Before using the RIB CX Quality Module, you will need to configure / confirm the following form options.

Confirm the layout of the quality forms is suitable to the project.
Confirm the authors of the quality forms.
Confirm statuses and status allocations.
Confirm the closers of the documents.
Configure the project specific data for each of the forms.

General Configuration

When setting up the Quality forms, consideration should be given to whether any changes to default settings are required for the following:

Authors - Who can create this document?
Numbering - Do you want sequential numbering or do you require any special fields to display?
Title and Due Date - Who can edit these on a submitted document.
Closers & Status Changes - Depending on the workflow of Quality on the project who is allowed to change the status of a document. Particular consideration should be given to closers.

Statuses

Statuses help to define the workflow of RIB CX forms. Default statuses are set for each QA Form type, however, these can be configured to reflect the quality workflow on your project.

Consideration should be given to Status options and who has access to each of them.

For more information on statuses Click Here.

Custom Split Buttons

Refer here for how to create, edit, retire custom split buttons.

User Fields

The Quality forms contain a number of user fields. Some of these fields appear on all of the quality forms. Where select or cascading fields appear on multiple forms, the options must be added to each form.

To learn more about adding user field options click here.

ITP Form

The default layout for the ITP is shown below.

It contains a number of text and select user fields, as well as a table for entering ITP tasks.

Options may vary to those shown above where project customisation has occurred.

Options for the Select user fields (Process, Structure/Component, Action Type) need to be added to support project workflow. These select user fields also appears on other QA forms and as such, options must be added to all forms. Please refer here for more information on options in user fields.

Lot Form

The default layout for the LOT is shown below.

The LOT contains two main sections;

Lot Specification information.
ITP information which is populated directly from the ITP when splitting.

When the lot is split from the ITP the ITP plan details section and columns 1-8 (Item No. to Responsibility) will auto populate. Select user fields (Process, Structure/Component, Action Type) will auto populate as long as the same options are set up on the Lot form.

The default user fields relating to Lot information are shown below:

Zone.
WBS (Work breakdown Structure).
Discipline.
Chainage From/To.
Location details.

These options can be modified to support project workflow. The ones shown below are select fields and will require project options added. Where these fields are on other forms, the options will need to be added to each.

Action Point

The Action Point is used to manage Hold Points, Inspection Points and Witness points. The default layout for the Action Point is shown below.

The user field for Record Type, Acceptance Criteria, Zone and WBS will auto populate when splitting from a LOT. Ensure that the options for these select or cascading user fields are the same on each form.

The Schedule Section uses date select fields to add time and date information. These are set by default and no additional configuration is required to this section.

Survey Request

The default layout for the Survey Request is shown below.

The form contains fields that are prepopulated from the ITP and the LOT. Where select or cascading options are added on these forms these must also be added to the Survey Request.

The Schedule Section uses date select fields to add time and date information. No additional configuration is required for this section.

Test Request

The default layout for the Test Request is shown below.

The Test Request contains 3 sections;

1. Lot details.

2. Test Request Details.

3. Test Schedule.

The Lot section and the Acceptance Criteria will populate from the Lot form. Where select or cascading options are added on these forms these must also be added to the Test Request.

The Test Request section has a number of text user fields and also contains TEST TYPE and RESULTS which will need to have options added to make it project specific.

The Schedule Section uses date select fields to add time and date information. No additional configuration is required for this section.

Non-conformance Report

As with all QA documents, the NCR contains user fields populated from the Lot. All select and cascading field options must be added the NCR form.

The NCR has sections that display options detailing the Nonconformance, the Proposed Action and the cause. Default options are available but may need customisation for use on your project.

In-Line Split History Recording

When you split from a document list user field, the form history will record which row in the table you split from

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