Help Contents

Welcome to Qudos 3 Help. This resource describes the component parts of Qudos 3, and the activities they may be used for. It is divided into the following sections:

 General

Basic concepts and methods of use.

Introduction

Notice
Getting started
About Qudos 3
System requirements
About databases
Using this Help file

General - Components

Welcome screen
Main screen
Menus
Set initial Date Period
Calendar
Email
Management Console
People Filter Settings
Skills Codes
Risk Matrix
Default Agenda
Lookup Tables
My Status Report
The Procedure Buttons
Error Messages

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General - Activities

Using Data Entry forms
Using List forms
Sharing information: Exporting, Emailling, and Printing Reports
How to add a new item to a Lookup table
How to edit an item in a Lookup table
What to do when a Lookup table item is no longer required
How to create Skill Codes
How to change Risk options
How to create a Default Agenda
How to edit a Default Agenda
Getting Help

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 Security

Managing access and permissions.

Security overview
Login issues
Security groups
The Guest account
Security User Accounts
Security User Details
How to add a new security user account
How to change a user's security permissions
How to make a security user account inactive
How to delete a security user account
How to change a password
Locking and unlocking records

Also see the following relevant items in the People - Activities section:

IDP security guide
What to do when someone leaves the organisation

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 Objectives

Setting targets and objectives, and prioritising them.

Objectives - Overview
Objectives - Compliance References

Objectives - Components

Objective Register
Objective

Objectives - Activities

How to create or edit an objective
How to plan action on an objective
How to delete an objective

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 Documents

Listing important documents. Providing access, and revision details.

Documents - Overview
Documents - Compliance References

Documents - Components

Master Document List
Document Notes
Document Details
Document Revision History
Document Revision
Document Revision List
Document Deletion List
Document Distribution List
Document Distribution
Enter Document Distribution Details

Documents - Activities

Hyperlinks
How to find a document in the Master Document List
How to add a new document to the Master Document List
How to delete a document from the Master Document List
How to restore a document to the Master Document List
How to record the distribution of a document
The document revision process
How to erase a document from the system

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 Audits

Schedule and record audits, document reviews and other compliance / performance checks.

Audits - Overview
Audits - Compliance references

Audits - Components

Audit Schedule
Audit Record
Copy Audit / Schedule

Audits - Activities

How to add a new auditor
How to remove a person from the list of auditors
How to schedule an audit
How to find an audit in the Audit Schedule
How to record an audit
How to copy an audit
How to delete an audit from the schedule

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 Actions

Recording events and issues. Assigning responsibility, planning and recording actions.

Actions - Overview
Actions - Compliance references

Actions - Components

Actions List
Action Form
Injury Form

Actions - Activities

How to create a new action
How to edit an action
How to link an action with related actions
How to close an action
How to delete an action
How to find an Action in the Actions list

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 Meetings

Planning, Setting agendas, Recording minutes / actions, and communicating them.

Meetings - Overview
Meetings - Compliance references

Meetings - Components

Meeting Schedule
Meeting Minutes
Default Agenda

Meetings - Activities

How to create a new meeting type
How to send a meeting notice and agenda
How to view the minutes of a meeting
How to edit the minutes of a meeting
How to link a discussion item to an Action Form
How to expand on a discussion item, or create multiple actions
How to send meeting minutes
How to copy the minutes of one meeting for use in another
How to delete a meeting from the schedule

Also see the following relevant items in the General - Activities section:

How to create a default agenda
How to edit a default agenda

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 People

Personal details, and individual development plans.

People - Overview
People - Compliance references

People - Components

People List
Personal Details
Re-assignment
IDP (Individual Development Plan)
Employee IDP History
IDP Query Builder

People - Activities

How to add a new person to the People List
How to edit a person's details
What to do when someone leaves the organisation
IDP security guide
How to create an IDP
How to view / edit an existing IDP
How to make an IDP Action plan item inactive
How to sign-off an IDP
How to run a query on IDP Action Plan progress
How to delete an existing IDP

Also see How to create Skill Codes in the General - Activities section:

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 Training

Training Courses, providers, records, and query facilities.

Training - Overview
Training - Compliance references
Qudos Training Services

Training - Components

Course List
Course Details
Training Provider List
Training Provider Details
Training Schedule
Training Session Details
Training Attendance Query

Training - Activities

How to add a new training provider
How to edit details about a training provider
How to list a new type of training course
How to schedule a training session
How to edit details of a training session
How to delete a training session

Also see How to create Skill Codes in the General - Activities section:

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 Risk

Hazard / threat identification, risk assessments, control measures. Maintaining a register.

Risk - Overview
Risk - Compliance references

Risk - Components

Risk Assessments List
Risk Assessment
Risk Register

Also see Risk Matrix in the General - Components section.

Risk - Activities

How to schedule a risk assessment
How to record a risk assessment
How to copy a risk assessment
How to delete a risk assessment

Also see How to change Risk options in the General - Activities section.

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 Benchmark

Score-based measurement of performance.

Benchmark - Overview
Benchmark - Compliance references

Benchmark - Components

Benchmark Assessments List
Benchmark Assessment
Benchmark Summary (report)

Benchmark - Activities

How to schedule a benchmark assessment
How to record a benchmark assessment
How to copy a benchmark assessment
How to delete a benchmark assessment

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