QIR Generate Package and Email

To perform the actions mentioned in this article, user need to have the appropriate roles enabled in the Quality Incident Report role section.

To generate a package for a Quality Incident Report:

1. Select an opened Quality Incident Report.

2. Click on the “< List” button in the folder tree toolbar, this will open the Detail View of the selected Quality Incident Report.

3. Click on “Generate Package” button in the upper right-hand corner.

On Success, a green message will appear at the top right hand corner with message: “Quality Incident Report Notification was sent successfully”.

The Quality Incident Report will be locked, and a package will be generated containing every information given to the Quality Incident Report (Files, Comments, Description, etc.). An email will be sent to all recipients given in the recipients table.
When given recipients are opening the email or downloading the package , the recipients table will display the timestamp of these occurrences.

The generated package, and email will be associated with the Quality Incident Report in the Files Management Module as well.
The Generated package can be found by

1. Opening up the Files Table in the Quality Incident Report, and clicking on the link, in column “File Path”, this will then open up the File Management module, in the appropriate location.

2. Manually Navigating to the Files Management Module, then Modules → Quality Incident Report → Quality Incident Report Root → And then going down the path where the Quality Incident Report is placed.
   

The Generated Package will have a unique appendix appended to it (e.g. _Rev_01) in case, if there were multiple packages generated for the same Quality Incident Report.

The Email will be also saved to the same location, when Subject field is given in the Quality Incident Report, the Email file will be saved with the Subject given as it’s name. Otherwise the email will be named with an unique randomly generated name.

Note That the generation of the Package and Email might take longer time, depending on the size of the files associated etc.

On failure, a message will appear in the top right hand corner, with a message: “Error Occurred: QIR Notification was not sent”.