Overview

The Lessons Learned Module is used to help your organization capture potential lessons from users, consolidate those lessons for review and approval in a central location, and then implement a process of evaluating those lessons against a specific plan of action. Essentially, this module provides a form of proactive change management. The Lessons Learned Module is most valuable when combined with other Modules, such as Incident Management and Quality Management, as Lessons Learned can then be generated from and linked to those Forms.

Lessons Learned Ecosystem

Lesson Learned Form

There are 2 ways to create a Lesson:

Lesson Learned - a standard Form
Investigation Tab - a subset of Lesson Learned Form components, embedded into another Form (e.g. Incident Event or Quality Event)

Once the Lesson is created:

Lessons go through an Assignment phase where data is added to categorize the Lesson, including identifying Subject Matter Experts who should be consulted for feedback.
The Lesson is then Reviewed by specific users who then add their recommendations on how to control for the risk in the future.
A final Approval then moves the Proposed Lesson to an Approved Lesson.

Organizations wanting to then gather a set of lessons for review can then use the Lessons Learned Rundown Form

Lesson Learned Rundown Form

The Lesson Learned Rundown Form is used to help your organization select a group of lessons from the Lessons Learned library into a checklist. Each selected lesson is marked as either needing-action or not-applicable. Furthermore, each lesson marked needing-action will generate a Lesson Rundown Action Form.

Lesson Learned Rundown Action Form

Comparable to Compliance Action, a Lesson Learned Rundown Action will guide the assigned user through the completion and review process. The assigned user will receive a Task requiring action.

Key Features

Identify lessons learned for proactive change management
Capture data for further analysis with Subject Matter Experts
Add recommendations to lessons for better risk control
Gather a set of lessons for review using the Rundown Form
Assign Tasks to users when action is required

Forms

Forms	Description
Lesson Learned	Allows a user to manage the findings and associated CAPAs from various types of Audit & Inspection Question Sets.
Lesson Learned Rundown	Allows a user to generate all relevant Lessons pertaining to the project.
Lesson Learned Rundown Action	Guides an assigned user through the completion and review process.

Site Settings

Site Settings can be enabled or disabled to show or hide various components of a Form.

Setting				Description
Lesson Learned				Enable the Lesson Learned Form and Reports.
	Awaiting Submission Period			Set the number of days after the Identification Date before a Lesson Learned form is due for Submissions.
	Awaiting Assessment Period			Set the number of days after the Identification Date before a Lesson Learned form is due for Assessment.
	Awaiting Approval Period			Set the number of days after the Review Due Date before a Lesson Learned form is due for Approval.
	System Group			Enable System Group field.
		System		Enable System field.
			System Review Role	Enable a Role in the System Backing List to set a default Role to participate in the Review step of the Lesson Learned Workflow.
	Discussions			Enable Discussions.
Lesson Learned Rundown Form				Enable the Lesson Learned Rundown Form and Reports.
	Discussions			Enable Discussions.
Lesson Learned Rundown Actions Form				Enable the Lesson Learned Rundown Action Form and Reports.
	Task Escalation			Enable Compliance Action Escalation by user choice.
		Escalation Required		Require Compliance Action Escalation.
		Protect Escalation		Enable the protection of the Escalation questions from the Assigned person.
	Review Workflow			Enable Review of Compliance Action after Action is marked as complete.
		Awaiting Review Period		Set the number of days after the Assignment date before a Compliance Action form is due for Review.
		Review Required		Require Review of Compliance Actions.
		Protect Review		Enable the protection of the Review questions from the Assigned person.
		Follow-Up Workflow		Enable Follow-Up of Compliance Actions after it has been reviewed.
	Action Reason			Enable the Action Reason field on the Lesson Learned Rundown Action and Compliance Action forms.
	Protect Reassign			Enable the protection of the Reassign Workflow Button from the Assigned person.
	Priority			Enable the Priority field on the Lesson Learned Rundown Action and Compliance Action forms.
	Discussion			Enable Discussions.

Reports

= Report is dependent on another Module or Site Setting being enabled.

	Reports	Description
	Lesson Rundown Log	List of Rundowns
	Lesson Rundown Actions Log	List of Tasks related to Rundowns
	Lesson Learned Log	List of High level details from Lessons
	Lesson Rundown Status	List of open Tasks for a specific Rundown along with number of complete vs planned number completed

Lessons Learned Module