How to Add and Complete a Quality Objective Record
Note: A Quality Objective Record is a Standalone Record and does not require a Programme to be set up first before it can be created.
Quality Objectives are specific measurable goals that allow you to help set targets for your company to help achieve high quality standards and improve your quality management systems.
Below are the steps that must be carried out in order to complete a Quality Objective Record. Expand each step below for further explanation.
After creating your Quality Objective Record, the Quality Objective Details workflow stage will open. The Quality Objective Record is a one workflow stage Record. Therefore, you will not see any workflows section greyed out. The Quality Objective Record is simply completed once the Quality Objective Details workflow stage is 'Saved & Submitted'.
Image: Opened Quality Objective Record
1. Date: The Date the Record was opened will auto populate within this date field. However, it can be changed if needed by clicking into the calendar field and using the calendar to select the correct date.
2. Name: Using the open text field, enter the Quality Objective. [Mandatory Field]
Note: The 'Name' will become the Record Name. However, this can be edited using the 'Actions>Rename' button if needed.
3. Responsible: Using the Master Data dropdown, select the person Responsible for the Quality Objective. [Mandatory Field]
Image: Responsible Dropdown
4. Description: Using the oped text field, enter the Description of the Quality Objective. [Mandatory Field]
5. Due Date: Using the calendar field, select the Due Date for the overall Quality Objective. [Mandatory Field]
6. Task: Using the open text field, detail the Tasks that must be carried out to reach the Quality Objective. [Mandatory to add at least one Task]
7. Responsible: Using the Master Data dropdown, select the person who should be Responsible for the Task. [Mandatory Field]
Note: There are no automatic notifications when a person is assigned as 'Responsible' for a Task. You can set up an Alert if the overall Quality Objective is opened, but this is not for Individual Tasks.
Image: Responsible Dropdown
8. Deadline: Using the calendar field, select the Due Date for the individual Task. [Mandatory Field]
9. Completed By: Using the Master Data dropdown, select the person who has Completed the Task.
Image: Completed By Dropdown
10. Completed: Using the calendar field, select the Date the Task was Completed.
11. X: Click the 'X' button to remove a Task Line.
12. Add Line: Click the 'Add Line' button to add more Task Lines.
13. Add Checklist: Click the 'Add Checklist' button to access the 'My Checklists' and 'System Checklists' folders.
Image: 'Add Checklist' Accessing 'My Checklists' and 'System Checklists' Folders
14. Save: Click the 'Save' button to save the details you have entered so far to place the Record within the 'Actions' tab. Once saved, the Record will be assigned a sequential 'No.' and the status 'Open - Awaiting Quality Objective Details' will be detailed at the top of the Record. You can hit the 'Save' button as many times as needed until you are ready to finalise your Record, in which you then click the 'Save & Submit' button.
Warning: If you do not click 'Save' or 'Save & Submit' at least once and move away from the Record, you will lose all the details entered and the Record will not be visible in any tab of the Quality Management module, as it was never created as a Record.
Image: Record Saved with Open Status and 'No.' Added
15: Save & Submit: Click the 'Save & Submit' button to save the details you have entered and place the Record within the 'Complete' tab. Once saved and submitted, the Record will be marked as completed, a signature of the User will be noted, and if changes are needed, the 'Edit' button within the 'Quality Objective Details' stage must be used.
Image: Record Saved & Submitted with Completed Status and Signature Added
16. Cancel: Click the 'Cancel' button to discard any of the details you have entered and return to the Quality Management module. The Record will not be saved.
Tip: Use the 'Actions>Add Attachment' button to attach any supporting evidence to this Record.
Image: 'Actions>Add Attachment' button
