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Quality Assurance

Published 11 October 2026, Updated 11 October 2026

The Quality Assurance part is optional: it is used when your organization has a QA team (for example an approved training organization audit program).

QA findings

A QA finding is a report where the member concerned must study the finding, analyze it and propose corrective actions. It is shown with the title QA finding.

QA finding opened with Is QA checked, QA Level, QA audits ref, the finding text and the Quality Assurance area
QA finding opened with Is QA checked, QA Level, QA audits ref, the finding text and the Quality Assurance area
  • To create one, create the report with a QA category, or check Is QA (Answer has to be corrective) on an existing report (or right-click › Set as QA event). Set as SMS event does the opposite.
  • QA Level sets the level of the finding (the list shows the delay attached to each level, for example *Level 2 (30 days)*).
  • QA audits ref links the finding to an audit of the QA program.
  • The member receives a QA report notification and answers with their corrective action plan.
  • QA findings are listed in QA ALL Events, QA Open events and the QA group folders.

The Quality Assurance inspection

In every report, the Quality Assurance area lets a QA member record the inspection:

  1. Click the edit icon at the right of Quality Assurance and write the inspection (a sample outline is proposed: financial approval, follow-up actions, persons in charge…). Add files with the paper clip or by dragging them onto the area.
  2. Click QA at the bottom (or right-click › Send QA assessment).
  3. Choose who to alert (creator, concerned, corrector, SMS evaluator) and click Save.
QA confirmation with Save and Close and the Alert checkboxes
QA confirmation with Save and Close and the Alert checkboxes

The report then shows Quality assurance Inspect: date by name. A red cross (or right-click › Remove, Reopen a QA Assessment) reopens it.

QA monitoring of an SMS event

For a normal event report, a QA member can select Set QA Monitoring: N/A, To all QA, or a specific QA group. The event then also appears in the QA folders with an arrow icon (“Event monitoring”) so the QA team can follow it without turning it into a QA finding.

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