Panel Setup

  • The Process Panel can be set up by accessing the Control Panel > Human Resources > QA Gateway. Within this area of the control panel, it allows you to set your own templates, stages, items, roles & links.

Templates

  • The template section must be set up first in order to be able to enter stages, items, roles & links. Click in the blue text boxes to type in the names of the templates, and a description.
  • Click the  button in order for the template to save.

Stages

  • In the stages section you can add different stages to each Template. To do this you first have to select the relevant Template:
  • Click in the blue text boxes to type in the names of the stages. You can move each stage up and down using the  arrows depending on the order you want them to appear in.
  • You can insert guidance on each stage by clicking on the  under ‘Guidance’.
    The below popup will appear, where you can add notes and links.
  • Click the  button in order for the stages to save.

Items

  • Under each stage you can then add items that are required. Use the Template and Stage dropdowns to select the relevant Template and Stage.
  • Click in the blue text boxes to type in the names of the items. You can move each stage up and down using the  arrows depending on the order you want them to appear.
  • Item type has 3 options for the type of information required to close the item:
    • Document – adding the relevant document.
    • Data Check – there is a check needed within Rapport3 before the item is completed. For example, a certain field would have to be filled in. If you would like this option to be set, please contact support@cubic- interactive.com
    • Manual Confirmation – confirming that the relevant information has been received.
  • Again you can add ‘Guidance’ by clicking the  icon.
  • Click the  button in order for the Items to save.
  • In the Roles and Links section you can add which Security group will be responsible for the relevant items. Along with this, you can also add Links to the ‘Edit Link Target’, by pasting it into the text box.
  • Use the Template and Stage dropdowns to select the relevant Template and Stage.
  • Owning Group - Select the relevant group from the dropdown of Security Groups:
  • Prerequisite Task - can be selected using the dropdown. This is to be used if a task needs to be completed before this one is completed. Below is an example of what would appear:
  • Reset Type - depends on if you want it to be a reoccurring item or not. If you select ‘Relative to start’ then this depends on the user's start date stored on their Rapport3 HR record.
  • Time Period - will use the information from the ‘Reset Type’, as to when the
    item will be due.
  • Reminder - is when a reminder will be added to the relevant ‘Owning Groups’
    QA Task List Panel.