Define consistent record fields
Choose the fields that identify the material and describe the information your team needs.
QUALITY OUTCOMES / Records Management
Put structure around the details.
Create lists with defined fields and access permissions, then use item history to follow recorded changes.
A PRACTICAL STARTING POINT
Give the work a way forward.
Consistent records make it easier to compare, find, and explain information. Give each register a defined structure and each item a history.
Set owner, editor, and viewer access
Set access according to the people responsible for maintaining or viewing the register.
Review recorded item changes
Use item activity to review recorded changes, and search or filter to find the information needed for a review.
PICTURE THE PROCESS
Replacing a shared reference-material spreadsheet
A representative starting point. Your team defines the information, responsibilities, and controls.
- 01Define consistent record fields
- 02Set owner, editor, and viewer access
- 03Review recorded item changes
KEEP EXPLORING
The tools behind the work.
GOOD QUESTIONS
A little more clarity.
How does this fit our existing process?
Start with your current procedure and a recent example. Decide which information belongs in a document, workflow, learning assignment, or register. Your team defines the controls and handoffs; the apps support the work.
How do we choose the right apps?
Map the information and actions in your process. DocControl manages controlled documents; FormFlows coordinates steps; Training supports learning; Lists organizes structured records. BaseCamp brings assigned work into an inbox.
Explore the four apps ↗How is app access priced?
One license is one person’s access to one app. Choose access by responsibility and use the calculator to estimate your plan. Headcount alone does not determine the price.
Build your pricing and ROI estimate ↗LET’S PUT QLUTCH TO WORK
Bring a real process.
Let’s make it clearer.
A procedure, a recurring task, or an issue that takes too much chasing. We’ll start with the work you know.