Logging an OFI (Opportunity for Improvement)

Purpose

This guide explains how to log an 'OFI (Opportunity for Improvement)' in the Quality module.

Steps for Logging an OFI

1. Navigate to the Quality module and choose to create a New Record.
2. Confirm the Hierarchy is correct.
3. In Incident Details:
   • Confirm or update the Reporting Person (required).
   • Select the Date Reported (required).
   • Enter a Brief Description of the OFI (required).
   • Select 'OFI' as the Type of Report (required). This choice determines the subsequent form structure.
4. Provide a detailed Feedback Description (required).
5. Complete the Specifics section, providing details such as Business Segment, Process Segment, Class, OFI Description, Root Cause, and Classification (all required). Include Cost Area and Project # if applicable.
6. The form for OFIs also includes sections for Customer Details, Project Details, and Feedback Details. If these circumstances apply to the OFI, provide the necessary information. Note that key fields within these sections (e.g., Customer Name, Site Address, Contact Name, Contact Telephone) are required when you are completing these sections.
7. In the Supervisor section:
   • Select the Supervisor responsible for this OFI (required).
   • Add relevant Notes.
8. Upload supporting documents via Attachments. (See 'Adding Attachments' general help).
9. Saving and Submitting:
   • Save to keep the record as 'Draft'.
   • Submit to move to 'Open Report' status and notify the Supervisor. (See 'Submitting Forms' general help).

Important Note on Form Sections: For OFIs, the "Proposed Corrective Preventative Action" section is not shown at the initial logging stage. The inclusion of detailed sections for Customer, Project, and Feedback information is specific to the OFI logging process.