Managing documents and records

Overview

This workshop provides instruction on how to manage documents including the review of documents and how to approve records

Training level: Advanced

Participants: All LOGIQC users who have “approval officer” status or higher permission level in the system

Duration: 60 minutes

Preparation

Pre-requisite training for this workshop:

Related on boarding requirements

Expected Learning Outcomes

Upon completion participants will gain the following knowledge and skills:

  • Understanding of how LOGIQC manages documents versus records

Documents

  • Understanding of the purpose and function of the Document Register
  • Understanding of the purpose of controlling details
  • Understanding of the approving officer’s role in controlling documents
  • How to approve a new or revised document
  • How to bring a document under review
  • How to upload a revised document without going through the review phase of the workflow
  • How to read the system event history relating to a document
  • How to restrict access to a document

Records

  • Understanding of the purpose and function of the Records Register
  • Understanding of the role of the approving officer in managing records
  • How to approve a record or to request further work prior to approving a record
  • How to read the system event history relating to a record
  • How to restrict access to a record

Demonstration

How to approve a document

How to approve a document for review

How to review a document

How to approve a record 

Learning Resources

These are available via the LOGIQC Client Portal

  • LOGIQC QMS Setup Guide – for relevant standard or health service type
  • LOGIQC Build Workbook – for relevant standard or health service type
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