Before using the iTWOcx Quality Module, you will need to configure 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 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 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.
Lot Form
Authors
Statuses
Closers
User Fields