Overview
Overview of the Document lifecycle – Quality Management (Professional)
User Guides
After the introduction in each of the guides, click on the option for Windows Client for the correct instructions:
- Navigating the Documents module – Quality Management (Professional)
- Raising a change request against a Document – Quality Management (Professional)
- Completing a Document change request – Quality Management (Professional)
- Acknowledging a Document – Quality Management (Professional)
- Creating a Document – Quality Management (Professional)
- Revising a Document – Quality Management (Professional)
- Submitting a Document for approval – Quality Management (Professional)
- Approving a Document – Quality Management (Professional)
- Activating and distributing a Document – Quality Management (Professional)
Overview
Overview of the CA/PA lifecycle – Quality Management (Professional)
User Guides
After the introduction in each of the guides, click on the option for Windows Client for the correct instructions:
- Navigating the CA/PA module – Quality Management (Professional)
- Creating a CA/PA record – Quality Management (Professional)
- Completing CA/PA stages and actions – Quality Management (Professional)
- Closing and reopening a CA/PA record – Quality Management (Professional)
- How to Add a CA/PA Wizard to Improvement Ideas – Quality Management (Professional)
User Guides
After the introduction in each of the guides, click on the option for Windows Client for the correct instructions:
- Asset Quick Start Guide – Quality Management (Professional)
- Creating an Asset – Quality Management (Professional)
- Managing Activity Types on an Asset – Quality Management (Professional)
- Performing an Activity on an Asset – Quality Management (Professional)
- Raising a CA/PA against an Asset – Quality Management (Professional)
Overview
Overview of the Audit lifecycle – Quality Management (Professional)
User Guides
After the introduction in each of the guides, click on the option for Windows Client for the correct instructions:
Sign up for an Ideagen Luminate account at: Skills | Ideagen
First Use
- Accessing and navigating Ideagen Quality Management – when prompted choose access by username and password. Training for first use and changing preferences.
Advanced Use
- Using the list view – Training on creating advanced searches, use of column chooser, group by panels and nested views for audits.
- Using the details view – Training on document record and audit record views.
Sign up for an Ideagen Luminate account at: Skills | Ideagen
If spending over an hour in training, keep an eye on the timer at the top right of the page.
Basic Users
- Document control and the document lifecycle
- Acknowledging documents
- Viewing document records
- Raising change requests
- Using the document list view
Document Owners
- Reviewing change requests and revising documents
- Performing document reviews
- Creating draft and active documents
- Submitting draft documents for approval
- Activating and distributing documents
Document Approvers
Sign up for an Ideagen Luminate account at: Skills | Ideagen
Basic Users
Advanced Users (NC Handlers)
Equipment Training
Sign up for an Ideagen Luminate account at: Skills | Ideagen
Asset and Activity Owners
