Who should take this course:
All Managers or staff that have been assigned the role of 'Approval Officer'.
You'll learn how to:
- How to link your team members to your user profile
- How to add a business contact
- How to assign user permission levels
Course expectations:
- Complete 3 sessions
- Read 10 'How to' articles
Time:
- 10 minutes per session
- 30 minutes for the entire course
Prerequisites:
Resource materials:
- LOGIQC QMS Setup Guide
- LOGIQC Build Workbook
All your resource material is available via your Client Portal. Please refer to your LOGIQC Primary contact to access these resources.
Curriculum:
Sesssion 1 - Adding users and assigning to my user profile:
To complete this session, read the following articles in order:
- How to create a user position in LOGIQC
- How to add a user and assign to a position
- How to add a user who is filling an existing position
- How to add a user who is filling a new position
Session 2 - Adding Business contacts and managing these:
To complete this session, read the following articles in order:
- How to Add/Remove a general business contact
- Contacts Register Tabs
- How to assign line management responsibilities
- How to schedule tasks against business contacts *NEW ARTICLE
Session 3 - Assigning user permission levels
To complete this session, read the following articles in order:
Learning outcomes:
Once you have completed this course you should be able to perform the following functions:
- Understand permission levels within LOGIQC
- Manage your team within LOGIQC
- Create business contacts & manage these within LOGIQC
Next course to complete:
- Managing meetings for Managers and Approval officers
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