Issue/Change Control Import/Export Template For Verification Overview

It is common for clients to request that issue or change control categories be migrated from their sandbox account to their production account once they have created the categories and tested them.

Please note the import/export tool cannot be used to up-version an existing category, it can only be used to import a NEW category.

When you are ready to migrate a category over, please reach out to the ZenQMS Help Desk and we can get started on your migration! When requesting this action, your help desk agent will send over a template that has your category configurations listed. You will need to confirm that the template looks good before we can move forward with the migration.

Verifying the Template

There are 12 tabs on an issue/change control migrate template. They are as follows:

1. Account Roles-Permissions: Only the roles contained in your target category(s) should be in this tab.

*To verify: Please review these roles.

2. Account Role-Users: This tab should be blank. No transfer of user roles assignments should occur. If your roles are configured appropriately in the account we migrate to, users and roles will align.

*To verify: No verification needed.

3. Account Custom Fields: Only the account custom fields within your target category(s) should be found here.

*To verify: Please review these custom fields; we will only migrate in the account custom fields linked to this category. All others custom fields will be scrubbed. 

4. Account CF Select Options: This tab is a continuation of the previous tab. If you have custom fields that are single select, multi select that are used in this category, the dropdown values for these custom fields will be listed here. Only the account custom field choices linked to the specific category(s) should be found here.

*To verify: Please review these dropdown list values for accuracy. We will only migrate in the account custom field select options linked to the category(s). All others custom fields will be scrubbed. 

5. General Category Settings: Only the targeted category(s) should be found on this tab and in a "State" of "DRAFT". 

*To verify: Please review the Category Name, Key and Key starting number.

6. Category Roles - Permissions: Only the targeted category(s) should be found in here in the "Category Name" column.

*To verify: Please review the category name for accuracy.

7. Category Stages - Transitions: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.

8. Category Stage Assignees: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.

9. Category Stage Forms: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.

10. Stage CF Select Options: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.

11. Stage Instructions: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.

12. Stage Workflows: Only the targeted category(s) should be found here in the "Category Name" column.

*To verify: Please review the category name column for accuracy.