QMS (TEST)

Search for or select a competence profile in the organizational units tree.

You can create a new competence profile by clicking the three dots to the right of the organizational unit.

You can add users, document collections, documents or edit properties of a competence profile by clicking the Action menu to the right of the competence profile. Competence profiles can be moved between organizational units with the drag and drop function. A confirmation message will appear after the Competence profile has been moved

The righthand side of the application displays four tabs: Competence requirements, Document collections, Users, and Default for Units. These tabs are used to manage and administer requirements.

Competence requirements are all the quality documents that are required of a user to complete within a certain deadline. These Quality documents can be a part of a document collection or assigned individually, without an associated document collection, to the competence profile.

Add document button

To add documents to the competence requirements, click the add document button. In the new pop-up window, use the left side to search and select the folder the document belongs to. If there are many folders, use the Search folders search bar to quickly find the desired folder. If there are multiple sub-folders under the selected folder, toggle on the Include underlying button to search through all sub-folders. The documents that belong to the selected folders will appear on the right hand side of the pop-up window.

From the right hand side, search and select the documents to be added as competence requirements. Toggle on the Only approved button to show only documents that have been approved. If there are many documents in the list, use the Search documents search bar to search the document by title or id number.

Click the Settings button to set a Read within deadline, Read frequency, and a co-signer. Click the Notify by mail checkbox to notify the associated users of the changes. Click the Close button to save the settings.

Click the Add document(s) button to add the documents as competence requirements in the Competence profile.

The Document collections tab lists all the document collections assigned to a competence profile. A document collection is a group of documents that users assigned to the competence profile are required to complete within a given deadline.

Add document collection button

Click the Add document collection button to add one or several document collections to the Competence profile. Use the Search document collection search bar to quickly find and select the desire document collections. Document collections can be searched by name and id number. Click the checkbox next to the id number to select the document collection. Click the checkbox in the header to select all document collections currently listed.

Click the Settings button to set a Read within deadline, Read frequency, and a co-signer. Note that the settings apply to all the documents in the document collection.Click the Notify by mail checkbox to notify the associated users of the requirements. Click the Close button to save the settings.

Click the Add document collection(s) button to add the selected document collections to the Competence profile.

The Users tab lists all the users assigned to the Competence profile.

Add users button

Click the Add users button to add users to the Competence profile. In the new pop-up window, use the left side to search and select the organizational unit the user belongs to. Use the Ener your search criteria here search bar to quickly search for the organizational unit. If a parent folder has multiple sub-organizational units, toggle on the Include underlying button to include all sub-organizational units in your search. The users that belong to those organizational units will appear on the righthand side.

From the righthand side, search and select the users to be added to the Competence profile. Use the Search users to find users quickly. Click the checkbox by the user's name to select them. Click the check box in the heading to select all users currently listed. The total users listed and the total users selected are listed at the bottom of the pop-up window.

Click the Add user(s) button to add the selected users to the Competence profile.

A Competence profile can be added to multiple organizational units as the default Competence profile. A default competence profile means that all the requirements of that profile will automatically be assigned to the users belonging to the assigned organizational unit. If there are multiple sub-departments under the organizational unit, toggle on the Include underlying button to also make the selected competence profile the default for all the sub-departments.

Add organizational unit(s) button

Click the Add organizational unit(s) button to make the competence profile the default Competence profile for the selected organizational units. In the new pop-up window, use the left side to search and select the desired organizational units. Use the Enter your search criteria here search bar to quickly search for an organizational unit. Click an organizational unit to select it. The selection will be highlighted and listed on the right hand side.

Use the Search units search bar on the right hand side to search through the listed organizational units.

Click the Add organizational unit(s) button to set the competence profile as the default competence profile for the selected organizational units.