How to Enable Account Backup

This back up utility offers you a means for creating a local backup of all account data beyond the robust disaster recovery protocols that ZenQMS deploys to ensure business continuity. Enabling this option will create a single zip file containing:

1) PDFs of all your exported files (e.g., Documents, Issues, Actions, etc.); and

2) CSV files of all critical tables in the applications (e.g., Controlled Files table, etc.).

(Permission Needed: "Member Administration/Configuration")

1. Log into ZenQMS

2. Select the Settings icon found along left-hand panel. It is the bottom icon that looks like a gear. This will open up the Settings and Administration section. Click on the Administration tab at the top. 

3. Click "Member Account" on the left-hand side

4. On the "General Preferences" tab, scroll down to the section titled "Account Backup"

5. Click enable_account_backup_button.png

6. Set the Backup Frequency

7. Select a designated user to receive the Email Notification that the backup is complete

8. Make sure to click SAVE.png after you finish updating these settings

9. Optional: You can request an immediate backup by clicking request_immediate_backup_button.png


What's in the Backup?

The backup function creates a downloadable zip file organized by folder for all core modules that includes:

  1. PDF formats of the latest docs or exports of selected items (e.g. audits, issues, CAPAs, dossiers)
  2. CSV exports of most data fields from these tables as you would see them in the application. 

PLEASE NOTE - currently, the backup does NOT include courses, events, and users tables

The designated user will be notified when a backup is concluded.  They can then log in and click the most recent back up to download the ZIP file (see below).  


Here is an example of the folder unzipped:



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