Phase #1: Introduction to Migration & Mini Migration

Phase Overview

Phase #1 of the migration focuses on generating an understanding for the full process, best practices for using the template, feedback, and then ends with a mini migration into the Sandbox environment. For the mini migration, don't worry if the settings are not perfect, there will be multiple iterations as you progress through the process. By the end of this phase, you should have a good feel for how your data will migration into the application. To complete Phase #1, you should start by watching each video and completing the subsequent associated task (please complete all tasks before sending the migration template). Always complete tasks within the most up to date version of the migration template. After all of the tasks have been completed, email the update migration template with your company name and the migration Phase # in the subject line to migration@zenqms.com.

During the migration process, if you have any questions, please email migration@zenqms.com

After completing this phase, please leave a review by voting either ✓ or ✕

 

Table of Contents

  1. Process Overview
  2. Template Purpose
  3. Comments / Feedback Structure
  4. Users
  5. User Groups
  6. User Group Permissions
  7. Documents
  8. Training Records

 

 

Process Overview

 
 

 

Template Purpose

 
 

 

Comments / Feedback Structure

 
 

 

Users

 

Task (Please complete all tasks before sending the migration template)

  1. Fill out 10-15 additional users in the Users tab
    • If you can complete this tab easily on the first pass (limited user count, easy to pull all of the data at once, already have an export available, etc...), feel free to add all users
 

 

User Groups

 

Task (Please complete all tasks before sending the migration template)

  1. Add 10-15 additional items to the User Groups tab
 

 

User Group Permissions

 

Task (Please complete all tasks before sending the migration template)

  1. If you identify permissions that you would like certain user groups to have, update as needed
    • Your ZenQMS migration team will help you to identify potential permissions gaps based on your setup. 
 

 

Documents

 

Task (Please complete all tasks before sending the migration template)

  1. Create your first 10-15 documents
  2. Upload the corresponding source files to the dropbox link in your initial migration email in a single zip folder (no nested folders please)
    • If you can upload the source files for all of your documents, feel free to upload all at once. However, please note that if files are updated, you will need to perform additional uploads to the dropbox
  3. Include a list of high-level document categories (e.g. SOP, Form, Work Instructions, etc...) in the email with the initial draft of the migration template
 

 

Training Records

 

Task (Please complete all tasks before sending the migration template)

  1. Add 10-15 additional training records
    • If your team plans on making all users compliant at go-live or re-train at go-live, please ignore and hide this tab
 

 

 

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