Ideagen Quality Management Professional
Users | Documents module | Ideagen Quality Management Professional
Aimed at users of the Ideagen Quality Management Professional Documents module, this curriculum contains all the courses you need to use the Documents module.
Curriculum content
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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 how to assign approvers and a workflow to a draft document, then submit it for approval. 20 - 25 mins Learning objectives: ü Add and remove approvers to a draft document ü Adjust a document workflow ü Submit a document for approval ü Understand the process to follow if someone rejects a document for approval ü Check in / out a document attachment
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In this course, you will learn how to create draft and active documents. You will also learn how to copy information from an existing document when creating a new one . 20 - 25 mins Learning objectives: ü Identify when to create a draft or active document ü Create new draft and active documents ü Create a new document record based on an existing one ü Attach multiple files to a document record
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In this course, you will learn how to activate draft and draft approved documents, and distribute them to copyholders. 10 - 15 mins Learning objectives: ü Activate draft or draft approved documents ü Add copyholders to a document record individually or using a template ü Add users to be notified of a document ü Distribute documents
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In this course, you will learn how to review change requests and create a new revision of a document. 10 - 15 mins Learning objectives: ü Accept and reject change requests ü Create a new revision of a document
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In this course, you will learn how to schedule and complete a document review in Ideagen Quality Management. 15 - 20 mins Learning objectives: ü Schedule a new document review ü Invite other users to review a document ü Remove users from a scheduled review ü Complete a document review
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In this course, you will learn how to perform document reviews assigned to you in Ideagen Quality Management. 10 - 15 mins Learning objectives: ü Access documents you are required to perform reviews on ü Perform a document review action ü Add your electronic signature
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In this course, you will learn how to assign actions to a document, which must be completed before the document is distributed. 10 - 15 mins Learning objectives: ü Move approved documents to the Draft Approved status ü Add an action to a document record ü Edit a document action
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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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Whenever you create a new document or revision which requires approval, having an approval template set up will automatically add the approvers for you. In this course, you will learn how to create and use approval templates in Ideagen Quality Management Professional . 5 - 8 mins Learning objectives: ü Create an approval template ü Assign users and document types to an approval template ü Apply a workflow to an approval template ü Use a template to add approvers to a document
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Whenever a new active document or revision is created, a copyholder template lets the user quickly assign copyholders. In this course, you will learn how to create and use copyholder templates in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Create a copyholder template ü Add users to a copyholder template ü Use a copyholder template to distribute a document