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Advanced QM Lists

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 Case 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.
    • Save the filter t build completely customizable QM Lists needed for you Audit!
  • 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 Case 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 Case ID
    • Quickly locate and reference specific documents or document groups
info

For further details on how to create and assign Filter Tags or Case IDs please see [Templates](../3. Document and Template World/templates.md) or [Documents](../3. Document and Template World/documents.md)

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 Case ID for optimal organization
  • Regular reviews of your lists help maintain data organization