Settings

Owned by Erich Must Wessel
Last updated: Sept 21, 2023
6 min read

The QM365 has a number of settings and switches that can be defined to make the system work in different ways and provides a number of opportunities to get the functions in the way you want. Each module has many different settings. A system administrator can change these through the Administrator panel. Settings and switches means that the majority do not need adaptations, which in turn make upgrades significantly faster, easier and cheaper.

Other settings are more advanced and require you to contact our customer team so that we can adjust these as desired. Go to the Administrator Panel to see which settings are available.

At installation, the system is configured as the vast majority want it. There is little point in exploring the various settings until you have used the system for a while. At start-up, we will assist with some elementary things such as:

  • Company colors on boxes

  • Insert the company's logo

  • Enter a document template in the Document workspace

  • Define document types

It is important to be aware of the following

  • All settings apply to the system and not to individual users.

  • Only system administrators have access to the Administrator panel (from version 22)

  • We recommend that any desired setting changes be submitted as a support case to ensure that it is done correctly. Several of these require high technical skills to set correctly.

  • Our advisers can train the Administrator in your organization to use this function. Contact us for such training if necessary.

  • Several settings require a "deep update" of the page to take effect (CTRL+SHIFT+F5). The reason is that most browsers save settings and do not read the new ones automatically.

Overview of the most common settings

The setting can be found in the menu Administration > System tools > Settings panel

The process module (PM)

  • Number of pixels reserved for the process description (PD)

  • How many columns to display resources under PD (2 is default)

  • Colors available when drawing boxes

  • Colors and type of arrows available when drawing

  • Define text sizes, colors and other properties such as bold and italics available. Each text type must be predefined. End users cannot construct their own text type.

  • Red dotted box size to show recommended drawing area - can be exceeded

  • Role filter and/or organizational filter visible/hidden

  • Show the page title at the top or not

  • Always return to start (true/false) - decide whether the system remembers which process map you saw last and presents this first or always start on the start page.

  • Define user groups that are super administrators - these users can edit any process map without starting a new revision and can publish without approval.​

  • Enable document copying (true/false) - Determines whether the icon for opening documents in a document library from the resources should be displayed.​

  • Open Office documents in client program (true/false) - ​If "false", Office documents, when clicked, will open in the web version of Word, Excel, PowerPoint, etc. A "false" setting makes the system much faster because Opening another software can take quite a long time and require the user to be logged into the software. If "true", the regular Microsoft program will open.

  • Define languages ​​that can be used for tiles/boxes and mouseover text. The base language must be defined - it is the fallback language if the browser language does not exist.

  • Define language that can be used for PDs and activities. The base language must be defined - it is the fall-back language.

  • Show titles for all resource data, even if they do not contain data for a process

  • If the previous setting shows all titles, you can enter the desired text to communicate to the end user that there is no data here, or enter no text.

  • The click history banner at the top - define how many of the last clicks should be displayed - default is 5

  • When you click the Home button - clear the navigation history or not

  • Show the process hierarchy at the top or not

  • When you click on a link information, i.e. input - display the result in a new tab or not

  • Enable copying of documents from PM - only available for MS365

  • Enable use of the favorite feature for drawings

  • Specify which user group will see the Edit button - that is, they will grant the right to edit drawings.

  • Repeat the process name in the PD header

  • Include the logo when printing PDs from PM. Can define separate logo than the system logo

  • Should organization be displayed as a tooltip when hovering over a document in the process resource view

  • Use the simpler activity function without options to label different processes and organizations and have different languages ​​for the same activity (true, false)

  • Use RACI roles for activities (useRACIinActivities)

  • Write a version log every time a drawing is published. The default setting is on

 

Activate the use of video/images in Process Descriptions and Activities

If you want to enable the use of video/images when editing a PD or activity, you must enable a SharePoint setting to add videos and images. Ask your system administrator to follow these steps to enable this:

  • Click on the gear in the upper right corner.

  • Click Site Settings.

  • Click Go to top-level site settings.

  • Under the heading Site Collection Administration, click Site Collection Features.

  • Find Video and rich media (classic) and click Active.

 

Risk

The risk module has several settings for the Enterprise edition. Here is a list of the most common options:

  • Default setting for the matrix is ​​5x5, but 4x4 and 3x3 are also possible

  • Each consequence axis can have different color scales, i.e. information security can turn red at value 15, while Quality can turn red at value 20.

  • Enable project tagging for risk and risk evaluation

  • Hide or show the total matrix in risk analysis

  • Adds new Measure from Risk (can be activated)

 

Document Workspace (DAO)

There are several document development (DAO) settings available. The most common are

  • Document types: in DAO, you must select a document type when you create a document. Default values ​​are only intended as examples. If you have more than one language, define document types for each language separately. Create a ticket once you've decided and our support team will set it up for you quickly.

  • There can be a preset standard approver and/or verifier for all documents

  • Display the document's title or name in DAO

  • Predefined document types that can be opened from SharePoint

  • Predefined document types NOT to be uploaded (e.g. exe files)

  • Define different libraries to which documents can be published.

  • In relation to the previous setting, it is quite common to define several libraries for different uses such as contracts, styrings documents etc. This is usually not a complicated operation. Separate access rights can be set for each library.

  • Allow or disallow uploading documents to DAO (yes, no)

  • Turn off Verify
    If Verify and Approve are on, you can change the order in which they appear

  • Consultation rounds can make it possible to edit the document (yes, no)

  • Approve and confirm can edit the document (yes, no)

  • Approved by and Verified by can be fixed people as a drop-down list

  • Predefined who can be authors in a drop-down list

  • Approver and Verifier can be pre-filled with the logged-in user

  • On the front page you can show or hide desired columns for each tab

  • The document can be edited in status Published (yes, no)

  • Allow sending notifications and read confirmation after publishing a document (yes, no)

  • For each tab on the front page, specify which columns to display

  • Show archived documents in the All tab on the front page (yes, no)

Better

​Better has many settings, of which the most common to define are:

  • The buttons you click to report a case can change their name, color, size and icon

  • It is possible to create several buttons that can be tailored to pre-fill data into the first report, e.g. "Customer complaint", "Equipment failure" or "Production failure". These buttons can pre-fill data such as case type, tag, deviation field and other fields etc.

  • The three fields Customer, Product and Supplier can have three different settings

  • Free text

  • Search in respective list with AC (auto complete) search

  • If AC search is enabled, you can also enable create new item if what is entered does not exist.

  • The "My Devices Tasks" tab may be hidden/displayed on the Better front page. If it is visible, this requires a lookup in AD where the system can read which department the logged-in user belongs to (setting name: OrgUserProfileProperty)

  • Hide or show the "Source" field

  • Hide or show the NAV codes (Norwegian codes for different types of damage - see the HS tab)

  • The severity matrix can contain your own definition

How to edit in the Source list in Better

Source List Editing SIMPLI21

The project module

The project module has settings for which data you want the resource image in the process map to show. It is possible to include local data from the project that is tagged on projects and exclude data from the rest of the system that is irrelevant.