How Do I Add a Quality Record?
A Quality Record is a document that subcontractors can upload to show compliance. It is important to note that you will need to digitise controlled checklist forms before adding quality records to the system.
In the Quality Records module, you can see information about the records:
- Name
- Location
- Departments
- Company
- Status
Administrators can perform actions for quality records:
To add a quality record:
- On the left side menu, click 'Quality Records'.
- Enter the name, and description.
- Choose the Form from the dropdown options.
- Select the Locations and Departments from the dropdown options (you can select multiple).
- Click 'Save & Submit'.
To see information about quality records on the system:
- On the left side menu, click 'Quality Records'.
The column headings show:
- Name
- Locations
- Departments
- Company
- Status - the status of documents are represented by different colours, and the status title:
- Approved - this means the document has been approved, and is fully compliant.
- Rejected - this means the document has been rejected, and is not compliant.
- Awaiting Approval - this means the document is yet to be approved by an administrator.
- Completed - this means the document has been completed and the required forms have been filled.
- Awaiting Completion - this means the contractor still needs to fill out the required forms and upload documents.
To approve and reject documents:
- On the left side menu, click 'Quality Records'.
- Under the 'Actions' column at the top of the page, click 'Approve' or 'Reject'.
- A pop up notification will show asking if you are sure you want to complete the action, click 'Save & Submit'.
To archive documents:
- On the left side menu, click 'Quality Records'.
- Under the 'Actions' column at the top of the page, click 'More' and click 'Archive'.
- A pop up notification will show asking if you are sure you want to complete the action, click 'Save & Submit'.
- To access archived documents, click 'Archived' at the top of the page.
- To recover archived documents, click 'Recover' under the 'Actions' heading.
- 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.
- 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.
This is required before you can add a Quality Record:
- Digitise your Controlled Checklist Form
- Set up Locations
- Set up Energies
- Set up Departments
Other Options:
- 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.