# Configuring Quality Incidents

The _Quality Incident_ object and lifecycle allow your organization to triage an incident to determine if it is necessary to initiate a quality event. This avoids skewing quality event metrics, and unnecessarily complicating audits. Information from a quality incident can be automatically copied to a quality event, including attachments on the incident that represent pictures and video documenting the incident.

## Supported Objects

_Quality Incidents_ are currently supported for the following objects:

  * _Quality Event_
  * _Change Control_
  * _Complaint_
  * _Continuous Improvement_
  * _Deviation_
  * _Lab Investigation_
  * _MedTech CAPA_
  * _Nonconformance_

## Configuring Quality Incidents

To allow users to utilize Quality Incidents effectively, we recommend the following configuration steps:

  * Create a [_Related Record Configuration_](/en/lr/74249/) for the _Quality Incident_ object. In the configuration options, ensure that you select the **Copy Attachments** checkbox.
  * Configure the _Create Related Record_ [entry action](/en/lr/59885/#how-to-define-an-entry-action) on the _Quality Incident Lifecycle_, selecting the _Related Record Configuration_ that you created in the previous step.
  * Configure a custom _Quality Incident_ [object tab](/en/lr/23516/) for users to quickly access and manage _Quality Incidents_.
  * Configure [Quality Teams](/en/lr/54508/) for the _Quality Incident_ object.
  * Optional: Configure [Quality Incident Intake via QR codes][1] if you want to allow users to create Quality Incidents from a mobile device using a QR code.

## Enabling Quality Incident Intake Via QR Code {#qi-via-qr}

You can configure Veeva QMS to provide QR codes to be printed and placed anywhere employees or contractors work to assist in Quality Incident intake and triage. Once placed, Veeva QMS users can scan QR codes with their mobile device's camera to fill out a streamlined page that collects required information about the incident they encountered. Individuals must have a Veeva QMS license, and they will be prompted to log into a Vault if they don't have an active session established. This feature utilizes a mobile device's [browser](/en/lr/7413/).

Complete the following configuration steps to set up QR-code-based Quality Incident Intake in your Vault:

  1. Add the special _Quality Incident Layout Configuration_ field to the _Quality Incident Configuration Data_ object page layout.
  2. Optional: Configure an approval workflow and lifecycle configuration for the _Quality Incident Configuration Data_ object.
  3. Enable the **Generate Quality Incident QR Code** user action on the Quality Incident Configuration Data object lifecycle state associated with the _Complete State_ type.
  4. Create a _Quality Incident Intake Layout_ configuration.
  5. Create _Quality Incident Configuration Data_ object records.

### Configuring Quality Incident Intake Layouts

The _Quality Incident Intake Layout_ configuration component determines which fields to display for input when a user scans a QR code to report a Quality Incident. To create a Quality Incident Intake Layout:

  1. Navigate to **Admin > Configuration > Quality Incident Intake Layouts**.
  2. Click **Create**.
  3. Enter the required details.
  4. Click **Save**.
  5. In the **Fields to Display** section, click **Edit** to change which fields the intake form will display when a user scans the QR code. Mandatory fields are displayed with an asterisk. A typical set of fields may include:
     1. _Organization_
     2. _Facility_
     3. _Department_
     4. _Date Occurred_
     5. _Title_
     6. _Summary_
  6. Click **Save**.

You can create multiple _Quality Incident Intake Layout_ configurations, as some fields may be more useful in some locations or facilities than others.

### Creating Quality Incident Configuration Data

_Quality Incident Configuration Data_ object records represent QR codes associated with different areas of an organization's operations. [Create a record](/en/lr/18769/) for each type of QR code you want to place. Each unique combination of _Quality Incident Layout Configuration_ and _Quality Incident Configuration Data_ allows for a different Quality Incident intake experience for the user.

Each _Quality Incident Configuration Data_ record references a _Quality Incident Intake Layout_ configuration. A QR code can be associated with specific values for any combination of the following fields on a _Quality Incident_ record:

  * _Country_
  * _Organization_
  * _Facility_
  * _Department_

In each record, you must select a _Quality Incident Layout Configuration_. More than one _Quality Incident Configuration Data_ record can reference the same _Quality Incident Layout Configuration_.

## Related Permissions

To create and manage _Quality Incidents_, users require _Read_, _Create_, and _Edit_ [permissions](/en/lr/22824/#object-permissions) for the _Quality Incident_ object.

To configure _Quality Incident Layout Configurations_, users require _Create_ permission on the Admin tab for _Quality Incident Intake Configuration_, and _View_ access on the _Pages_ tab for the _Quality Incident Create_ page.

To create _Quality Incident Configuration Data_ records, users require a permission set that grants _Create_ permission for the _Quality Incident Configuration Data_ object.

  [1]: #qi-via-qr