How to add a record

What is a record in LOGIQC

The purpose of the Records register, also referred to as the evidence register, is to maintain evidence of critical activities required to support / accreditation.  

The records register allows organisations to:

  • Automatically compiled list of all records added to the system.
  • Demonstrate evidence of outcomes to external auditors

Adding a record

records_menu.png

  1. Select 'Records' from the 'Registers' drop down menu
  2. Click 'Add'
  3. Complete the required fields.
  4. Attach the record
  5. Click Save

Field descriptions

record_form.png

Record name

Enter a brief title for the record. This is the title that staff will see on the register so the title should be short and descriptive.

Category

Select the most relevant category for the record. The options can be controlled by your System Administrator.

Keywords/Reference

Enter a keyword or number relating to the record. This field is optional but it supports very powerful keyword searches because it’s linked to the search field.

Author

We recommend the name of the authoring organisation is entered.

Roles (Viewing permissions)

Selecting a restriction level will mean that only users with those permission levels can see the record.

To see the permission levels assigned to users, go to contacts/staff contacts and click export.

Related work area

Select the work area of your organisation that the record most relates to. The options can be controlled by your System Administrator.

Meeting to monitor task

Select the staff team responsible for the record.

Approval officer

Select the staff member to approve the document. Only people with the relevant system permissions levels are able to approve records.

Comment

Enter any comment relevant to this record. This field is optional.

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