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Two custom searches are available to help the Quality Manager report on project Quality.

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 LOTs: Closed within 90 days.

 OS: Outstanding Lots.

They are located in the left hand menu bar under Quality.

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As well as the custom searches there is also a Quality Report which is accessed via the Activities module under Reports.


LOTS: Closed within 90 days

The Lots Closed within 90 days report shows all lots that have been closed in the past 90 days.  It also:

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 Allows you to access related documents by clicking on the link to the relevant document.


Outstanding Lots

The Outstanding Lots Report shows all Lots that are open or overdue.   It also:

 Shows any related documents to each lot and the status of those documents. The status help to identify when lots could potentially be closed.

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 Allows you to access related documents by clicking on the link to the relevant document.

 


Quality Report

This report lets you define the document type, status and created dates and due dates. It is not confined to the Quality module but is helpful in managing the statuses of all related documents and can be confined to certain dates rather than all.

To use the Quality Report:

1. Click on Activities.

2. Click on Reports drop down.

3. Select Quality Report.

4. Choose the document type you wish to report on by selecting from the dropdown menu.

5. If required select:

 The status you wish to report on.

 Criteria for Due From, Due To, Created To and Created.

 Any special fields you want included in the report.

6. Once all criteria has been entered, click Search or Open in Excel if you wish to export the data.

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