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using a large number of bound data sources

Last post 02-07-2008 04:21 PM by dfridleyjr. 4 replies.
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  • 02-07-2008 02:55 PM

    using a large number of bound data sources

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    I am creating a quality audit guide with attibutes that never change.  I have attached an audit notes and discussed with RichText control box.  I have over 100 fields needed.  Is there anyway to set up a data source for each box without having to add a new box for every item?  I have attached an example of one section.

     
    Control
    #
    Requirement
                      General Requirements
               (ISO 9001:2000 Section 4.1)
    4-1-1
    		 How did you establish your QMS?
    Audit Notes:
    Discussed With:
     
    4-1-2
    How did you identify the processes required for your management systems?
    Audit Notes:
    Discussed With:
     
    4-1-3
    		 How did you determine the sequence and interaction of these processes?
    Audit Notes:
    Discussed With:
     
    4-1-4
    How do you ensure the effective operation and control of these processes?
     
    Audit Notes:
    Discussed With:
     
    4-1-5
    		 Does your QMS include processes for management activities, provision of resources, product realization and measurement?
    Audit Notes:
    Discussed With:
     
    4-1-6
    How do you ensure continual improvement and effectiveness of your QMS?
    Audit Notes:
    Discussed With:
     
    4-1-7
    How do you ensure availability of resources and information required to support these processes?
    Audit Notes:
    Discussed With:
     
    4-1-8
    How do you monitor, measure and analyze these processes?
    Audit Notes:
    Discussed With:
     
    4-1-9
    When an outsourced process affects product conformity, how do you ensure control over such processes and where is this documented in the QMS?
    Audit Notes:
    Discussed With:
     
    4-1-10
    How do you ensure that these processes meet the requirements of ISO 9001:2000?
    Audit Notes:
    Discussed With:
              Documentation requirements
                                                                                          (ISO 9001:2000 Section 4.2)
                                                                                                              4.2.1 General
    4-2-1-1
    Does your system documentation include:
    Documented statements regarding quality policy and quality objectives?
    A quality manual?
    All of the documented procedures required by ISO 90001:2000?
    All of the documents required to ensure effective planning, operation and control of your processes?
    A process for maintaining records?
    Audit Notes:
    Discussed With:
     
    4-2-1-2
    Are all of these documented procedures fully established, documented, implemented and maintained?
    Audit Notes:
    Discussed With:
                                                                                                        4.2.2 Quality Manual
    4-2-2-1
    		 Is your Quality manual fully established, implemented and maintained?
    Audit Notes:
    Discussed With:
     
    4-2-2-2
    Does your Quality Manual include:
    The scope of the QMS?
    Details of and justification for any exclusions?
    Details (or reference to) all your documented procedures?
    Describe the interaction between the QMS processes?
    Audit Notes:
    Discussed With:
                                                                                                 4.2.3 Control of documents
    4-2-3-1
    How do you ensure that all QMS documents are controlled?
    Audit Notes:
    Discussed With:
     
    4-2-3-2
    		 Have you an established (documented) procedures that defines the controls needed?
    Audit Notes:
    Discussed With:
    4-2-3-3
    		 Is there a separate procedure for controlling records?
    Audit Notes:
    Discussed With:
     
    4-2-3-4
    		 How do you approve documents for adequacy prior to issue?
    Audit Notes:
    Discussed With:
     
    4-2-3-5
    How do ensure that documents are periodically reviewed?
    Audit Notes:
    Discussed With:
     
    4-2-3-6
    How do you ensure that documents are periodically updated and (where necessary) reapproved?
    Audit Notes:
    Discussed With:
     
    4-2-3-7
    How are document changes identified?
    Audit Notes:
    Discussed With:
     
    4-2-3-8
    How is the current revision status of documents identified?
    Audit Notes:
    Discussed With:
     
    4-2-3-9
    How do you ensure that only the relevant versions of applicable documents are available at points of use?
    Audit Notes:
    Discussed With:
     
    4-2-3-10
    		 How do you ensure that documents remain legible?
    Audit Notes:
    Discussed With:
     
    4-2-3-11
    How do you ensure that documents are readily identifiable?
    Audit Notes:
    Discussed With:
     
    4-2-3-12
    How are documents from an external origin identified?
    Audit Notes:
    Discussed With:
     
    4-2-3-13
    How do you control the distribution of documents of external origin?
    Audit Notes:
    Discussed With:
     
    4-2-3-14
    		 How do you prevent the unintended use of obsolete documents?
    Audit Notes:
    Discussed With:
     
    4-2-3-15
    		 If obsolete documents have been retained for any purpose, how are they identified?
    Audit Notes:
    Discussed With:
                                                                                                       4.2.4  Control of records
    4-2-4-1
    		 What records have been established to provide evidence of conformity to QMS requirements?
    Audit Notes:
    Discussed With:
     
    4-2-4-2
    		 What records have been established to provide evidence of effective operation of the QMS?
    Audit Notes:
    Discussed With:
     
    4-2-4-3
    		 Have you an established and documented procedure to define the controls needed for the identification, storage, protection, retrieval, retention time and disposition of quality records?
    Audit Notes:
    Discussed With:
     
    4-2-4-4
    		 How do you ensure that records shall remain legible, readily identifiable and retrievable?
    Audit Notes:
    Discussed With:
     
    4-2-4-5
    What controls have you in place to ensure that all these records are maintained?              
    Audit Notes:
    Discussed With:
     

  • 02-07-2008 03:40 PM In reply to

    Re: using a large number of bound data sources

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    Ok so you are saying you want an Audit Notes field a Discussed with for each area of compliance.

    But you want to have it built for you...

    Are you going to save this data into a database or just keep it in the individual form?

    Where is the layout text coming from? Are you pasting from Word or something?

    I do not think there are a lot of ways around it.

    If you used a backend database you could have all of it load from there but either way you have to setup your original data schema. In SQL you could have section, number, section test, audit note, discussedwith, etc.  Then you would have a repeating structure and you could load your data from excel or some comma delimited source hopefully.

    How are you going to identify the person completing the audit?

    Do you do any scoring? If you had the data in a database you could also report on scores or the number in compliance, etc.

     

    Clay Fox / Microsoft InfoPath MVP

  • 02-07-2008 03:51 PM In reply to

    Re: using a large number of bound data sources

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    Ok one at a time :-)

    Yes, a notes field and discussed with for each area of compliance.

    I have made 80 data sources already for each.  But with the remaining areas left I have a 100 more to do.  Time consuming LOL.

    It will stay with each form on a shared portal.

    I made the tables and have pasted the questions from Word.

    I have drop down lists for the auditors.

    I have already built the grading scheme by putting radio buttons at the end of each section while using an algorithm in infopath.  Works nicely by the way.  Took a half of a day to figure out.

    Yeah looks like I just have to add each bound source..... I also e-mail this report when it is done as is.

    I do not have enough knowledge of Access or SQL to use them in the background.

     Looks like I am in for making some

  • 02-07-2008 04:15 PM In reply to

    Re: using a large number of bound data sources

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    OK sounds good.

    The only additional things I would say are:

    You could ID the form user and be sure whom was completing it and they would not have to select it.

    A backend database would allow you to collect the results in a table for reporting and analysis via web report or Excel.

    I am guessing you are creating a group for each question and then the two nodes inside each group, 180 times over.

    I have seen these kinds of forms before, they are huge.

    Another thing is that I would recommend multiple views. Have each section in logical order and then have navigation buttons where they can move between sections.  This is usually preferrable to scrolling all the way through them.  You can copy and paste between views so it is easy to do. You also can use sections and have check boxes to collapse (hide) them. That way once it is completed they could expand or collapse sections and just see the scores without having to go through all of the individual details.

     Have fun

    Clay Fox / Microsoft InfoPath MVP

  • 02-07-2008 04:21 PM In reply to

    Re: using a large number of bound data sources

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    Gotcha, thanks Clay.  Mainly we have confirmed no copying of data sources which is what I was looking for.  And yes I have it broken down into views as you recommended.  I did not know about the collapsing though.  I will have to investigate that.

     Thanks

    D
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