QualityOne Mobile is a mobile application for Apple iOS and Android devices that complements the full QualityOne QMS and HSE applications. QualityOne Mobile lets users access a QualityOne Vault remotely from their devices to log NCRs (nonconformances) and to log and track health, safety, and environmental (HSE) Incidents.
Note: QualityOne Mobile for Android currently does not support logging NCRs.
Users can log NCRs against Purchase Orders, Production Orders, and Processes and log Incidents against Environmental Event, Injury Illness, Property Damage, and Vehicle incident types. Mobile NCR and Incident records are reported through the mobile application and are managed and investigated within your QualityOne Vault once submitted.
Note: Incident Management is currently available only to Early Adopters. Contact your Veeva Representative for more details.
Device Support
Before you start to use QualityOne Mobile, review the list of supported mobile versions to ensure your device is compatible.
Azure AD SSO Support
QualityOne Mobile supports Azure AD as a single sign-on authentication method and assumes your organization has completed any required external configuration for iOS devices only; Android devices cannot use Azure AD SSO. See Configuring Single Sign-on for more details.
Ensure that you update the redirect URI in Azure AD to qualityonemobile://authorize. We do not recommend continuing the use of dynamic redirect URIs. Contact your Veeva Representative for more details on updating the redirect URI.
Configuration Overview
You can control how QualityOne Mobile displays for users by making configuration changes. All configuration for QualityOne Mobile is done within Vault. Although QualityOne Mobile is automatically available for all QualityOne Vaults, we recommend you complete all of your configuration before giving users access to connect through the application. If you make any configuration changes after users start working with the application, inform your users to sign out and sign back in again to see the configured changes.
Configuring your Vault to control the user experience of QualityOne Mobile involves the following steps:
- Enabling visual evidence attachments
- Modifying object requiredness
- Displaying custom objects
- Modifying field visibility
- Modifying object field labels
- Defining layouts
- Configuring NCR Mobile Submission lifecycle
- Configuring object actions
- Configuring user permissions
Note: Depending on your Vault’s creation date and which features are currently enabled and configured, some of the steps described in this article may be unavailable or already complete in your Vault.
Enabling Visual Evidence Attachments
You can allow users to attach visual evidence when logging their NCR and Incident record in QualityOne Mobile. To do this, select the Allow Attachments checkbox for the NCR Mobile Submission and HSE Event object. If attachments are not allowed for the objects, the plus (
) icon does not appear in the application for users.
Modifying Object Requiredness
You can change the attribute User must always enter a value (required) for fields for the NCR Mobile Submission and HSE Event object types so that users are always required to enter values for specified fields when creating NCR or Incident records.
Displaying Custom Objects
You can display custom objects in QualityOne Mobile as object reference fields on the NCR Mobile Submission and HSE Event objects. Users must be granted the appropriate permissions for any custom objects.
Modifying Field Visibility
You can hide object fields for the NCR Mobile Submission and HSE Event object types so that users see and interact with only the fields appropriate to your configuration.
Modifying Object Field Labels
You can modify field labels on the NCR Mobile Submission and HSE Event object and its object types. Modifying a field label does not affect a user’s ability to search in QualityOne Mobile when searching the field label content. Custom objects are sorted by the object name regardless of any modifications to display fields.
You can also add custom fields to the NCR Mobile Submission object and the HSE Event object. The following custom field types are supported:
- Text, including Longtext but excluding setting a default value.
- Number, excluding setting a default value.
- Date, excluding setting a default value.
- Yes/No, including the attribute Show as checkbox but excluding setting a default value.
- Picklist, including the attribute Allow user to select multiple values.
- Object, including object references for up to two (2) fields but excluding setting a default value.
If you add any custom fields, ensure you also add them to the appropriate layout.
The following fields defined in Vault are not used within QualityOne Mobile and are hidden in the application:
- Created By
- Created Date
- Global ID
- Last Modified By
- Last Modified Date
- Lifecycle
- Lifecycle Stage
- Lifecycle State Stage ID
- Link
- NCR Mobile Submission Type
- Reported By
- Status
- Name
- Lifecycle State
Defining QualityOne Mobile Layouts
You can modify layouts for the NCR Mobile Submission and HSE Event object types so that users see and interact with fields appropriate to your Vault’s configuration. If you do not define a layout for the object types, the base layout for the NCR Mobile Submission object and HSE Event object displays for users. While NCR object layouts do not affect the NCR Mobile Submission object layouts for QualityOne Mobile, the HSE Event object layout is shared between QualityOne Vault and QualityOne Mobile.
NCR Mobile Submission Lifecycle
NCR object records created from QualityOne Mobile use the NCR Mobile Submission object lifecycle and contain the following states:
- Pending: This is the initial, default state when an NCR is created but does not yet contain all details and attachments (visual evidence).
- Submitted: Records transition from Pending to Submitted when the NCR Mobile Submission object is created including all attachments.
- Error: Records in the Error state encountered errors when transferring data from the NCR Mobile Submission object to the NCR object.
You can add custom lifecycle states to suit your organization’s specific needs.
Configuring QualityOne Mobile Object Actions
You can configure QualityOne Mobile to ask users to run follow-up record actions after successfully submitting their NCR and Incident records from their device.
To do this, you can add the following actions as user actions for the NCR and HSE Event object lifecycles:
- The NCR object lifecycle contains the Workflow: Submit NCR for Verification action for the Initiated state.
- The HSE Event object lifecycle contains the Workflow: Submit HSE Event action for the Draft state.
Configuring User Permissions
You must ensure users have the appropriate read and create permissions to access the appropriate objects and object fields in addition to the permissions outlined below:
- For the HSE Event object and its object types: Read and Create permission.
- For the NCR object and its object types: Read and Create permission.
- For the Process object: Read and Create permission.
- For the Production Order object: Read and Create permission.
- For the Purchase Order object: Read and Create permission.
Application Permissions
You must ensure users have the appropriate application permissions enabled:
| Type | Permission | Controls |
|---|---|---|
| Permission Set | Application: Client Applications: QualityOne Mobile: Enable | Ability to access QualityOne Mobile. |
| Permission Set | Application: Client Applications: QualityOne Mobile: Enable NCR | Ability to access QualityOne Mobile NCR. |
| Permission Set | Application: Client Applications: QualityOne Mobile: Enable Incident Management | Ability to access QualityOne Mobile Incident Management. |
| Permission Set | Application: Vault Actions: API: Access Vault API | Ability to communicate with Vault. |
Related Permissions
You can complete all the steps in this article with the standard System Administrator or Vault Owner security profile. If your Vault uses custom security profiles, your profile must grant the following permissions:
| Type | Permission | Controls |
|---|---|---|
| Security Profile | Admin: Configuration: Object Workflows: Edit | Ability to modify object workflows. |
| Security Profile | Admin: Configuration: Objects: Create, Edit | Ability to create and modify Vault objects. |
| Security Profile | Admin: Security: Permission Sets: Edit | Ability to modify permission sets. |