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New and Improved Features

Product Level Change

• PMP-89443 - CAPA escalation set up at the corporate level
• PMP-94008 - Task Management multi-location assignment improvements
• PMP-94062 - As an end user, I want a custom date range filter value in the action items by status widget
• PMP-93927 - As an end user, I want a custom date range filter value in the action item on the time closure rate widget
• PMP-93925 - As an end user, I want a custom date range filter value in the action Items by module widget

Configurable

PMP-89443 - CAPA escalation set up at the corporate level

Configurable: Yes

• Title: Email Escalation For No Of Days (Alerts)
• Public/Private: Public
• Default: 90 Days

• Title: Email Escalation For Reminder Start Before (Reminder)
• Public/Private: Public
• Default: 180 Days

• Title: Check User Scope For Common Escalation
• Public/Private: Public
• Default: Yes

Existing System: 

• No option to set a company-wide CAPA escalation process

Purpose: 

• Company-wide CAPA escalation process to maintain uniformity of escalations
• To ensure a transparent and effective CAPA escalation process

Enhanced System:

• Option to set CAPA escalations at the corporate level
• Option to set escalations based on reminder or alert
• Option to set escalations based on module(s), individual or multiple modules
• Option to set escalations for the owner(s), supervisor(s), or supervisor's supervisor
• Option to set escalations for a particular or multiple groups
• Option to set escalations for specific users
• Option to set escalations for external users not part of the application or organization 
• Summary email based on the recipients, instead of individual emails.
• Configuration to consider the number of days for due CAPA notification.
  • e.g. The organization has due CAPAs for more than 90 days, but it wants to send the notification only for CAPAs due in 30 days
• Configuration to consider the number of days for overdue CAPA notification.
  • e.g. The organization has overdue CAPAs for more than 90 days, but it wants to send the notification only for CAPAs overdue for 30 days

Escalation Sample Use Cases:

Use case of a corporate-level escalation. 

• The organization wants to send a reminder to the CAPA owner before 5 days of the due date
• The organization wants to send a reminder to the CAPA owner's supervisor before 3 days of the due date
• The organization wants to send a reminder to the CAPA owner's supervisor's supervisor and senior management group on the due date

To achieve the above use cases, three escalation setups can be set, as below

• A reminder escalation set with Type as Reminder, First Reminder Date as 5 days, Modules as required, Notify Owner as Yes
• A reminder escalation set with Type as Reminder, First Reminder Date as 3 days, Modules as required, Notify Supervisor as Yes
• A reminder escalation set with Type as Reminder, First Reminder Date as 0 days, Modules as required, Notify Supervisor's Supervisor as Yes, Notify Group as required

The same can be done for Alerts, as per the business need.

Note: Make use of the configuration for the number of days the email engine will consider for due and overdue notifications. This will reduce the risk of Email flooding, if the customer has more due or overdue CAPAs.

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PPMP-94008 - Task Management multi-location assignment improvements

Configurable: No

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

Existing System: 

• Allows creation of a task with Draft status for all the selected locations, this leads to navigating to each location to approve the task individually. 
• Can't select owners or groups based on the locations selected to create the task. 

Purpose: 

• Only allow the creation of tasks for all selected locations with the status "Enabled"
• Allow to select owners and groups based on the locations selected

Enhanced System:

• Moved the "Add to Other Location(s)" option before the "Assigned To" field 
• Display owner and group based on the location selected for creating the task
• Display location information in the group picklist to avoid duplicate name ambiguity 
• Display message for changing the status to "Enabled" automatically with the selection of Add to Other Location(s) option
• Don't allow to change the status to "Draft", if the option "Add to Other Location(s) is selected.

Impacts: No Impact

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PMP-94062 - As an end user, I want a custom date range filter value in the action items by status widget

PMP-93927 - As an end user, I want a custom date range filter value in the action item on the time closure rate widget

PMP-93925 - As an end user, I want a custom date range filter value in the action Items by module widget

Configurable: No

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

Existing System: 

• There is no option to select a filter with a custom range of date

Purpose: 

• To view data based on a custom range of date

Enhanced System:

• Added option to select a custom date range
• Option to select the future date using the custom date range 

Impacts: No Impact

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