Momentum QMS Help

Fields

Field Explanation

Number

• Read-only field containing an automatically generated number with the following format : AUDIT-TEMP -XXXXX where XXXXX is the next sequential number

Name

• Allows free text entry for the audit profile's name.

Specify Frequency

• Allows the user to specify whether the Audit shall be run on a frequency or not.

Specify Assessment Terms

• Allows the user to specify whether the Audit shall have assessment terms per question or not. 
• This field is checked by default, and must be checked to perform an audit.

Occurs Every

• Displayed if ‘Specify Frequency’ is set. 
• Allow user to specify a number (of days, months years) for the schedule frequency.

Frequency

• Displayed if ‘Specify Frequency’ is set. 
• Allow user to select from Days, Months or Years for the schedule frequency.

Last Audit On

• displayed if ‘Specify Frequency’ is set. 
• Allow user to select a date of the last scheduled audit.

Next Audit On

• displayed if ‘Specify Frequency’ is set. 
• Allow user to select a date of the next scheduled audit.

Notify when Audit is due

• Displayed if ‘Specify Frequency’ is set. 
• Allow the user to specify whether a notification is required when the Audit becomes due or not.

Person Responsible

• Allows selection from all users in the system. 
• If a user is specified then a reminder alert is sent to the Person Responsible when the current date matches Next Audit date.
• These users shall also be allowed to run this audit from the Mobile App.

Start Audit

• When clicked, creates a new Audit Record and displays that as a link to the user. 
• Requires at least one Audit Checklist to be added to the Audit Template

Fields

Field Explanation

Assessment Terms

• Allows the selection of assessment terms that will be used as answers to the questions in the audit. 
• New terms can be added, but by default the options include: Conforming, Excellent, Fair, Good, Major Nonconformance, Minor Nonconformance, NA, Opportunity for Improvement, Poor, Very Poor. 
• Multiple options may be selected. 
• Assessment Terms can only be specified if the Specify Assessment Terms checkbox is set.

Create New Term?

• Allows the user to specify whether a new assessment term should be added.

New Term

• Allow free text entry for the new assessment term. 
• Displayed if ‘Create New Term?’ is set.

Save and Select

• When clicked adds the new term to the Assessment Terms list. 
• When clicked, the ‘Create New Term?’ is unset. 
• This field is only displayed if the Create New Term? checkbox is set.

Fields

Field Explanation

Checklists

• Allow selection from all Enabled Checklist Templates in the system. 
• One or more checklists can be selected.

Create New Checklist?

• Allows the user to specify whether a new checklist should be created.

Create Checklist

• When clicked, a new dialog is displayed with a new Checklist Template. 
• When the Checklist Template is saved and closed, the newly created checklist shall be added to the Checklists field list and the Create New Checklist? checkbox will be unset. 
• This field is only displayed if the Create New Checklist? checkbox is set. 

Selected Checklist Links

• Read only field. Displays links to all selected Checklist Templates for this Audit Template.