Managing Additional CA/PA Information

Each CA/PA record can have a variety of other useful information assigned to it. Please note that you will not be add further information to a closed CA/PA record without reopening it.

1. Attachments

You can add any number of attachments to a CA/PA record, such as photos or videos of an event that took place.

To add an attachment, click the icon, click [Browse], locate the file, then click [OK]
To download any attachment, click its name.
To remove an attachment, click its icon, followed by [OK] to confirm.

2. Batches

This section lets you add information about any inventory which may have been affected by the CA/PA. For each batch you add, you can assign a number, cost, reject count, stock location, work order number and customer reference number (the last two are managed lists from Windows Q-Pulse Administration module).

Click the icon to add a new batch or click a batch number to edit an existing batch.

3. Additional Fields

Each CA/PA record has 8 additional fields that let you add extra information about the CA/PA. Two of these fields are date / time fields, two are free text fields, two are name fields, and two are managed lists. - The names of these fields is set in the Windows version of Q-Pulse.

4. Durations / Costs

You can record up to 5 durations and costs associated with the CA/PA. You can also select a time and cost associated with each CA/PA stage.

In the bottom right, select how you want durations and currencies to be measured.

If you make any changes, click [Recalculate] to show the total cost and duration associated with the CA/PA.

5. Assets

You can associate existing CA/PAs with records from the Assets module in the Windows version of Q-Pulse. Please note that you will not be able to view any details about the asset in the Web module except its type, number, description and serial number.

Click the icon.
The "Search for Asset screen". Select an Asset Type from the drop-down list and / or enter a keyword (which will search the number, serial number and description fields of assets).
Click [Search].
Tick the boxes beside any assets you wish to assign to this CA/PA, then click [OK].

You can remove any asset from a CA/PA by clicking its icon.

6. Notes

You can add any additional textual information about the CA/PA by clicking the icon.

If the CA/PA or any of its stages have been reopened, a note will shown with the reason for reopening it. If you have permission to do so, you can delete it by clicking its icon, then [OK] to confirm.