QC Partner
Audit Quality Partner
Steps Involved in Designating a User as a QC Partner
- An admin user creates a proposal to designate a partner as a QC Partner.
- The admin user sends the proposal for consideration.
- The proposed QC Partner reviews the proposal and can either accept or reject it.
- To accept, the partner must agree to all the terms and conditions outlined in the Declaration tab.
- Once accepted, the partner is officially designated as a QC Partner.
| Feature / Field | Audit Manager | Audit Partner | Audit Staff | Notes |
|---|---|---|---|---|
| Current QC Partner | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Auto-Fill on Form Create |
| Proposed QC Partner | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable For Current QC Partner. Disabled If Under Consideration and User is Not Admin. Also Disabled If Workflow Status is Cancelled, Accpeted or Rejected |
| Checkbox 1 | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable For Proposed QC Partner if Workflow Status is not Initiated. Disabled If Workflow Status is Cancelled, Accepted or Rejected |
| Checkbox 2 | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable For Proposed QC Partner if Workflow Status is not Initiated. Disabled If Workflow Status is Cancelled, Accepted or Rejected |
| Checkbox 3 | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable For Proposed QC Partner if Workflow Status is not Initiated. Disabled If Workflow Status is Cancelled, Accepted or Rejected |
| Checkbox 4 | Disabled(Read-Only) | Disabled(Read-Only) | Disabled(Read-Only) | Only Enable For Proposed QC Partner if Workflow Status is not Initiated. Disabled If Workflow Status is Cancelled, Accepted or Rejected |
| Send for Acceptance Button | Hidden | Hidden | Hidden | Visible Only For Admin If Workflow Status is Initiated |
| Delete Button | Hidden | Hidden | Hidden | Visible Only If User is Admin and Workflow Status is not Accpeted or Rejected |
| Accept Button | Hidden | Hidden | Hidden | Visible For Proposed Partner if Workflow Status is Under Consideration |
| Save Button | Hidden | Hidden | Hidden | Visible Only For Admin or Proposed Partner If Workflow Status is Under Consideration or Initiated |
| Reject/Decline Button | Hidden | Hidden | Hidden | Visible Only For Admin or Proposed Partner If Workflow Status is Under Consideration |
| cancel | visible only to admin on acceptance phase |
1. Proposing a QC Partner
Only an admin user can create a proposal for designating a QC Partner.
2. Sending the Proposal for Consideration
Click the "Send for Acceptance" button to submit the proposal for the proposed QC Partner’s consideration.
3. Accepting or Rejecting the Proposal
The proposed user must log in to view the proposal.
To accept the proposal, the user must review and agree to the terms and conditions listed in the Declaration tab, then click the "Accept" button.
To reject the proposal, simply click the "Decline" button.
Error You May Get
| Error Message | Remedial Action |
|---|---|
| Only Admin can create QC Partner | Contact the admin to create or make changes. |
| Current Proposed Partner Mismatch, This Record is Deprecated | Check the current proposal and update accordingly. |
| Current and Proposed QC Partners cannot be the same. | Select different partners for current and proposed roles. |
| Terms cannot be accepted while in the 'Initiated' state. Please wait until the process is under consideration. | Wait for the status to change from 'Initiated' by admin. |
| Only the designated QC Partner can accept the declaration, confirm eligibility, comply with standards, and commit. | Ensure the logged-in user is the designated QC Partner. |
| All terms must be accepted before the document can be approved. | Accept all listed terms before proceeding to approval. |
| Only Proposed Partner Can Accept | Verify that the user is the Proposed Partner before accepting. |
| Only Admin or Proposed QC Partner can Reject | Ensure the user has Admin rights or is the Proposed QC Partner to reject. |
| Only Admin and Proposed Can Update | Updates are only allowed by Admin or the Proposed user. Check access rights. |