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New and Improved Features


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PMP-2757
PMP-2757
 Single

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Page Task Action Item screen -

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 PMP-2757

The application has been enhanced by

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Used Common Action Item Framework for Field and Section configuration.

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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

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

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  • Added Extend Due Date and Verification Process

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  • 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 -

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 PMP-3755

The application has been enhanced to introduce a new standard action item permission for task CAPATask Action Items

Following are the new permissions that are added under the new section "Task Action Item Management"-:

  • 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 -

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 PMP- 40667

The application has been enhanced by adding  “Required Verification” "Verification Requiredfield in the Task Detail screen of the Action Item Library and Location Task Management. 

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Info
titleBusiness Rules for Required Verification field
  • Once the task is enabled and action Item item is created. The action item should have , the "Verification Required" field field will be checked by default, and the user should not user will not be allowed to uncheck it.
  • In the task action item the verify user The "Verify User" field will only contain only the users having "Verify" users with verify action item permissionpermissions.
  • For enabled task tasks, if the user makes changes in the task i.e. from Task Management (ie: check/uncheck "Verification Required") then it should reflect in the "Open" Action will be reflected in the Action item associated with it as well.
  • "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 Item Integration with TMS

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The enhanced process will establish the work flow for sending over the file to the TMS (Work order tracking system) .  This is applicable only for IMS CAPA.

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- PMP-37066

An Action Item Integration has been introduced for allowing users to send Incident Management action items to a work order tracking system (TMS = Ticket Management System). Integrations with third party work order tracking system will require custom configurations.

Once an action item is saved, the following fields will be visible in the source section of the action item:

  • TMS Enabled Department
  • TMS Work Order Number

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titleBusiness Rules for Designated/Non-designated TMS Enabled Department
  1. For the Responsible Department field, if they select a value that is a Designated TMS Enabled Department and saves the detailsDepartments can be enabled to work with a work order system.Image Added
  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.Image Added
  3. For If the Responsible Department field , if they select a Value that is NOT a Designated selected is not a TMS Enabled Department, the following will occur:
    1. We will still display the field called “TMS Enabled Department” and show the user this is not an Enabled Department Field by showing “No” in the field will display No as a value.
    2. We will not display the The “TMS Work Order Number” field since this CAPA will not be displayed, because the action item will not be sent over via the feed.
    3. Finally, since this CAPA type is not going over in a feed, we will not make the The “Responsible Department” field read only.  This way if they later determine it needs to go to TMS, they can change and after changing, it will grey out the picklist op

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    1. 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 -

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 PMP-39983

The application has been enhanced to remove the dependency of Self, Owned and Others permission for Common Action Item.

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PMP-38128
PMP-38128
 Add "Action Item Priority" and "Reference Citation" Column to Action Item Library Bulk Upload Template -

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 PMP-38128

The application has been enhanced to include the following two Columns to the Task Management Bulk Upload Template-:1)

  • Action Item Priority

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  • Reference/Citation

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

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 PMP-8632

The application has been enhanced to make the counts in My Action Item Widget Clickable widget clickable, and show the list in “Manage Action Item” List screen

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

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

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

Occurrences In Task Management Action Item: 

To make Task Management Action Item in sync with Common action item, the framework has been changed and this feature was not in sync with that so it has been removed.

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