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Configuring modern standards
Who is this article for?
Administrators managing the system.
Personnel / Standards Administration permissions required.
This tutorial guides you through configuring standards within the Ideagen Quality Management system.
You will learn how to add, edit, and manage organizational standards effectively.
Overview
The modern standards module displays all available standards, allowing you to search and filter by organization. You can also choose to display only enabled standards if desired, and sort each column.
Adding Organizations and Standards
To add an organization and standard:
Click the Add Organizations and Standards button from the standards management section.
Select an existing organization or quickly add a new one. To create a new organization, simply click "Add New..." from the organization dropdown menu. To select an existing organization, just search for and select the desired organization.
Complete the Standard Name field with the correct name. Describe the purpose of the standard in the Description field. Set the standard to either enabled or disabled. Enabling it means it will be available for selection in the workflow or document.
If required, click Add Another to add an additional standard.
Click Discard Changes to remove any unrequired changes.
Click Save to save the new or updated standard entry.
Editing standards
To edit an existing standard:
Click Edit for the required standard entry.
Update the standard name and description, as well as enable or disable the standard.
Click Save to save the updated standard information.
Searching standards
To search for a standard:
Type in the search box to filter the standard list. The search applies to Organization, Standard title, and description. The search is a "contains" match and is not case-sensitive.
Click the organization filter to filter the standard record by organization.
Use the Show enabled standards only toggle to display only active standards. By default, it is set to display all standards. The filter applies across all pages.
Enabling / Disabling standards
To enable or disable standards:
Click the Enabled checkbox for each record. You can select multiple standards using the row checkboxes.
After making changes to enable or disable the standard, click Save Changes to apply all modifications.
