Quality Management: Professional Users
Quality Management: Professional

Quality Management: Professional Users

Aimed at end users of Ideagen Quality Management: Professional, this curriculum contains all the courses you need to use the Quality Management: Professional modules.

Curriculum content

  • In this course, you will learn how to approve documents in Ideagen Quality Management.   ​10 - 15 mins​ Learning objectives: ü    Access documents requiring your approval ü    View other comments and the changes made to a document ü    Accept or reject a document ü    Add your electronic signature
    • Lesson Approving Documents

  • In this course, you will learn how to perform asset activities assigned to you in Ideagen Quality Management.   ​10 - 15 mins​ Learning objectives: ü    Access asset records you are required to perform activities on ü    Complete a scheduled activity ü    Add an attachment as evidence ü    Add your electronic signature
  • In this course, you will learn how to access and update audit records in Ideagen Quality Management.   ​10 - 15 mins​ Learning objectives: ü    Identify the different statuses within the audit process ü    Describe the purpose of the audit record fields and sections ü    Access  non-conformances and observations raised against an audit ü    View the audit checklist ü    Edit an audit record
  • In this course, you will learn about assets and examine the asset lifecycle. ​ 10 - 15 mins ​ Learning objectives: ü List examples of assets ü Explain what asset activities are ü Explain what asset non-conformances are ü List the key stages of the asset lifecycle ü Identify reasons why your organisation might use the Assets module
  • In this course, you will learn  how to access and update asset records in Ideagen Quality Management.    ​ 10 - 15 mins ​ Learning objectives: ü Describe the purpose of the asset record fields and sections ü View the activities performed on an asset ü View the non-conformance record of an asset ü Edit an asset record
  • In this course, you will learn how to raise a CA/PA against an asset. ​ 15 - 20 mins ​ Learning objectives: ü Raise a CA/PA against an asset ü View asset information from within a CA/PA record
  • In this course, you will learn what document control is, and the stages of the  document  lifecycle . ​ 10 - 15 mins ​ Learning objectives: ü Describe what document control is ü Identify reasons why your organisation needs to manage its documents efficiently ü Identify the stages in the lifecycle of a document
  • In this course, you will learn about the document details view to help you understand how a document is managed through it's lifecycle. ​ 15 - 20 mins ​ Learning objectives: ü Describe the purpose of the document’s detail fields ü Access document attachments ü View a document’s change requests, review and revision history, related documents, and associated items
  • In this course, you will learn various methods you can use to find documents in the list view. You will also learn how to access the different document registers. ​ 10 - 15 mins ​ Learning objectives: ü Search  and apply filters to locate specific documents ü Identify each of the document registers and their purpose ü Access the change request register
  • In this course, you will learn how to  acknowledge documents that have been distributed to you.  ​ 10 - 15 mins ​ Learning objectives: ü Access documents you are required to acknowledge ü Acknowledge documents ü Add your electronic signature
  • In this course, you will learn  how to complete document actions assigned to you in Ideagen Quality Management . ​ 10 - 15 mins ​ Learning objectives: ü Access documents you are required to perform actions on ü Complete document actions ü Reopen a completed document action
  • In this course, you will learn how to raise a change request against a document in Ideagen Quality Management. ​ 10 - 15 mins ​ Learning objectives: ü   View existing change requests ü   Add a change request ü   Edit a change request ü   Add an attachment to a change request
  • In this course, you will learn key information about audits and the key stages of the audit process. ​ 5 - 10 mins ​ Learning objectives: ü Describe what the audit module is ü Identify reasons why your organisation needs to perform audits ü Identify the stages in the audit process
  • In this course, you will learn how to use your training matrices to compare job roles and competencies against your own. ​ 10 - 15 mins ​ Learning objectives: ü Compare your own competencies against other competencies ü Compare your own competencies against competencies relating to another job role
  • In this course, you will learn about the  Ideagen Quality Management  CA/PA module and the key stages of the CA/PA process. ​ 5 - 10 mins ​ Learning objectives: ü Explain what CA/PA stands for ü Identify reasons why your organisation might use the CA/PA module ü Identify the steps of the CA/PA process ü Explain the purpose of each step of the CA/PA process
  • In this course, you will learn how to access and update CA/PA records in Ideagen Quality Management. ​ 10 - 15 mins ​ Learning objectives: ü Describe the purpose of the CA/PA record fields and sections ü View the stages and actions relating to a CA/PA record ü Edit a CA/PA record
  • In this course, you will learn how to raise a CA/PA using a wizard in Ideagen Quality Management. ​ 15 - 20 mins ​ Learning objectives: ü Raise a CA/PA using a wizard ü Update a new CA/PA ü Identify other areas of Ideagen Quality Management where you can raise a CA/PA
  • In this course, you will learn how to raise a CA/PA using a blank form, a template, and using an existing CA/PA. ​ 20 - 25 mins ​ Learning objectives: ü List the different methods you can use to raise a new CA/PA ü Raise a CA/PA using a blank form, template, or an existing CA/PA ü Identify the fields that must be completed before saving a new CA/PA ü Describe what is / is not duplicated when copying an existing CA/PA
  • In this course, you will learn how to complete stage actions assigned to you. ​ 15 - 20 mins ​ Learning objectives: ü Access CA/PAs you are required to perform actions on ü Complete a CA/PA stage action ü Reopen a completed CA/PA stage action ü Add your electronic signature
  • In this course, you will learn how to complete a CA/PA stage, which can only be done once all its actions have been completed. ​ 15 - 20 mins ​ Learning objectives: ü Access CA/PA stages you are required to complete ü Describe the conditions that must be met before you can complete a CA/PA stage ü Complete a CA/PA stage ü Reopen a completed CA/PA stage
  • In this course, you will learn about the occurrences and incidents process, to help you understand how the process begins with an occurrence being raised and ends with a closed incident. ​ 5 - 10 mins ​ Learning Objectives: ü Explain what occurrences and incidents are ü Identify reasons why your organisation might use the Occurrences and Incidents modules ü List the steps of the occurrences and incidents process
  • In this course, you will learn how to access occurrence records and view their related incidents. ​ 15 - 20 mins ​ Learning Objectives: ü Describe the purpose of the occurrence record fields and sections ü Edit an occurrence record ü Access an incident linked to an occurrence ü Describe the purpose of the incident record fields and sections ü View the stages and actions relating to an incident record ü Identify why some incidents have no associated occurrences
  • In this course, you will learn how to raise an occurrence, and the different types of fields you may need to complete. ​ 15 - 20 mins ​ Learning objectives: ü Raise a new occurrence ü Add an attachment to an occurrence ü Identify the different types of fields found in occurrence forms
  • In this course, you will learn how to complete stage actions assigned to you. ​ 15 - 20 mins ​ Learning objectives: ü Access incidents you are required to perform actions on ü Complete an incident stage action ü Reopen a completed incident stage action ü Add your electronic signature
  • In this course, you will learn how to complete an incident stage, which can only be done once all its actions have been completed. ​ 15 - 20 mins ​ Learning objectives: ü Access incident stages you are required to complete ü Describe the conditions that must be met before you can complete a stage ü Complete an incident stage ü Reopen a completed incident stage