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Scenario - bxp to create Quality Assurance programs

4,515 bytes added, 20:11, 20 November 2014

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At this point there is enough material to build a thorough QA form. bxp comes with a complete manual to describe how to build a QA form

* CC-1-3Introduction to the Blended Form Structure* QA-1-3Introduction to QA Form Structure 

It is now possible to build your entire QA form including:

With the primary homework done it should take approximately one hour to completely build an entire QA form with all features fully enabled.

 

 

What remains to do is to understand the options available in each of the CLAPS phases. These are detailed in the training documentation with further descriptive information below.

 

== Grouping ==

 

 

Section Groups are exceptionally useful tools for grouping scores. To set one up there is information available from [[Form_Section_Group]]

 

 

Groups allow for more focused revision of areas and can allow drill down into trending to be more specific. As a worked example, our QA form has the following sections

* Opening

* Process

* Closing

 

 

When an assessment is scored, there is an overall score of for example 75%. Being able to focus on where most of the marks are lost is why section groups can be so important. So if we got 0% for the opening 50% for the process and 25% for the closing, we know that the focus then needs to be on "opening".

 

= Load =

== Operation ==== Approaches ==There are a number of strategies possible through bxp. The traditional QA approach of just adding records as an assessment is to be done does not provide QA managers with much visibility as to what is left to do. bxp allows this thinking to be changed.  As per 2.3.5.2 in QA-1-3   ''The '''Preloaded''' approach sees that X assessments are loaded into form before any assessment is performed. This ensures that there is a X amount of assessments per person.''  ''The '''Injected''' approach (flagged as “Input”), allows assessors to add an assessment as required. For management purposes this can be more difficult to manage even amounts of samples but does allow the QA to be performed as needed.''   Preloaded allows assessments to be loaded from* The organogram structure within bxp* Records from another form in bxp* An Excel spreadsheet  Injected is the traditional approach.  If assessments are preloaded then an accurate picture of what remains to be done can be reported.  There are numerous combinations and operational approaches possible with the loading engine. Finding an approach that suits your business will be dependant on * who does the assessments* how often the assessments need to be done* the accepted approach from those doing the assessments  

= Assign =

 

 

This next stage again is a new extension of the way in which QA can be performed. Injected remains the traditional approach, of adding records by assessor as the assessor performs the task.

 

 

With the new loading approach, work can now be distributed far more easily and there are three primary strategies to this approach.

* First Come

* Equal Distribution - All

* PreLoaded

 

 

These new strategies open the way for improvements:

* Team Leaders to assess other teams members for objectivity

* For assessment to be outsourced

* For improved work balancing across assessors

* To compensate for when assessors are sick / unavailable to complete their work

* Objectivity to be introduced in assessment assignment

 

 

 

== First Come ==

 

 

This allows an assessor to click to request the next assessment to be performed. This approach offers the simplest distribution. Click to get the next assessment to be performed.

 

 

 

== Equal Distribution - All ==

 

 

The approach uses the same delivery method as First Come, but it limits the assessments to X assessments per assessor. In First Come efficient employees could do more assessments than others. Equal Distribution - All ensures that set amounts of assessments are distributed equally amongst all.

 

 

It is possible to mass reassign assessments if an assessor becomes unavailable to complete their assessments.

 

 

 

== PreLoaded ==

 

 

PreLoaded means that whatever assignment allocations were specified in the loaded Excel sheet will be used. This allows for completely custom allocation patterns. It is also possible to mass reassign assessments using this methodology.

 

= Perform =

 

 

For any of the PreLoaded types assessors use : ''Main Menu > Quality Assurance > Approach 1 - Perform an Assessment > Perform an assessment > Choose the Form ''

 

 

If using the Injected approach then assessors use : ''Main Menu > Quality Assurance > Approach 2 - Provide an Assessment > Add an assessment > Choose the Form ''

 

 

It is possible for a manager of the QA program at any time to get a complete picture of where everything currently is and to whom work is assigned. ''Main Menu > Form Managment > Form - Primary Management > Form - Edit > Choose the QA form > From the console on the left choose Review Assignment > ''

 

 

This includes a count of what's done and what is to do.

 

[[File:QACaseStudy001.png]]

 

 

== Scoring ==

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Philip Lacey

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