Application description

The Cockpit: Control plans application provides an overview of all control plans created by the user. It is used to search for control plans according to set criteria. From the list of control plans, it is possible to perform actions on multiple control plans simultaneously. This is helpful for those responsible for control plans, e.g. to see which documents need to be approved and perform the required actions.

The application consists of:

• Query pane – contains buttons and fields for filtering the data displayed in the table.
• Table – displaying data according to the search criteria entered in the header.

For a description of the standard buttons located in the application header, see the article Settings for List-type applications, which also describes the capabilities of List-type applications.

Query pane

The header of the application Cockpit: Control plans contains the following action buttons:

[Add] – opens a blank list sheet

[Save] – button inactive in the List application: Control plans. In order to save the search template, you need to do it using configurable views.

[Delete] – button inactive in the List application: Control Plans. Use the [Update] action button to remove the entered filters.

[Insert deletion marker] – allows you to insert a deletion marker into a table entry

[Delete deletion marker] – allows you to remove the deletion marker to an item in the table

[Update] – refreshes the data in the table

• [Update (background)] – refreshes the table data in the background. As a result of performing this action, the item table is refreshed. If the number of entered search results exceeds 1000, the action allows you to display all items (by default, when searching for data in a list type application, 1000 results are displayed).
• [Stop] – in case of a large amount of updated data (more than 1000 results), allows you to stop the update process
• [Recalculate objects] – the system recalculates the number of items matching the set criteria. The information is displayed in the form of an information message and the search fields and the results table are cleared.

[Calculate and display totals] – action button not active in the List application: Control Plans because the results do not have figures that can be summed.

[Export] – allows you to export your search results to a file.

• [Export displayed objects] – opens a dialog box where you can define settings for exporting objects to PDF or XLS file.
• [Export objects according to search criteria] – opens a background application that allows you to perform an export of items to the system knowledge repository in the selected format.
• [Copy link with search criteria] – opens a dialog box displaying the link with search criteria and allows you to modify it.

[Edit] – execution of this action assigns a status In development to the control plan. As a result, the control plan can be released or approved in subsequent stages.

[Approve] – performing this action assigns a status of Pending Approval to the control plan. As a result, the control plan can be released or edited in subsequent stages.

[Release] – execution of this action assigns a Released status to the control plan. As a result, the control plan can be used in the quality control process.

[Block] – executing this action assigns a Blocked status to the control plan. As a result, the control plan cannot be used in the quality control process.

[Reject] – performing this action assigns a Rejected status to the inspection plan. As a result, the control plan cannot be used in the quality control process.

Due to the ability to enable and disable versioning of control plans in the Configuration application, the [Edit], [Reject] and [Approve] actions will not always be executable. Below are charts of status changes for control plans with and without versioning activated.

The header contains search fields. The most important search fields are available from the beginning of the application, but the number of fields and their arrangement may vary. For more detailed information on the meaning of the fields, refer to the explanations in the Control Plan documentation.

The header by default consists of the following query fields:

Type of control plans – a field used only to filter search results.

Code Control Plans – a field used only to filter search results.

Version – the version number of the given document Control Plans. Numeric field. Field used only for filtering search results.

Valid from – the date from which the given control plan is valid. Field in date format. Field used only for filtering search results.

Status – status of Control Plans. A field with multiple selections:

• In the study
• In verification
• Released
• Blocked
• Expired
• Rejected
• Approved

A field used only to filter search results.

Responsible employee the person who created the control plan and is responsible for it. Field used only to filter search results.

Approver – the person designated to approve the Control Plans. Field used only to filter search results.

Parameter – parameter subject to quality control. Field used only for filtering search results.

Method – the method of performing quality control. Field used only to filter search results.

Deletion marker – a field with multiple selection:

• All of them,
• With deletion marker,
• Without a deletion marker.

A field used only to filter search results.

Organization – the organization where the control plan was created. Field used only to filter search results.

Table

The application table displays data according to the set filter in the application header.

The table includes the following buttons:

[Set query and result properties] – allows you to set the properties of the results displayed in the table.

You can choose from the following functions:

[View Properties] – opens the View Properties window, where you can make settings for the table view, such as the background color.

[Set search fields] – opens a window with search field settings, where you can indicate which search fields you want to include in the application header.

[Define grouping and sorting] – opens the Grouping and Sorting Settings window, where you can determine how to group and sort the table results, such as sort ascendingly

[Select columns] – opens a window where you can select the columns displayed in the workspace table

[Column Properties] – opens the Column Properties window, where you can view and make new settings for each column located in the table

[Display/Hide areas] – allows you to modify the display of the table.

You can choose from the following functions:

• [Hide/Display List Header] – hides/displays the description of the table columns.
• [Hide/Show row status] – hides/displays column with row status
• [Display/Hide Grouping and Sorting Area] – allows you to drag the column name to the displayed area above the table header and group the data according to the selected attribute and hide the area.
• [Expand all groups] – expands grouped items in the table
• [Reduce all groups] – collapses all grouped items in the table
• [Show all areas] – displays all columns and descriptions
• [Hide all areas] – hides all columns and descriptions

The columns in the table correspond to the descriptions of the fields defined in the application header.

Customizing

The Cockpit: Control plans application can only be used if the Quality Control function for the organization is marked as Active in the Configuration application.

Business entities

The business unit Cockpit: Control plans com.sem.ext.app.qm.obj.QualityControlPlan is used by the List application: Control Plans to, among other things:

• Assignment of rights
• Defining activities
• Import and export data

This unit is part of the business unit group com.sem.ext.app.qm.MasterData

Authorizations

Permissions can be assigned through permission roles as well as through organization assignment. For details, see the article Entitlements.

Special capabilities

For the application Cockpit: Control plans there are no special permissions available.

Organization assignments

For the application Cockpit: Control plans no organization assignments are required.

Special features

For the application Cockpit: Control plans special functions are not available.

Authorizations for business partners

The application List: Control plans are not shared with business partners.