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19.2.1 Audit Management Release Notes

19.2.1 Audit Management Release Notes

Owned by Vikram Vemula
Last updated: Oct 30, 2019

New and Improved Features

Product Level change

Configurable

Deprecation

  • PMP-64576 - Deprecate Dynamic Dashboard
  • PMP-64579 - Site Walk - deprecating Site Walk module

PMP-56560 - Introduce a system view in home page as "Audit Dashboard"

Configurable: No

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

Existing System: 

  • Does not have a dedicated view that shows quick statistics related to audits

Purpose: Create audit statistics system view 

Enhanced System:

  • Has system view for Audits module showing quick statistics.

Impacts: No Impact


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PMP-57260 - Ability to select Question/Action item attachments in the Audit report

Configurable: No

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

Existing System: 

  • Doesn't show question attachments. 
  • Doesn't show action items summary and attachments. 

Purpose: To improve usability of the report. 

Enhanced System:

  • Audits Report has the option to include images attached to questions in the Audit Questionnaire Summary.
  • Has now the ability to include Action Item Summary with images. 
  • Make the entire report consistent in displaying images. 

Impacts: No Impact

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PMP-64625 - Provide flexibility to select Lead Auditors and Audit Team Members in Basic Program Details Screen

Configurable: No

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

Existing System: 

  • User has to select the lead auditors and team members after creating the audit. 

Purpose:

  • To setup an audit easily. 

Enhanced System:

  • Provide lead auditors selection for landed location.

  • Default lead auditor to logged in user.

  • Provide audit team members selection for landed location.

  • In Lead Auditors tab, the selections made in basic details section will carry.

  • This option is available for Basic/Advanced/Template Audits.

Impacts: Mobile.

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PMP-64872 - Add the questionnaire completion status flag to the Audit program list

Configurable: No

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

Existing System:

  • We doesn't have a identifier to show the questionnaire completion status. 

Purpose:  To improve the usability of the system.

Enhanced System:

  • Complete/Incomplete icon would be shown on the Audits list screen which clearly indicates which audit questionnaire status. 
  • We show the questions count on hover. 
  • For a department audit, it shows the cumulative count of all departments for that location. 
  • Also, on clicking the Program hyperlink, user would directly land to the questionnaire screen. 

Impacts: None

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PMP-64609 - Display Audit created by in Manage Audits list along with introducing “My Audits” system view

Configurable: No

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

Existing System: 

  • Doesn't have any column which shows audit created by. 

Purpose: Provide easy access to "My Audits"

Enhanced System:

  • New column "Created By" is introduced in the available columns for Audits list screen. 
  • Also, a new view "My Audits" is introduced which shows all the audits where logged in user is the Lead Auditor. 

Impacts: None. 



My Audits View: 

Filters: 


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PMP-64861 - Introduce "Finding Counts by Month" widget

Configurable: No

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

Existing System: 

  • Doesn't have this widget available. 

Purpose: 

  • Enhance the usability. 

Enhanced System:

  • This widget would display total findings count grouped by month. 

  • It would consider the Finding create date to group the data by month. 

  • On Clicking on any bar the user would be directed to the manage findings list with Month,Year filter applied.

Impacts: None

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PMP-64863 - Introduce "Repeat Finding Counts by Month" widget

Configurable: No

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

Existing System:

  • Doesn't have this widget available. 

Purpose:

  • Enhance the usability. 

Enhanced System: 

  • This widget would display Total Repeat Findings count by month. 

  • It would consider the Finding create date to group the data by month. 

  • On Clicking on any bar the user would be directed to the manage findings list with selected date filters and repeat finding = "Yes".

Impacts: None

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PMP-64866 - Introduce "On Time Closed Finding Counts by Month" Widget

Configurable: No

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

Existing System: 

  • Doesn't have this widget available. 

Purpose: 

  • Enhance the usability. 

Enhanced System: 

  • This widget would display On Time Closed Findings count by month. 

  • It would consider the Finding closed date to group the data by month. 

  • On Clicking on any bar the user would be directed to the manage findings list with selected date filters, Finding Status = Closed and closed before due date. 
  • Example: Finding Created date: Aug 8th, 2019, Finding Due date: Sept 2nd, 2019, Finding Closed date : Sept 1st, 2019 - It would be considered as on time closure and would be shown in the month of Sep. 

Impacts: None



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PMP-64242 - Restrict creation of action item after the finding status is closed

Configurable: Yes

  • Title: Restrict Action Item Creation For Closed Findings
  • Public / Private: Public
  • Default: No

Existing System: 

  • Currently, we are able to create an action item irrespective of finding status. 

Purpose: 

  • Enhance the usability. 

Enhanced System: 

  • User wouldn't get any option to get create an action item if the finding status is "Closed". 

  • This is applicable for Findings and Read Across Findings and even from Findings Import. 

Impacts: Mobile

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