Using Electronic Signatures > Overview > Categories
  
Categories
A category is a QAD-provided definition of a set of system data that can be signed as a unit in certain menu programs. For example, it identifies a set of tables and fields, as well as the menu program or programs from which this data can be signed.
Because records in a given database table can be updated by more than one program, a category can be associated with more than one menu program. Conversely, a program can update more than one table; multiple categories can apply to a single menu program.
Example: The Operation History category (0003) generates signatures for tables and fields that store operation history information. Since these tables can be updated from several Shop Floor Control (menu 16.20) programs, several programs are included in the category. Because those same programs can also update records associated with quality results, they are included in the Quality Results category (0002) as well.
Users cannot update category definitions. Instead, QAD provides a default profile for each category. You can refresh the workbench profiles with these defaults and modify them based on the specific needs of your environment.
Category definitions include a default set of filters that can be used to determine whether a signature is required based on a given value for a site, item number, or other data element. Although filters are defined for each category, their use is optional; control how filters apply to your implementation by updating the category profile using the workbench. See Filters.
QAD-Defined Categories lists the electronic signature categories, as well as the default menu programs associated with them. If you do not want a particular program to generate electronic signatures, you can deselect it in the workbench profile. See Apply Profile to Menu Programs.

QAD-Defined Categories
 
Code
Name
Description
Available Menu Programs
0001
InvCtrl
Inventory Control
Inventory Control (3.24)
Control Tables Report (36.17.6)
0002
QualRes
Quality Results
Labor Feedback by Work Order (16.20.1)
Operations by Work Order Report (16.20.13.14)
Operations by Employee Report (16.20.13.15)
Operation Transaction Detail Inq (16.20.13.9)
Labor Feedback by Employee (16.20.2)
Labor Feedback by Work Center (16.20.3)
Operation Move Transaction (16.20.6)
Test Results Maintenance (19.13)
Test Results Report (19.15)
0003
OpHist
Operation History
Labor Feedback by Work Order (16.20.1)
Operations by Work Order Report (16.20.13.14)
Operations by Employee Report (16.20.13.15)
Operation Transaction Detail Inq (16.20.13.9)
Labor Feedback by Employee (16.20.2)
Labor Feedback by Work Center (16.20.3)
Non-Productive Labor Feedback (16.20.4)
Operation Complete Transaction (16.20.5)
Operation Move Transaction (16.20.6)
0004
ComCtrl
Regulatory Attributes Control
Regulatory Attributes Control (1.22.24)
 
 
 
Control Tables Report (36.17.6)
0005
LotMstr
Lot Master
Lot Master Maintenance (1.22.1)
 
 
 
Lot Master Inquiry (1.22.2)
0006
InvDet
Inventory Details
Inventory Detail Maintenance (3.1.1)
Detail Maintenance by Item/Lot (3.1.2)
Inventory Detail Report (3.6.5)
Inventory Detail Maintenance (4.8.16)
0007
InvTran
Transaction History
Inventory Detail Maintenance (3.1.1)
Detail Maintenance by Item/Lot (3.1.2)
Transactions Detail Inquiry (3.21.1)
Transfer–Single Item (3.4.1)
Transfer with Lot/Serial Change (3.4.3)
Batchload Transfer with Lot/Serial Change (3.4.4)
Quality Order Results Entry (19.11)
0008
QualOrd
Quality Order
Quality Order Results Entry (19.11)
Quality Order Results Report (19.12)
Certificate of Analysis Print (19.20)
0009
PCOInc
PCO Incorporation
Incorporation Selection (1.9.7.4)
Incorporation (1.9.7.5)
Implementation (1.9.7.13)
PCR/PCO Detail Inquiry (1.9.2.8)
Print PCR/PCO (1.9.9.1)
0010
PCOAppr
PCO Approval
PCR/PCO Detail Inquiry (1.9.2.8)
PCR/PCO Approval (1.9.6.1)
Detail Approval Maintenance (1.9.6.13)
Print PCR/PCO (1.9.9.1)
Note: Some categories are also associated with reports and inquiries that can include electronic signature data. See Functional Reports and Inquiries for information.
Use E-Sig Category Master Report (36.12.14.11) to view information about the QAD-defined categories.
Category 0007 Considerations
Current signature data for category 0007, Transaction History, is never shown as part of the latest electronic signature when you access a previously signed record from one of the programs listed in QAD-Defined Categories for category 0007. When setting up this category, you should ensure that the fields and filters selected match for programs associated with two categories—such as Inventory Detail Maintenance—to avoid confusion regarding which data the signature is applied to. See Recording Electronic Signatures.
Note: You can still view the final data being signed in the final signature data frame for this category.
Category 0006 ld_det Records
Some companies choose to implement temporary locations by setting Permanent to No in Location Maintenance (1.1.18). This setting has consequences for how audit records are created and how electronic signatures occur. This section outlines the effects of auditing and signing temporary location detail records (ld_det).
Inventory Detail Maintenance (3.1.1) and Detail Maintenance by Item/Lot (3.1.2) create the following transactions for non-permanent locations:
• ISS-CHL transaction is created in tr_hist that sets the QOH to zero and deletes the ld_det record.
• RCT-CHL transaction is created in tr_hist that receives the quantity on hand (QOH) for the new inventory detail record that is created for the temporary location.
This standard behavior may lead to some confusion in understanding the audit history because three audit records are created:
• One to delete the temporary ld_det record
• One to create it with all new values
• One to update the QOH
The delete event is for a different ld_det record than the create and modify.
When electronic signatures are enabled, only one signature for these three events is captured. The signature is associated with the last event. This may appear to be misleading in the E-Signature History Report (36.12.5).
If you typically use temporary locations, you should consider this before enabling electronic signatures on this type of record.