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20.2 Audit Management Release Notes

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New and Improved Features

Product Level change

Configurable

  • None

PMP-70560 - Ability to conduct Employee Level Audits

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.

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 Employee. 
  • 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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PMP-54398 - Introduce Audit ID to uniquely identify the 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 Id

Purpose: To uniquely identify an Audit

Enhanced System: 

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

Impacts: Mobile, Reports, BI. 

Display in List Screen: 

Display in Audit Top Header:


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PMP-4619 - Enhance notifications with the ability to configure alerts and reminders feature for audits as well as findings

Configurable: No

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

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

Purpose: To give more flexibility in notifications. 

Enhanced System: User would be able to 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: 



Audit Reminders: 


Audit Alerts: 


Finding Reminder: 


Finding Alerts:

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PMP-68363 - Introduce a configuration to hide the section applicability feature at the protocol level

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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PMP-71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character

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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PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source

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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PMP-69620 - Enable Action item ID, Department and Asset field for audits action items

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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PMP-73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability

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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PMP-69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard

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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