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Read more about Activities here: Activities
Document Workspace / Governing documents
These are classic documents such as Word, Excel, PowerPoint, PDFs etc. A separate function, Document Workspace, has been created to create, edit, approve and publish such governing documents. You may tag one document to several processes. Your QM365 setup also needs to define the necessary categories of documents, such as job description, template etc. Read more here: Document Workspace
Links
You should add all links relevant to a process separately in the links list (and then tagged to one or more processes). Links will help communicate the online location of a separate system or information source relevant to the process. It is essential to add URL links in the separate links list instead of including them in the Process Description or Activities. If a link changes, it will only need to be updated in one spot (the links List), and the system will automatically show the updated link in each process that it is tagged. As a precaution, do not include links within a document, PD or Activity. It requires much work to maintain and update links as they tend to change over time. Use the link functionality.
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The input/output list or Process Relations list allows the documentation of the matter, energy, and information input and output from a process (e.g. materials and resources). Although we have a separate function in QM365 for requirements, you can also document requirements, but we recommend never to repeat a concept twice in the system. Start with choosing to define the inputs or outputs of the processes that need a little extra love, where things always seem to go wrong, to help crystalise for the organisation what needs to be done or created for each process. Learn more about Inputs/outputs in a later chapter in this section.
Governing Documents (GDs)
These are classic documents such as Word, Excel, PowerPoint, PDFs etc. A separate function, Document Workspace, has been created to create, edit, approve and publish such governing documents. You may tag one document to several processes. Your QM365 setup also needs to define the necessary categories of documents, such as job description, template etc. Governing Documents are not available in the Essential edition of QM365 because GDs are not required to comply with any ISO standard.
Other documents
These are good-to-know or result documents of different types, for example, meeting minutes, user manuals, newsletters, training certificates, filled-out templates of different kinds. You can use this document library for storing any document. Make a support ticket, and the QM365 team will help edit the document categories.