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.
|Lesson Learned||Allows a user to captured Lessons Learned|
|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.|
|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.|
|Lesson Learned Rundown Form||Enable the Lesson Learned Rundown Form and Reports.|
|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.|
|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|