Quality Management: Professional
Quality Management: Professional Advanced Users
Aimed at advanced users and managers using Ideagen Quality Management: Professional. This curriculum contains courses covering advanced actions in the Quality Management: Professional modules.
Curriculum content
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In this course, you will learn how to create asset records in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Create a new asset record ü Create a new asset record based on an existing one
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In this course, you will learn how to create draft and active documents. You will also learn how to copy information from an existing document when creating a new one . 20 - 25 mins Learning objectives: ü Identify when to create a draft or active document ü Create new draft and active documents ü Create a new document record based on an existing one ü Attach multiple files to a document record
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In this course, you will learn how to activate draft and draft approved documents, and distribute them to copyholders. 10 - 15 mins Learning objectives: ü Activate draft or draft approved documents ü Add copyholders to a document record individually or using a template ü Add users to be notified of a document ü Distribute documents
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In this course, you will learn how to review change requests and create a new revision of a document. 10 - 15 mins Learning objectives: ü Accept and reject change requests ü Create a new revision of a document
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In this course, you will learn how to perform document reviews assigned to you in Ideagen Quality Management. 10 - 15 mins Learning objectives: ü Access documents you are required to perform reviews on ü Perform a document review action ü Add your electronic signature
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In this course, you will learn how to schedule and complete a document review in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Schedule a new document review ü Invite other users to review a document ü Remove users from a scheduled review ü Complete a document review
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In this course, you will learn how to approve, reject and close occurrences in Ideagen Quality Management. 20 - 25 mins Learning objectives: ü Approve, reject and close occurrences ü Update an incident record ü Add your electronic signature
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In this course, you will learn how to assign approvers and a workflow to a draft document, then submit it for approval. 20 - 25 mins Learning objectives: ü Add and remove approvers to a draft document ü Adjust a document workflow ü Submit a document for approval ü Understand the process to follow if someone rejects a document for approval ü Check in / out a document attachment
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In this course, you will learn how to update an asset as unavailable and archive asset records. 10 - 15 mins Learning objectives: ü Mark an asset as unavailable ü Archive an asset
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In this course, you will learn how to assign activity types to asset records and schedule asset activities. 15 - 20 mins Learning objectives: ü Assign an activity type to an asset ü Schedule an activity for an asset ü Remove an activity type from an asset
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In this course, you will learn how to schedule an audit. You will also learn how to confirm the audit schedule, and set audits to recur at regular intervals. 25 - 30 mins Learning objectives: ü Schedule a new audit ü Set up a series of recurring audits ü Confirm a scheduled audit ü Reschedule a confirmed audit ü Set an audit’s schedule to repeat
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In this course, you will learn how to assign audit team members to an audit in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Understand the key roles in the audit team ü Assign auditors and auditees to an audit ü Allocate the role of Lead Auditor ü Add a note against an audit team member ü Remove auditors and auditees from an audit
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In this course, you will learn how to assign scope items to an audit in Ideagen Quality Management. 10 - 15 mins Learning objectives: ü Add and remove audit scope items ü Change the primary scope of the audit ü Assign and view documents as scope items
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In this course, you will learn how to raise findings in an audit, including non-conformances and observations. 20 - 25 mins Learning objectives: ü Raise a CA/PA finding using a wizard ü Raise an incident finding, including performing a risk assessment ü Add an observation against an audit or one of its checklist questions
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In this course, you will learn how to add checklists and questions to an audit in Ideagen Quality Management. 20 - 25 mins Learning objectives: ü Create a new checklist ü Add new questions to a checklist ü Remove a checklist from an audit ü Set predefined responses and automatic raising of non-conformances
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In this course, you will learn how to set up and configure CA/PA templates. 20 - 25 mins Learning objectives: ü Create a new CA/PA template ü Assign stages, actions and a workflow to a CA/PA template ü Associate CA/PA sources with a CA/PA template ü Set a default CA/PA template