How to customise drop down menus for LOGIQC QMS v5

About customising the LOGIQC drop down menus

Within each register are drop down lists that facilitate data entry and workflow. Most drop down lists are populated with default content that can be retained or removed. Some lists are empty and must be populated before the system will operate.

Step 1: Add items to the drop down lists unique to your organisation:

  • Work area
  • Meetings
  • Positions

Step 2: Review and update each of the remaining drop down lists. This will customise the options to your organisation. See below descriptions of the purpose of the each of the drop down menus. 

Editing the drop down menus:

  1. Log-in as the Administrator. The Administrator log-in details are supplied with the confirmation of purchase of the system. 

  2. Click the System setup link to open the System setup page.

  3. Choose a drop down list option to edit.

  4. Enter a new option in the field “enter option here” and click “add” to add an item to the list. To remove items not required, click Remove.

  5. Click Save to confirm changes.

 

Drop down menus in LOGIQC

Compliance source document

This list appears when creating a new item in the Compliance Register. It provides options for the user to select the source of the compliance requirement. The Compliance Register allows for sorting, filtering and report printing based on the items in this list.

Contact type

This list appears when adding a contact to the Contacts Register. It provides options for the user to select the type of contact being added. The Contacts Register allows for sorting, filtering and report printing based on the items in this list.

Contract category

This list appears when uploading a contract to the Contracts Register. It provides options for the user to select the type of contract being uploaded. The Contracts Register allows for sorting, filtering and report printing based on the items in this list.

Document category

This list appears when uploading a document to the Document Register. It provides options for the user to select the type of document being uploaded. The Document Register allows for sorting, filtering and report printing based on the items in this list.

Feedback category

This list appears when recording customer/client feedback in the Feedback Register and is used to describe the nature of the feedback received. The Feedback Register allows for sorting, filtering and report printing based on the items in this list. 

Feedback source

This list appears when recording customer/client feedback in the Feedback Register and is used to describe the type of customer/client/stakeholder providing the feedback.

Improvement source

This list appears when recording a new continual improvement suggestion in the Continual Improvement Register and is used to identify the driver for the improvement suggestion. The Continual improvement Register allows for sorting, filtering and report printing based on the items in this list. 

Incident type

This list appears when reporting an OHS incident or hazard in the OHS Incidents Register and is used to describe the nature of the incident being reported.

Licence type

This list appears when creating a licensing requirement in the Licensing Register and is used to describe the type of licence that needs to be monitored. The Licensing Register allows for sorting, filtering and report printing based on the items in this list. 

Meetings

This list appears when setting up a meeting in the Meetings Register and in each of the registers when creating a new register item. Only internal staff meetings that will be responsible for monitoring tasks should be added to this list.  Every register item must be assigned to a meeting.

Positions

This list appears when setting up staff contacts in the Contacts Register. A single unique position title should be created for every user of the system. If there are multiple positions with the same title, each position should be numbered to remain unique eg Receptionist 1, Receptionist 2 etc.

Quality Records

This list appears when uploading a document to the Quality Records Register. It provides options for the user to select the type of document being uploaded. The Quality Records allows for sorting, filtering and report printing based on the items in this list.

Site information

These settings allow you to customise QC to control the number of days that certain tasks will remain ‘current’ before they are deemed to be overdue.

Items:

  • Contract Expiry Date Warning

(Enter the number of days before the expiry date of a contract on the Contracts Register that officers are notified of the need to consider the renewal of the contract.)

  • Feedback Approval Offset
  • Improvements Approval Offset
  • OH&S Approval Offset
  • Repairs Register Approval Offset
  • Document Register Approval Offset
  • Supplier Approval Offset
  • Training and Licenses Approval Offset

(Enter the number of days that an ‘approval for action’ or ‘final approval’ task will remain ‘current’ for the approving officer before the task status changes to ‘overdue’ in their My tasks)

Supplier assessment criteria

This list appears when adding a new supplier to the Suppliers Register and is used as a checklist for the attributes of a potential approved supplier.

Training type

This list appears when creating a licensing requirement in the Training Register and is used to describe the type of training that needs to be undertaken. The Training Register allows for sorting, filtering and report printing based on the items in this list. 

Work area

This list appears when adding an item to any register. It is the list of work areas in the organisation that register items can be assigned to. All Registers allows for sorting, filtering and report printing based on the items in this list.  

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