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The user field for Process is a select user field. Add options that are relevant to your Quality workflow. To learn more about adding user field options, click here.
Lot Form
Authors
Statuses
Closers
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The default layout for the LOT is shown below. It contains a number of text user fields, some of which will be populated directly from the ITP.
It also contains the ITP tasks table which is carried across when splitting from the ITP.
The default Lot specific user fields shown below.:
- Zone;
- WBS (Work breakdown Structure)
- Discipline
- Chainage From/To
- Location details.
These options can be modified to support project workflow.
General Configuration
When setting up the ITP, consider whether any changes from the default are necessary 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
Default statuses are shown below. 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 user field for Process is a select user field. Add options that are relevant to your Quality workflow. To learn more about adding user field options, click here.