Admins | Ideagen Quality Management Professional
Ideagen Quality Management Professional

Admins | Ideagen Quality Management Professional

Aimed at administrators of Ideagen Quality Management Professional, this curriculum contains all the courses you need to set up and configure users and modules.

Curriculum content

  •
    In this course,  aimed at  Quality Management administrators , you will learn  about the areas of the system that should be set up prior to using the Assets module .   ​10 - 15 mins​ Learning objectives: ü    Identify the areas of the Administration module that need to be set up before using the Assets module ü    Update managed lists relevant to the Assets module ü    Update custom labels relevant to the Assets module

    • Lesson Setting up the Assets Module

  • 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

  • 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

  • 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

  • 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

  • In this course, you will learn about the areas of the system that should be set up prior to using the Ideagen Quality Management CA/PA module. ​ 9 - 12 mins ​ Learning objectives: ü Update managed lists relevant to the CA/PA module ü Update CA/PA numbering sequences ü Modify custom labels

  • In this course, you will learn about  the areas of the system that should be set up prior to using the Audit module. ​ 5 - 8 mins ​ Learning objectives: ü Update managed lists relevant to the Audit module ü Update Audit numbering sequences

  • In this course, aimed at System Administrators, you will learn about  the areas of the system that should be set up prior to using the Documents module. ​ 5 - 8 mins ​ Learning objectives: ü Update managed lists relevant to the Documents module ü Set automatic review periods and default storage options for document types ü Update Document numbering sequences

  • In this course, aimed at System Administrators, you will learn how to customise the managed lists in Ideagen Quality Management Professional. ​ 5 - 8 mins ​ Learning objectives: ü Add items to a managed list ü Create a hierarchy of items in a managed list ü Delete, archive and reinstate items in a managed list

  • In this course, you will learn how to customise field labels and module names in Ideagen Quality Management Professional to suit the terminology used in your organisation. ​ 10 - 15 mins ​ Learning objectives: ü Rename a module ü Customise field labels ü Reset a customised field label to its default

  • In this course, you will learn how to set up and modify email notifications in Ideagen Quality Management. ​ 6 - 9 mins ​ Learning objectives: ü Edit and activate messages and reminder emails ü Set up conditional recipients ü Identify the different types of reminders and their purpose

  • In this course, you will learn how to configure occurrence routing to ensure the correct people deal with new occurrences raised in your organisation. ​ 4 - 7 mins ​ Learning objectives: ü Create a new occurrence routing configuration ü Define occurrence routing criteria and stakeholders ü Adjust occurrence type configurations to support occurrence routing

  • In this course, aimed at  System Administrators, you will learn how to update numbering sequences for the Occurrences and Incidents modules to apply a numbering system as required by your business. ​ 4 - 7 mins ​ Learning objectives: ü Update occurrence numbering sequences ü Update incident numbering sequences

  • In this course, aimed at  System Administrators, you will learn how to create a new user account, and identify where to find additional licensing information to help you manage your licenses and user access across your organisation. ​ 3 - 6 mins ​ Learning objectives: ü Create a new user ü Identify where to find licence information