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
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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
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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
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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
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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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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
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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
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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
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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
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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
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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
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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
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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
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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
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In this course, you will learn how to apply your corporate branding to appear on any of the Ideagen Quality Management mobile apps and the web reporting portal. 3 - 6 mins Learning objectives: ü Upload an image ü Identify the image requirements ü Modify colours
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In this course, you will learn how to set up and configure mandatory field sets for your CA/PA records in Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Create a mandatory field set ü Select which fields must be completed ü Assign a CA/PA source to the mandatory field set
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Aimed at users with Administration permissions, in this course you will learn how to set up and assign classification values in Ideagen Quality Management Professional. 3 - 6 mins Learning objectives: ü Describe the difference between Standard and Managed classifications ü Create a new classification value ü Assign a classification value from an incident
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In this course, you will learn how to create a CA/PA wizard in Ideagen Quality Management Professional to help guide your users through the process of raising CA/PA records . 6 - 9 mins Learning objectives: ü Create a CA/PA wizard ü Add custom pages and fields to a wizard ü Set fields as mandatory, add default values and set hidden fields ü Select which modules the wizard is made available in
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In this course, you will learn how to set up the Ideagen Academy integration with Ideagen Quality Management Professional. 4 - 7 mins Learning objectives: ü Identify the Ideagen Academy integration requirements ü Set up a unique Ideagen Academy URL ü Integrate Ideagen Academy with your IQM database