Role Centers

COSMO Quality Assurance includes the following Role Center pages that have been set up as Profiles (Roles):

  • 5034550, Quality Manager
  • 5034568, Purch. Quality Manager
  • 5034817, Qlty. Manager Essential

Quality Manager Role Center

The Quality Manager Role Center provides the most efficient COSMO Quality Assurance user experience for managing quality assurance processes, including test planning, incoming goods/manufacturing/pre-shipment inspection, retesting, stability testing and non-conformity management.

In addition to various actions, such as creating test orders, sales orders, and purchase orders, you also have direct access to various tasks, such as scheduling test orders and incidents, as well as navigation features, and the Item Expiration Date report.

The Activities part has cues for created test incidents and orders, ongoing and return test incidents, value recording test orders, recalls, 8D reports, and pending customer certificates. An alternative layout with additional cues for viewing test incidents by source type is available.

In the Insights part, you can set your commonly used items in the My Items part and test devices in the My Test Devices part.

Note

This role center is used with User Experience = Premium in the Company Information page. For more information, see User Experience.

Purch. Quality Manager Role Center

The Purch. Quality Manager Role Center provides the most efficient COSMO Quality Assurance user experience for purchase processing functionality, including purchase orders and return orders, test devices, test properties, test property sets, test plans and finished/cancelled test orders.

In addition to various actions, such as creating test orders, sales orders, and purchase orders, you also have direct access to blocking test devices, navigation, and the Item Expiration Date report.

The Activities part has cues for pre-arrival and post arrival follow-up for purchase orders and purchase return orders, receipt testing of test orders, and active 8D reports. In the Insights part, you can set your commonly used items in the My Items part and test devices in the My Test Devices part.

Qlty. Manager Essential

The Qlty. Manager Essential Role Center provides the most efficient COSMO Quality Assurance user experience for managing quality assurance processes without manufacturing and service, including test planning, incoming goods/pre-shipment inspection, retesting, stability testing, non-conformity management, and closed documents.

In addition to various actions, such as creating test orders, sales orders, and purchase orders, you also have direct access to creating retest orders, as well as navigation features, and the Item Expiration Date report.

The Activites part has cues for created test incidents and orders, ongoing test incidents, value recording and testing finished test orders, recalls, 8D reports, and pending customer certificates. An alternative layout with additional cues for viewing test incidents by source type is available.

In the Insights page, you can set your commonly used items in the My Items part and test devices in the My Test Devices part.

Note

This role center is used with User Experience = Essential in the Company Information page. For more information, see User Experience.

To apply a role center

  1. Choose the Icon that opens the list with My Settings icon and then select My Settings from the menu. Alternatively, you can use the Tell Me feature.
  2. In the Role field, choose the ellipsis button.
  3. In the Available Roles page, select either Quality Manager, Purch. Quality Manager, or Qlty. Manager Essential and then choose the OK button.
  4. Choose the OK button to close the My Settings page and save your changes.

You can also assign roles directly to users in the User Settings page.

Alternative Activities Part Layouts

The Quality Manager and Qlty. Manager Essential Role Centers offer an alternative layout that extends the Activities part with cues for Test Incidents related to source types. The cues added to the:

  • Quality Manager Role Center are Inventory, Purchase, Manufacturing, Sales, Transfer, and Service.
  • Qlty. Manager Essential Role Center are Inventory, Purchase, Sales, and Transfer.

Use the Personalize feature to access and enable the relevant layout.

Both alternative layouts include the cues from the default layouts; therefore you can replace the default layout with the alternative layout to gain better visibility of test incidents across different document types while still having access to the other cues.

See Also

App Installation
App Licensing and Registration
App Activation
Microsoft Documentation


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