Phase #2: Detailed Migration & Document Categories

Phase Overview

Phase #2 of the migration focuses on making significant progress on the tabs introduced in Phase #1 and getting started on configuring key settings. For this phase, there will likely be multiple iterations to fine tune the main tabs and new settings. This is typically the phase that takes the most time. By the end of this phase, your Sandbox environment should be nearly ready to go with the exception of training. To complete Phase #2, you should start by reviewing each section or 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. Detailed Migration
  2. Custom Fields
  3. Document Category Settings
  4. Document Category Workflows
  5. Document Category Users

 

 

Detailed Migration

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

  1. Complete filling out the Users, Documents, and Training Records tabs
  2. Continue to work on the User Groups and User Group Permissions tabs
    • There is a good chance that you will need to make further revisions after completing the Document Categories tabs
 
 

 

Custom Fields

 
 
 
 
 

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

  1. Add any needed custom fields
  2. Update the Documents tab to reflect the new custom field values
    • This only applies if custom fields were added. If custom fields are added, please use the custom field abbreviation in the Documents tab
 
 

 

Document Category Settings

 

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

  1. Review the current document category settings and make any necessary changes
    • The template should be populated with placeholder values for the initial set of categories
  2. Add any additional required category settings
 
 

 

Document Category Workflows

 

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

  1. Add category workflows for any document categories that require additional approvals
  2. Review the current user group settings and make any necessary changes
    • Since approval workflows may not lend themselves to the current user group setups, you may need to add additional groups or change the current user groups assignments
 
 

 

Document Category Users

 

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

  1. Add category users and user groups for all document categories
  2. Review the current user group settings and make any necessary changes
    • Since visibility and edit permissions may not lend themselves to the current user group setups, you may need to add additional groups or change the current user groups assignments
 
 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.