The Qualification & Organization History feature allows users to maintain historical changes for Qualification and Organization records when the records reach a Qualified or Approved state. The feature generates a chronological listing of Qualifications and Organizations via a History section on the object record, essentially creating a snapshot of the record each time it is qualified or approved. These Qualification History and Organization History records can be displayed to an inspector or auditor as needed during quality processes such as investigations of nonconformances or complaints.
This feature utilizes the Generate Document from Formatted Output action to create a formatted output that looks like a system record instead of a document. From the History section, you can click the View Details button to open the History application page and review the formatted output for the Qualification History or Organization History record in more detail.
Configuration Overview
Complete the following steps to enable the Qualification & Organization History feature:
- Configure the Generate Document from Formatted Output entry action.
- Configure the Qualification History and Organization History objects.
Configuring the Generate Document from Formatted Output Action
When Admins configure the Generate Document from Formatted Output action as an entry action, they can select a formatted output template to generate Qualification History and Organization History records. Each time the entry action runs when a Qualification or Organization record reaches the appropriate state, Vault generates a Qualification History or Organization History document and adds it to the History section.
Admins should add the entry action to the Qualified lifecycle state on the Qualification object lifecycle and the Approved lifecycle state on the Organization object lifecycle.
Configuring the Qualification & Organization History Objects
Admins can activate the Qualification History document reference field and the Organization History document reference. This associates the Qualification History and Organization History document types with the correct objects and allows users to capture the formatted outputs that are generated.
Admins also can add the History section to the Qualification and Organization object page layouts. This section displays the documents from the History document reference fields. When users click View Details, the document opens as a formatted output with the Qualification History or Organization History displayed.
Related Permissions
To utilize the Qualification & Organization History feature, users require the following permissions:
- View and Edit permissions on the Qualification and Organization objects.
- View permissions on the Qualification History and Organization History document reference fields, the Qualification History and Organization History document types, and the History application page.