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- 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 user fields on the ITP and Lot forms.
ITP Form
The default layout for the ITP is shown below. It contains a number of text user fields and a select field for construction process.
It also contains a table for the ITP tasks which is populated by text user fields for the following items:
- Item No;
- Task, Frequency
- Applicable Standard
- Method, Acceptance Criteria;
- Action;
- Responsibility.
Options may vary to those shown above where project customisation has occurred.
General Configuration
When setting up the ITP, consider Quality forms, consideration should be given to whether any changes from the to default settings are necessary required for the following:
Authors: Who can create this document?
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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 iTWOcx forms. Default statuses are shown below. These 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 user field for Process is a select user field. Add options that are relevant to your Quality workflow. 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.
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 user fields and a select field for Construction Process.
Options for Construction Process will need to be added to support the project workflow. This field also appears on other QA forms and as such, options must be added to all forms.
The ITP also contains a table for the tasks which are populated by text user fields for the following items:
- 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. It
The LOT contains a number of text user fields, some of which will be populated directly from the ITP.
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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. The ones shown below are select fields and will require project options added.
Action Point
Survey Request
Test Request
Nonconformance Report