New and Improved Features
Single page Task Action Item screen - PMP-2757
The application has been enhanced by adding two new sections viz Review/Verify and Cost Information.
Used Common Action Item Framework for Field and Section configuration.
Common Action Item features like Extend Due Date and Verification Process added to Task CAPA.
- Provide similar permission to Task Action Item as per Common Action Item - PMP-3755
The application has been enhanced to introduce a new standard action item permission for task CAPA.
Following are the new permissions that are added under new section "Task Action Item Management"-
- Edit Action Items
- Delete Action Items
- View Action Items
- Change Action Item Status
- Extend Due Date
- Verify
- Cost
Add "Verification Required" field to create new task in Task Management and Action Item Library - PMP- 40667
The application has been enhanced by adding “Required Verification” field in Task Detail screen of Library and Location Task Management.
Business Rules for Required Verification field
- Once the task is enabled and action Item is created. The action item should have "Verification Required" field be checked by default and the user should not be allowed to uncheck it.
- In the task action item the verify user field will contain only the users having "Verify" action item permission.
- For enabled task if the user makes changes in the task i.e. check/uncheck "Verification Required" then it should reflect in the "Open" 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.
PMP-37066- Action Item Integration with TMS
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.
Add Following two fields in the source section of CAPA. once the details are saved i.e. after CAPA creation, these fields will be visible-
- TMS Enabled Department
- TMS Work Order Number
Business Rules for Designated/Non-designated TMS Enabled Department
- For the Responsible Department field, if they select a value that is a Designated TMS Enabled Department and saves the details, the following actions will occur:
- 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.
- 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.
- The Closure Details for the CAPA and the CAPA will be updated and closed via the Feed
- 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.
- For the Responsible Department field, if they select a Value that is NOT a Designated TMS Enabled Department:
- 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 value.
- We will not display the “TMS Work Order Number” field since this CAPA will not be sent over via the feed.
- Finally, since this CAPA type is not going over in a feed, we will not make 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
Remove the dependency of "Others" on "Self" and "Owned" permission for Common Action Item - PMP-39983
The application has been enhanced to remove the dependency of Self, Owned and Others permission for Common Action Item.
- Add "Action Item Priority" and "Reference Citation" Column to Action Item Library Bulk Upload Template - PMP-38128
The application has been enhanced to include the following two Columns to Task Management Bulk Upload Template-
1) Action Item Priority
2) Reference/Citation
My Action Items Widget - Show counts and make it clickable - PMP-8632
The application has been enhanced to make the counts in My Action Item Widget Clickable and show the list in “Manage Action Item” List screen
This widget have counts of the below types:
- Open Action Items - Assigned
- The Action Items for which the logged in user is owner and that are "Open"
- Overdue Action Items - Assigned.
- The Action Items for which the logged in user is owner and that are "Overdue".
- The Action Items for which the logged in user is owner and that are "Overdue".
- To be verified action items.
- The Action Items for which the logged in user is "Verify User" and which are pending verification
