NOTIFICATION GROUPS ADMINISTRATION
Notification groups are used in multiple ways in Greenlight QC (e.g. to assign corrective actions to or to send active alerts to). Users can be in multiple groups if necessary.
CREATING A NOTIFICATION GROUP
Hover over Users in the menu, and select Notification Groups Administration from the submenu.
Enter the name of the Notification Group and click Save. The group you created will appear in the grid at the top of the screen.
Add Users to this group by clicking on the edit button next to the group name.
Scroll to the bottom of the screen and either:
Under the heading Add A User select individual users from the drop down list.
Click Add Multiple Users button to select multiple Users.
Click Save.
Please note: If you click Add Multiple Users, you have the option of copying users from another notification group by choosing the group, selecting the users and then clicking Save.
DISABLING A NOTIFICATION GROUP
Please note: It is not advisable to delete an existing Notification Group as there may be data associated with it; disable it instead.
To disable a Notification Group:
Complete steps 1 and 2 of Edit a Notification Group.
Click on the Enabled check box to remove the tick.
Click Update.
To enable a Notification Group, repeat this process and tick the Enabled check box.
ESCALATION PROCESS ADMINISTRATION
This area is used to define a corrective action and create the escalation processes that will be followed when a corrective action is raised on the system. The escalation process means email alerts can be sent to a user or user group if the corrective action is not complete after a certain period. If the corrective action remains incomplete, another email alert can be sent to the same or a different user or user group. You can add as many levels as you need into the escalation process.
After creating a corrective action and escalation process, you can link it to your assessments:
Assessment Question Administration – Read this article to see how to add your corrective action to a question constraint, so based on the question's response in QC Mobile, a corrective action will automatically be generated.
Assessment Constraint Administration – Read this article to learn how to automatically log your corrective action based on the overall QA flag of an assessment.
Assessment Type Escalation Process Admin – To link your corrective action to all assessments of an assessment type.
CREATING AN ESCALATION PROCESS
Hover over Users in the menu and select Escalation Process Administration from the submenu.
Enter the Corrective Action type, Default Reason, Default Action Required and select whether the corrective action is mandatory (i.e. must be saved by the user when raised). Do not tick Hide.
Click Save. Your corrective action will appear in the grid at the top of the page.
Click the edit button next to the corrective action.
Scroll to the bottom.
Under the heading Add A Level enter the following data:
Sort Order – Defines the order the process will go through. The lowest number will be the first level called in that failure.
Notification Group or Assign User or Assign supplier – Select one of these options to choose who to send the corrective action to.
Reminder Alert – Tick this box if you want an email reminder to be sent to the user(s) when the corrective action is due to expire.
Failure Notification Group – Select a notification group to be informed if the corrective action deadline passes and it has not been closed.
Deadline Interval and Interval Unit – Enter a number in the Deadline Interval field and enter the unit in the Interval Unit field to specify the period which an email notification will be sent if the corrective action has not been completed.
Allow Deadline Override - Tick this if you want users to be able to edit the deadline when the corrective action is triggered in QC Mobile.
Priority Level – Select from Low / Medium / High.
Click Save.
Repeat steps 6 and 7 to create more than one level in the escalation process.
DEACTIVATE AN ESCALATION PROCESS
Hover over Users in the menu, and select Escalation Process Administration from the submenu.
The screen will show all escalation processes that exist. Click the edit button on the one you want to deactivate.
Fields under the grid will be populated with data regarding that escalation process. Select the Hide check box to remove this escalation process from use.
Click Update.
Please note: You can reactivate an escalation process in the future by removing this tick in the Hide check box.
ASSESSMENT TYPE ESCALATION PROCESS ADMINISTRATION
This screen is used to link a corrective action to ALL checks of an assessment type in one go (e.g. the same corrective action can be triggered for all arrival checks with a QA flag of red). Before using this function, please carefully consider the impact it will have, particularly if you have multiple sites that use the same assessment types because this will affect them too.
Create the corrective action and escalation process in the Escalation Process Administration screen before following the process to link it to the assessment type.
LINK ESCALATION PROCESS TO ASSESSMENT TYPE
Hover over Users and select Assessment Type Escalation Process Admin from the submenu.
Choose the Corrective Action Type, QA Flag and Assessment Type.
Click Save.
ACTIVE ALERTS ADMINISTRATION
SET UP AN ACTIVE ALERT
Active alerts are emails with reports attached that are sent automatically to notification groups.
Choose from QC Check Reports that are sent when a check is completed in QC Mobile (see ‘by Assessment’ or ‘by Assessment Type’ alerts) or standard reports that can be sent at a set frequency chosen by you (see ‘Automated Report’ alerts). To create an active alert:
Hover over Users in the menu and select Active Alerts Administration from the submenu.
Select the alert type you want to create from the drop down list at the top of the screen:
By Assessment type - Notification is sent when any assessments of a certain type (e.g. Arrival, Facility, Shelf Life) are completed with a certain QA Flag (all / red / amber / green).
By Assessment - Notification is sent when a particular assessment is completed.
Automated Reports - Select a report to be sent at defined intervals.
Complete in fields below the grid to customise the alert.
For Assessment Type active alerts:
Choose Assessment Type from the drop down field.
Pick the QA Flag you want to trigger the active alert from.
Choose the Notification Group you want the active alert to be sent to.
Choose the Frequency to set when you want the active alert sent.
Click Save.
For Assessment active alerts:
Select the Assessment for which you want to trigger an active alert. The alert will be sent every time this assessment is completed.
Choose the Notification Group you want the active alert to be sent to.
Choose the Frequency to set when you want the active alert sent.
Click Save.
For Automated Reports:
Choose the Automated Report that you would like to be sent:
Choose the Notification Group you want the report sent to.
Choose the Frequency to set when you want the report sent.
Click Save.
If you select a frequency of Daily for By Assessment Type or By Assessment you will be able to choose the report type. Choose between:
Summary – One email containing the QC Summary Report.
Detail – One email with one report containing the detail from all QC checks completed that day.
You can set up multiple alerts on each report if required.
Where the QC Check Report is sent as part of the active alert (i.e. by assessment and by assessment type alert types), any additional attachments (such as .ttx, .das and .ltd file types) will be attached to the email rather than embedded in the QC Check Report.
Please Note: If you select a frequency of daily, you will be able to specify the time of day the alert is sent in the Alert Time box that appears.