Coruson
Admins | Coruson
Aimed at administrators of Ideagen Coruson, this curriculum contains all the courses you need to set up and configure users and modules.
Curriculum content
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In this course, you will learn how to manage user permissions in Ideagen Coruson. You will navigate the administration section, assign permissions, and understand how to customise access for various user groups. 5 - 10 mins Learning objectives: ü Navigate the administration section to manage users and groups ü A ssign and customise permissions for individual users and groups ü Utilise the "Permission Sets" to control access to various functions within Coruson
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In this course, you will learn how to create user permissions in Ideagen Coruson. You will navigate the administration section, create permission sets, and assign them to groups. 3 - 5 mins Learning objectives: ü Navigate the administration section to access and manage permission sets ü Create and customise permission sets ü Assign permission sets to groups and add individual members or organizational units
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In this course, you will gain a comprehensive understanding of the Administration section, focusing on how to access dynamic roles in Ideagen Coruson. You will learn how to filter permissions for the Document module and identify the specific actions that Document Copy Holders can perform. 3 - 5 mins Learning objectives: ü Navigate the Administration section to access Dynamic roles ü Filter and identify permissions for the Document module ü Identify the specific actions that Document Copy Holders can perform
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In this course, you will master managing Organisational Units within the Ideagen Coruson system. You will navigate the Administration section to access People in security and Organisational Units, create and manage new units, and reorganise their structure through drag and drop. 3 - 5 mins Learning objectives: ü Navigate the Administration section to access Organisational Units ü Create and manage new Organisational Units ü R eorganise the structure of Organisational Units through drag and drop
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In this course, you will learn how to navigate to the submission rules section within Ideagen Coruson, create and add new submission rules with specific conditions, and effectively apply and test these rules. 3 - 5 mins Learning objectives: ü Navigate to the submission rules section within the system ü Create and add new submission rules with specific conditions ü Apply and test submission rules
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In this course, you will navigate through Administration, Reporting, and then Workflows to create a workflow, add titles, purposes, and stages to it, and assign owners and durations to task stages. By the end of the course, you will be able to activate the workflow and manage stages effectively. 3 - 5 mins Learning objectives: ü Navigate to Workflows through Administration and Reporting ü Add titles, purposes, and stages to a workflow, including task stages with assigned owners and durations ü Activate the workflow and make stages dependent or run in parallel as needed
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In this course, you will navigate through Administration, Reporting, and Forms to create and configure forms with titles, descriptions, and unique numbering sequences. You will also learn how to add and manage sections, rows, fields, and configuration options, tailoring forms to meet specific needs. 3 - 5 mins Learning objectives: ü Navigate to Forms through Administration and Reporting ü Create and configure forms with titles, descriptions, and unique numbering sequences ü Add and manage sections, rows, fields, and configuration options
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In this course, you will navigate through Administration, Reporting, and Forms to add and manage rules within sections and fields of a form. In addition, you will be able to test and activate the form with the newly added rules to ensure proper functionality. 3 - 5 mins Learning objectives: ü Navigate to Forms through Administration and Reporting ü A dd and manage rules within sections and fields of a form ü Test and activate the form with the newly added rules
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In this course, you will access and manage section templates, create and format them by adding fields and adjusting rows. You will also learn how to apply and activate section templates within forms, ensuring proper configuration. 3 - 5 mins Learning objectives: ü Access and manage section templates ü Create and format section templates, including adding fields and adjusting rows ü Apply and activate section templates within forms, ensuring proper configuration
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In this course, you will learn how to navigate the administration system to manage Audit Types efficiently. You will be guided through the steps to create and configure new Audit Types, including setting prefixes, padding, and workflows. Additionally, you will gain the skills to edit Audit Type details, apply relevant checklists, control default responses, and select appropriate reports for instances of nonconformance or non-compliance. 3 - 5 mins Learning objectives: ü Navigate to the correct menu options to manage Audit Types ü Create and configure a new Audit Type including setting prefixes, padding, and workflows ü Edit and apply checklists and control default responses for an Audit Type
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In this course, you will learn how to navigate the administration system to manage and activate forms. You will be guided through the steps to set key details fields and activate forms. Additionally, you will gain the skills to distribute forms to groups and individual users effectively. 3 - 5 mins Learning objectives: ü Navigate to the correct menu options to manage and activate forms ü Set key details fields and activate forms ü Distribute forms to groups and individual users
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In this course, you will learn how to navigate the configuration tab to manage form routes. You will be guided through the steps to edit default routes and add alternate routes with specific rules. Additionally, you will gain the skills to assign owners, workflows, and interested parties to ensure effective form routing in Ideagen Coruson. 3 - 5 mins Learning objectives: ü Navigate to the correct tab to configure form routes ü Edit default routes and add alternate routes with specific rules ü Assign owners, workflows, and interested parties to form routes
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In this course, you will learn how to navigate the administration system to manage and create classifications. You will be guided through the steps to add parent and child entries to classifications and set them as mandatory. Additionally, you will gain the skills to apply classification factors to report forms and test them effectively. 5 - 10 mins Learning objectives: ü Navigate to the correct menu options to manage and create classifications ü A dd parent and child entries to classifications and set classifications as mandatory ü Apply classification factors to report forms and test them
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In this course, you will learn how to navigate the administration system to create and manage checklist templates. You will be guided through the steps to add sections and questions to checklist templates, rearrange them, and utilize the question bank to include predefined sections and questions. 5 - 10 mins Learning objectives: ü Navigate to the correct menu options to create and manage checklist templates ü Add sections and questions to checklist templates and rearrange them ü Utilise the question bank to include predefined sections and questions
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In this course, you will gain the skills to navigate the administration module, manage user settings, add new users, and verify their group memberships effectively within the Ideagen Coruson system. 3 - 5 mins Learning objectives: ü Access the administration module to manage user settings ü Add a new user by completing required fields and assigning details ü Verify group memberships for the newly added user