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Helen Ramsay

Helen Ramsay

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New and Improved Features




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PMP-2757
PMP-2757
 Single Page Task Action Item screen - PMP-2757

The application has been enhanced by integrating Task Action items to the common action item framework to support additional features. When a task is enabled and pushed to the calendar, the following changes have been applied to the Task Action Item screen:

  • Removed tabs, and introduced sections

Image Modified

  • Added two new sections to the Task Action Item screen:
    • Review/Verify
    • Cost information

 

  • Added Extend Due Date and Verification Process features
  • Removed Occurrences in Task Management action items to keep it aligned with the common action items




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PMP-3755
PMP-3755
 Provide similar permission to Task Action Item as per Common Action Item - PMP-3755

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  • Edit Action Items
  • Delete Action Items
  • View Action Items
  • Change Action Item Status
  • Extend Due Date
  • Verify
  • Cost


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PMP-40667
PMP-40667
 Add "Verification Required" field to create new task in Task Management and Action Item Library - PMP- 40667

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titleBusiness Rules for Required Verification field
  • Once the task is enabled and action item is created, the "Verification Required" field will be checked by default, and the user will not be allowed to uncheck it.
  • The "Verify User" field will only contain users with verify action item permissions.
  • For enabled tasks, if the user makes changes in the task from Task Management (ie: check/uncheck "Verification Required") then it will be reflected in the Action item associated with it.

  • "Verify User" field will be non-mandatory for Task Action Item. Once the task is enabled and action items are created, user can go and select "verify user" for that particular action item.


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PMP-37066
PMP-37066
 Action Action Item Integration with TMS - PMP-37066

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titleBusiness Rules for Designated/Non-designated TMS Enabled Department
  1. Departments can be enabled to work with a work order system.
  2. If the Department selected is a TMS Enabled Department, the following actions will occur:
    1. A read only field called “TMS Enabled Department” will be added, we will show the user this is an Enabled Department Field by showing “Yes” in the field value.
    2. Below that field we will display a second field called “TMS Work Order Number” (only when it is a TMS Enabled Department field).  This will be a read only field because this number will come back from the TMS system in a return file by feed.
    3. The Closure Details for the CAPA and the CAPA will be updated and closed via the Feed
    4. For a department that is considered TMS Enabled, upon saving, we will make the “Responsible Department” field read only since this is necessary for the Feed.
  3. If the Responsible Department field selected is not a TMS Enabled Department, the following will occur:
    1. “TMS Enabled Department” will display No as a value.
    2. The “TMS Work Order Number” field will not be displayed, because the action item will not be sent via feed.
    3. The “Responsible Department” field will be editable. 



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PMP-39983
PMP-39983
Remove the dependency of "Others" on "Self" and "Owned" permission for Common Action Item - PMP-39983

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  • Action Item Priority
  • Reference/Citation



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PMP-8632
PMP-8632
 My Action Items Widget - Show counts and make it clickable - PMP-8632

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  1. Open Action Items - Assigned
    • Action Items for which the logged in user is owner and the status is "Open"

  2. Overdue Action Items - Assigned.
    • Action Items for which the logged in user is owner and the status is "Overdue"

  3. To be verified action items.
    • Action Items for which the logged in user is "Verify User" and pending verification


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