Monitoring Module Complete, Plan & Actions Tabs
The Monitoring Module presents a dynamic interactive grid within the ‘Complete’, ‘Plan’ and ‘Actions’ tabs. The interactive grid displays key information relating to Completed Monitoring Records in the ‘Complete’ tab, Monitoring Programmes in the ‘Plan’ tab and Open Monitoring Records in the ‘Actions’ tab. You can easily filter and refine the data in each tab in various ways including, but not limited to, Due Date, Programme/Record name, Risk, etc.
Note: The Monitoring Module as presents dynamic interactive grids in the Summary Dashboard, Reports and Analysis Spec Limits and Analysis - SPC.
Image: 'Complete', 'Plan' and 'Actions' Tabs
The 'Complete' tab is where you will find all of the Completed Monitoring Records for your site.
Image: 'Complete' Tab
1. Search Bar: Use the Search bar to search for the Name of the Completed Record.
2. No.: This is the identifying number of the completed Record and is automatically provided by the System and cannot be changed.
3. Date: This is the Date that the Record was generated, not the date that it was completed.
4. Name: This is the Name of the Completed Record. It is a blue clickable hyperlink which will open the Record in the same browser page.
5. Category: This is the Category of the Record.
6. Programme Name: This is the Name of the Monitoring Programme from which the Record was completed.
7. Risk: This is the Risk of the Record - it comes from the Monitoring Programme from which it was generated.
8. Retest: This column confirms if a Retest was required for this Record or not. 'Yes' indicates that a Retest was required and completed, 'No' indicates that a Retest was not required.
9. Completed By: This is the name of the person who originally completed the Record. Once the Record is Saved & Submitted, and if changes were made through 'Edit' to any workflow stages by another User, the name of the original User will be displayed - not the Name of the person who made the edits.
10. Navigation Arrows: Use the navigation arrows to navigate through the Complete tab pages. Click the 'Refresh' button to reload the Programmes in the Complete tab.
11. Displaying: This is the total number of Completed Records in the Module.
12. Archive: Click the 'Archive:On' button if you wish to view all of the Completed Records, including any that may have been archived. If you wish to hide the archived Completed Records, click the 'Archive: Off' button.
13. Show: By default, when the Complete tab loads, up to 10 completed Records are displayed. However, if you click on 'Show 10 entries' you can change the number of entries displayed per page. You can choose from 10, 20, 30 or 40 Completed Records to be displayed on one page. The 'Displaying' section will then change accordingly.
14. Print: Click the printer icon if you would like to print the full Completed Records list. This will print the full list of the Completed Records, including the archived ones if the 'Archive: On' button has been clicked.
The 'Plan' tab is where you will find all of the Monitoring Programmes for your site.
Image: 'Plan' Tab
1. Search Bar: Use the Search bar to search for the Name of the Monitoring Programme.
2. No.: This is the identifying number of the Monitoring Programme and is automatically provided by the System and cannot be changed.
3. Date: This is the Date that the Monitoring Programme was created.
4. Name: This is the Name of the Monitoring Programme. It is a blue clickable hyperlink which will open the Programme in the same browser page.
5. Category: This is the Category of the Monitoring Programme.
6. Risk: This is the Risk of the Monitoring Programme.
7. Responsible: This is the contact selected as Responsible for the Monitoring Programme. This field will be blank if no Responsible has been selected.
8. Repeat: If a Scheduler was set up for the Programme, the 'Repeat Every' frequency will be displayed here. This field will be blank if a Scheduler was not set up for this Programme.
9. Last Actioned: This is the Date when the latest Record for that Programme was last 'Saved & Submitted'.
10. Last Completed: This is the Date when latest Record for this Programme was fully completed (the final workflow stage was 'Saved & Submitted').
11. Next Due: If a Scheduler was set up for the Programme, the 'Next Due' Date will be displayed here and a new Monitoring Record will be created on that date. The 'Next Due' dates will depend on the Repeat Frequency of the Programme.
12. Navigation Arrows: Use the navigation arrows to navigate through the Plan tab pages. Click the 'Refresh' button to reload the Programmes in the Plan tab.
13. Displaying: This is the total number of Monitoring Programmes in the Module.
14. Archive: Click the ‘Archive: On’ button if you wish to view all of the Programmes, including any that may have been archived. If you wish to hide the archived Programmes, click the ‘Archive: Off’ button.
15. Show: By default, when the Plan tab loads, 10 Monitoring Programmes are displayed. However, if you click on 'Show 10 entries' you can change the number of entries displayed per page. You can choose from 10, 20, 30 or 40 Monitoring Programmes to be displayed on one page. The 'Displaying' section will then change accordingly.
16. Print: Click the printer icon if you would like to print the full Monitoring Programmes list. This will print the full list of the Programmes, including the archived ones if the 'Archive: On' button has been clicked.
The 'Actions' tab displays all of the Open Monitoring Records which have been opened but not yet completed. The 'Actions' tab name includes the total number of open Records in orange.
Image: 'Actions' Tab
1. Search Bar: Use the Search bar to search for the Name of the open Monitoring Record.
2. No.: This is the identifying number of the open Monitoring Record. It is automatically provided by the System and cannot be changed.
3. Date: This is the date that the Record was opened, i.e., the first workflow stage 'Saved' or 'Saved & Submitted'.
4. Name: This is the name of the Monitoring Record.
5. Category: This is the Category of the Monitoring Record.
6. Programme Name: This is the name of the Monitoring Programme from which the Record was created.
7. Risk: This is the Risk of the Monitoring Record - it is defined in the Monitoring Programme level.
8. Due: If the Monitoring Record was created via the Scheduler, a 'Due' date will be displayed. Otherwise the column will not be populated. The 'Due' date indicates the date by which the Record should be completed before it becomes overdue.
9. Responsible: This is the contact selected as Responsible for the Monitoring Programme.
10. Action Required: This column displays the workflow stage in which the open Record is currently in. It is a blue clickable hyperlink which will open the Record, in it's current stage, in the same browser tab.
11. Navigation Arrows: Use the navigation arrows to navigate through the Actions tab pages. Click the 'Refresh' button to reload the open Records in the Actions tab.
12. Displaying: This is the total number of open Monitoring Records.
13. Archive: Click the ‘Archive: On’ button if you wish to view all of the open Records, including any that may have been archived. If you wish to hide the archived open Records, click the ‘Archive: Off’ button.
14. Show: By default, when the Actions tab loads, 10 open Records are displayed. However, if you click on 'Show 10 entries' you can change the number of entries displayed per page. You can choose from 10, 20, 30 or 40 open Records to be displayed on one page. The 'Displaying' section will then change accordingly.
15. Print: Click the printer icon if you would like to print the full open Records list. This will print the full list of open Records, including the archived ones if the 'Archive: On' button has been clicked.
Image: Sort Records in Ascending and Descending Order
Click the dropdown arrow to display the Ascending/Descending options for the required column.
1. Sort Ascending: Click the 'Sort Ascending' button to sort the Records in ascending order - the lowest number (starting from 1) or the lowest letter (starting from A or special characters, if applicable) will be displayed at the top.
2. Sort Descending: Click the 'Sort Descending' button to sort the Record in descending order - the highest number (whatever the highest number is) or the highest letter (starting from Z) will be displayed at the top.
The 'Ascending' and 'Descending' sorting options work the same for all columns that have this functionality.
Image: Filtering the Column Layout for Each of the Tabs
The column layout can be filtered from any of the columns in each of the Tabs. Click the dropdown arrow to access the dropdown menu and hover over 'Column' to display the column options. Click on the white boxes to tick or untick a relevant column - choosing if it should be displayed or not.
Image: Filtering the 'No.' Column
To filter a 'No.' column, click the dropdown arrow to open the column menu. Hover over the 'Filters' section to display the filtering options.
1. '<': Enter a number in the '<' section to display all Records with a lower number than entered.
2. '>': Enter a number in the '>' section to display all Record with a higher number than entered.
3. '=': Enter a number in the '=' section to display the Record with the exact number entered.
Image: Filtering the 'Date' Column
1. Date: To filter a Date in any of the Tabs, click on the dropdown arrow and hover over 'Filters' to display the filtering options.
2. Filters: Hover over the Before, After or On options to expand the calendar and choose a date for the Records to be displayed that have been created 'Before', 'After' or 'On' the selected date. You can select multiple options from the filter option to display the required results.
Once you have selected your options, the filter will be automatically applied.
3. Calendar: You can click on the month or the year that is displayed to choose more date options easier. Clicking 'Today' will bring the calendar option to Today's date.
Image: Filtering the 'Name' Column
To apply a 'Name' filter, click on the dropdown arrow and hover over 'Filters'. You will then be presented with an open-text box where you can type in a Record or Programme Name you are searching for. The filter is applied automatically and your search results will appear.
Image: Filtering the 'Programme Name' Column
To apply a 'Programme Name' filter, click on the dropdown arrow and hover over 'Filters'. You will then be presented with an open-text box where you can type in the Programme Name you are searching for. The filter is applied automatically and your search results will appear.
Image: Filtering the 'Risk' Column
To apply a 'Risk' name filter, click on the dropdown arrow and hover over 'Filters'. You will then be presented with an open-text box where you can type in the Risk name you are searching for. The filter is applied automatically and your search results will appear.
The 'Risk' column is filtered by name as there is the option to set up your own Risk Assessment for the Monitoring Module - meaning that Low, Medium and High may not necessarily be the options displayed here. Click here to learn more about creating and embedding your own Risk Assessments to a Module.
Image: Filtering the 'Retest?' Column
To apply a 'Retest?' filter, click on the dropdown arrow and hover over 'Filter'. You will then be presented with two options - Yes or No. If you click 'Yes', all Records which have the Retest stage completed will be displayed. If you click 'No', all Records which do not have the Retest stage completed will be displayed.
Please note, the 'Retest?' column does not have the Sort Ascending/Sort Descending option enabled.
Image: Filtering the 'Completed By' Column
To apply a 'Completed By' filter, click on the dropdown arrow and hover over 'Filter'. You will then be presented with an open-text box where you can type in the Completed By person's name that you are searching for. The filter is applied automatically and your search results will appear.
Image: Filtering not enabled for the 'Repeat' Column
The 'Repeat' column in the Plan tab does not have the Filtering option enabled.
Image: Filtering the 'Last Actioned' Column
1. Last Actioned: To filter the 'Last Actioned' date, click on the dropdown arrow and hover over 'Filters' to display the filtering options.
2. Filter: Hover over the Before, After or On options to expand the calendar and choose a date for the Records to be displayed that have been created 'Before', 'After' or 'On' the selected date. You can select multiple options from the filter option to display the required results.
Once you have selected your options, the filter will be automatically applied.
3. Calendar: You can click on the month or the year that is displayed to choose more date options easier. Clicking 'Today' will bring the calendar option to Today's date.
Image: Filtering the 'Next Due' Column
1. Next Due: To filter the 'Next Due' date, click on the dropdown arrow and hover over 'Filters' to display the filtering options.
2. Filter: Hover over the Before, After or On options to expand the calendar and choose a date for the Records to be displayed that have been created 'Before', 'After' or 'On' the selected date. You can select multiple options from the filter option to display the required results.
Once you have selected your options, the filter will be automatically applied.
3. Calendar: You can click on the month or the year that is displayed to choose more date options easier. Clicking 'Today' will bring the calendar option to Today's date.
Image: Filtering the 'Due' date Column
1. Due Date: To filter the 'Due' date, click on the dropdown arrow and hover over 'Filters' to display the filtering options.
2. Filter: Hover over the Before, After or On options to expand the calendar and choose a date for the Records to be displayed that have been created 'Before', 'After' or 'On' the selected date. You can select multiple options from the filter option to display the required results.
Once you have selected your options, the filter will be automatically applied.
3. Calendar: You can click on the month or the year that is displayed to choose more date options easier. Clicking 'Today' will bring the calendar option to Today's date.
Image: Filtering the 'Action Required' Column
To apply an 'Action Required' filter, click on the dropdown arrow and hover over 'Filters'. You will then be presented with four options - one for each Monitoring Record workflow stage - Awaiting Monitoring Record, Awaiting Nonconformance, Awaiting Retest and Awaiting Verification. Tick the white box next to the required workflow stage, or stages, and the filter will be applied automatically.
Image: 'Action Required' Column Indicates that a Filter is Applied
You will know if a specific column has a filter applied or not at a quick glance. The columns which have a filter applied will have the 'Filter' icon displayed, rather than a dropdown arrow.
Image: Clear Filter icon at the bottom of the Complete, Plan and Actions tabs
You can clear all Filters applied to a certain tab at once by clicking the 'Filter' icon at the bottom right of each of the pages. This is accessible for Complete, Plan and Action tabs.
Filters will also be automatically cleared when the browser page is reloaded for any of the tabs.
The 'Refresh' button, highlighted, will refresh the information in the page for the filters applied. The 'Refresh' button does not clear filters.
