Admins | Regulatory Intelligence
Regulatory Intelligence

Admins | Regulatory Intelligence

This curricula is designed for administrators responsible for setting up and managing the Ideagen Regulatory Intelligence platform. From user and site management to document control and customisation, the courses in this learning path will help you tailor the platform to suit your organisation’s needs. As the platform evolves, this curricula will expand to support ongoing configuration, governance, and maintenance tasks

Curriculum content

  • In this course, you will learn  how to create and manage profiles in the Regulatory Content system. This includes setting jurisdictions, defining business details, and generating relevant law checklists based on your selections. ​11 - 12 mins ​ Learning objectives: ü Create a new profile with appropriate settings ü Assign the profile to specific sites and jurisdictions ü Complete each tab with business, material, and safety details ü Generate and save a profile with the relevant law checklists
    • Lesson Creating a profile

  • In this course, you will learn   how to add and manage users in the Regulatory Content system, including setting user roles, assigning site access, and viewing user history. ​ 7 - 8 mins ​ Learning objectives: ü Access the user management section ü Add a new user with appropriate permissions ü Assign sites and set a default site ü Edit user details and view their change history
  • In this course, you will learn  how to create and manage sites in the Regulatory Content system. This includes setting a default site, assigning users, and reviewing the site's change history. ​ 4 - 5 mins ​ Learning objectives: ü Create a new site and set it as default ü Assign users to a site ü Edit site settings and user access ü View the history of changes to a site
  • In this course, you will learn  how to turn the compliance level feature on and off in the Regulatory Content system. You'll see how it affects what users see on the dashboard and within checklists. ​ 5 - 6 mins ​ Learning objectives: ü Identify if compliance levels are currently active ü Disable or enable compliance levels in a profile ü Understand how compliance data displays when active ü Confirm what changes when compliance levels are hidden
  • In this course, you will learn  how to add, manage, and search for documents in the Regulatory Content system. You'll learn how to upload standalone documents or link them to a checklist, and how to filter and update them later. ​ 6 - 7 mins ​ Learning objectives: ü Add standalone documents or link them to checklists ü Upload files or link to external sources ü Edit, deactivate, or delete documents ü Use filters to search and manage documents