Before using the iTWOcx Quality Module, you will need to configure/confirm the following form options.
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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:
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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 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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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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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.
Ability to create as many custom split buttons as required
In the form, configuration click on the new Custom Split Button
To add a new custom split button click on Manage Custom Splits button under the form type configuration.
The in the new pop up window you can click on the "Add New Button" to create a new Button
Give the button a name
Select the form type you wish to split to when the button is clicked
You can also configure whether the button appears in the toolbar as well as the document list user field if it is configured on the form type.
After adding the row and settings the options as needed click save on the row to create this custom split button
To edit a buttons details, you can click the edit button
You can retire the split buttons by clicking on the Retire button on the row
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.
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.
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.
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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.
History for forms via in-line split from a document list user field
When you split from a document list user field, the form history will now record which row in the table you split from
Handover Report Summary
We’ve added a new Summary report when generating a handover report, so that you may easily identify what forms are going to be included in the report – PRIOR – to downloading it. The report content and data will update based on the selections you make.
