20R3 Data Model Changes: QualityOne

Pre-Release Date: November 2, 2020 | Release Date: November 20 & December 4, 2020

With every release, we update the data model to better support evolving needs and new feature functionality. With this release, we’ve added the following components to the QualityOne data model. These data model updates are automatically included in all QualityOne Vaults, but Admins must make configuration changes to make them available. For information on feature functionality, see What’s New in 20R3.

These data model updates support features delivered in 20R3:

Added components to support QualityOne Data Model Improvements feature:

• Added the following new objects and object types to QualityOne Vaults:
  • CAR (car__v) object with object types:
    • CAR (car__v)
    • CAR 8D (car_8d__v)
    • SCAR (scar__v)
  • Change Control (change_control__v) object
  • Complaint (complaint__v) object
  • Continuous Improvement Initiative (cii__v) object
• Added the following new lifecycles:
  • CAR Lifecycle (car_lifecycle__v)
  • Complaint Lifecycle (complaint_lifecycle__v)
  • Change Control Lifecycle (change_control_lifecycle__v)
  • CII Lifecycle (cii_lifecycle__v)
• Added the CAR (car__v) object reference field to the following objects:
  • Action Item (action_item__v)
  • Investigation (investigation__v)
  • Effectiveness Check (effectiveness_check__v)
  • Root Cause (root_cause__v)
  • Root Cause Analysis (root_cause_analysis__v)
• Added the Complaint (complaint__v) object reference field to the following objects:
  • Action Item (action_item__v)
  • Investigation (investigation__v)
  • Root Cause (root_cause__v)
• Added the Change Control (change_control__v) object reference field to the following objects:
  • Action Item (action_item__v)
  • Investigation (investigation__v)
  • Effectiveness Check (effectiveness_check__v)
  • Root Cause (root_cause__v)
• Added the CII (cii__v) object reference field to the following objects:
  • Action Item (action_item__v)
  • Investigation (investigation__v)

Added components to support Incident Management Standard Object Model feature:

• Added the following new objects and object types to QualityOne Vaults:
  • EHS Event (ehs_event__v) object with object types:
    • Injury Illness (injury_illness__v)
    • Environmental Event (environmental_event__v)
    • Property Damage (property_damage__v)
    • Vehicle (vehicle__v)
  • Person Involved (person_involved__v)
• Added a lifecycle to the EHS Event Lifecycle (ehs_event_lifecycle__v) object.
• Added the EHS Event (ehs_event__v) object reference field to the following objects:
  • Action Item (action_item__v)
  • Investigation (investigation__v)
  • Root Cause (root_cause__v)
  • Root Cause Analysis (root_cause_analysis__v)

We have made the following changes to the data model to support the Training Management Phase 2 feature, including Multi-Document Training Requirements and Instructor-Led Training:

Added the following objects:

• Training Requirement Impact Assessment (training_requirement_impact_assessment__v) with new fields:
  • Current Quiz Design (current_quiz_design__v)
  • Impact Assessment Reason (impact_assessment_reason__v)
  • New Quiz Design (new_quiz_design__v)
  • Re-Issue Training Upon TR Update? (reissue_training_on_update__v)
  • Training Content Set Reviewed (training_content_set_reviewed__v)
  • Training Content Set To Review (training_content_set_to_review__v)
  • Training Requirement (training_requirement__v)
• Training Content Set (training_content_set__v) with new fields:
  • In Use by Related Training Requirement (in_use_by_rel_training_requirement__v)
  • Related Training Requirement (related_training_requirement__v)
• Training Requirement (training_requirement__v) has been updated with new fields:
  • Force Learner to View Docs Sequentially (force_sequential_viewing__v)
  • In Use Training Content Set (in_use_training_content_set__v)
• Training Requirement (training_requirement__v) has been updated with new fields:
  • Force Learner to View Docs Sequentially (force_sequential_viewing__v)
  • In Use Training Content Set (in_use_training_content_set__v)
• TrainingContentSet-Document (training_content_set_doc__v) with new fields:
  • Document (document__v)
  • Document (unbound) (document_unbound__v)
  • Training Content Set (training_content_set__v)

Users who previously had permissions to view or edit Training Requirements and Training Assignments automatically have their permission sets updated so as to not interrupt the training flow for Learners or interrupt the usage of reports and dashboards regarding pre-20R3 training information upon release.

Several other changes are being introduced as part of this release, and will require updates to your Vault’s configuration to ensure trainers are able to edit and manage Training Requirements seamlessly with the release of 20R3. For example, the Training Document field of the Training Requirement and Training Assignment objects will no longer be editable and has been reclassified as ‘optional’ with this Vault release, as it is not used to link a Training Requirement with the documents associated with it.

As a result, while existing Page Layouts for QualityOne Training-related objects will continue to function without issue for any Training Requirements or Training Assignments created before the release of 20R3, these configurations will need to be updated to reflect these data model changes for new or updated Training Assignments or Training Requirements.

We have made the following changes for the Training Assignment Checklist Lifecycle:

For the TA Checklist Lifecycle, existing state’s entry actions were updated for the Passed lifecycle state:

• A condition If Quiz Issuance Tracker is blank was added to the existing entry actions
• Copy Field To Related Object was updated with the Update Related Record Field entry action

There is no functional impact to this change; the changes were made to be consistent with additional entry actions that were added as part of Instructor-Led Training.

We have added the following objects to support Instructor-Led Training:

• Class Schedule (class_schedule__v) with the following fields:
  • Name (name__v)
  • Classroom Training Requirement (training_requirement__v)
  • Class Overview (overview__v)
  • Delivery Format (delivery_format__v)
  • Start Date (start_date__v)
  • End Date (end_date__v)
  • Class Completion Criteria (class_completion_criteria__v)
• Class Schedule-Document (class_schedule_document__v) with the following fields:
  • Name (name__v)
  • Document (document__v)
  • Class Schedule (class_schedule__v)
  • Display Order (display_order__v)
• Class Roster (class_roster__v) with the following fields:
  • Name (name__v)
  • Training Assignment (training_assignment__v)
  • Class Schedule (class_schedule__v)
  • Learner (learner__v)
  • Class Completion Status (class_completion_status__v)
  • Class Roster Notes (class_roster_notes__v)
• Session (session__v) with the following fields:
  • Name (name__v)
  • Class Schedule (class_schedule__v)
  • Start Date/Time (start_date_time__v)
  • End Date/Time (end_date_time__v)
  • Delivery Format (delivery_format__v)
  • Session Overview (session_overview__v)
  • Instructor (instructor__v)
  • Location (location__v)
  • Session Instructions (session_instructions__v)
  • Is this a required session? (required_session__v)
  • Class Completion Criteria (class_completion_criteria__v)
  • Require Quiz? (require_quiz__v)
  • Session Closure Criteria (session_closure_criteria__v)
• Location (location__v) with the following fields:
  • Name (name__v)
• Session-Quiz Design (session_quiz_design__v) with the following fields:
  • Name (name__v)
  • Class Schedule (class_schedule__v)
  • Session (session__v)
  • Quiz Design (quiz_design__v)
• Session Roster (session_roster__v) with the following fields:
  • Name (name__v)
  • Session (session__v)
  • Class Roster (class_roster__v)
  • Learner (learner__v)
  • Learner Session Attendance Status (learner_session_attendance_status__v)
  • Notes (notes__v)
• Quiz Issuance Tracker (quiz_issuance_tracker__v) with the following fields:
  • Name (name__v)
  • Training Assignment (training_assignment__v)
  • Session-Quiz Design (session_quiz_design__v)
  • Class Schedule (class_schedule__v)
  • Session (session__v)
  • Session Roster (session_roster__v)
  • Quiz Passed? (quiz_passed__v)
  • Quiz Design (quiz_design__v)
• TA Checklist (ta_checklist__sys) updated with the following fields:
  • Quiz Issuance Tracker (quiz_issuance_tracker__v)
• Training Assignment (training_assignment__v) updated with the following fields:
  • Content Set (training_content_set__v)
  • Part of class (part_of_class__v)

Added component to support QualityOne Mobile for iPadOS feature:

• Added a new Purchase Order Line Item (purchase_order_line_item__v) object.
• Added the field Checked out on Mobile? (mobile_checkout__v) to the Audit Checklist (audit_checklist__sys) object

Added components to support QualityOne Mobile for iOS Enhancements feature:

• Added Purchase Order Line Item (purchase_order_line_item__v) field in NCR (ncr__v) object.
• Added the Purchase Order (purchase_order__v) field and the Purchase Order Line Item (purchase_order_line_item__v) field to the following object types:
  • Purchase Order (purchase_order_v) object type in NCR Mobile Submission (ncr_mobile_submission_v) object
  • Supplier NCR (supplier_ncr_v) object type in NCR (ncr_v) object
• Added the NCR Mobile ID (ncr_mobile_id__v) field and the Reported By (reported_by__v) field to the NCR (_ncr__v) object and the following object types:
  • Process NCR (process_ncr__v)
  • Product NCR (product_ncr__v)
  • Supplier NCR (supplier_ncr__v)
• Removed the following fields in the Purchase Order (purchase_order__v) object:
  • Actual Delivery Date (actual_delivery_date__v)
  • Date Shipped (date_shipped__v)
  • Expected Delivery Date (expected_delivery_date__v)
  • Item Code (item_code__v)
  • Item Name (item_name__v)
  • Line Item (line_item__v)
  • Quantity (quantity__v)
  • Quantity UoM (quantity_uom__v)
  • Supplier (supplier__v)
  • Supplier Batch Code (supplier_batch_code__v)
  • Supplier Code (supplier_code__v)
  • Supplier Parent (supplier_parent__v)