Notifications & Reporting¶
A QMS only works if people engage with it daily — this module is how QStack comes to you instead of waiting for you to remember to log in and look. It has two halves: a personal task inbox and email notifications for individual users, and a quality metrics dashboard and scheduled reports for Quality role holders, Operations, and leadership.
Your task inbox¶
Every user has a single task inbox at /inbox/ that pulls together
everything you personally need to do, across every module:
- Documents awaiting your review or approval signature
- Records awaiting your review
- Training assignments you haven't completed yet
- Deviation or CAPA actions you own
- Change requests awaiting your impact assessment, approval, or an implementation action you own
- Complaints you own, or complaint triage awaiting you
- Audit findings or Vendor Summary Reports awaiting your signature
- Effectiveness checks you need to perform
Each entry shows a one-line summary, the module it belongs to, its due date and how overdue it is (if at all), and a direct link to act on it.
The inbox is your default landing page after login whenever you have open tasks. If you're fully caught up, you'll see a "you're all caught up" welcome instead.
Notification emails¶
QStack raises a notification whenever:
| Trigger | Who's notified |
|---|---|
| You're added as a reviewer or approver | You |
| A task you own is approaching its due date | You |
| A task you own is overdue | You, then (after escalation) your line manager and Quality role holders |
| A document you're trained on moves to a new Effective version | You, as a new training assignment |
| A CAPA you own moves to a new stage | You |
| A change request you raised is approved or rejected | You |
| A complaint is received | Quality role holders — the triage clock starts |
| A finding is raised against a vendor or function you own | You |
| An effectiveness check verdict is "not effective" on a CAPA you owned | You and Quality role holders |
Notifications reach you through whichever of these channels apply:
| Channel | When |
|---|---|
| In-app inbox entry | Always |
| Always for assignment, due-soon, and overdue events; configurable for everything else | |
| Daily digest email | One email a day summarizing your open items — you can turn this off |
| Slack/Teams webhook | Optional, per tenant — a single webhook receives a daily digest of QA-relevant events |
Default reminder cadence is: notification on assignment, a reminder at 7 days before due, another at 1 day before due, then daily once overdue. Your tenant can override these defaults.
Quality metrics¶
The QA dashboard is a single screen of tiles. Each tile is a self-contained metric — click any tile to drill into the underlying list, and click any row in that list to open the object itself, complete with its full history and signing log.
The default tile set (your tenant can enable or disable tiles, but not reshape them):
| Tile | What it shows |
|---|---|
| Open deviations | Count by classification — Critical/Major/Minor |
| Open change requests | Count by classification and stage |
| Open complaints | Count by classification, with triage-clock status |
| CAPA on-time closure | % closed on or before target date, last 12 months |
| Effectiveness pass rate | % of effectiveness checks passing on first review |
| Training compliance | % current, per job function and overall |
| Documents overdue review | Count and list |
| Vendors with overdue audits | Count, by criticality tier |
| Vendor qualifications expiring (90d) | Count and list |
| Recent audit findings by severity | Trend chart |
| Signing log integrity | Latest export status and any anomalies |
| Tasks overdue across the org | Total count, top 5 owners |
Every tile and every list view can be exported: CSV of the underlying data, PDF of the rendered view for audit-prep packs, or a full-dashboard PDF snapshot for a monthly QA review.
Two halves, one module¶
| Half | Audience | Surface |
|---|---|---|
| Notifications and task inbox | Individual users | Personal inbox, email digest, in-app entries |
| Reporting and quality metrics | Quality role holders, Operations, leadership | Dashboard tiles, exportable reports, scheduled snapshots |
Both halves draw on the same underlying events — a document moving to Effective, a CAPA action completing, a complaint being triaged — so nothing you see on the dashboard is a separate reporting pipeline from what shows up in someone's inbox. It's the same event, surfaced two ways.
Standard reports¶
Beyond the live dashboard, QStack ships scheduled report jobs:
| Report | Frequency | Audience |
|---|---|---|
| Monthly QA metrics pack | Monthly | Quality role holders, Operations Director |
| Annual Management Review pack | Yearly | Management Review meeting |
| Quarterly trending report | Quarterly | Quality role holders |
| Audit trail review per process area | Monthly | QA per area |
Each scheduled report generates automatically on your tenant's schedule, lands as a record (auto-classified by report type — see Quality Records), optionally emails a named distribution list, and can itself be signed as "reviewed" so the management-review trail closes on its own.
Audit trail review¶
Annex 11 expects you to periodically review the audit trail — QStack makes that practical instead of theoretical:
- Per process area, the report lists every audit-trail event in the period.
- It highlights anomalies — signatures performed with weaker authentication than your current tenant policy requires, sign counts that look implausible, or a hash-chain verification failure.
- A Quality role holder signs to mark the review as performed.
- The signed review is itself a record, retained per your retention policy.
See Electronic Signatures for how the signing log's hash chain underpins this review.
Tenant configuration¶
A few things about how this module behaves are set once for your whole organization, typically during onboarding:
- The email digest opt-in default (default: on)
- The Slack/Teams webhook URL, if you want one (optional)
- Reminder cadence overrides
- Scheduled report distribution lists and frequencies
- Which dashboard tiles are enabled (default: all)
Individual users can still turn their own daily digest email on or off regardless of the tenant default.
What this module doesn't do¶
- It doesn't offer a custom dashboard designer — the tile set is fixed; tiles can be hidden but not reshaped.
- It doesn't provide pivot or OLAP-style ad-hoc analytics — use the CSV exports in your own BI tool for that.
- It doesn't push individual per-user notifications to Slack or Teams — a single per-tenant digest is the current scope.
- It doesn't send SMS or phone-call notifications.