Please note: effective December 8th, 2025, this Super User Training Lesson will no longer be updated. If you're looking for the latest training, please refer to our Super User Training SCORM Package, which covers Issues, Change Control, and Tasks, linked here. If you have any questions, please reach out to the ZenQMS Support Team at help@zenqms.com.

ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

1. Depending on the module that your team is planning to use, create a category within the module called Lesson 8 Category - [your last name], make the key your initials
   • Example:
     • Lesson 8 Category - Lawrence
     • BL

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1. Within the category that you've created, update the Roles/Permissions to give all permissions to the user role that you created in Lesson #6
2. Add 4 stages to the category and make 2 of the stages final stages titled Closed - [your last name] and Cancelled - [your last name], respectively
   • Example:
     • 1st Stage - Lawrence
     • 2nd Stage - Lawrence
     • Closed - Lawrence
     • Cancelled - Lawrence
3. Add transitions to the category, more specifically, your 1st stage should go to either the 2nd stage or Cancelled - [your last name] and the 2nd stage should go to either Closed - [your last name] or Cancelled - [your last name]

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1. In the 1st stage of your category, add at least one field and add the account custom field that you created in Lesson #6
2. Assign the 1st stage of your category to the user role that you created in Lesson #6
3. In the 2nd stage of your category, add at least one field
4. Assign the 2nd stage of your category to the user role that you created in Lesson #6
5. In the 2nd stage of your category, add a stage signature step and assign that step to any user role within your account that isn't your Lesson #6 user role

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1. Review your category and confirm that you haven't violated any best practices
2. Approve your category for use

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