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Basic Document Workflows

Document workflows can help you with your policy review and update process. This session will outline why you should consider using workflows, and will help differentiate between the different types of document workflows available.

Key Learning Objectives:

  1. What are workflows?

  2. Define the difference between review and approval workflows

  3. Set up workflow templates

  4. Set review cycles

 

Basics of Using PowerDMS for Accreditation

Beginning your accreditation process can be overwhelming. This course takes us back to basics to show you how to build a successful assessment from the ground up.

Key Learning Objectives:

  1. How to request membership to your Standards Manual Community

  2. How to create an assessment

  3. Locating Best Practices

  4. Navigating your assessment

  5. Adding users to participate in the assessment

 

Basics of User Management

There are many ways to manage users in PowerDMS. This course will discuss the basics of PowerDMS Sync (.csv and Active Directory) as well as linking groups to job titles, etc.

Key Learning Objectives:

  1. How to create users manually

  2. Define PowerSync

  3. Understand the basic differences between .csv sync and AD sync

  4. Importance of groups

  5. How to link job titles to groups

 

PowerDMS 101

PowerDMS can be very overwhelming for new site admins. This class will take us back to the very basics.

Key Learning Objectives:

  1. What is a site key and why is it important?

  2. Home page navigation

  3. How to find license consumption information

  4. Basic PowerDMS terminology

  5. Administration menu settings overview

 

Understanding Assessment Roles

Using PowerDMS for accreditation can be a big time saver, and it allows you to collaborate with others to collect documents and proofs. This class will outline how roles can be used to complete assessments.

Key Learning Objectives:

  1. Understanding the different roles within the assessment

  2. Understand how roles can be assigned to specific parts of the assessment

  3. Using roles to manage assessment attachments

  4. Moving attachments from one role to another

 

Using PowerDMS Certificates: More Than a Piece of Paper

PowerDMS Certificates are a rich and misunderstood tool that can be utilized to assign, track, and remind users of upcoming training. This course will give a general overview of basic certificates.

Key Learning Objectives:

  1. What is a certificate?

  2. Ways certificates can be used

  3. Creating certificates

  4. Customizing certificate images