1. TMS Quality Compliance Software
Welcome
Valued Clients
This Presentation is an Overview of TMS Quality Compliance Software Version 8.0, which highlights enhancements for this release.
There are many small but important changes that were directly recommended by our valued customers.
The presentation is designed for current TMS administrators, or those individuals who have an advanced understanding of the application.
Note: If your existing version of TMS is currently 7.3, most likely you will already have some of the new features mentioned in the following slides.
Introducing:
TMS 8.0

2. New Name, New Logo, New Tag Line
Software title has been renamed and updated from “Training and Document Management” to “Quality Compliance Software”
Application name has been shortened from TMSWeb to simply, “TMS”
Item-03518
Logo, Application and Tag Line Change
Our software title has been renamed and updated from Training and Document Management to Quality Compliance Software. As we’ve evolved, this name change better reflects our expertise and full range of solutions.
In addition, we redesigned our logo and shortened the application name from TMSWeb to simply, TMS.
We also gathered feedback from our customers and asked them to vote for their favorite tag line. The tag line you chose clearly demonstrates our vision and commitment… “Taking Compliance from Endless to Painless” !!!!
Changed our tag line to “Taking Compliance from Endless to Painless” as voted by our clients
Updated our Application and our Training Certificate with a new TMS Logo and Colors

3. New Report Current and Archived Activity Completion
Percentage by Department by User
Totals and Percent (%) Completed On Time & Overdue
Item & 03353
A new report, Current & Archived Activity Completion Percentage by Department by User.
Provides User and Department Totals that include:
Number of Overdue Activities
Number of Activities Completed on Time
Percentage of Overdue Activities
Percentage of Activities Completed on Time
Sorted by Department with numerous filters available.

4. (Grouped & Sorted by Location, Document Type, Document ID)
New Report
Effective Document Listing by Location & Document Type
(Grouped & Sorted by Location, Document Type, Document ID)
Item-03485
New report called Effective Document Listing by Location & Document Type.
Lists effective documents only and is sorted by:
Location
Document Type
Document Number
Note: If a new revision has been published and released for training (but is not yet effective), the prior document version will display if it is available.

5. Report / New Field Employees 100 % Trained by Location & Job
(Added Completion Date User Became Fully Trained on Job)
Date Employee became fully trained on the job
Item-03242
A new column named “Date of Job Completion” has been added to the reports for:
Employees 100% Trained by Location & Job
Jobs 100% Trained by Department & Employee
Please Note: Individuals must be included in a department in order to display on the report. This report references a user’s training and may not reflect their training matrix.

6. Application Option Settings
Watermark on Printable PDF & Added Print Date
Item-03486
New application option called DOC_PDFCONVERSION_PRINTABLE_PDF_WATERMARK will include a watermark on the printable PDF. For example, you may want to add the verbiage “Controlled Copy” when printing.
The same settings used when creating PDF watermarks viewed from the Document List page are used for the Printable Watermark. They are:
DOC_PDFCONVERSION_WATERMARK_COLOR
DOC_PDFCONVERSION_WATERMARK_DISPLAY
DOC_PDFCONVERSION_WATERMARK_FONTSIZE

7. Application Option Setting
Added Print Date & Text will display ONLY WHEN PRINTED
Item-03467
DOC_PDFCONVERSION_INCLUDE_PRINTED_ON_DATE_TEXT: This option allows for adding text in front of the date when the PDF document is printed. For Example: “Valid On”. The date is added after the text and displays in the lower left hand corner of the document ONLY WHEN PRINTED. You will not see this information when viewing the document. If this option is left blank, no print date will be included.
Any existing documents will need to be republished before this feature is added to the PDF.
Note: With proper permissions you are able to do a mass republishing to create the PDF’s
Note: The print date is pulled from the current PC date and not the TMS Server Date.

8. Print Results Buttons
A Print Results button was added to the following tables:
Location, Review Group, Department, Distribution, Job, User and Change Order List.
A “Print Results” button was added
Item-03368
“Print Results” buttons were added to the following tables: Location, Review Group, Department, Distribution, Job, User and Change Order List.
Gives the user the ability to print out their results

9. Application Option for a New Controlled Drop List
Reason for Lateness Signoff on Training Completion
Item-02789
New application option that allows for displaying a Controlled Drop List (instead of a free form box) when employees are late completing training.
You must create the drop list with your requested items, then reference the drop list in the Application Option.
Application Option is called:
TRAINING:LATE_SIGNOFF_REASON_VALUE_LIST
Option to Display a Controlled Drop List

10. Free Use Field Detail Added two additional data field types
for defining Free Use Fields:
Item-03385
Two new additional Free Use Field options were added for Document Metadata.
Multiple Select Drop Down List
Multiple Select Object List
These field options could be useful if you need to place documents in multiple groupings for the same data field. All Free Use fields are automatically searchable.
Drop List
(Multiple)
Object List
(Multiple)

11. User Detail Page / User Preferences Tab
Added the ability for Administrators to manage
User Preferences (with proper permissions)
User Preferences tab for Administrators
Item-03498
A new User Preferences tab was added to the User Detail page.
This allows for an administrator with Read/Write permissions to the User table to set the User Preferences when adding a new user.
Allows Administrators to manage User Preferences settings for New Users

12. Proactive Review New Activity Type to Create an Activity
When issuing Proactive Review Notifications
Item-03101
Create an activity when notifying of Proactive Review
You now have the ability to create an activity when issuing notification . This option is set in the automatic program. NOTE: You must create a new activity type called NOTIFY_USER_SA_ProactiveReviewRequired in order to use this feature.
TMS_Web\NotificationFunctions\App_Config.xml must be updated: In the proactivereviewnotifications section:
Set
<create_activities>YES</create_activities>
<activity_type>NOTIFY_USER_SA_ProactiveReviewRequired</activity_type>.
NOTIFY_USER_SA_ProactiveReviewRequired Automatic Program for New Activity Type

13. Workflow Status page, Document Activities tab, or User Activities tab.
Changed Activity Due Dates
Added an automatic notification which alerts users when assigned Activity Due Dates have been modified from either the
Workflow Status page, Document Activities tab, or User Activities tab.
Item-03386
Changing Activity Due Dates
System now automatically sends out s to recipients if the administrator changes the due date of an assigned task/activity.

14. New Application Options
Two Application Options added for ADMIN PERMISSION
Separates out, editing user permission and general tabs.
Item-03396
New Application Options
These new application options give ADMIN rights to specific user functions.
UI:REQUIRE_ADMIN_ADD_RECORD:23 - If set to YES, a user must have R/W + Del to at least one user location in order to Add Users.
UI:REQUIRE_ADMIN_EDIT_TABS:23 – If set to YES, a user must have R/W + Del in order to Edit General and Permission Group tabs on the User Detail Record
Both settings are set to NO as the default. You would change these settings to YES to limit users with Read/Write permissions from adding new user or changing user permissions.
Item-03410
New option limits the maximum number of documents loaded when selecting Document Search or Document List. This is helpful if you have a VERY large number documents and limits display if a user accidently clicks on the Document List.
UI:SEARCH_RESULT:MAX_LIST_ITEMS:20002

15. Drop List Items A “Removed from Drop List” descriptor now displays
when a Drop List Item has been deleted from the system.
Also, the size of Drop List items has increased from 50 to 255 characters
Item-03358
The system will now display the drop list items if removed from the drop list after using.
A “Removed from Drop List” descriptor displays anywhere a drop list is used and then removed.
Item-03460
Drop List items have been increased from 50 to 255 characters.
Note: Drop Lists do not wrap.

16. Numerous Quick Finds Added
Training and Signature Search
Activity Search
Proactive Review
Review Group Detail
Test Module – Adding Job and Document Base
Item-03308
Added Numerous Quick Finds to the following menu options:
Training Search
Signature Search
Activity Search
Proactive Review
Document Search - Proactive Reviewer/Document Owner
Review Group Detail – Administrator Field
Test Module – Adding Jobs and Document Bases
Quick finds allows for typing directly into the user or document search fields.

17. Miscellaneous Items My Activities page – Sort order is saved
New Report “Inactive Document Listing”
Signature Pop-ups converted to Modal Format
New Reports “Move to Current by Date” and
“Move to Current Sorted by Document”
Administrator Tab – Added Review Group Information
s – Includes Recipient name in Subject Line
Miscellaneous Features
Item – After sorting activities on the My Activities Page, the sort order remains until selecting another sort order
Item – – New Report called “Inactive Document Listing”
Item – – Signature pop-ups now display in the Modal Format which cannot be accidently minimize behind other pages.
Item – – New Reports called “Move to Current Sorted by Date” and “Move to Current Sorted by Document”
Item – – Administrator tab now displays the Review Group and Review Group Administrator.
Item – Initial notification of activity sent to managers now includes recipient name in subject line. (This eliminates the need for the manager to open up the to determine the name of the trainee).

18. Change Control / Change Order
Added Sortable Columns
Item-03424
Added sortable columns to the Change Order List: Initiator, Created Date/Time, Administrator and Moved to Current Date/Time
Item &
Added a “New Rev” column. A pencil icon allows for changing the automatically assigned revision number. Permissions to change these numbers (or letters) is set in the General Permission table called
“Change Order – Allow Edit New Revision Level”
Item – 03465
A new application option allows for excluding letters when the system automatically assigns the new revision number. Application option is called:
CHANGE_ORDER:AUTO_DOC_REV_LEVEL:EXCLUDED_CHARS
New column allows editing of New Revision level
In addition, a new Application Option lets the system to skip specified letters when assigning New Revisions.

19. Forms Module – Generate Report Function
Able to include data in Header and Footer of template
Able to include the Report Create Date
Item-03404
When using the Generate Report function you now can include data in the header and footer of the report, which is beneficial if the report displays results that spans across multiple pages.
Item-03419
You can also include the Report Create Date. {ReportCreateDate\*MERGEFORMAT}

20. Forms – New Field Parameter
Allows for controlling the data that is brought forward
from a Parent to Child.
ALLOW_EDIT=NO
ALLOW_EDIT=YES
ALLOW_EDIT=IF_SOURCE_EMPTY
Item – Form Design – New Parameters
You are able to pull data from the Parent to Child form and allow editing, or allow editing only if the source (Child) is empty.
The new parameters are:
ALLOW_EDIT=NO (which is the default if no parameter is specified)
ALLOW_EDIT=YES
ALLOW_EDIT=IF_SOURCE_EMPTY
In the example above and as shown on the slide, the parameters would be added to the CAPA form in the fields you would like to pull forward from the Non-Conformance form. Note: The special field checkbox must be checked when using there parameters.

21. Forms – New Field Parameters
Allows for automatically pulling the Document Title and Revision number after selecting the Document ID
Item-03441
New Field Parameter that allows for automatically filling in the Document title and Revision number after selecting the Document ID.
1. In the Document ID field of the form, Enter:
STORE_DOCUMENT_REVISION=True; DISPLAY_DOCUMENT_REVISION=NO;” in the Fields Parameters Box.
In the Revision Number field, Enter:
Make sure the Special Field Checkbox is checked.
In the Title field, Enter:
Title); in the form field for the title of the document. Make sure the Special Field Checkbox is checked.

22. Forms – New Field Parameter
New field parameter enables the inclusion of external attachments
when generating report. INCLUDE_IN_FORM_REPORT=1;
Item-03194
A new parameter field allows for attaching external documents when creating form reports.
You must do the following:
Enter INCLUDE_IN_FORM_REPORT=1; in the Field Parameters box
Check PDF Conversion for the Generate Report function
Files will be attached in the order that they are added to the Form. MSWord and Excel will be converted to PDF before attaching. PDF documents will be attached as is.

23. Forms – New Field Parameter
To Include the Signer’s Job Title in Form Merger Report
Automatically includes the Document Revision # when selecting Document ID
Item-03471
New Field Parameter that allows for including the signer’s job title/position when merging data from the database into the Form Report
INCLUDE_USERPOSITIONTITLE_IN_FORM_REPORT=YES
Item – 03440
New Parameter field that allows for automatically displaying the Document Revision after selecting the Document ID during Form entry and Form Report.
DISPLAY_DOCUMENT_REVISION=YES (or NO)
Default is YES.

24. Send Training Notices – New Setting
Allows for Updating Existing Training Records.
Item-03394
New checkbox on Send Training Notices, called “Update Existing Training Activities”. This allows for changing dues dates and training for existing training activities. You will no longer have to delete existing training activities in order to assign a new trainer.

25. Forms – New Field Parameter
Allows for positioning Sub-Form Data in Grid format
This is left-justified
Item-03500
New field parameter that allows for positioning Sub-Form Data in Grid Format
COLUMN_ALIGN=LEFT; COLUMN_ALIGN=CENTER; COLUMN_ALIGN=RIGHT;

26. Forms – Next Button Display
Is now separate from the other buttons for easier detection by users
Item-03418
Forms Next Button Display is now separate from the other buttons and located in the upper Right Hand Corner of the Screen. This was done for easier detection by the user.

27. Forms – Displaying Packet Location
Option to allow turning off Show Location when adding a new packet
Item-03427
You are now able to disable the displaying of the packet location.
This enable you to lock the location from user who has access to multiple locations.
If you chose not to display the location by unchecking the Location option on the Form Design page, the default location defined will automatically be assigned to new packets.
Note: The permission setting called “Show All Packet Header Fields (Override Packet Settings)” must be set to NO. This setting is located on the General Permission tab.

28. Form Detail – Show Preview
The Show Preview button allows the Form designer to quickly preview a form template and see how their form will look once deployed
Show Preview button
Item-03336
Form Design – Added Show Preview button on the Form Group Detail page
The Show Preview option will give form designers a easier way to see how their form will look in edit mode as they are creating it.
Please note: The form display is view only and data entered cannot be saved.

29. Forms – Value Mapping Added Department as a Source Data Type
Item-03372
Value Map
Added Department as a Source Data Type and redesigned the Value Map function that allows paging when assigning your mapping values.
Able to use Navigation buttons when setting up Mapping values

30. Forms Design - Limits Users Selection
Limit User Drop List
when adding a
form packet
Item
Form Design
Ability to select a workgroup to limit the selection of individuals when adding a form packet. In order to use this feature, do the following.
Create a Workgroup with the list of individuals
In Form Design, select the “User” for List Object Type
Select “Limit Available Values”
Select the Workgroup defined in step 1 for the Available Values Object
Note: Users will display in a drop down list.

31. Forms Dashboards – Root Cause Graphs
Option to select the individual packets that you would like to view as
separate Root Cause Graphs.
Item
Added the ability to display individual Root Cause Graphs.
Item
A new drop-list allows you to select individual Form Packets for populating the Root Cause Graph. The default is set to to display the Combined Root Cause Graph.

32. Workflow Module New option to allow X of Y
Completion for workflow step.
Item-03292
A new option that allows for moving the Form workflow forward without all designated individuals having to complete the step.
Two fields were added:
A checkbox called “Limit Completion” and “Number Required for Completion”.
When the “Limit Completion box is checked you will be allow to select the number of recipients who must complete the step before the workflow continues.
This option is available when the workflow recipient type is a workgroup or a group of users defined in the workflow step.

33. New Application Option for Forms
Allows for editing a packet description when using the
Lock Packet Header information to limit the packet
displayed under the Form Menu option.
Edit the Packet Description field
Item-03337
New Application Option that allows for editing the packet description when wanting to lock the other header fields.
Used to override the setting “Lock Packet Header Fields When Adding In Workflow” located on the General Permissions tab of the Permission Group Detail page. This setting limits the display of certain Form Groups on the side panel.
Contact our office if you would like more information about these settings.
UI:FORMS:ALLOW_EDIT_PACKET_DESCR

34. Thank You!
You have now completed an overview of the 8.0 enhancements to TMS Quality Compliance Management System.
If you would like further explanation regarding any of the new features and changes, please don’t hesitate to call or QSI with your questions.