How to use CMap QMS - Project Managers

As a Project Manager, you are responsible for making sure QMS tasks and audits are completed on time, keeping projects on track and to deadline. This article covers the two tabs you will use most — the QMS Report and the Audit Report — and how to use them to monitor progress and act on what you find. 

Key points: The QMS Report and Audit Report tabs are accessible from the Hubsite or the project site. The QMS Report shows task progress by status; the Audit Report shows audit progress and compliance. Both can be exported to Excel for deeper analysis.

What these reports do

The QMS Report and Audit Report give you a project-wide view of where tasks and audits stand. Use them to spot outstanding work, delegate tasks, judge whether deadlines will be met, and reassign or reprioritise as needed. Both tabs are accessible from either the Hubsite or the project site.

QMS Report

This tab opens to an easy-to-navigate dashboard showing which tasks have been completed, are in progress, on hold or not started. A bar chart gives a visual breakdown of the stage tasks grouped by their statuses, so you can delegate outstanding tasks and establish whether they are on course to be completed on time.

1. Head to the QMS Report tab
2. Select the Task Set and Stage you want to view (and Project, if you want to see an individual project)

Task status	What it means
Completed	The task has been finished by the task user.
In Progress	The task user has started work but has not yet finished.
On Hold	Work on the task has been paused.
Not Started	No work has begun on the task yet.

To perform deeper analysis or further reporting, export the report to Excel using the Export to Excel button.

Audit Report

The Audit Report has a similar set-up to the QMS Report, with a bar at the top giving a quick visual overview of the audit's progress. From here you can see which tasks have been audited and whether the information and evidence provided is compliant. Use this data to reassign tasks amongst the project team, amend timelines and realign project priorities.

1. Head to the Audit tab
2. Select the Task Set and Stage you want to view (and Project, if you want to see an individual project)

As with the QMS Report, you can export the information to Excel for deeper analysis and review.

When to use them

Use the QMS Report to track task completion and delegate outstanding work, and the Audit Report to check audit progress and compliance so you can reassign tasks, adjust timelines and realign priorities. Export either report to Excel when you need to analyse the data in more detail.

Tip: Check both reports regularly during a project — the QMS Report tells you what has been done, and the Audit Report tells you whether it stands up to review.