Back to Home

Back to Workflow

QR Review

Table of Contents

• Overview
• Button Legend
• Tabs
• Add Errors
• Acknowledge SectionList
• Acknowledge Fieldlist
• Finalize Vs Send to IM/CSE Review

Overview

The QR Review page is where an Auditor adds errors/acknowledgments for the field lists of the intake form.

Button Legend

• Note: Colored squares are not buttons in Group CheckList & Section List gridviews.*

• Green: Reviewed / Acknowledged

  • Field list plan has been reviewed by the auditor, no error has been charged.
• Red: Open
  • Field list plan has not been reviewed yet or is still undergoing review.
• Yellow: Errors
  • Error(s) have been charged to field list plan.

Tabs

1. Checklist Setup
   • Auditor can use, Sample Group, Function Type, and Sample drop downs and Click "Get Next" to pull audits that are assigned to them.
   • See [Checklist Setup]
2. QR 1st Review
   • Auditor can see overview of Field Lists, charge errors and assign BO Teams to an error, see audit details, ask SME question, Pend, and Return to Checklist.
3. Pend Queue
   • See [Pend Intake Form]
4. Inventory
   • An Auditor is responsible for Pend, AIP, Recheck columns. They can see the flow of their intake forms.
   • QR can see all Inventory by default or can filter by a Sample Group, Function Type, and Sample.
   • QR can select Buddy Inventory radio button to view and work on audits assigned to Buddies. [Inventory Menu]
5. Case Detail
   • An auditor can EDIT ONLY in any of the detail views in this section
   • Intake Form
     • When a Gate Keeper first creates an audit intake form, the information that is first entered can be found in this details view
   • Account Information
     • Information about the account's effective date, market segment, sales market, FSO, buyer group.
   • Contact Information
     • Point of contacts including directors, managers, sales.
   • Indicators
     • Critical indicators that may apply to the audit.
6. Checklist
   • QR can see which Field Level Checklist have been selected.
7. Recheck/Review
   • See [QR ReCheck]

Add Errors

In "QR 1st Review" Tab:

uc_Checklist - dgv_Summary:

1. Checklist
   • Group - name of Checklist, selected from the dropdown in Checklist Setup Tab
   • Plan Name - name of plans listed, comma separated
   • Plan Count - count of plan names comma separated
2. Section
   • Count - Number of sections in Checklist(s)
   • Errors - Max number of section error. (Counts as 1 per Section)
   • Open - Number of Sections that have 0 Fields that have been either charged with an error or acknowledged
3. Field
   • Count - number of fields from sections added together
   • Errors - Total number of errors at the field level
   • Open - Total number of Fields that have not been either charged with an error or acknowledged

4. Errors

   • Opportunity Points - number of plans for each section added together
   • Error Points - number of plans with errors for each section added together

5. Click on square button next to red square on Checklist Level

6. Click on square button next to red square on Section
7. Click on square button next to red square on field list (pop up will display)
8. From the pop up - Select BO Teams, Add an error and Comments, then click the "Save" button
   • [Error Pop Up]

Acknowledge SectionList

1. Click on red square on section list(s) to select individual sectionlists
2. Click on "Acknowledge All Items" - acknowledges all fieldlists from the sectionlists without having to go into each section manually.
   • [Acknowledge All Sections]

Acknowledge FieldList

Acknowledging a fieldlist can be done one of two ways.

1. Click on red square on field list(s) to select individual fieldlists.
2. Click on "Acknowledge All Items"
   • [Acknowledge All Fields]

Finalize Vs Send To IM CSE Review

How to finalize an audit:

An intake form audit can be finalized without having to go to the IM/CSE Review,

• If there are no errors charged and no SME questions asked and awaiting response.

  • [QR Finalize]

• In order to Finalize, No errors should be charged

• Select button Acknowledge All Items. Finalize button should Enable.
• NOTE: Errors with SME questions will show Q and Finalize button will be disabled if there are any active SME questions.
  • [No Errors]

How to Send to IM/CSE Review:

• If a QR charges at least 1 error to a fieldlist and all SME questions have been confirmed, QR can send the Intake to IM/CSE Review.
  • [Send To IM CSE Review]

Checklist Setup

Back to [Tabs]

Inventory Menu

Back to [Tabs]

Error Pop Up

Back to [Add Errors]

Acknowledge All Sections

Back to [Acknowledge SectionList]

Acknowledge All Fields

Back to [Acknowledge FieldList]

QR Finalize

Back to [Finalize Vs Send To IM CSE Review ]

No Errors

Back to [Finalize Vs Send To IM CSE Review ]

Send To IM CSE Review

Back to [Finalize Vs Send To IM CSE Review ]