How Do I Add a Quality Record?

A Quality Record is a document submitted by subcontractors to demonstrate compliance. Please note that controlled checklist forms must be digitised before you can upload any quality records to the system.

This article includes step-by-step instructions on how to add a Quality Record.

1. On the left side menu, click Quality Records.
2. Click +New Quality Records.
3. Enter the Name, and Description of the quality record.
4. Choose the Controlled Checklist/Form from the dropdown options.
5. Select the Location(s) and Department(s) from the dropdown options.
6. Click Save & Submit.

This is required before you can add a Quality Record:

1. Digitise your Controlled Checklist Form
2. Set up Locations
3. Set up Energies
4. Set up Departments
5. Set up Notifications

1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, description and form.

1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. locations and departments.

Other Options:

1. Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more forms and locations to the system - be cautious that when you click this button, the details you have entered will be deleted.