Scheduling and managing compliance tasks

Overview

This workshop provides instruction on how to schedule a compliance task, modify compliance task requirements, link improvement tasks and close a compliance task

Training level: Advanced

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

Duration: 60 minutes

Preparation

Related on-boarding requirement:

  • Determining scope of content in LOGIQC
  • Business rules for managing LOGIQC
  • Reporting pathways in LOGIQC
  • Instructions for standard tasks

Pre-requisite training for this workshop:

Additional Information for Trainers

  • When scheduling this training session, participants should be advised of any pre-requisite training required prior to attending this learning session.
  • Trainer must verbally present the background and set the scene around the expected learning outcomes for this session.
  • Trainer to prepare for demonstrating key tasks to participants.

Background

The Compliance register ensures critical activities are undertaken to minimise risk and meeting compliance obligations

Expected Learning outcomes

Upon completion participants will gain the following knowledge and skills:

  • Understanding of purpose and scope of the Compliance Register
  • How to use the group functionality when scheduling compliance tasks
  • How to draft the instruction for a compliance task
  • How to attached a document to a compliance task
  • How to use the scheduler
  • How to change the instructions of an compliance task once it has been setup
  • How to change the date of a compliance task in progress (occurrence) or change the date of future compliance tasks (series)
  • How to sort, filter and search the Compliance Register

Demonstration 

How to add a compliance requirement

How to approve a compliance requirement

How to action a compliance requirement 

How to create a related item

Learning Resources

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