The first page you see after logging in to your qmsWrapper account is the Dashboard. The Dashboard displays documents and Issues concerning your interaction. Furthermore, recent conversations, unread messages, upcoming meetings, and To Dos are displayed here. The Dashboard module is available in the upper corner of the sidebar.
There are 2 Versions of the qmsWrapper Interface: Version 1 and Version 2. On Profile Settings, you can choose your Version.
Dashboard Version: Version 1
The 'Back' button is used for navigating the user to the previous page.
The 'Refresh' button is available on the top of the window and is used for refreshing the entire page.
It is also available for each section of the Dashboard separately and it is used for refreshing particular sections.
1. The Sidebar is available on every page. To expand the sidebar on the left, please click on ’Toggle Sidebar’ in the top left corner of the page.
2. When the sidebar is expanded, you can see the name of all qmsWrapper modules. You can easily jump between them by clicking on any. (e.g. Conversation).
The "Bell" icon represents notifications.
When a user receives a notification event, a typical wrapper notification message will be shown in the upper-right corner. The notification is clickable and leads to the notification target (for example to the issue view page), and marks the notification as seen.
Clicking on the bell icon will open the list of unseen notifications.
When hovering an item in the list, the red dot in the right will turn into a green checkmark, meaning that the user can mark the notification as “seen”.
If the user clicks on the checkmark on the bottom right corner of this list, will mark all unseen notifications as seen.
Clicking on the name of the notification target (the blue text) will lead to the object which is related to that notification (for example, opening the issue details page for that issue). Approval steps don’t have a separate page, so that kind of notification won't be clickable.
Clicking the “View All” button will lead to the notifications page.
The user will see all received previous notifications. This list contains notifications only for the current user.
On the User Profile Settings page, preferences sub-menu, the user can define which notifications want to receive. These settings can be defined by every user separately.
By default, users will receive email and wrapper notifications as well for everything.
If a new notification type will be added in the future, it will have the same default values (both checked), the user has to disable it if doesn’t want to receive that notification.
Issues assigned to me
In this section, you get a summarized list of all open issues that are assigned to you.
Issues can only have one Assignee. This gives a crystal clear accountability, it’s always evident who is handling the Issue, who did what, and when.
- In the example below, we can see the user has currently one issue assigned. We can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status, and the Issue name.
- Click on the Issue to open it, and to start working on it on the Issue details page.
- Click on the button to Edit an Issue. 'Edit issue' window will appear and the user can change the data fields.
Each field that is available on the creation of an Issue can be edited. Please note, that you can change the Status of the Issue depending on your Project role and on the defined Workflow.
Optionally, you can add comments into the Comment field, which could be useful in summing up the updates you made to the Issue.
When you have finished making changes, click Update.
Every change made to an Issue will be displayed in the 'Activity' section of the issue.
Issues created by me
'Issues created by me' is a list of all Issues that are created by you. By clicking on an Issue, you can get to the details page of the Issue and easily update it. You can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status, and the Issue name.
The issue can be updated by clicking on the button.
You can check out how issues can be edited through this option in the previous section.
QMS Issues assigned to me
QMS related issues assigned to you are displayed separately in the section ‘QMS issues assigned to me. This section is in the list form as well, and you can see information about the issues, such as Issue type, ID, Priority, Status, and Issue Name. Clicking on an Issue, you can get to the details page of the Issue and easily update it.
The issue can be updated by clicking on the button as well.
You can check out how issues can be edited through this option in the 'issues assigned to me' section.
The 'Following Issues' section is a list of all open Issues you follow. Follower users get a mail about the details of the Issue every time the Issue has been updated. Click here to learn more about the Following Issues.
We can see the information about the Issues, such as Issue type ('check' symbol for Tasks, 'bug' symbol for Bugs, etc.), ID, Priority, Status, and the Issue name. Clicking on an Issue, you can get to the details page of the Issue and easily update it. The issue can be updated by clicking on the button as well.
You can check out how issues can be edited through this option in the 'Issues assigned to me' section.
Approvals - Waiting for me
Documents waiting for your approval are displayed in this section of the Dashboard. There is information about the name of the document, the time the document was sent for approval, the sender user, and about file version.
Document approval is managed by File Approval Workflows in Settings.
For example, a document about costs in the company's marketing department needs to be approved by one persona in the company. The user sends the document for approval to that person. The document will be displayed in the Approvals of the person’s Dashboard.
- To preview the document, click on the 'Preview File' button ('Eye' icon) next to the file.
Only the following files can be opened for preview:
- plain text documents (with extensions .txt, .php, .csv … and other text based documents),
- pdf files,
- image files (.jpg, .jpeg, .png, .gif, .bmp)
- To preview file details, click on the ‘three dots’ button and select ‘File details’.
‘File details’ window will appear and it contains three sections. In the first section, the user can see information about the file: name, type, size, location, owner, date when is created and modified, version number (Revision), approval status, and waiting for (approval). Next is the ‘Revision’ section where the user can see all versions of the file and download each of them. In the ‘Approval history’ section user can see if the file is approved, which version of a file is approved and who approved it.
To see the current flow, click on the “Approval status” or “Waiting for” text rows.
Approval History items are clickable to show the approval flow for that version.
If you want to Re-assign approval, you can click on the button next to "PENDING":
The user can see the approval workflow steps and the decisions made by the users in that step. The current ongoing step has a blue background; the upcoming steps are just white.
- To go to the Storage location of the document, select ‘Reveal in Storage’.
- Open with Desktop Application – to open file with Wrapper File App.
- To download the document on your computer, select 'Download'
- To approve or decline the document, click on either 'Approve' or 'Decline'.
In the 'Additional information' window, please enter your 4 digit Document Approval PIN, and optionally add any comments about your decision. Click 'Approve' or “Approve and Vault”. Both buttons will approve the file, but the “Approve and Vault” makes the file QMS and moves to QMS Vault.
"Approve and Vault" is available on the last Approval step.
Click here to learn How to approve documents.
When you approve or decline the document, it disappears from the 'Approval - Waiting for me' section.
- Re-assign is the option that you can use if you want to forward someone else that document, process, form, etc. for approval.
The approval list can be accessed by anyone from the dashboard approvals section.
The list shows all the objects which involve or are involved with approval. That means the user can find for example the files what was approved/declined or currently waiting for someone.
About Approval "Expiry date", check here.
About the Process attachment approver step, check here.
History, Sent by Me and Waiting for me
- When you approve or decline the document, it disappears from the 'Documents Approval - Waiting for me' section. To view the Approved and declined document again, click on the 'Waiting for me' drop-down list in the top-right corner and select 'History'.
For a list of more documents you can choose the following options from the drop-down list: 'Waiting for me', 'Sent by me', and 'History'.
‘Waiting for me’ is the list selected by default, so you can always see first the documents waiting for your approval.
‘Sent by me’ is the list of all documents that have been sent for approval by you.
‘History’ is a list of all documents that have been approved or declined and somehow are related to you - either you were the sender, or you were the user who received it for approval.
To set your 4-digit Document Approval Pin, please go to your Profile Settings. Click here to learn How to set your Document Approval PIN.
This section is a summary of your uncompleted To-Dos. Since To-Dos are noting to yourself, it is good to get a reminder about them on your Dashboard right after you logged in, isn't it?
You can complete your To-Do by checking its check box. When the To-Do is closed, it disappears from the list.
This section of the Dashboard shows you recent chat conversations, group chat conversations, Topics, and Meetings. If you have received new messages, the conversations are marked with a red dot. Here’s an example:
In our example, the first Conversation is a group chat with Mary Major and John Doe, and the second Conversation is a Meeting (Wednesday Meeting). The third one is a private chat with John Doe, the 4th and the 5th Conversations are called Topics.
You can distinct those Conversations by their symbols. When you get a new message, you get a notification in the top-right corner of the screen and the Conversation is marked with a red dot.
To open a Conversation, just click on it. For example, let’s open the group chat.
You can view the discussion between you and the Participants now. Go back to the Dashboard.
When you get a new message, a notification appears in the top right corner of your window. In the Recent Conversation thread, the most recent conversations are presented on the top, as you can see in the example below:
This section displays your upcoming Meetings, either you are assigned to the Meeting as a Participant or as a Host. The Meeting Subject and the Start date are displayed. All Meetings starting from the current minute until the end of the next week are listed in this section of the Dashboard.
- Click on the Meeting, to navigate to its details page.
- The Meeting can be started by clicking on the 'Start meeting' button. It is only available to the Host user, and the Host can start the Meeting at any time.
The Meeting can be started also from the details page of the Meeting by clicking on the 'Start meeting' button on the top of the page.
To go to Profile Settings, please click on your user name in the top-right corner of the screen and click on the 'Profile settings' button ('wrench' icon).
With a click on the ’cloud’ icon, you can view your recent uploads.
To scroll down on the page, click the ’scroll down’ button next to the Sidebar.
To shrink the view of the Dashboard threads and load more items, click on the double arrow icon again.
Toggle Expanded View
To expand the view of the Dashboard threads and load more items, simply click on the double arrow icon in the right corner of the thread.
Move Thread Down/Up
You can change the order of Threads by your preferences. The Dashboard should provide a quick overview of your tasks and activity in qmsWrapper. If you use Team Communication quite frequently, it is useful to move the 'Recent Conversations' Thread to the top of your Dashboard. However, if you use the Project Management module more and need quick access to Issues, you could move them to the top of the Dashboard to always have them on the first look.
Dashboard Version: Version 2
The second version of Dashboard shows more details about issues, approvals, etc., and the project where that issue is located. Visibility is higher and everything is shown on one screen.
We split the screen into 3 parts.
The main screen contains 5 tabs: Assigned, Created, Approvals, QMS pending, Following.
Selecting an issue, you can see more details on Screen 2 (right-top). Also, Project Details are also visible for the selected issue.
Conversations, To-Do, and Meetings are located on Screen 3.
On the Sidebar we add “three dots” that shows Quick Access Buttons + shortcut button to create “Issue”:
CAPA, Nonconformity, Training, Change, Complaint, and Supplier management are shortcuts for your easier start and organization.
All CAPA events can be found on the CAPA Control Table. This applies to every Quick Access Button.
Quick Access Buttons
Quick Access Buttons (QAB) are visible when you click on three dots (on the sidebar). You can choose CAPA, Nonconformity, Training, Change, Complaint, and Supplier management. Shortcut to Create an “Issue” is also available on this bar.
Every QAB will open Control Table with 4 tabs: Issues, Documents, Processes, and Forms.
All active (not finished issues) issues with related QMS types are visible on the Issues tab. Only that user's issues are shown.
You can use the filter tab to search specific issues (by type, status, project, etc.).
Four buttons are available on this tab: to crate Task, Meeting, To-Do, or to start Process.
All Documents (not just of that user) with related QMS types are visible on the Documents tab.
All processes related to that QMS type are visible on the Processes tab. You can start the process from this tab, or choose different activities:
On “Edit Process Details” you can edit details, but also QMS Type:
If you choose to change QMS Type from Training to CAPA, that process will be placed on CAPA Control Table – CAPA Processes tab.
If you don’t want to choose any specific QMS type then choose QMS Type: General.
If you don’t want your process to be QMS related, do not choose any QMS type.
From the Processes tab, you can also Create New Processes or check Process categories:
Forms Tab presents the list of all Custom Issue Forms related to that QMS type.
First on the list is “New Task” – a regular task that is not a Custom Issue Form, but it is a System form that we use as a regular Issue/Task.
More available options for Custom Issue Forms are:
From this tab, you can also create a new form.
How to create a Custom Issue form, find out here.