Who is this article for?

Administrators who want to understand the benefits of the integration.

Primary Admin(ISE) andWorkflow Designer(IQME) permissions are required.

Integration between the two products enhances your workflow by seamlessly connecting Issue Management in Smartforms (Essentials) (ISE) with workflow automation in Quality Management (Essentials) (IQME). This guide will walk you through the configuration process and user journey to help you harness the full potential of the feature.

1. User Journey
2. Benefits

1. User Journey

Once the integration is configured, Smartform users can complete and submit an Operation (Op) as usual. 

Issues triggered during the Op submission will be raised, logged, and categorised automatically. When an Issue meets the criteria of a preset Business Rule, a workflow will be automatically initiated in Quality Management.

Workflows created that way correspond to the Issue raised in Smartforms. Quality Management users can manage and complete the workflow as normal, following the established procedures and protocols.

Once the workflow is finalised, the corresponding Issue in Smartforms is automatically closed.

Unsure how to raise an Issue in Smartforms?
We outlined the ways you can do this in our Raising Issues with the Smartforms - Quality Management Integration article.

2. Benefits

The ISE - IQME integration empowers your organisation to effectively manage Issues and workflows, promoting efficiency, transparency, and accountability across your operations.

• Simplified Processes: Leveraging Smartforms, users can design thorough checklists via an intuitive interface, guaranteeing the inclusion of all essential tasks.
• Streamlined Issue Management: Integration simplifies the process of tracking and resolving Issues raised within Smartforms by seamlessly linking them with Quality Management workflows.
• Optimised Workflows: Triggering workflows in Quality Management based on Smartforms data allows for automated and optimised processes. This not only saves time but also ensures that tasks progress smoothly through the established workflows.
• Enhanced Efficiency: Automating the workflow initiation process based on predefined rules helps admins ensure timely and appropriate responses to Issues.
• Native App with Offline Capability: Smartforms offers a mobile app, allowing users to complete checklist/forms away from a desk (in a lab, out on a crime scene, while on a factory floor, etc.).
• Compliance Assurance: Combination of Smartforms and Quality Management ensures adherence to industry standards. It provides a robust framework for compliance management and audit readiness.

Ready to get started?
Make sure you have completed the steps listed in our Configuring the Smartforms - Quality Management Integration article.