Ideagen Quality Management Professional
Users | Ideagen Quality Management Professional
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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In this course, you will learn how to build a CA/PA dashboard to help analyze CA/PA data in Ideagen Quality Management. 10 - 13 mins Learning objectives: ü Create a new dashboard ü Add a chart and a combo box ü Bind data to the dashboard ü Configure dashboard options and colours
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In this course, you will learn how to create a typical audit dashboard, and add a bar chart, pie chart and gauge to it. 5 - 8 mins Learning objectives: ü Create a bar chart to show audit status data ü Add and configure gauges and pie charts in a dashboard ü Change the style and data shown within a chart
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In this course, you will learn how to create a treemap in a dashboard to display outstanding document acknowledgements in Ideagen Quality Management. 7 - 10 mins Learning objectives: ü Create a treemap in a dashboard ü Add dimensions and arguments ü Assign hidden dimensions and multiple filters
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In this course, you will learn how to access and use the workload in the Ideagen Quality Management Professional web interface (version 7.9 or higher). 2-5 mins Learning objectives: ü Navigate workload on the web ü Identify due and overdue actions ü Complete actions
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The Customers module lets you keep records about your customers and all their contact details. In this course, you will learn how to create customer records and add contacts. 3 - 6 mins Learning objectives: ü Create a customer record ü Add a contact to a customer record
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The Suppliers module lets you keep records about your suppliers, what they do, when they were approved and who is responsible for managing them internally. In this course, you will learn how to create a new supplier record. 4 - 7 mins Learning objectives: ü Create a new supplier record ü Add a contact to a supplier record
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If you attend a training course, you may be asked to record your evaluation. In this course, you will learn how to add an evaluation against a learning event in Ideagen Quality Management. 3 - 6 mins Learning objectives: ü Access your outstanding course evaluations ü Record a course evaluation
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In this course, you will learn how to raise a customer complaint in Ideagen Quality Management Professional using both a template, and a wizard. 4 - 7 mins Learning objectives: ü Raise a customer complaint using a template ü Raise a customer complaint using a wizard
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CA/PA owners should close their CA/PAs by their target date. In this course, you will learn how to close a CA/PA record in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Describe the conditions that must be met before you can close a CA/PA record ü Close a CA/PA record ü Reopen a CA/PA record