In the Asset module you can have several activity types assigned to the records. On occasion, the maintenance requirements may change for assets and so you will be required to add or remove activity types. The steps below outline how to do this. Adding An Activity Type 1. Go to the Asset record. 2. Click...

Through the dynamic groups, it is possible to set-up permissions to the People module so that only the record holder (the person who's details are in the record) and their manager(s) can access these. This ensures that all data is treated confidentially and no unauthorised access can be obtained...

In follow up to last month’s tip about column customisation, record lists can also be customised by grouping records by one or more selected columns, e.g. Document Type. To group by a column: 1. Right-click over any column header and select ‘Show Group-By’ to surface the Group-By Box above the record...

Columns can be added to a record list for any module using Column Customisation as follows: 1. Right-click on any column header and select ‘Select Columns...’ from the context menu 2. A window displaying available columns for selection will be displayed 3. Add columns to the list by selecting...

Q-Pulse allows searches for records to be saved. This may save you time when you use the same search criteria regularly to find documents or non-conformances. You can save your search by: Opening the list view for a module Selecting the ‘Advanced...’ link at the bottom of the Search tile...

Where a record is opened from a module list view, the buttons in the main toolbar allow navigation to the other records in the list. However, you can create a custom list by selecting only the records you want to navigate between. This can be achieved by: Holding the Ctrl key and left-clicking on the...

Where multiple documents have been distributed to you within the Document module, these can be acknowledged collectively by: Selecting the ‘To Acknowledge' from the My Actions metric from the Document list screen to retrieve the relevant documents Reading the documents as necessary Selecting...

April's tip of the month explains how to re-order modules on the Launchpad. The order can be customised as follows: ... Select the icon at the top of the LaunchPad to open the preferences window. Select the LaunchPad option on the left hand side to display the current Panel order on the right hand...

This handy tip shows how you can vastly reduce the time taken to access a module (such as CA/PA or Document) by specifying search criteria before opening the module. This can be achieved by: 1. Expanding the module tile on the LaunchPad by selecting the icon 2. Enter search terms in the provided text...

Group Edit feature Instances can arise where it is necessary to reclassify multiple Non-Conformance records eg Severity . It can be a slow and cumbersome task to achieve this by sequentially opening each record and making the necessary edit. However for such cases, Q-Pulse has incorporated a ‘Group Edit...