Overview

The Quality Assurance extension lets you track your businesses processes. The module track both corrective and preventative actions related to all facets of your business. A must have for ISO certification. 

Hint: The BizNerds can help augment this extension for your business by adding additional tabs to collect additional information related to the asset. Contact PhreeSoft for more information.

Installation

From the main menu, navigate to: 
My Business -> Settings -> Extensions tab and press the Install button on the Quality Assurance module section. You may need to log out and back in to reload the cache and register the module and initialize.

Note: This module will add a new top level menu category: Quality

Security and Permissions

Once installed, access permissions must be set at the role level before users can access the module. Access levels for this module: 

None – No access, module does not appear in the menu
Read Only – Users can pull up and open returns to view but cannot edit, save or delete it.
Add – Users can pull up, create returns. 
Edit – Users can read, add, and edit returns.
Delete – Full access to all features, read, add, edit and delete.

Settings

This module does not have any user configurable settings.

Usage

Quality Manager

Adding a new corrective/preventative issue

Editing/updating a corrective/preventative issue

Deleting a corrective/preventative issue

Removal

From the menu, navigate to: 
My Business -> Settings -> Extensions tab and press the Uninstall button on the Quality Assurance module section. You may need to log out and back in to reload the cache and register the module and initialize. 

Caution: Users currently logged in and with permissions set will still see the Returns Manager in the menu. The menu item will not be removed until they log out and back in.