Admins | Quality Management: Essentials
Quality Management: Essentials

Admins | Quality Management: Essentials

Aimed at administrators of Ideagen Quality Management: Essentials, this curriculum contains all the courses you need to set up, configure, and manage your users and your system.


Curriculum content

  • In this course, you will learn how to create new user accounts in Ideagen Quality Management Essentials. ​ 3 - 4 mins ​ Learning objectives: ü Identify the required system permissions to add users ü Create a new user account
    • Lesson Adding users

  • In this course, you will learn how to create new groups with assigned permissions and users in Ideagen Quality Management Essentials. ​ 5 - 7 mins ​ Learning objectives: ü Create a new group ü Assign permissions to a group ü Add users to a group ü Make a group active
  • In this course, you will learn two different methods to assign permissions to users in Ideagen Quality Management Essentials. ​ 4 - 6 mins ​ Learning objectives: ü Assign permissions to individual users ü Assign permissions to a group of users ü Identify how to find more information about permissions
  • In this course, you will learn how to assign and send tests to users so that it appears in their Quality Management Inbox. ​ 4 - 6 mins ​ Learning objectives: ü Adjust the settings for a test ü Assign a test to individual users, and groups of users ü Send a test to users
  • In this course, you will learn how to assign and send training to users in Quality Management Essentials. ​ 5 - 7 mins ​ Learning objectives: ü Adjust the settings for training ü Assign training to individual users, and groups of users ü Send training to users
  • In this course, you will learn how to configure email reminders  to tailor the system to your organization's needs. ​ 7 - 8 mins ​ Learning objectives: ü Configure and update email reminders ü Customize the content of email notifications ü Modify the frequency of scheduled tasks
  • In this course, you will learn how to create a new email action in Ideagen Quality Management Essentials and configure it according to your business needs.  ​ 7 - 9 mins ​ Learning objectives: ü Access email actions ü Identify how to edit or remove existing email actions ü Create a new email action
  • In this course, you will learn how to import a workflow and understand the options available, and their implications. You will also learn how to export a workflow ready to share with others. ​ 7 - 9 mins ​ Learning objectives: ü Access Ideagen's best-in-class workflows ü Export an existing workflow ü Identify the import workflow options and their implications ü Import a workflow and push it online
  • In this course, you will  explore the various reports which provide valuable insights into your system data, and how to create custom reports tailored to your specific needs. ​ 9 - 12 mins ​ Learning objectives: ü Access and run high-level system reports ü Identify the options to filter and customize system reports ü Create a custom report