QA Notes Configuration

The QA Notes General tab can be used to create a bank of QA Note category options, which users select from a drop-down menu. Users granted the proper privileges can generate QA Notes managment reports for review.

  1. Click the Add new recordClosed button.
  2. Select the sequential order in which the QA Note Type will display in the QA Note list.

    Note: The lowest numbered entry becomes the default value, pre-loaded into the QA Notes section.

  3. Enter a name for the new QA Type (maximum of 100 characters).
  4. Select Yes as the Active option.
  5. Click Insert.

  1. Click the icon in the QA Type row.
  2. Modify the desired fields.
  3. Click Update.

The Active column indicates the status of the QA Types (Active - Yes; Inactive - No with the text in the row colored red). In addition, the Activate/Deactivate column displays the appropriate action button (Activate or Deactivate) that can be used to toggle the Active status.

To deactivate an active QA Type, click the icon. Click OK to the prompt pop-up.

To activate a deactivated QA Type, click the icon. Click OK to the prompt pop-up.

A user can also edit the QA Type by clicking the icon in the Finding Type row and selecting the appropriate Active option (Yes or No).