Adding / Editing Lots
Contents
Open the Lot Editor (either click Add or Edit on the Lot Register screen)
The Lot Information tab has three main sections: Lot Information, Key Dates and Responsibility.
Fields requiring mandatory entry are identified by a red circle with an exclamation mark and require entries to enable the “OK” button to save the new Lot record. By placing the mouse pointer over each red circle, QAntrol will display the minimum entry requirements for that field. On entry of the required information the red circle will disappear. If the OK button on the bottom right hand side of the screen is opaque then you have not completed all mandatory field entries.
Lot Information Entry
These fields are completed at the time the lot is created:
The Lot Number is automatically generated and cannot be manually changed.
Field |
Required |
Description |
|---|---|---|
ITP Code |
YES |
The ITP Code of the activity performed for this Lot |
Schedule |
YES |
The Schedule to which this Lot belongs |
Sub-schedule 1 |
The first level Sub-schedule to which this Lot belongs |
|
Sub-schedule 2 |
The second level Sub-schedule to which this Lot belongs |
|
Package |
The Package to which this Lot belongs |
|
RL / Layer |
The RL / Layer of the Lot |
|
Control String |
The Control String this Lot can be found along |
|
Ch. Start |
The Chainage Start value |
|
Ch. End |
The Chainage End value |
|
Location 1 |
Extra information about the location of the lot |
|
Location 2 |
Extra information about the location of the lot |
|
Underlying Lots |
You can add and remove Lots from the list of underlying lots by using the Add and Remove buttons under the underlying lot list. |
Key Date Entry and Lot Status
These fields are completed progressively through the lot life cycle.
Field |
Required |
Description |
|---|---|---|
Opened |
YES |
Populates automatically, defaults to the date the Lot record was created and maybe changed if required. The Lot status is Open for all lots with an Opened date entered |
Started |
User entered date and marks the as-built start date of the work covered under the Lot. The Lot status is automatically changed to Active for all lots with a Started date entered |
|
Finished |
User entered date and marks the as-built finish date of the work covered under the Lot. The Lot status is automatically changed to Guaranteed for all lots with a Finished date entered. Once the Lot status is Guaranteed, QAntrol automatically reports the time Guaranteed calculated by measuring the time in days between the Lot Finish date and the current date. Measurement of this time period is automatically updated on a daily basis. |
|
Closed |
User entered date and marks when all Lot compliance documentation is collated and signed off to confirm Lot Conformance. |
|
Audited |
||
Lot Month |
Populates automatically, defaults to the month the Lot record was created in and maybe changed if required. The Lot Month is used to report Lot statistics in the Dashboard and QAntrol monthly report |
|
Current Status |
Key Dates and Their Usage
Measurement of Days Gtd (Days Guaranteed) is a good performance indicator and is used by QAntrol to report on Engineer performance on the Dashboards and in the monthly QAntrol report.
All lots having Days Gtd greater than 40 days are automatically listed in My QAntrol under the Lots Guaranteed > 40 days section to ensure assigned Responsible Engineers are reminded to close out these outstanding lots.
Lots with a Conforming Status are considered to be complete in every respect including full demonstrated compliance in accordance with the approved Inspection and Test Plan.
Security Concerns with Closed Date Field
The Closed date field is a recognised operation in Security Manager and user access for entry into the Closed date field may be restricted if required. Restricted access, once set will prevent unauthorised access to the Closed date field, however unauthorised users will still be able to see any entries made in this field in relief. As the Closed field is the gateway to Lot conformance it is good practice to exercise tighter control over this field. This may involve adopting a centralised approach by appointing a Quality Manager or Quality Representative to reviewing all Lot compliance documentation and be responsible for granting Lot Conformance by entry of a date in the Closed field.
To set security around the Closed field the following Operation CloseLot needs to be excluded from the applicable Role using the QAntrol Security Manager.
Please refer to the Security Manager section.
Non-conforming Lot Status
The Lot Current Status may also be Non-Conforming. A Lot showing a status of Non-Conforming must have at least one open Non-Conformance linked to the Lot. An open Non-Conformance (ie. with status Non-conforming) linked to any Lot will automatically cause the Lot status (regardless of the previous status) to be overwritten with status Non-Conforming.
A closed Non-Conformance (ie with status Conforming) linked to any Lot will not affect the current Lot status.
All Non-Conformances linked to a Lot will be displayed in the Register Links Summary located to the right of the Key Dates section and will show the Non-conformance Number and current status.
Responsibility Entry
These entry fields are completed when the lot is first created and assign accountability for the Lot to the Contractor (mandatory) and the Superintendent or Client (Optional).
Field |
Required |
Description |
|---|---|---|
Resp. Eng |
YES |
Defaults automatically on lot creation with the name of the current QAntrol user (ie the user who created the Lot) and can be changed if required. The Resp. Eng field is mandatory and is pre-defined with the Contacts from the Main Contractor. (Please refer to Companies and Contacts) QAntrol uses the Responsible Engineer field to group Lots in My QAntrol and for evaluating Project and individual Engineers performance in the dashboard and QAntrol monthly report. |
Resp. Insp |
Used to identify a responsible person for either Superintendent or Client Inspections |
|
Opened By (read-only) |
The QAntrol user that created the Lot record |
|
Modified By (read-only) |
The QAntrol user that last modified the Lot record |
|
Modified (read-only) |
The date and time the Lot record was last modified |