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What are QM Lists?

QM Lists (Quality Management Lists) provide a structured way to view and manage documents based on templates. Think of them as dynamic spreadsheets where:

  • Each row represents a document
  • Each column represents an input field from the template
  • The content shows the actual data entered in each document

Key Features​

  • Template-Based: All documents in a QM List are based on the same template, ensuring consistency
  • Real-Time Updates: Lists automatically update to reflect any changes in documents before they are locked

Creating a New QM List​

Creating a QM List

  1. Navigate to the QM Lists section
  2. Click the "Create QM List" button
  3. Fill in the information:
    • Title (required): Give your list a descriptive name
    • Description (optional): Add helpful context about the list's purpose
    • Filter Tag (optional): Select a Filter Tag to create QMLists based on multiple connected Templates
    • Templates (required): Select the templates your list will be based on

Table Overview: All QM Lists​

General QM List Overview

The QM Lists Table provides a central overview of all existing QM Lists in the system.

Each list is displayed as a row in the table and can be easily managed using the available features:

  • Filter by name to quickly find specific lists
  • Sort by creation date (newest or oldest first)
  • Delete lists you no longer need

Clicking on a specific entry in the table will take you directly to the detailed view of that QM List, where you can manage its content and structure.

Working with a Specific QM List​

Specific QMList Overview

A QM List consists of several key components:

  • Title and Description: Each list has an editable title and description to help identify its purpose
  • Filter Tag Connection: If set, the list is based on Filter Tags and groups Documents by the Group IDs defined for that Filter Tag.
  • Template Connection: Lists are connected to a specific template, displaying data from all documents using that template
  • Table View: Data is presented in a table format where:
    • Columns represent input fields from the template
    • Rows show individual documents and their data
  • Filtering Options:
    • Use the date-range filter to narrow down your view
    • Use the additional filters on the right to disable columns or set specific content a column must contain.
  • Export Data: Export data as a csv or xlsx file, apllying all previously specified filters.
  • Source Links: Toggle the switch button at the top of the table to enable document links, allowing you to quickly navigate to source documents
  • Status: The dot shows whether the document(s) are locked (i.e finalised) or if there are still open documents.
  • ID: The ID column shows on whihc document or Group (of documents) the row is based on.

Working with a Multi QM List​

A Multi QM List allows you to view and manage data from multiple related documents in a single table view. This is particularly useful when you need to track information that spans across different document types that are logically connected.

Key Features​

  1. Filter Tag Based Organization

    • Only templates with the specified Filter Tag can be included in the list
    • Documents are automatically grouped based on their Filter Tag Group ID
    • Related documents appear in the same row for easy comparison

  2. Data Display

    • Each row represents a group of related documents
    • Columns show data from different fields across the connected documents
    • Source links in each cell take you directly to the specific document containing that data

  3. Status Tracking

    • Visual indicators show whether all documents in a group are finalized (locked)
    • Easily identify groups with pending or open documents

  4. Document Identification

    • Each row displays either a single document ID or a group ID
    • Quickly locate and reference specific documents or document groups
info

For further details on how to create and assign Filter Tags or Group IDs please see Templates or Documents

Common Use Cases​

QM Lists are versatile tools that can be used for various purposes, such as:

  • Tracking forms and their data in a table format
  • Managing records, e.g., complaints
  • Managing data across multiple Documents that are logically conncted
  • Monitoring quality control documents
  • Reviewing inspection results
  • Creating audit reports
Best Practices
  • Use Filter Tags consistently across related templates to ensure proper grouping
  • Regularly check the status indicators to track document completion
  • Use source links to verify data directly in the original documents
  • Group related documents using the same Filter Tag Group ID for optimal organization
  • Regular reviews of your lists help maintain data organization