New and Improved Features
Product Level change
- 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 feature for audits as well as findings
- PMP-68363 - Introduce a configuration to hide the section applicability feature at the protocol level
- PMP-71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character
- PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source
- PMP-69620 - Enable Action item ID, Department and Asset field for audits action items
- PMP-73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability
- PMP-69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard
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.
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:
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
- Audit Alerts and Reminders configurations would have below fields to setup
- Audit Start Date, Audit End Date, Audit Program Status configured.
- Finding Alerts and Reminders.
Impacts: No Impact
Notifications List Screen:
Existing Event Notifications Configuration:
Audit Reminders:
Audit Alerts:
Finding Reminder:
Finding Alerts:
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.
PMP-71013 - Increase the Character count of audit synopsis field to 10000 from existing 5000 Character
Configurable: .
- Title: NA
- Public/Private: NA
- Default: NA
Existing System: Currently, we don't have this feature.
Purpose: To provide the .
Enhanced System: Changes include:
- .
Impacts: Mobile, Reports and BI.
PMP-68989 - Include few more fields in audit action item source details to uniquely identify its source
Configurable: .
- Title: NA
- Public/Private: NA
- Default: NA
Existing System: Currently, .
Purpose: To provide the ability to .
Enhanced System: Changes include:
- .
Impacts: .
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 .
Enhanced System: Changes include:
- .
Impacts: Mobile, Reports and BI.
PMP-73196 - Changes to Pop-Up Style in Audits Questionnaire Screen to improve the usability
Configurable: No.
- Title: NA
- Public/Private: NA
- Default: NA
Existing System: Currently, we don't have this feature.
Purpose: To provide the ability to .
Enhanced System: Changes include:
- .
Impacts: Mobile, Reports and BI.
PMP-69325 - Add "Doughnut" and "Exploded Pie" to all chart widgets in Audit Management Dashboard
Configurable: No.
- Title: NA
- Public/Private: NA
- Default: NA
Existing System: Currently, we don't have this feature.
Purpose: To provide the ability to .
Enhanced System: Changes include:
- .
Impacts:None.