To capture the lessons learnt from an ASB case

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The procedure to capture the lessons learnt from an ASB case is as follows:

  1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
  3. Click on Lessons Learnt. The Lessons Learnt tab is activated.
  4. Click on New Lesson Learnt. The Lessons Learnt window is displayed.
  5. Using the Type drop-down field, select a parameter value to categorise those specific lessons being captured for the ASB case 2.
  6. Enter the Details of those lessons learnt into the field provided i.e. contextual notes used to inform best practice and performance measurement.
  7. Using the Outcome drop-down field, select a parameter value to categorise how those identified lessons are to be implemented within the ASB management process 3.
  8. Use the Outcome details field to capture contextual data in support of those initiatives.
  9. Click on Confirm. The new recorded entry is displayed in the Lessons Learnt summary table.
  10. Repeat steps 4 through 9 to capture further lessons learnt from the ASB case.
  11. Click on Save.


Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 These custom values can be populated by the end user via the system parameter entitled Case Lessons Learnt Types.

3 These custom values can be populated by the end user via the system parameter entitled Case Lessons Learnt Outcome Types.


See related topics...

ASB case review management overview

To update the details of an open ASB case review

To define a general lookup parameter value

Using the search facility