Quality Management: Professional
Documents Module
Aimed at users of the 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