Video - Phase #3: Training Records, Courses, Course Documents, Course Assignments

Phase Overview

Phase #3 of the migration focuses on setting up training and getting to a finalized state on the tabs introduced in Phase #1 and Phase #2. This phase is usually completed fairly quickly relative to Phase #2. By the end of this phase, your Sandbox environment should be complete and you should be ready to attempt a migration into the Production environment. To complete Phase #3, 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

 

 

Training Records

PLEASE READ:  The reasons for adding Training Records to the Training Records tab in the migration template are:

  • It creates a compliant training record with a training completion date in the user's training dossier for training completed on any document found in your Documents tab.
  • Marks a user compliant on any assigned training for a document. Whether the user was assigned to train on a document at the document level or through a training course.
  • Since you added a Training Record with a completion date, the assigned users retraining interval for retraining on that document starts on that completion date. Meaning, if a documents retraining interval is set to 12 months, then the user's due date for completing training is 12 months from that last completion date.
  • If you have users that have completed training on documents that you are migrating, and you do not want them to have to train on these items again when you go-live, you will need to create a training record for these training items in the Training Records tab.

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

  1. Add 10-15 additional training records
    • If your team plans on marking all users compliant at go-live manually in ZenQMS or make users re-train at go-live, please ignore and hide this tab. If you are confused regarding this step of the phase, please contact ZenQMS. 

 

Courses Template

 

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

  1. Create any required courses

 

Documents-Course Template

 

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

  1. Add documents for each created course
 

 

Course Assignments

 

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

  1. Add user or user group assignees for each course
  2. Review the current user group settings and make any necessary changes
    • Since course assignments may not lend themselves to the current user group setups, you may need to add additional groups or change the current user groups assignments
 

 

Final Sandbox Migration

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

  1. Complete filling out the entire migration template
    • The template should be around 80%-95% complete at this point
  2. After the migration has occurred, review the Sandbox environment and make any last minute changes to the migration template
  3. Send the finalized migration template to migration@zenqms.com
 
 

 

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