September 24, 2010 | Barb Carr

Updated Feature in v5 SnapCharT®

In v5 we have enhanced both the Link and Comment features in SnapCharT®.  When working in a SnapCharT one of the most important things for an investigator to do is to document, provide as much data as possible to understand “What” happened to be able to identify causal factors and good root causes. In the new SnapCharT tool found in the v5 application this is possible by using our new “Attach” function.  This allows the user to attach multiple documents and pictures directly to shapes on the SnapCharT. This allows the investigation team to immediately access pertinent information that describes a step or process.

First to get to a new SnapCharT for an audit or an investigation, Highlight the investigation and select OPEN on the User Landing Page, this will take the user to the 7-Step Process Flow.

From the appropriate step, select the NEW button next to SnapCharT, this will open the SnapCharT Editor.  Place a shape on the chart, and with the shape selected choose the ATTACH button. This will allow the user to select the file to attach to this particular shape. Word documents, Excel documents, PowerPoint document, pictures, any file the user has that helps describe that action (or condition) can be attached.

Once the file is selected, a “document tag” can be found in the lower right corner of the shape. If multiple documents are attached, multiple tags will be seen. To open the documents that are attached, simply double-click on the document and it will be opened for immediate viewing or editing.

This feature expands the old v4 “Comment” function by allowing full documents to be attached and expands the v4 “Linking” function by allowing multiple documents to be attached to a single shape and by copying the document to the database. This insures that in any situation the document link will not be broken if the original file is deleted or moved.

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