So far, we have the following courses available on the Academy:

Introduction to Q-Pulse
          ATD0012 - Navigating your way round Q-Pulse
          ATD0013 - How to use the LaunchPad
          ATD0014 - How to use the task pane in Q-Pulse
          ATD0015 - How to use the list view in Q-Pulse
         
Document Management
          ATD0002 - Creating a new document and adding a change request
          ATD0041 - How to create copyholder approval templates
          ATD0045 - How to search for documents
          ATD0046 - How to add an active document
          ATD0047 - How to raise a change request
          ATD0048 - How to review a document
          ATD0049 - How to revise a document
          ATD0050 - How to distribute and acknowledge a document
         
CA/PA Management
          ATD0004 - How to use CA/PA templates and wizards
          ATD0042 - How to create CA/PA templates and wizards
          ATD0069 - How to raise a CA/PA record
          ATD0070 - How to process a CA/PA record
          ATD0071 - How to close and approve a CA/PA record
         
Administration Module
          ATD0033 - Understanding licensing information
          ATD0034 - Q-Pulse security groups
          ATD0035 - Managing the people list within Q-Pulse
          ATD0036 - Managing messages within Q-Pulse
          ATD0037 - Developing and controlling managed lists
          ATD0038 - How to customise fields within Q-Pulse
          ATD0039 - How to set - up numbering preferences
          ATD0040 - Customising the LaunchPad
          ATD0065 - How to print reports in Q-Pulse
          ATD0066 - Designing new reports for use in Q-Pulse
          ATD0098 - Setting up messaging types within Q-Pulse
         
Other module courses
          ATD0003 - How to create and schedule audits
          ATD0016 - How to set-up the Asset module
          ATD0017 - Searching and viewing asset records
          ATD0018 - How to perform activities on assets
          ATD0027 - How to create personnel records
          ATD0088 - Adding customers and suppliers

There are plans for more courses to be added during the Summer. Are there any courses you'd like to suggest? What courses would help you use Q-Pulse more effectively? Post here! 

Use of the web client, there are subtle differences in use of the web client when compared with normal login routines.  A basic tour around the web, searches, buttons etc. would be useful

Good suggestion kwaldo - thanks. I'm sure this has been mentioned by other users too.

Anyone got any other suggestions? 

I think training users on setting up Active and Static folders within CA/PA would be useful.  I've been on the training and still find these a bit tricky!

Thanks,

Arfan

I would like to see more abouth the audit management system. This module within QPulse is great, however I dont feel that the one training module ' how to create and schedule audits' quite covers eveything that it can offer. More modules in the academy would be fantastic.

Thanks for the responses folks, your feedback is invaluable. 

I'm involved with creating new courses for the Academy. The second phase of the Academy is due to be released early in July, and you'll be pleased to hear that there are several courses planned for the Audit module and a course specifically tailored towards web-based Q-Pulse users.

 

Arfan:

I think training users on setting up Active and Static folders within CA/PA would be useful.  I've been on the training and still find these a bit tricky!

Within the CA/PA module, you can quickly find and display records using either “My Searches” or “My Folders”.

When you carry out a search (either quick or advanced), you can save the search criteria by right-clicking in the My Searches section of the task pane. Next time you wish to carry out this search, rather than re-entering the criteria, you can just double click on the name of your search. You can also share this saved search with other users. This is called “Active”, because any new records which appear on the system will still be displayed by your saved search – providing the search criteria are met.

However, you can also use virtual folders to store similar records together. You can create a new folder by right-clicking in the My Folders section of the task pane. Once you have created the folder, you can drag-and-drop any relevant records from the list view into your folder. You can then view all the records in the folder by double-clicking the folder. Again, this folder can be shared with other users, and a record can be placed into more than one folder. This is called “Static”, because any new records which appear on the system will not appear in your folder unless you (or someone else you share the folder with) place it there.  

This is also true for the Documents module
 

 

Hello from the US,

 I don't know about your clients in the UK, however I would like to see the Report Designer have a full run down on how to approach customized, apologies; "customised" reports, and specific do's and and do not's for the interface. Nothing more frustrating than working an a full report and having the application cause a application error. Thanks!

Just to give you an update of the progress of the Academy. The Audit module has now been released and contains 6 new courses. You can view more information here:

Hector, we plan to add two further courses which may be of interest - TCN0097 will deal with how to customise/customize reports, and TCN0100 will deal with creating customised reports for the People and Training + Competency modules.

TCN0100 will be released with the rest of the Training and Competency courses in mid-August and TCN0097 will be available at the end of August. Once these courses are up-and-running, any feedback regarding the content would be much appreciated!

I'm sure there is a good explanation for it but why are courses pre-fixed with ATD but the above are all TCN? I've been searching for these as numbered above but they don't exist but do appear under ATD!

Don't tell me that Gael don't follow a document control procedure!

 

In each training course there must be a "tip" or "shortcut" that could be indicated. For example in the audit module how a scheduled audit (scheduled but not confirmed) can be moved by "dragging and dropping" without having to change any elements (auditor, scope, checklist etc) of the audit other than the date. In version 4 this was a real hassle but what a simple yet effective tip this is.  

 

Bubonic:

I'm sure there is a good explanation for it but why are courses pre-fixed with ATD but the above are all TCN? I've been searching for these as numbered above but they don't exist but do appear under ATD!

Don't tell me that Gael don't follow a document control procedure!

 Heh... well spotted!

ATD stands for Academy Training Demo and is how they are referred to on the Academy. Whenever we make demos, we base them on an existing training course, which are controlled documents with the prefix TCN (Training Course Notes). When I was talking about TCN0100, I was talking about the existing training course, which of course would corresponds to the Academy demo:  ATD0100.

 

 

 

 I've tried to include tips and shortcuts wherever possible although sometimes these are missed.

 I'm assuming the trick you are talking about involves the Audit list view when you are viewing the audits by week or by month. Having just tried it out, I didn't know about that one myself! I'll try and include it into the appropriate audit demo..

 If you (or anybody else) know of any more of these shortcuts which are missing from the demos, please post them here and I'll try and include them.

 Many thanks.