Who can do what
A visual map of every persona in the app. Switch on Edit configuration to change what each persona should be allowed to do — your changes are saved on this device and can be exported as JSON so they can later be applied to the app's real rules.
Preparation action matrix
Template configuration, audit scoping, SME assignment and the task lifecycle (Not Started → In Progress → Submitted for Review → Verified, with Rework Requested as the only way back).
| Action | Moves | Walker | DRI | Site GDP/DI lead |
|---|---|---|---|---|
| Set OneQMS / Entity level | Audit Template item → level | |||
| Assign OneQMS owner, files & links | OneQMS item → central evidence | |||
| Select / de-select chapters & tasks | Catalogue → audit scope | |||
| Assign SMEs to a task | Unassigned → assigned | |||
| Set or change the due date | Task → due date | |||
| Start work on a task | Not Started → In Progress | |||
| Upload attachments & reference links | Task → evidence | |||
| Add a free-text comment | Task → comment thread | |||
| Submit evidence for review | In Progress / Rework → Submitted for Review | |||
| Verify the task | Submitted for Review → Verified | |||
| Request rework with feedback | Submitted for Review → Rework Requested | |||
| Ping the assigned SMEs | Task → Teams + email chase | |||
| Define the entity's Audit Roster | Entity → default streams & team | |||
| Create a new audit for an entity | Entity → audit | |||
| Add or remove an entity favourite | Choose an Entity → working list |
Verification is deliberately separated from preparation: nobody verifies evidence they produced themselves.
Rules that apply to everyone
- SMEs act only on tasks they are assigned to — every other task opens read-only.
- Only the Compliance seat verifies a task, and only after evidence has been submitted for review.
- Rework always requires written feedback; it is stored on the task and shown to the SME.
- Assignment notifications (Teams + email) are only sent on the explicit Assign action, never while picking names.
- OneQMS / Entity level is set in Audit Template only; Audit Prep and Entity Prep display it read-only.
- Audit Prep shows the items already in the audit; the scope itself is changed from “Select regs and tasks in scope”.
- Every status change, verification, rework and ping is written to the task history with actor and timestamp.