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Find Instance (Account Search)

Table of Contents

• Overview
• Tabs

Overview

The Quality Manager (QM) can oversee where each intake form's stage is in the audit flow. Detailed information can be viewed including: Audit Summary, intake form's case detail, and checklists. Audits must be released and manually assigned to or picked up by a QR to be searchable.

Tabs

1. Main

   • QM can search specific intake forms by Unique ID, Account No, Account Name, or Transaction ID, drop downs can filter by specific Inspection Type and by month date range.
   • See [Image 1: Find Instance]
   • See [Image 2: Search Result]

2. Audit Summary

   • QM can view an intake form's progress.
     • CaseHeader
       • Provides important case details about the intake form. Account Name & No, Transaction ID, Business Type, BO, BM, Location, etc.
     • Audit Summary
       • Field level checklist plan count and errors are calculated.
     • Errors Charged
       • QM can view details of which checklist's field was charged an error. Role, Name ,Response, and Comments can be viewed in the popup.
   • SeeImage 3: Audit Summary Tab

3. Case Detail

   • Intake Form
     • When a BO or QM first create 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.
   • See [Image 4: Case Details Tab]

4. Checklist

   • QM can see which Checklist Group - Section - Field's list were selected and not selected.
   • See [Image 5: Checklists Tab]

Image 1

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Image 4

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Image 5

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