Using the List View

 

When you select a record in the list view (by ticking the box in the far left column), you can then perform actions on the selected record (in some instances, such as acknowledging documents, you can perform the same action on multiple documents simultaneously).

 

These actions vary between modules, but hovering the mouse over each icon will show you its purpose.

 

The icon will let you add the selection to a folder. See My Folders below.

 

In every Q-Pulse module list view, you can group records by any field shown in the list view. To do this, drag and drop your chosen field(s) into the grey area above the column headings.

 

For example, you may want to group your audit records by Audit Calendar, then by the status of the audit. The list view would then appear as follows:

 

 

The actions you can perform vary depending on which module you are using. Click any action to view a list of all the records you need to work on, e.g. documents you need to acknowledge or CA/PA stages you need to complete.

 

You can add or remove columns from any list view to view the exact information you need. To do this:

 

1. Click Select Columns. The Field Chooser screen will appear.
2. Drag-and-drop any field you wish to add into the list view into any position in the list view.
3. If there any fields currently in the list view that you wish to remove, drag-and-drop them back into the Field Chooser window.
4. You can re-position any column heading by dragging and dropping it into its new position.
5. Press the [x] icon to close the field chooser.

 

You can also order the list view by clicking any column header.

 

Click + / - to increase / decrease the number of records shown on each page of the list view (minimum = 5, maximum = 100).

 

My folders let you create "virtual folders" of related records. Unlike My Searches below, My Folders will not automatically show new records until you (or someone else) adds them to the folder. To create a folder:

 

1. In the My Folders section, click the icon.
2. Enter a name and select a category for your folder. You can also add a comment.
3. Click [OK] to save.

• - Please note that you can share a folder with other users if you are using the Windows version of Q-Pulse.
• To edit or delete a folder, click the or icons.
• To add records to a folder, tick the box beside their name, click the icon, select which folder you wish to add the documents to, then click [OK].

 

My Searches let you perform commonly-used searches without needing to re-enter search criteria.

• To perform a saved search, click the name of any search folder in the My Searches section.
• - If you wish to create or edit search folders, you will need to use the Windows version of Q-Pulse.

 

You can choose any search criteria shown to find specific records in the system. Please note that this is an "AND" search, i.e. selecting a Document Type of "Policies" and the owner "Richie Hewitt" will only find policy documents owned by Richie Hewitt.

• For hierarchical managed list items (Document Type and CA/PA Source), click the [...] icon to select an item.
• The Keywords text field lets you search for record numbers, keywords or titles / descriptions.
• The remainder of the search criteria let you choose an item from a drop-down list, e.g. owner or status.
• - If you wish to search by criteria not shown in the search pane - or to perform an advanced search, you will need to use the Windows client.
• - You cannot search for inactive or obsolete documents in Q-Pulse Web.
• Click [Search] to display all matching records in the list view.

 

The icons beside each record show the actions that can be performed against the document. The icon lets you open any record's details view.

 

For more information on the actions that can be performed on records across each of the modules, please consult one of the following topics:

• Viewing Documents
• Viewing CA/PAs
• Viewing Audits and the Audit Calendar
• Viewing Occurrences and their related Incidents

 

To view any changes that have been made recently to records in the list view, click the icon.

 

Each document can have one or more attachments. Click the blue hyperlink to open the document's primary (or only) attachment. If you would like to view the other attachments, you will need to open the document record by clicking its icon.

 

Please note that if a document does not have a title, its title will appear as "no title".