General User Training: Documents & Training Modules

This lesson will focus on:

Logging In For The First Time
The Resource Center
Navigation
The Main Dashboard
Documents Module: Documents Full Table
Finding Training Dossiers

General User Training: Documents & Training Modules

Logging in for the First Time

Logging into ZenQMS is a simple process! When invited into your company's account, you will receive an invitation email. Please click on the link to create a password:

Create a permanent password and click submit to login:

The Resource Center

The ZenQMS Resource Center provides users access to our product updates and our application knowledge base. It is the place that you can submit tickets to our help desk if you need assistance. Users also have the opportunity to submit feedback to our teams for future improvements.

To access the resource center, click on the icon at the lower right hand corner:

1. Product Updates: This section provides the latest ZenQMS news, including new features, release notes, beta signups (TBD when functioning), & API information.

2. Knowledge Base: This section provides a quick way to navigate to the ZenQMS Knowledge Base to search for articles/videos pertaining to the application. 

3. Support: This section allows users to explore help resources, including submitting a help desk ticket, view submitted tickets, Quality Labs & Community Events.

4. Feedback: This section allows users to submit an improvement request or to vote on current requests through our product roadmap.

Navigation

All active modules are listed horizontally on the left side of any dashboard view in the application. The modules available for a user depends on the user's permissions and your company's settings.

The green plus button is a quick action feature where users can create new items, access quick links, and/or see recently viewed items. 

Users can work on multiple things at once; when a new page is opened, a tab if created. Users can switch back and forth between the tabs. There is a limit of 15 tabs being opened at once. 

The Main Dashboard

1. The Training Pie Chart: The pie chart allows you to view the training status information (including all non-compliant and compliant training records) by item in one table.

2. ZenQMS Modules: The module icons listed are the active modules in your account.

3. View Selection: This dropdown changes the dashboard view, depending on permissions. 

4. The Activity List: The activity list lists all action items for the user, including signatures needed and overdue review items. These actions have nothing to do with training items and is not related to the training pie chart.

5. The Plus Button: The green plus button is a quick action feature where users can create new items, access quick links, and/or see recently viewed items. 

6. Your name: Here you can log out.

Documents Module: Documents Full Table

The documents full table lists all documents, minus archived documents, that are in the account. This includes effective, approved, draft, waiting approval, and reviewed documents.

1. Search: Searches all metadata within a document.
2. Table Views: Views that can be saved for easier navigation.
3. Settings: Saved table views can be shared here.
4. Export: Export table views.
5. Advanced Filter: Advanced filtering for document searches.
6. Add/Remove Columns: Add or remove columns from the table.

Search

The full table search feature allows users to search document metadata:

Table Views

Users can create saved table views after customizing their full table. All saved table views will be listed here for easy access. To switch through saved tables views, click on the saved view name. These views can be private, or can be shared with the whole company:

Settings

Table views are created and shared here. A user can customize their full table and have views for easy access. These views can be private or can be shared with the whole company:

1. Create New View: After the full table has been customized, the table view is saved here.
2. Whole Company: If a user would like to share the saved table view with the whole company, they can do so here.
3. Make View Private: This is the default setting, as all table views created are private until shared.

If a view is shared with the whole company, users can find the saved table view under the table views dropdown. If a table view is shared with the whole company, there will be a world icon next to the table view name:

Export

Table views can be exported into a CSV or Excel file. Once the full table is filtered, the full table can be exported by clicking the export icon:

Advanced Filter

The advanced filter for the full table is found here. Users can use the filter options to drill down a more comprehensive search:

Add/Remove Columns

Full Table columns can be added or removed here:

Finding Training Dossiers

Click on the Training Module icon on the left hand side. Click on the dropdown titled My Training Dashboard and select Trainee: Training Records:

To view your dossier, click on the dossier hyperlink next to your name in the table:

You can sort within the column or you can utilize the links at the top to see all training items that are at-risk/non-compliant, currently assigned files, or everything.