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

Confirm  Confirm the layout of the quality forms is suitable to the project

Confirm  Confirm the authors of the quality forms

Confirm  Confirm statuses and status allocations

Confirm  Confirm the closers of the documents

Configure  Configure the project specific data for each of the forms.

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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.

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Statuses

Statuses help to define the workflow of iTWOcx 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. 

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User Fields

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

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ITP Form

The default layout for the ITP is shown below. 

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The ITP also contains a table for tasks.  Tasks are populated by text user fields for the following items:

Item  Item No;

Task Task, Frequency

Applicable  Applicable Standard

Method Method, Acceptance Criteria

Action Action

Responsibility Responsibility

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

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Lot Form

The default layout for the LOT is shown below. 

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The LOT contains two main sections;

Lot  Lot Specification information; and

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

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

Zone Zone;

WBS  WBS (Work breakdown Structure)

Discipline Discipline

Chainage  Chainage From/To

Location  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.

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Action Point

The default layout for the Action Point is shown below. 

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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.

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Survey Request

The default layout for the Survey Request is shown below. 

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

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Test Request

The default layout for the Test Request is shown below. 

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The Test Request contains 3 sections;

ITP  ITP and Lot details;

Test  Test Request Details; and

Test  Test Schedule.

The ITP and Lot section 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.

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

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Nonconformance 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.

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