Events

The Tasks module allows the management, monitoring and archiving of events and tasks during process management in the quality field using Palstat CAQ modules.

The PALSTAT Archives program will allow you to identify and manage records/documents, long-term storage in the archives according to the ISO standard requirements and Act on Archiving and Act on Accounting.

This module is intended for registry of partners (suppliers, customers and other) including all important information about them (addresses, employees, phone,...). It is part of the basic package SW Palstat and it is used by other modules for contact specification.

Definition of the structures of the performed activities, their schemes, record of the performance of the activities of their individual steps and workflow management.

The module serves for electronic signatures of document created in PALSTAT CAQ system. Fully replaces handwritten signature respectively verified signature. Is created to the data message or is logical connected, so it allows verification of the identity of the signed person with relationship with data message. Also including identification of signed person. For this are used digital certificate and a certification authority or network of trust.

Reports in modules Palstat CAQ

In each module a report with data from the relevant module - e.g. Lists, Graphs can be seen.. For quicker access reports can be marked as favoured and be made available directly from the module.

Possibility to set type of task

Standard task / individual task in the CAQ system
Collective task - task set for more users
Long-term event with a long-term solution deadline
Periodical event repeated in the course of time

Module structure

- Collection of data from various sources
- Catalogue of defined document samples
- Data saving to the database
- Data filter for search improvement
- Export of archive data

Connectivity module

A single database for all competent modules in Palstat CAQ system. Basic information about Contacts can be loaded from ERP system (e.g. Helios, K2, SAP,...)

List

The initial screen contains a list of all checklists with the option of filtering, e.g. by the Status field. In the Phase column, it is possible to display the progress of the defined checklist.

Document sending from module to Digital signatures

For signing is possible load any PDF document via option New record directly in module. Eventual in preview of print report by icon Palstat send to module for signing. Module that enable use of this function are added and now this function can be used in module Measuring instruments (Calibration), FMEA and Sampling.

Separately triggered reports

Selected reports can be accessed from the Launcher in Palstat CAQ and enable users direct access to lists and results - including data from more resources - without starting the module.

Searching filtration of events and tasks

Tasks can be selected according to specified requirements using the Filter function.
Search result filtration is a list of the tasks found that are displayed in the main window.
Profile function enables users to set an automatic filter.

Data collection from different resources

- Scanned documents
- Reports from measuring devices
- Outputs from PDM systems
- OCR outputs
- Outputs from other SW, ERP
- Documents and mails from MS Office

List of partners

Through a user friendly view basic information regarding partners can be found.

Templates

In the module, prescribed steps are defined in phases, so-called templates, where it is possible to chronologically predefine all activities, including the appointment of the team, duration and points to be carried out within the step.

Main screen

View documents, which are/were determined for implementation digital signature with filter possibility (section Filter). In right side is displayed preview of marked document.

Editing reports

Special requirements for input data - e.g. simplified starting preventive maintenance or record of fault - can be prepared reports with input possibility for some users. Recorded data have written direct into relevant module in Palstat CAQ.

Fulfillment, archiving, evaluation of tasks

The task is handed over to be validated by the actual time spent on task processing and its verification.
Parameters for display of events and tasks enable you to browse those designated and also their combinations (if any) on the list.

List of documents in database

List of documents allows easy browsing of the database of documents. Lists can be filtered, documents classified into groups and sorted by arbitrary criteria.

List of employees

Further partner information can be recorded such as employees including basic information about the person (mail, phones, function,...)

Detail of checklist

Divided into five sections:
1. Detail of checklist
2. Tree of checklist
3. Information about phase
4. Information about step
5. Detail information about step

Section Signature

It allows defined graphical signatures with possibilities of definition Profiles where can be predefined position od signature/stamp in signed document.

Dashboard and presentation

Larger amounts of reports can be organized in Dashboard form, or automatically as a slide-show presentation. These options are particularly suitable for unattended visualization systems, such as in the production of screens and the like.

Attachments

Function to store and archive the documentation related to a solution for an event/task
Archives of attachments or processed attachment may be stored in the Attachments archieves using this function.

Catalogue of documents

- Document model definition
- Document description with the definition of change index (review)
- Document Work-Flow setting of access of departments and users to the stored document
- Description and definition of the document structure
- Setting of the interval for storage or shredding according to ISO standard requirements, Acts on archiving and accounting
- User definition of description using fields Info 1-5 with a possibility of custom definition

Functionalities

- Display of partner used in the Palstat CAQ system (e.g. how many complaints have been dealt with by a customer or how many products, parts supplies concrete supplier,...)
- Functionality Communication allows the registry of basic information regarding phone calls with any partner in the database
- Register of partner according to industry
- Register of a plant production, if the partner is focused in more industrial areas.

Definition of preset databases

For primary work with module is necessary defined preset databases:
- Document types e.g. Calibration protocols, Sampling issue
- Document states for each document type can be defined N valid state for Signed or Unsigned documents and for following selection
- Rights necessary for right definition (access) which users (groups) with what authority for different Types document can work for document type

Web access

Generated reports can be accessed in website form - Intranet or Internet. Reports can be shown on company Intranet via data from Palstat CAQ or access for external partners to selected information can be arranged without booting Palstat CAQ system.

Calendar

Tasks can be clearly viewed in the calendar. Displayed tasks can be easily filtered by workers.
Calendar views are optional, there is a monthly, weekly, daily calendar or timeline.

Filtering retrieval of documents

- Filter for the retrieval of documents according to specified parameters
- Definition of user filter settings for automatic retrieval of data and documents

Register of certificates

For each supplier it is possible to keep records of their certificates / accreditations including monitoring their validity.

Automation

Prepared reports are possible to use as an automatic form sent by email at a prepared time period. Data in these reports are in this case actual to dispatch time. Reports are sent to designated email addresses or to addresses taken from reports.

Automatic monitoring of assigned tasks

The user can be alerted to a task by a task pop up without running the Tasks module. It can then highlight new tasks, task modification or tasks for verification. From the window, you can quickly view the current list of tasks and run the Tasks module. To receive the task pop-up the user is recorded directly to the task.

Back-up of stored documents using the function

Backup and archiving of data and documents on CD/DVD with further access to these documents through the media archive.

Software includes a tour for improved backup and media management.

Creating custom reports

Reporting Designer allows the creation of custom reports above SQL database in Palstat CAQ, copying and editing of existing reports. When creating reports a variety of visual and functional features e.g. Tables, graphs, calendars... can be used.

	I want to presentation
	I want training
	I want to know the price
	I want to order

Name and surname:
Company:
Email:
Phone:

I AM INTERESTED

THIS MODULE FOR QUALITY MANAGEMENT CAUGHT MY ATTENTION AND I WANT MORE INFORMATION. WE WILL CONTACT YOU AFTER COMPLETING THE FORM.