Module Access: Quality Managers


Recurring Quality Activities enable you (as Quality Manager) to schedule Quality Activities automatically based on a schedule you set.

To create a Recurring schedule, click on Quality Activities > Schedule New from the ProjeX Menu. You will need to be logged in to ProjeX.

Enter the Quality Activity information as normal, which includes the following fields:

  • Quality Activity Type (Single dropdown listing 'Active' Quality Activity Sources)
  • Due On (Date field, selectable via popup calendar)
  • Assign to (Single dropdown field listing 'Active' users)
  • Instructions (Free text field)
  • Related files. (File attachment/s)
Click on the 'Create a Recurring Schedule' button to proceed.

You will be presented with the following screen:


Enter the information in the fields above and click on the 'Create Recurring Schedule' button to save the schedule on your ProjeX system.

The 'Recurs' field lists the time intervals which you can use to schedule your Quality Activities.

This field currently features the following time periods:

  • Weekly
  • Fortnightly
  • Monthly
  • 3 monthly
  • 6 monthly
  • Annually

The schedule will create a new Quality Activity automatically as long as the following conditions are met:

  • The 'Active' field is set to 'Y'
  • The start date is before the current date (current or past)
  • The end date is after the current date (current or future)