Image Removed

New and Improved Features

Product Level change

• PMP-70560/PMP-69639 - Ability to conduct Employee Level Audits
• PMP-54398 - Introduce Audit ID to uniquely identify the audit
• PMP-4619 - Enhance notifications with the ability to configure alerts and reminders feature for audits as well as findings
• PMP-68363 - Introduce a configuration to hide the section applicability feature at the protocol level
• PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source
• PMP-71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character
• PMP-69620 - Enable Action item ID, Department and Asset field for audits action items
• PMP-73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability
• PMP-69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard

Configurable

• None

...

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

Purpose: To provide the ability to conduct by employee audit and by asset audit.

Enhanced System: Changes include:

...

Image Added

New and Improved Features

Product Level change

• PMP-70560/PMP-69639 - Ability to conduct Employee Level Audits
• PMP-54398 - Introduce Audit ID to uniquely identify the audit
• PMP-4619 - Enhance notifications with the ability to configure alerts and reminders feature for audits as well as findings
• PMP-68363 - Introduce a configuration to hide the section applicability feature at the protocol level
• PMP-71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character
• PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source
• PMP-69620 - Enable Action item ID, Department and Asset field for audits action items
• PMP-73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability
• PMP-69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard

Configurable

• None

Anchor
70560 70560

PMP-70560/ PMP-69639 - Ability to conduct Asset/Employee Level Audits

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

Purpose: To provide the ability to conduct by employee audit and by asset audit.

Enhanced System: Changes include:

• Introduce a new field - "Audit Sub-Type" with values - Asset, Employee and Department.
• This new field would be available for Basic Audits, Advanced Audit and Audit Templates. 
• It would be available only for Site Audits and it would be a non-mandatory field. 
• On selecting the audit subtype, the user would see a picklist for him to select Department or Asset or Employee based on the subtype selected. 
• Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
• Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

Creating Audit:

Image Added

Questionnaire Screen: 

Image Added

Back to top

Anchor
54398 54398

PMP-54398 - Introduce Audit ID to uniquely identify the audit

Configurable: Yes

• Title: DynamicIAuditInternalIDFormat
• Public/Private: Private
• Default: Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year

Existing System: Doesn't have any system generated Id

Purpose: To uniquely identify an Audit

Enhanced System: 

• Audit ID would be generated for every Audit by Location. 
• The default format would be - Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year
• System would support ID format configurations like Location Name/Code, Calendar/Fiscal Year, Delimiter Configuration and Audit Type Code. 
• Audit ID would be displayed across the module in all relevant screens and Audit Header as shown in the screen shot below. 

Impacts: Mobile, Reports and , BI.

Creating Audit:

Image Removed

Questionnaire Screen: 

...

Display in List Screen: 

Image Added

Display in Audit Top Header:

Image Added

Back to top

Anchor

...

4619

...

4619

PMP-

...

4619 - Enhance notifications with the ability to configure alerts and reminders feature for audits as well as findings

Configurable: YesNo

• Title: DynamicIAuditInternalIDFormat
• Public/Private: Private
• Default: Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year

Existing System: Doesn't have any system generated Id

Purpose: To uniquely identify an Audit

Enhanced System: 

• Audit ID would be generated for every Audit by Location. 
• The default format would be - Country Code - Location Code - Audit Create Year(YY) - Audit Type( C or S ) - Sequence by Location and Year
• System would support ID format configurations like Location Name/Code, Calendar/Fiscal Year, Delimiter Configuration and Audit Type Code. 
• Audit ID would be displayed across the module in all relevant screens and Audit Header as shown in the screen shot below. 

Impacts: Mobile, Reports, BI. 

Display in List Screen: 

Image Removed

Display in Audit Top Header:

...

• NA
• Public/Private: NA
• Default: NA

Existing System: There is no provision to configure alerts and reminders.  

Purpose: To give more flexibility in notifications. 

Enhanced System: User would be able to create 

1. Audit Alerts and Reminders configurations would have below fields to setup
   • Audit Start Date, Audit End Date, Audit Program Status configured. 
2. Finding Alerts and Reminders. 

Impacts: No Impact

Notifications List Screen: 

Existing Event Notifications Configuration: 

Image Added

Audit Reminders: 

Image Added

Audit Alerts: 

Image Added

Finding Reminder: 

Image Added

Finding Alerts:

Image Added

Back to top

Anchor

...

68363

...

68363

PMP-

...

68363 - Introduce a configuration to hide the section applicability feature at the protocol level

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: There is no provision to configure alerts and reminders.  

Purpose: To give more flexibility in notifications. 

Enhanced System: User would be able to create 

1. Audit Alerts and Reminders configurations would have below fields to setup
   • Audit Start Date, Audit End Date, Audit Program Status configured. 
2. Finding Alerts and Reminders. 

Impacts: No Impact

Notifications List Screen: 

Existing Event Notifications Configuration: 

Image Removed

Audit Reminders: 

Image Removed

Audit Alerts: 

Image Removed

Finding Reminder: 

Image Removed

Finding Alerts:

Image RemovedCurrently, we don't have this feature. 

Purpose: To provide the ability to conduct by employee audit and by asset audit.

Enhanced System: Changes include:

• Introduce a new field - "Audit Sub-Type" with values - Asset, Employee and Department.
• This new field would be available for Basic Audits, Advanced Audit and Audit Templates. 
• It would be available only for Site Audits and it would be a non-mandatory field. 
• On selecting the audit subtype, the user would see a picklist for him to select Department or Asset or Employee based on the subtype selected. 
• Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
• Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

Back to top

Anchor

...

71013

...

71013

PMP-

...

71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

...

Impacts: Mobile, Reports and BI.

Back to top

Anchor
68989 68989

PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

...

Impacts: Mobile, Reports and BI.

Back to top

Anchor

...

69620

...

69620

PMP-

...

69620 - Enable Action item ID, Department and Asset field for audits action items

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

...

Impacts: Mobile, Reports and BI.

Back to top

Anchor

...

73196

...

73196

PMP-

...

73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

...

Impacts: Mobile, Reports and BI.

Back to top

Anchor

...

69325

...

69325

PMP-

...

69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard

Configurable: Yes from backend. 

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently, we don't have this feature. 

...

Impacts: Mobile, Reports and BI.

Back to top