Quality Manager Workspace

The quality manager uses the workspace to maximize its comprehensive overview of quality related activities, allowing users to quickly assess key metrics and items due for inspection. The workspace features intuitive dashboards that highlight open and rejected QI requests, lot information for products that have either already expired, or will expire soon, and information on item specifications.

Users can easily drill down into specific data points for detailed insights, enabling them to manage processes, address issues, and streamline workflows effectively. This dual-layered approach empowers quality managers to decide while maintaining operational efficiency.

This workspace contains these widgets:
Widget Description
My Day Displays the current date, greeting message, and the user's icon with first name.
QI requests, rejected by date Presents all quality inspection (QI) requests that are rejected within the past thirty days.

Hover over a bar line to show the total number of QI requests and its respective date in a tooltip. You can click a bar line to drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
QI requests, by complete date Displays quality inspection requests that are generally available and are approved within the past thirty days.

Hover over a chart section to show the approved date and the total count of QI requests in a tooltip. Click a section from the chart to perform a drill down. On the records page, right-click a record and select Open to perform a drillback to M3.

See M3 Information Viewer.
On Your Radar Focuses on managing priority tasks.

This widget contains matrices that open card tasks in the Required Actions widget:

  • Items & specifications: Displays the total count of active items for which quality control is enabled, active items where you are assigned as the responsible person, specifications for identified items, and quality tests performed for each item.
  • QI requests: Displays the total count of requests where you are assigned as the responsible person and that are released, requests that are in process, requests that are rejected, and pending requests.
  • Lots: Displays the total count of lots that are rejected, expired within 5 days, expired, and are under inspection from the current date.
For every card task, click Review to view a breakdown of records and identify tasks to address. Optionally, you may hide a card task by clicking the bell icon. When you review the available records, you may access these additional functionality through clicking Review or View All:
  • Select all or any records to export. Click Export to CSV.
  • Drill back into an M3 program by clicking a record with a working link.
  • Search for a particular record.

On the Required Actions widget, clicking View All provides you a single view of all records in tabular format. Whereas, clicking View snooze list enables you to show the list of hidden card tasks. From the list, you can return a hidden card task on the main widget display by clicking Unsnooze.
Quick Actions

Displays all tasks that you perform frequently.

This widget shows these default tasks:

  • Quality Assurance: Use this option to retrieve and monitor open quality inspection (QI) requests for a configured facility and update test results.

    See Quality Assurance.

  • Where am I working: Use this option to check in at the current location where you are working. The checked in location is updated in the user profile in 'User. Open' (MNS150).

    See Where am I working.
Important Links Provides direct access to preconfigured programs in the Infor M3 application. This widget shows default links that drill back to M3 where you can view more details.

See menu widget in the Infor OS User and Administration Documentation Library.
Item Details Use this widget to list down all items in M3.

See Item Details.

APIs used in the workspace widgets

This table shows the APIs used in varying widgets for this workspace:
Widget Program Transaction
QI requests, rejected by date QMS300MI SearchQIRequest
QI requests, by complete date QMS300MI SearchQIRequest
On Your Radar

Items & Specifications - Active Items with Quality Control

 MMS200MI SearchItem
On Your Radar

Items & Specifications - My active items

 MMS200MI SearchItem
On Your Radar

Items & Specifications - Specifications

 QMS200MI LstSpec
On Your Radar

Items & Specifications - Tests

 QMS100MI LstTstTemplates
On Your Radar

QI Requests - My Released QI requests

 QMS300MI SearchQIRequest
On Your Radar

QI Requests - My QI requests in process

 QMS300MI SearchQIRequest
On Your Radar

QI Requests - My rejected QI requests

QMS300MI SearchQIRequest
On Your Radar

My pending QI Requests

QMS300MI SearchQIRequest
On Your Radar

Lots - Rejected

 MMS060MI SearchItemLoc
On Your Radar

Lots - Expire within 5 days

 MMS060MI SearchItemLoc
On Your Radar

Lots - Expired

 MMS060MI SearchItemLoc
On Your Radar

Lots - Under Inspection

 MMS060MI SearchItemLoc
Quick actions QMS400MI UpdTestResult
Quick actions QMS008MI LstReasonCode
Quick actions QMS001MI LstQualitative
Quick actions CMS100MI Lst_WD_QARQT1
Quick actions CRS008MI ListFacility
Quick actions CMS100MI Lst_WD_QARQH
Quick actions CMS250MI CheckIn
Quick actions CMS100MI Lst_WD_WHAMWI
Quick actions MNS150MI GetUserData
Item Details CMS100MI Lst_WD_ITMDTLS
Item Details EXPORTMI Select
Item Details CRS025MI LstItemGroup
Item Details MRS001MI LstTransactions
Item Details CMS015MI LstCustomMI
Item Details MRS001MI LstFields

Programs and sorting orders used in the workspace

The drillback functionality in some of the workspace widgets require specific configuration for filtering the correct data in Infor M3. When you perform a drillback to any program, check for the Function Search query. If the Function Search is disabled, you must create a record by specifying a combination of program, sorting order, and table for the search on 'Standard Search. Open' (CMS021/B).

This table shows the programs with their corresponding sorting order and table information all of which should be in active status:
Program Sorting order Table
QMS300 1 QMSRQH
MMS001 MITMAS
QMS200 3 QMSSPE
QMS100 1 QMSTTP
MMS060 1 MITLOC