New and Improved Features

Configurable

• PMP-97156 As an Auditor I want to Lock Audit Responses and entire Audit based on Audit Program Status
• PMP-97741 As an Auditor I want option to create new section and question from Protocol setup

Product Level Change

• PMP-97952 As an Auditor I want a default notification to be sent to lead auditor when Questionnaire is complete
• PMP-97741 As an Auditor I want option to create new section and question from Protocol setup

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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

**Watch On-Demand Video**

Configurable: Yes

• Title: Toggle Between Lock Feature and Auto Audit Closure
• Public/Private: Private (permission dependency)
• 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. 

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Note: In Mobile Pro, change status feature is not available for Non Protocol Sub Type Audit due to design complexity. 

Impacts: Mobile, Insight

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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

Purpose: 

• Notify Lead Auditors whenever Audit Team completes questionnaire of an Audit

Enhanced System:

• Has a default notification triggered to all Lead Auditors of the Audit as soon questionnaire is completed
• The notification body contains all relevant information about the Audit

Impacts: Mobile

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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

**Watch On-Demand Video**

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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Impacts: Feed and Reports

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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

Purpose: 

• Notify Lead Auditors whenever Audit Team completes questionnaire of an Audit

Enhanced System:

• Has a default notification triggered to all Lead Auditors of the Audit as soon questionnaire is completed
• The notification body contains all relevant information about the Audit

Impacts: Mobile

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