Recommended Implementation steps

Project Management steps

1. Establish a shared vision for implementing quality systems and communicate this to staff from the Directors, CEO and senior management. This communication strategy should define:
   
   • the purpose of the system and what it should be used for
   • how to access support to use the system
   • how the system will benefit the organisation and its clients
2. Consider establishing a project group chaired by a management representative to oversee the implementation of the system.
3. Appoint a ‘super-user’ to be the platform expert and ‘go-to’ person in the organisation.
4. Ensure the super user completes the required training programs.
5. Develop a project plan for the implementation of the system and a training program for staff. The LogiqcQMS customer portal provides an online project management tool. Check with our Customer Success Manager for details on accessing this.  

System build steps

1. Primary Contact and Admin users:  Nominate your Primary Contact/s plus System Administrator/s (Basic Admin and Super Admin) and set up their access.
   About admin permissions
   About the Super administrator
2. Account page: Set up your account page by adding your Primary Contact, CEO, Finance and billing contacts and any additional primary contacts
   Account page
3. Teams:  Set up your team structure to align with your organisation
   About Teams
   Working with Teams
4. Roles: Review and update your roles
   About Roles
   Working with Roles
5. System setup:  Review and update system drop-down menus
   Editing system menus
6. Users:  Add your users. This requires reviewing and deciding on staff user permission levels and standardised usernames for log-in.
   About permissions
   Working with permissions
   Working with users
7. Meetings register:  Schedule task monitoring staff meetings.
   Adding a meeting
   How to schedule a meeting
8. Document register:  Upload policies, procedures, forms, templates, audit tools, organisational chart, job descriptions, strategic plan, etc. Before uploading documents, it is important that a standard document footer has been established. Certain styles may be required for compliance with standards.
   Add a document
9. Contract register:  Upload contracts, MOU’s, lease agreements, supplier agreements, Insurance policies to the Contract register.
   Add a contract
10. Compliance register:  Create related compliance tasks to contracts and agreements. Schedule other compliance tasks e.g. critical payments, internal and external reporting, program management and asset maintenance.
    Schedule a compliance task
11. Quality Records register:  Upload existing audit reports and critical records relating to quality assurance, certification and accreditation.
    Adding records
12. Audit register:  Schedule audits and evaluations for reviewing quality, performance and compliance.
    Schedule an audit
13. Contacts register:  Create business contacts and suppliers on the Contacts Register.
    Working with contacts
14. Training and licensing registers:  Schedule mandatory training, licensing and credential checks.
    Schedule a training task
    Schedule a licensing check
15. Suppliers register:  Review and approve preferred suppliers.
    Add a supplier
16. Incidents, Feedback, Repairs and Improvements registers:  Consider what goes in to the system, approval pathways and business rules for use.
    Reporting pathways in LogiqcQMS
    Business rules for managing LogiqcQMS
17. Internal training:  Staff can go to the Logiqc Academy and accelerate their learning.
    Click here to view our courses
18. Monitoring:  Use the Quality Agenda Report at staff meetings to monitor and tasks and issues in the system at the team level.
    About meetings
19. Getting Help:  Assistance is readily available with just a click. Our Knowledge base is comprehensive, containing a vast collection of articles, and our dedicated support team is here to help address any concerns or inquiries you may have.
    Help Options