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Vikram Vemula

Vikram Vemula

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New and Improved Features

Product Level change

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New and Improved Features

Product Level change

Configurable

  • None

Configurable

  • None

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70560
70560
PMP-70560

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- Ability to

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Conduct Employee Level Audits

Configurable: Yes from backend. backend 

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

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

Purpose: To provide the ability to conduct by employee audit and by asset audit.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 Department or Asset or Employee based on the subtype selected. 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.

Creating Audit:

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Questionnaire Screen: 

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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
  • System 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 , BI. and 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. 
  2. Finding Alerts and Reminders. 

Impacts: No Impact

Notifications List Screen: 

Existing Event Notifications Configuration: 

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Audit Reminders: 

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Audit Alerts: 

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Finding Reminder: 

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Finding Alerts:

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    • 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: None

Notifications List Screen: 

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Existing Event Notifications Configuration: 

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Audit Reminders: 

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Audit Alerts: 

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Finding Reminder: 

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Finding Alerts:

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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. feature 

Purpose: To provide the ability to conduct by employee audit and by asset audit.make a section mandatory to answer

Enhanced System: Changes include:

  • Introduce a new field - "Audit Sub-TypeSection Mandatory" with values - AssetYes, Employee and Department.No 
  • 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 Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

  • 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 
  • Once a section is mandatory, user wouldn't be able to select the option of making a question section not-applicable 
  • We have also given additional flexibility to user while creating a protocol to copy all questions from the selected question section 

Impacts: Mobile.

Question List Screen:

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Question Details Screen:

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Questionnaire Screen: 

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68989

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68989
PMP-

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68989 - Include More Fields in Audit Action Item Source Details to Uniquely Identify its Source

Configurable: No Yes from backend. 

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

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

Purpose: To provide the ability to conduct by employee audit and by asset audit.user with greater ability to uniquely identify the source of action item

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 Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

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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 audit and by asset 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 Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

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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 audit and by asset 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 Department or Asset or Employee based on the subtype selected. 
  • Currently, we have a field "Audit By Department - Yes/No". This field would be deprecated. 
  • Users, would be able to fill the questionnaire by asset or employee. 

Impacts: Mobile, Reports and BI.

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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 audit and by asset audit.

Enhanced System: Changes include:

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

Impacts: None


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71013
71013
PMP-71013 - Increase the Character 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 5,000 characters 

Purpose: To capture additional information

Enhanced System: Changes include:

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

Impacts: Mobile, Reports and BI


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69620
69620
PMP-69620 - Enable Action Item ID, Department and Asset Fields 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 

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 
  • Enable Asset field which would be non-mandatory 

Impacts: Mobile, Reports and BI.

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