Review Checklists
I’m a design engineer and my company uses Agile PLM to track our designs. Currently we have review checklists to complete for each phase that get attached (as word docs) by our project managers. I’m wondering if there’s a better way to integrate these checklists (like as manageable web forms) into the system and be audit-able. I’m not privy to the higher level setup and administration, just trying to get some info to be able to make a stronger suggestion if it’s possible. Thanks.
You can manage project checklist by use PPM ‘content’ refers to deliverables associated with the project.
Any task or phase can be added as a deliverable, as well as any file added as an attachment in the Content tab. Examples of content are Agile Items Parts and documents, Agile Process (like ECO, MCO) and Electronic attachments & File Folders,
The Content tab is not simply a list of deliverables, but a rule-based control system for project management. Any content can have a rule associated with it. Rules can be set to prevent tasks from starting or completing unless certain deliverables have reached specific states or status.
It will depend on the functionality you have licensed in your system PPM as above, or PQM ‘Product Quality Management’ adds a audit object which might be an option.
We operate similar to the way you do in that check lists, design review minutes get uploaded and attached to the change order releasing the items as evidence of review as a part of the change management process. So have explored the use of audit although we do use PQM.
