iPassport Documents
Release Notes
Release Notes v3.6.12
Release Notes v3.6.11
Release Notes v3.6.10
Release Notes v3.6.9
Release Notes v3.6.8
Release Notes v3.6.7
Release Notes v3.6.6
Release Notes v3.6.5
Release Notes v3.6.4
Release Notes v3.6.3
Release Notes v3.6.2
Release Notes v3.6.1
Release Notes v3.6.0
Release Notes v3.5.7
Release Notes v3.5.6
Release Notes v3.5.5
Release Notes v3.5.4
Release Notes v3.5.3
Release Notes v3.5.2
Release Notes v3.5.1
Release Notes v3.5.0
Release Notes v3.4.18
Release Notes v3.4.17
Release Notes v3.4.16
Release Notes v3.4.15
Release Notes v3.4.14
Release Notes v3.4.13
Release Notes v3.4.12
Release Notes v3.4.11
Release Notes v3.4.10
Release Notes v3.4.9
Release Notes v3.4.8
Release Notes v3.4.7
Release Notes v3.4.6
Release Notes v3.4.5
Release Notes v3.4.4
Release Notes v3.4.3
Release Notes v3.4.2
Release Notes v3.4.1
Release Notes v3.4.0
Release Notes v3.3.5
Release Notes v3.3.4
Release Notes v3.3.3
Release Notes v3.3.2
Release Notes v3.3.1
Validation Tests
User Guides
GENERAL
- Attachment Management
- Basic Navigation
- Getting Started
- Metrics
- My Tasks
- My Tasks - Sidebar
- My Tasks - Global Menu
- Personal Preference Management
- Printing Management
- Sidebar Menu
- Simple View
- System Emails
- Users' Tasks
QUALITY MANAGEMENT
- Change Control
- CC Settings & Permissions
- Risk Mgmt Setup
- Submitting a CC Request
- Managing Change Control
- Search-Edit CC Requests
- Creating a new Checklist
- Inspection Prep
- Internal Audit Management
- Non-Compliance
- NC Permissions & Settings
- Raising Non-Compliances
- Search & Edit Non-Compliances
- Managing Non-Compliances
- NC Actions
- Risk Management
- Permissions & Settings
- Assessment Configurations
- Risk Matrix Configuration
- Overview Tab Configuration
- Risk Items Configuration
- Risk Table Configuration
- Publishing Configurations
- Updating Risk Assessment Configuration
- Risk Assessments
- Managing Risks
- Risk Assessment Templates
- Risks Tab in iPassport
- Standards Editor
- Standards Importer
LABORATORY RECORDS
- Creating a New Draft Controlled Document
- Permissions & Settings for Document Creation
- Create Draft Documents
- Document Types
- View New Draft Documents
- Create, Edit & Publish New Versions of Documents
- Permissions & Settings
- Create & Edit New Versions of Documents
- Configure Publishing Workflows
- Authorise & Publish Documents
- Document Change Requests
- Document Correction of Authorised Controlled Documents
- Document Download Links
- Document Importer
- Document Reviews
- Document Reviews Permissions & Settings
- Configure Reviews
- Review Process
- Managing Reviews
- Document Reviews pre v3.5.5
- Document Searching
- Document Sharing
- Document Version Comparison
- Effective Date Functionality
- Equipment Management
- Equipment Permissions
- Creating Equipment
- Managing Equipment
- Maintenance & Breakdowns
- Equipment Importer
- In-browser Editor
- Incident Management
- Managing Document Ownership
- Reagents & Materials Management
- Permissions - Mtls & Reagents
- Creating Reagents & Mtls
- Materials Importer
- Searching-Managing Reagents & Mtls
- Managing Stock
COMPETENCY
- Skill Management
- Permissions & Settings
- Adding Skilled Staff to a Document, Equipment, Materials and Reagents
- Importing Skilled Staff in Bulk
- Skilled Groups
- Viewing Skills & Skilled Tasks
- Verifying & Managing Skills
- Automatically Assign Tests
- Competency Exams
- Competency Tests
- Competency Assessments
- Permissions and requirements to manage Competency Assessments
- Creating a blank Competency Assessment Template
- Adding questions to a Draft Competency Assessment Template
- Advanced Settings - Steps before publishing an Assessment Template
- Examiner Settings (Adv. Settings)
- Completion Settings (Adv. Settings)
- Reissue Settings (Adv. Settings)
- Notification Settings (Adv. Settings)
- OU Scope (Adv. Settings)
- Reference Documents (Adv. Settings)
- Viewing and Assigning Assessments
- Performing Assessments
- Cloning and Creating New Versions of Assessment Templates
- Archiving or Deleting Assessments
- Staff Qualifications
- Training Courses and Training Schedules
- Training Permissions
- Creating Training Courses
- Scheduling Training Events
LABORATORY MANAGEMENT
- Companies
- Permissions & Settings - Co's
- Create Company Records
- Search & Edit Companies
- Company/Supplier Reviews
- Meetings
- Meetings Permissions
- Create a Meeting
- Managing Attendees
- Setting a Meeting Agenda
- Running a Meeting
- Reoccurring Meetings
- Email Minutes - Manage Meetings
- Distribution Lists
- Permissions for Dist. Lists
- Creating Dist. Lists
- Searching-Managing Dist. Lists
- Uses of Distribution Lists
PERSONNEL MANAGEMENT
- Booking and Cancelling Leave
- Staff Profiles
- Permissions for Staff Profiles
- Managing Staff Profiles
- Staff Profile Tabs
ADMINISTRATION
- Account Backups
- Cover Pages
- Authentication
- Deleting Records
- Document Retention Management
- Enterprise Accounts
- iPassport Setup
- Locations - Sections
- Organisational Units, User Groups, Roles and Permissions
- System Settings Management
- Organisational Unit Preferences
- System Preferences
- Task Escalation
- User Management
- Permissions for User Mgmt
- Create User Accounts
- Search/Edit User Records
- Inactivate/Reactivate Users
- User Management Tools
- User Importer
- Workflows
- Workflows Permissions
- Creating/Deleting Workflows
- Sharing Workflows
- View/Assign Documents to Workflows
>
User Guides
> ADMINISTRATION
ADMINISTRATION
ADMINISTRATION
ADMINISTRATION
The following guides relate to the iPassport module,
Administration
.