Super User Training Lesson #7 Assignments (former Lesson #6)

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

INTRODUCTION TO CHANGE CONTROLS AND ISSUES
  1. No Assignment

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

SETTINGS
  1. No Assignment

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

ACCOUNT MODULES
  1. Toggle the Change Control module to "Off"
  2. After completing step #1, email a screenshot of your Dashboard with a subject of Lesson 6 Account Modules: [company] - [your last name] to training@zenqms.com
    • Example:
      • Lesson 6 Account Modules: Halted Pharmaceuticals - Lawrence
  3. Once you've emailed training@zenqms.com, toggle the Change Control module to "On"

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

NOTIFICATIONS
  1. Change your Signatures notification setting to "Immediately"

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

AUDIT TRAIL
  1. Filter the audit trail table by Module, select the "Settings" module
  2. Export the data to CSV
  3. Email the CSV file with a subject of Lesson 6 Audit Trail: [company] - [your last name] to training@zenqms.com 
    • Example:
      • Lesson 6 Audit Trail: Halted Pharmaceuticals - Lawrence

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

ACCOUNT ROLES
  1. Create a user role called Lesson 6 Role - [your last name]
    • Example:
      • Lesson 6 Role - Lawrence
  2. Add your username to the new user role

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ONLY PERFORM ASSIGNMENTS IN SANDBOX

 

ACCOUNT CUSTOM FIELDS
  1. Create an account custom field called Account Field - [your last name]
    • Example:
      • Account Field - Lawrence
  2. Select "Multiple Selection" for the field type
  3. Populate a few choices

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