No, at Dakar Plateau, reported by Awa Fall, opened from the answer to the opening and closing checklist

Good to know

  • The incident repeats the question and the answer, for example "Emergency exits clear and extinguishers in place: No". Opened from leads to the original answer.
  • A Daily site report created from the template already does it: "Yes" to Was there an incident? opens an incident with Medium severity, and the What happened? question, asked then, becomes its description.
  • The option only exists on forms of the Reports and Checklists categories, for Yes / No questions.
  • With the Critical severity, the critical alert goes out right away (critical alerts).
  • What comes next happens in the incidents: take charge or assign.

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