New and Improved Features

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PMP-97156 PMP-97156

PMP-97156 As an Auditor I want to Lock Audit Responses and entire Audit based on Audit Program Status

Configurable: Yes

• Title: Toggle Between Lock Feature and Auto Audit Closure
• Public/Private: Public
• Default: Product - Enabled, Customers- Disabled

• Title: Default Response configuration for Lock Questionnaire field
• Public/Private: Public
• Default: Yes

• Title: Default Response configuration for Lock Program field
• Public/Private: Public
• Default: Yes

Existing System: 

• Does not have a way to lock responses, restrict new findings when all steps of Audit is done and final report is submitted
• This causes data inconsistency as users are able to change response, add/remove finding or action items anytime even if Audit status is closed
• There is no validation implemented on Audit Program Status functionality and these status does not drive anything. 

Purpose: 

• Provide Enhance Audit Program status functionality and link locking feature with program status

Enhanced System:

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• Has Program level configuration to decide if a Program questionnaire should be locked or entire Audit should be locked based on Program status
• Has a new dropdown to change Audit Program status from any of the screens under perform audit based on permission, hence enhancing the usability of Audit Program status feature
  • This dropdown will be enabled only when Questionnaire has been completed for the Site/Sub Type
  • Only next available status will be displayed in the dropdown (like a workflow) based on logged in user's permission
• A new default status has been added named "Lock Questionnaire" which will be 2nd in the sequence after "Audit Scheduled" when applicable
  • This status will drive response locking
•  As currently happens additional status can added between "Lock Questionnaire" and "Audit Closed" statues
• Lead Auditor of the Audit will by default get permission for all default statues
• Once Questionnaire is complete, "Lock Questionnaire" will be available for selection.
• Once selected, all Question Responses, Section Applicability checkbox(s) will be disabled
  • Reload Protocol option will be hidden
  • Complete icon on Questionnaire Tab will be replaced with Lock icon 
• Users can work with all other functionalities and screens at this point
• Program Status dropdown will continue to display next available status as Audit Program is transitioned through different statues
• Once Program status is changed to "Audit Closed" (the last status),

  • Entire Audit Program will be locked for any kind of editing or deletion except for below actions

    1. Users can update any Open Findings

    2. Users can create new Action Items and update Open Action Items

  • Complete icon on Perform Audit tab will be replaced with Lock Icon

  • Lock Icon will be appended in Program ID column in the Manage Audit List screen, Sub Type Audit List screen.

    • For Sub Type Pop-up list screen the lock icon will be suffixed in Sub Type value column

  • In Case of Sub Type Audit, lock icon will be displayed in Audit List screen only if Audit is locked for all Sub Type values

• There is a new permission added for both Corporate and Site Audit for Self and Other to provide ability to make modification to Locked Questionnaire/Audit
• Users with respective permission will be able to edit locked questionnaire and audit program

Impacts: Mobile, Insight

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PMP-97952 PMP-97952

PMP-97952 As an Auditor I want a default notification to be sent to lead auditor when Questionnaire is complete

Configurable: No

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

Existing System: 

• Does not have a default system notification triggered to Lead auditors when Questionnaire is complete

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PMP-97741 PMP-97741

PMP-97741 As an Auditor I want option to create new section and question from Protocol setup

Configurable: No

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

Existing System: 

• The Protocol creation is very complex due to number fields, clicks and navigation to various screens under different menus.

• Administrators need to navigate to different screens if they need to add a new question to a protocol.

• Does not have a way for Admins to create new Protocol section from Add section screen if it does not exist in the library
• Does not have a way for Admins to create new questions from Protocol Question screen if it does not exist in the library
• Does not have a way for Admins to update existing question details directly from Protocol Question list

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