Who is this article for?

Ideagen Quality Management administrators managing the system.

Admin access is required.

Standards Administration allows you to manage the list of compliance Standards used throughout the Ideagen Quality Management quality system. Any Standards you create and enable from this page can then be associated with documents and workflows. Standards allow you to categorize documents for auditing and use the Advanced Search tool to locate all documents associated with a particular standard. You can also run reports to determine when, how, and by whom documents associated with a standard were created and processed.  

All Standards added to the system can be sorted by clicking the following column headings:

• Organization - the name of the organization the Standard is referenced from. Typically the year is also designated here. For example, "ISO:9001" or "ISO 17025:2005". This field is required.
• Standard - the relevant section or bullet point item from the Organization's compliance manual. This is the specific field users associate documents and workflows with. This field is required.
• Description - brief explanation of what the Standard means or requires. This field is optional and is only displayed on this page.
• Enabled - whether the Standard is active and included in selection lists for users to add to documents and workflows.

1. How to Create a Standard

1. Select Administration, then Standards.
2. From the Select Organization drop-down menu, select the existing Organization you want to add the standard to or select Add New.
3. Select Add Standard.

Tip! Standards can be created one at a time from this page, or you can contact the Ideagen Quality Management Suport Team to import an entire organization's set of Standards all at once. If you have dozens or hundreds to import, we recommend you contact us to ensure consistency and save time.

4. Fill out the following fields, which are explained above, and select Add and Clear to add another without leaving this pop-up, or select Add and Close to return to the main Admin page.

2. How to Disable a Standard

1. From Administration > Standards, next to the standard you want to disable, select Edit.
2. From the pop-up menu, uncheck the Enabled option.

3. Select Save Changes.

Note: You cannot delete a Standard from the list once it's been added.