Introduction to iEQMS

This manual will run through all of the available functions in the iEQMS Application for iOS 11 and Android. While this
guide will focus on the iPad version of the application, it is also available for iPhone. The application is available free of charge via the iTunes App Store and/or Google Play Store.

Overview of iEQMS

iEQMS allows users to access Documents, raise and access Issues, and access their To-Do list via phone and tablet.
iEQMS can be a great way to get the wider EQMS user base involved with the system with its simple and intuitive touch interface.

Major Functional Areas

To Do List

Access your standard EQMS To-Do list. List of all actions currently issued to your account. Actions can be viewed and processed via the application.

Documents

Documents can be viewed via the standard EQMS Navigation structure. Additionally, you can search and filter to locate the document you require. Documents can be checked out/in and saved locally onto your device.

Issues

The issues area links directly to the EQMS Issue Manager module and gives you the ability to raise new Issues and view and amend existing issues (permissions apply)

Settings

From here you can link the application to your EQMS site, customise the look of the application and check the version number.

Access to iEQMS

The iEQMS application first needs to be downloaded via the App Store. When the application has downloaded you will see a new icon on your mobile similar to the one shown below:

• Select the icon to open the application
• On initial use of the application you will need to first link the app to your EQMS system.
• Select the Settings tab.
  1. If the Settings tab is not immediately viewable, tap the top left corner to reveal the side bar. If you are viewing the application in landscape, the sidebar should be immediately visible.
• Select Site Settings
• Select Change URL. A pop-up panel should appear along with the on-screen keyboard.

• iOS may now request for you to confirm your Touch ID
• You should now be successfully linked to your EQMS system and can access To-Do list items, Documents and Issues via the tabs in the navigation pane

Customising iEQMS

iEQMS offers the ability for you to select a different ‘theme’ for the application. To update your selected theme:

• Select Settings
• Select Select Theme
• Choose your preferred theme from the list of options

Logging out of iEQMS

For security reasons, or if the device is being shared with multiple users, you may need to log out of the
application. To do so:

• Select Settings
• Select Site Settings

• Select the Log Out option and Confirm

iEQMS To Do List

• Select To Do List from the options at the bottom of the left hand side panel, as shown:

• From here you can access your standard EQMS To Do List. Selecting an action will reveal the
  Notification/Action details in the preview panel.
• Options for processing the notification/action can be found by selecting the icon in the top right of the preview panel, as shown below:

iEQMS Document Management

Accessing Document via Navigator

• Select the Documents icon from the left hand navigation panel. You should be greeted with the same Navigation structure as you would when using the browser based EQMS.
• You can use the supplied filters to view Navigator, Favourites, Search or to view only files stored locally on your device.

• Selecting a component from the structure will allow you to drill down into the folders and view the
  available documents.
• Selecting a document will cause it to appear in the preview window.

Note: You can favourite a document to retrieve it easier in the future by tapping the star icon. Your favourited documents will appear under the Favourites tab in the Navigation panel.

Via Search

• Select Search from the options at the top of the Navigation panel. This should reveal a screen similar to below:

• Select New Search

• Tap Search Phrase to reveal the on-screen keyboard. You can search via ID, Title or Content. Select
  search to submit your search query. Any matching results will be displayed, similar to below:

• Selecting a document from the list will open the pdf preview.

iEQMS Issue Management

Just like in the full desktop version of EQMS you can raise new Issues directly from the iEQMS application. Once raised, the Issue will exist in your EQMS Issues list just like any other issue. Additionally, you can access and, where permitted, amend the existing issue records.

Accessing Issues

• To access the Issues list, simply select the Issues icon in the navigation panel. This will reveal the Issues list, similar to below:

• You have the option to filter between All issues, Issues you own (Mine) and your ‘Favourites’

Note: to favourite an Issue, simply select the star icon in the relevant row of the Issues List

• Select an Issue from the list to reveal the issue details in the preview panel

Raising New Issue Records

• From the Issues area of the application, select the Add New icon in the Navigation panel:

• This should then reveal a list of Issue Types for you to raise, similar to the one shown below:

• Select the type of issue you would like to raise, then select Done. The screen will refresh to reveal the relevant blank issue form, similar to below:

• Complete the mandatory details such as Company, Product, Source, Subject and Details.

Note: Due to the customisable nature of Issue Manager, you may find that different fields require your
attention depending on the configuration of your system.
Tip: Where available, it can be easier to use your device’s built in voice recognition to fill in any text fields
instead of the on-screen keyboard.

• Select Create to submit the new Issue record.

• Select Yes to confirm the creation of the new Issue record

Amend Existing Issue Records

• Select the issue you would like to update/amend from the Issues list. The issue details will be displayed similar to below:

• Amend any required fields
• Select the options icon in the top right. This will reveal a list of options, as shown below:

• Select Update Issue and confirm any changes that you may have made:

• Select Yes to confirm the changes on the Issue record

Add Journal Entries to an Issue

• Either select the Add Journal icon in the bottom right of the Issue details screen, or, select the options icon and select Add Journal Entry.

• A pop-up window should appear as below.

• Simply fill in any relevant information and select Yes to confirm.

Note: The Journals History can be viewed by selecting Journal History from the options menu.

Attach Files to an Issue Record

• From the Issues list, select the Issue Record you wish to attach a file to.

• Scroll down the issue record until you can see Attachments.
• Select the Add New icon as highlighted above. A pop-up window will appear as shown below.

• Select whether you would like to either:
  a. Take a new photo to attach to the issue
  b. Select an existing Photo/File locally stored on your device
• Once a file has been selected or a photo has been taken you will be asked to provide a filename.

• Select Save to confirm.