Change Control - Settings Overview

This article is a high level overview of where you would go to find your Change Control settings, configurations and what actions can be taken by clicking on the   button on the left hand side of your dashboard.  Click on the hyperlinks for detailed instruction on how to perform the actions or for helpful tips.

Log into your ZenQMS account and from your dashboard view click on the  on the left hand side of the screen, if you hover on the button the word "Settings" will appear

Once in the "Settings" tab you will see the following items:

SETTINGS

1. Administration: if you click on this option, you will be taken to your administration section, where you access your Member Account, Site Management, and Configuration sections for all modules EXCEPT for Change Control and NEW Issues.

2. User Profile: This section will allow a user to edit personal information, password/security options (if non-SSO), preferences, and notifications.

3. Account

• Active Modules: Here you can turn on/off module visibility for all staff. ***Right now you can only turn on/off the Change Control and Task modules. Turning a module on/off doesn't delete any data but does hide the access icons from all users.
• Custom Fields: These are a new feature that has only be implemented in the Change Control and Issues modules. Clicking this option will allow you to create and manage custom fields for the Change Control and Issues Module.
  • Change Control: Account Custom Fields
  • Adding a Field to a Stage
• Roles/Permissions: This option allows you to create new roles and the permissions for the Change Control module (these due not apply to other modules). When you're configuring this section, best practice is to mirror to your existing user-groups and permissions for other modules. These roles are critical for assignment to module permissions and workflow steps (e.g. in a CC Category) NOTE: Administration: Account Super User  is a permanent role that should be severely limited. This user has significant access/permissions account wide. 
• API Settings: This option allows Administrators to set up integrations with ZenQMS. These are currently limited to 'READ' transactions in the Issues, Change Control, and Tasks modules.
  • API Settings - READ Transaction in Issues, Change Control and Tasks
• Audit Trail: This options allows users with permission to view the audit trail for Issues, Change Control, and Tasks modules only, as well as user log ins.

4. Configuration

• Configuration: Change Control: This houses your all your Change Control category configurations. This is where you will go to create or edit Change Control categories.
  • Change Control: Category Configuration Overview
  • Creating a New Change Control Category
• Import/Export: This will allow you to import or export a change control configuration from the application. If importing/exporting change control, please make sure the change control module is selected.