New and Improved Features

Product Level change

• PMP-70560 - Ability to conduct Conduct Employee-Level Audits
• PMP-54398 - Introduce Audit ID to uniquely identify Uniquely Identify the auditAudit
• PMP-4619 - Enhance notifications Notifications with the ability Ability to configure alerts and reminders feature for audits as well as findingsConfigure Alerts and Reminders Reature 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

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70560 70560

PMP-70560 - Ability to conduct 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 a "By-Employee" 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 Employee. 
• Users, would be able to fill the questionnaire by asset or employee. 

Field Deprecation: Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 

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Impacts: Mobile, Reports and BI.

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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

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• 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 The 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. 

Display in List Screen: 

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4619 4619

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

Configurable: No

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

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

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1. Audit Alerts and Reminders configurations would have below fields to setup
   • Audit Start Date, Audit End Date, Audit Program Status configured. 
   • Recipients: Lead Auditors, Lead Auditor Supervisor, Team Members, User selected for Audit Status Change
2. Finding Alerts and Reminders. 
   • Due Date, Status Changed to Closed. 
   • Recipients:  Finding Owner(s) and Assigned By, Finding Responsible Person(s), Lead Auditors and Team Members

Impacts: No ImpactNone.

Notifications List Screen: 

Image Added

Existing Event Notifications Configuration: 

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68363 68363

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

Configurable: No. 

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

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

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68989 68989

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

Configurable: No. 

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

Existing System: Currently, we have only Source Id. 

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71013 71013

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

Configurable: No. 

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

Existing System: Currently, we allow the user to enter a maximum of 5000 characters. 

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69620 69620

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

Configurable: Yes from the backend. 

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

Existing System: Currently, we don't have these fields enabled for an audits action item. 

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• Action Item ID to uniquely identify an action item. Sample format is: US-WESTLAKE-2020-AUD-10001 
• Enable department field which would be non-mandatory. 
• Enable Asset field which would be non-mandatory. 

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