Before using the iTWOcx 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 - Who can create this document?
Numbering : Do - Do you want sequential numbering or do you require any special fields to display?
Title and Due Date : Who - Who can edit these on a submitted document.
Closers & Status changes : Depending - 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 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.
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.
ITP Form
The default layout for the ITP is shown below.
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Item No;
Task, Frequency.
Applicable Standard.
Method, Acceptance Criteria.
Action.
Responsibility.
Options may vary to those shown above where project customisation has occurred.
Lot Form
The default layout for the LOT is shown below.
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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 default layout for the Action Point is shown below.
The Action Point is used to manage Hold Points, Inspection Points and Witness points. The user field for Record type is used to make your selection.
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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.
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.
Test Request
The default layout for the Test 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.
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.
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.
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