New and Improved Features

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• PMP-70560 - 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 Reature Feature for Audits as Well well as Findings
• PMP-68363 - Introduce a configuration Configuration to hide Hide the section applicability Section Applicability feature at the protocol levelProtocol Level
• PMP-68989 - Include few more fields in audit action item source details to uniquely identify its sourceMore 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 CharacterCount of Audit Synopsis Field to 10,000 from Existing 5,000 Characters
• PMP-69620 - Enable Action item Item ID, Department and Asset field for audits action itemsField for Audits Action Items

Configurable

• None

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70560 70560

PMP-70560 - Ability to

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Conduct Employee Level Audits

Configurable: Yes from backend. backend 

• Title: NA
• Public/Private: NA
• Default: Enabled at product level. NA

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

Purpose: To provide the ability to conduct 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. Templates 
• It would be available only for Site Audits and it would be a non-mandatory field. field 
• On selecting the audit subtype, the user would see a picklist for him to select Employee. Employee 
• Users , would be able to fill the questionnaire by asset or employee. employee 

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

Impacts: Mobile, Reports and BI.

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54398 54398

PMP-54398 - Introduce Audit ID to

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Uniquely Identify the

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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 IdID

Purpose: To uniquely identify an Audit

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

Impacts: Mobile, Reports and BI. BI 

Display in List Screen: 

Display in Audit Top Header:

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4619 4619

PMP-4619 - Enhance

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Notifications with the

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Ability to

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Configure Alerts and Reminders Feature for Audits as well as

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Findings

Configurable: No

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

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

Purpose: To give more flexibility in notifications. notifications 

Enhanced System: User would be able to create create: 

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

Impacts: None.

Notifications List Screen: 

Existing Event Notifications Configuration: 

Audit Reminders: 

Audit Alerts: 

Finding Reminder: 

Finding Alerts:

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68363 68363

PMP-68363 - Introduce a

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Configuration to

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Hide the Section Applicability Feature at the

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Protocol Level

Configurable: No. No 

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

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

Purpose: To provide the ability to make a section mandatory to answer.

Enhanced System: Changes include:

• Introduce a new field - "Section Mandatory" with values - Yes, No. No 
• This new field would be available on the questions list screen.
• For all the existing protocols, this field would default to "No" and user can update to "Yes" if required by protocol. protocol 
• Once a section is mandatory, user wouldn't be able to select the option of making a question section not-applicable. In addition, we applicable 
• We have also given additional flexibility to user while creating a protocol to copy all questions from the selected question section. section 

Impacts: Mobile.

Question List Screen:

Question Details Screen:

Questionnaire Screen: 

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68989 68989

PMP-68989 - Include

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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. ID

Purpose: To provide more usability to user with greater ability to uniquely identify the source of action item.

Enhanced System: Changes include:

1. Finding Action Item will have below source fields:
   1. Source IdID: Finding Id ID (Already Availablealready available), Finding Title, Audit IdID, Program.
2. Question Action Item will have below source fields:
   1. Source IdID: Question Id ID (Already Availablealready available), Question Title, Audit IdID, Program.
3. Program Action Item will have below source fields:
   1. Source IdID: Audit Id ID and Program.

Impacts: None.

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71013 71013

PMP-71013 - Increase the Character

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Count of Audit Synopsis Field to 10,000 from Existing 5,000 Characters

Configurable: No. 

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

Existing System: Currently, we allow the user to enter a maximum of 5000 characters. 5,000 characters 

Purpose: To capture additional information.

Enhanced System: Changes include:

• Increase the character limit to 10000 10,000 at a product level so that users could can capture additional information.
• Changes to reports to accommodate the increased field size limit. limit 
• Changes to BI models to support this change. change 

Impacts: Mobile, Reports and BI.

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69620 69620

PMP-69620 - Enable Action

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Item ID, Department and Asset

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Fields for Audits Action Items

Configurable: Yes from the backend. backend 

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

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

Purpose: To provide the ability to add more details to an action item.

Enhanced System: Changes include:

• 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. mandatory 
• Enable Asset field which would be non-mandatory. mandatory 

Impacts: Mobile, Reports and BI.

Image Added

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