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Documents

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Audits

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Actions

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Meetings

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People

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Training

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Risk

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Benchmark

Management Console

The Management Console enables you to view and edit configuration settings for your installation. It contains a list of options and settings + separate controls for People, Lookup Tables, Skill codes, Meeting agendas and Risk level matrix (see below).

The Management Console is accessed from menu item Edit / Management Console. It may only be viewed or edited by a member of the System Managers security group.

To edit the setting for a listed option, select it by placing the cursor in that record, and click Edit button.

Options

Please note that options are not necessarily in this order, and there may also be some variation between self-hosted installations and those hosted by Qudos.
  • Licenced to
    Enter the name of your organisation. Up to 30 characters are allowed. This name will appear on the main screen, and in the footer of reports generated by the software.
  • Files containing procedures
    Options are available for you to create a shortcut to your documented procedures relating to the use of each module. After creating the shortcuts, users will be able to click on the 'Procedure' buttons in various modules to quickly access the relevant procedure when working in that module. This process is based on the assumption that your procedures have already been created and uploaded to the Master Document List in the normal manner. To get you started, a series of default procedures have been provided with the application. These may be edited or replaced as required.
  • Master documents path
    This applies to documents recorded in the Master Document List. Enter default server/folder location. Note: These documents will subsequently be subject to revision control through the Documents module.
  • Reference documents path
    This applies to reference documents linked or attached to records in various modules. Enter default server/folder location. Note: These documents are for reference purposes only, and are NOT subject to revision control through the Documents module.
  • Archive documents path
    This applies to documents that were in the Master Document List but have subsequemtly been superseded as part of the document revision process.
  • Default path for temporary files
    A folder set up on the server to hold temporary files created when the application generates reports for printing, exporting or attaching to emails.
  • Automatic Reference Number for Master Documents
    Options: Yes/No.
    If 'Yes' is selected, each new document added to the Master Document List will automatically be allocated a consecutive 6-digit document number. If 'No' is selected, the user MUST manually enter a document number. A maximum of 15 alphanumeric characters are allowed.
  • Schedule a review on document creation
    Options: Yes/No.
    If 'Yes' is selected, will prompt those adding documents to the Master Document List to schedule a future review of that document. The review is considered as a type of audit, and is included in the Audit Schedule.
  • Reports paper size
    Defaults to A4
  • Display records from this date
    The date from which records are displayed by default. Note: records dated prior to the selected date are not lost from the database - they are simply not displayed by default. Periodically, this date may be changed to avoid unnecessary display of old records. For any given session, earlier records may be displayed by using the 'set initial date period' tool available from the Quicklinks menu.
  • Display records to today + how many months?
    Default 12 months. Note: records dated after this are not lost from the database - they are simply not displayed by default. For any given session, events scheduled for later than this period may be displayed by using the 'set initial date period' tool available from the Quicklinks menu.
  • Server Time Out
    Setting (in minutes) for time period of inactivity after which a user will be logged out. This time period will also apply if a user session is terminated unexpectedly e.g. due to power failure, disconnection or error. The minimum time period recommended is 20 minutes, the maximum time period recommended is 60 minutes.
  • Email All Group Name (for Master Documents)
    Add group name for sending merged email. Applies where a message is to be sent to 'All' e.g. a document release or revision, rather than specifically for an individual e.g. notification of an Action being assigned. The group name should match a selected group in your email software. All members of the selected group will receive the notification.
  • Auto Generate Email notification for Actions and Documents
    Options: Yes/No.
    If set to 'Yes', this feature automatically generate an email to the 'Assigned to' person when there is a change in the 'Event/Subject' text field, or when the 'Assigned to' person is changed. Many organisations set this feature to 'No' while their database is being populated with records, and then switch it to 'Yes' when their system goes live.
  • Auto Generate Email notification when action is completed
    Options: Yes/No.
    If set to 'Yes', this feature automatically generate an email to the person who recorded an action, when the action is completed.
  • Default 'From' address for emails
    Auto-generated emails will default to displaying this address in the 'From' field
  • Documents Path for the Documents list browser website
    This option only applies for self-hosted installations that utilise the feature of a separate copy of the Master Documents List. Further details are in the Admin Guide book.
  • SMTP server for email accounts
    Name of SMTP server being used for email
  • SMTP server login ID
    List default entry if required by your server (otherwise use spacebar to create a blank entry)
  • SMTP server login password
    List default entry if required by your server (otherwise use spacebar to create a blank entry)
  • Email address for error messages
    Enter email address for the system to send error messages when user has experienced an error and selected the option 'Report error'. This should generally be your I.T. Administrator or nominated person

Other components

A series of buttons at the foot of the table open components in the Management Console:

  • Reload product key
    This button is for re-registration of the software. Use only under instruction from Qudos Technical Support personnel.
  • People
    Opens the form for setting filters according to the users' Business Unit and/or Location.
  • Skills
    View / edit skills categories and codes.
  • Lookup
    View / edit Lookup Tables for configuring combo boxes throughout the application.
  • Agenda
    View / edit default agenda items for meeting types.
  • Risk
    View / edit the matrix settings for values of Likelihood and Consequence to generate Risk Levels. The values and descriptors for each of these are set in the main Lookup Tables.

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