Qmqmi0003thematcharchitectcontentauthor by QMerit

The Match | Content author Quality control number: QM-QMI-0003 Version 1.0 - FEB2016 Developed by: QMerit Evangelism and Learning

The Match | Content author 2016 Contents

Introduction to â&#x20AC;&#x153;The Matchâ&#x20AC;? and manual organization ...................................................................................... 2

Navigating QMerit Inc. quality manuals ..................................................................................................................... 3

Maintenance Responsibilities .......................................................................................................................................... 4

Revision History............................................................................................................................................................................... 4

The Match | Content author 2016 A.

Introduction to “The Match” and manual organization QMerit focuses on the most difficult, and the most impactful, resource matching and allocation for the “last mile” of labor – that is, dynamically allocating the very best resources at the time and place needed at the most optimal cost. Our breakthrough approach solves some of the biggest challenges in the delivery and application of a company’s most important assets, it’s “human capital”. This revolutionary design flips over traditional labor assumptions and focuses keenly on qualifications required at the task or project level. Ingredients required to get the right person at the right place become heavily dependent on individual skills across myriad industries and services and the matching of those skills to discrete work activities. Procedures defined within this quality manual, and influenced by ISO 10667 – 2, explore the steps required to create alignment between existing organization norms and future QMerit influenced worker mores. Several different versions of this quality manual exist, deliberately managing the content and the order in which procedures are displayed, have been assembled to address a broad audience. You will find the most comprehensive of these versions is the “alphabetical all in” version; however, we imagine folks will leverage the other versions more frequently. It is important for a quality manual to be a functional and dynamic tool, thus you will note that the majority of the procedures are work instructions (tactical, step by step instructions) and reference documents (examples, sketches). A total 11 versions have been assembled, they are: The Match | alphabetical “all in” ----The Match | architect version The Match | content author version The Match | questions author version The Match | questions editor version The Match | assessments author version The Match | assessments editor version ----The Match | first-time version The Match | memory refresh version The Match | reference version The Match | conditional version This manual is designed to help adopters learn about and unleash the power of skill and labor matching through a Quality Management System (QMS), thus enabling each and every participant to contribute in continually improving business practices to consistently turn out products and services that enhance customer value, conform to customer expectations and increase productivity. This manual is also designed to help QMerit Inc. Customers, Partners, Prospects, and other interested parties understand our commitment to quality and our fundamental beliefs that focus on quality results in our ability to continually meet our customer’s expectations with every customer interaction, product and service that we deliver.

The Match | Content author 2016 In total well over 100 pages of procedures encompassing 14 quality documents and numerous reference documents make up this series of quality manuals all focused on skill and labor matching. A high-level master business process has been included which references several of the quality documents. This is a great reference as you begin to explore this comprehensive collection of informative procedures.

Navigating QMerit Inc. quality manuals Independent sections are pulled together to create one comprehensive collection, also known as a QMerit quality manual. To that end, navigation can be a bit tricky as sections are added and removed to satisfy the requirements of the consumer. One additional wrinkle, what we really see as a huge benefit, is that each of these independent

The Match | Content author 2016 sections may be viewed as unique files not required to be in a collection. This “building block” approach provides the greatest flexibility for the quality practitioner. QMerit Inc. uses a publishing platform named ISSUU. This platform provides an elegant display of content and has some fantastic functions built within. The controls and their benefits:  Left and right of the file: you will notice left and right arrows which can assist you in proceeding forward and backward through the document  Controls along the horizontal bottom edge: o left:  minus and plus sign, zoom in and out o right:  magnifying glass: search across document and navigate by clicking selection  box with little vertical boxes: thumbnail which also allows scrolling left and right  page with edge bent over: toggle between single and multiple pages  double arrowheads: full-screen view At the conclusion of each section a navigation screen will be added that provides links to individual collateral within the current manual and to individual collateral within other associated quality manuals. While these may seem a bit redundant, they are easily bypassed and ensure that the user will never be more than a few clicks from a navigational function.

Maintenance Responsibilities It is the responsibility of the owner or author of this manual to maintain this document. All inquiries and revision requests may be submitted to: qmerit@qmerit.com

Revision History QMS Manual Revision: Original Publication Date: Revision Date:

1.0 Month Day Year February 17, 2015

Revision

Date

Description of Change

Revised By

1.0

02/17/16

Document creation

Greg Lush

The Match | Content author 2016

February 2016 Copyright ÂŠ 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to other physical or electronic form without prior written consent, in writing from QMerit Inc.

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1005

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Standard Operating Procedure

PROCEDURE TITLE: Content management

AREA: Management Systems TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: SOP-QMI-1005 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/10/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Ensuring that learning content exists in an accessible and efficient format to workers is paramount when implementing a platform like QMerit. Since workers have the ability to make declarations across many industries, services, and skill groups the delivery of learning becomes very dynamic and is no longer considered “event-based”. As with all of the functions within the QMerit platform, deployment is designed to enhance existing transactional systems by leveraging and adding additional perspective to the enterprise data sets. To that end points of consideration have been added in section 3.0 of this procedure. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

Ensure that the SOP and all associated documents, knowledge databases and tools are understood and adopted. Supplement the SOP with Work Instruction as required in order to meet local market needs, Business Unit needs, regulatory requirements, customer preferences and/or proven operating and/or delivery methods.

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. Procedure Title: – content management

Page 1 of 4

CONTROLLED DOCUMENT: SOP-QMI-1005

QMS STANDARDS

3.0 PROCEDURE (SOP) 3.1 Access: depending upon where the content is stored and if authentication is required a single sign-on may be required between existing enterprise management systems and the QMerit platform. 3.2 Breakup: learning content should be assessed to determine if the style of delivery is appropriate for a dynamic environment. Often times face-to-face or lecture style content is broken into bitesize pieces to optimize consumption by components within the QMerit platform. 3.3 Dynamic: QMerit’s contextual learning provides a mechanism to capture work based learning content including, video, audio and image formats. If existing enterprise systems already capture this style of content, consideration should be made to establish the primary contribution/consumption toolset. 3.4 Media types: when you switch the work model from a time-based to an activity-based working environment the length and format of media should follow in order to optimize delivery effectiveness. Consideration should be made: 3.4.1 Video content should be less than three minutes, preferably focused at 60 seconds to 90 seconds 3.4.2 Images should be grouped when appropriate to assist the learner in seeing the whole story. 3.4.3 The image quality and composition should not be overlooked; they are both important related to a workers’ ability to receive the intended message 3.5 Streaming media: open source tools such as YouTube and Vimeo are popular choices in CY2016. A couple of considerations: 3.5.1 Links to content: When referencing this content within training or quality lists, care should be taken to use some form of a URL abbreviation tool, such as bit.ly. Often the media changes and if using an abbreviation tool, you can easily update the source without having to update all of the referenced documents. 3.5.2 Portfolios or channels: grouping content by subject matter or some other logical grouping will help in referencing similar media in the future. Also, most tools allow you to control access at the portfolio / channel levels as well. 3.6 Summary of work activity related content: QMerit skill groups are used throughout the product. These skill groups, fundamental, proficient, and expert provide segregation of many elements and components. A summary of all content consumed by the QMerit platform organized in these three groups will prove to be very valuable for your deployed workers. You may consider using these column headers for your summarized list, by skill group: media (title), type with time if streaming, objective, access (link or instructions), skill group (fun, pro, exp), assessment (if applicable), and comments. 4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Single sign on (SSO) Standard Operating Procedure (SOP) Work instruction (WI)

Procedure Title: – content management

Page 2 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1005

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-11001 | Master business process; learning alignment

LOCATION http://bit.ly/WIQMI11001

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/10/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/10/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services

Procedure Title: – content management

Page 3 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1005

ELECTRONIC NOTIFICATIONS VP Sales VP Engineering 10.0

APPROVALS

PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – content management

Page 4 of 4

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

this manual contains all of the quality documents and their http://bit.ly/QmQmi0001 associated reference documents in alphabetical order by the name. fundamental design and hierarchical configuration elements

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Master business process; QTAS

AREA: Products and Services TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: WI-QMI-11000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/09/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Two sets of procedures are presented within this work instruction; preparing for configuration; and high level configuration steps. It will enable organizations to become more effective users of assessments making better “skill to task” decisions and enhancing the potential, well-being and worker – organization fit of all of their labor resources. This guidance will promote the provision of standardized, appropriate, and equitable delivery of assessment services to assess participants. Questions, tasks, assessments, and scheduling are all critical components of an outcome based educational delivery mechanism. Careful consideration of the preparation steps is vital in ensuring that your delivered assessments are relevant and trustworthy. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Master business process; QTAS

Page 1 of 8

CONTROLLED DOCUMENT: WI-QMI-11000

QMS STANDARDS

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 PREPARING FOR QTAS CONFIGURATION STEP WHAT 1. Roles established within organization

2. Create competency models

3. Whiteboard: learning objectives

WHEN “the” Match generates core hierarchal elements of the QMerit platform. Roles, depending upon the client, may be referred to as “services”

COMPETENCY (WHO) QMerit and Client core discovery and project personnel

HOW (TOOLS) Refer to section 5.0

In many cases the competency model may be the same as the role with additional metadata This process will be repeated again at the assessment level; however, a holistic mapping of your organization’s objectives which will apply across all assessments should be established

QMerit and Client core discovery and project personnel

Refer to section 5.0

QMerit and Client core discovery and project personnel

Focused competencies will leverage these objectives as well

4. Whiteboard: topics

Considering the correlation between the role and model begin formulating thoughts on topics

QMerit and Client core discovery and project personnel

5. Whiteboard: assessments

Take into consideration the role, model, and the topics to establish your first pass at logical assessment names. See WI-QMI-51005

QMerit and Client core discovery and project personnel

Procedure Title: – Master business process; QTAS

WI-QMI-11001 | Master business process; ”the” Match

SOP-QMI-1003 | learning models Each of the meeting participants provide three objectives by individually noting them. Once completed have objectives read and show them on the whiteboard for merging and establishing the three to five focused objectives. Start at the highest level (top five). Consider taking bits of paper, jot down all of the related topics. Layout, combine, optimize, prioritize List the names of your assessments, at least what you believe they will be at this point. Keep in mind until

Page 2 of 8

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

6. Whiteboard: assessment objectives

QMS STANDARDS

WHEN (configuration; assessments) for naming taxonomy

COMPETENCY (WHO)

Once assessments have been defined

QMerit and Client core discovery and project personnel

HOW (TOOLS) the assessments are added to the learning system you have a bunch of flexibility You may follow the process as defined in step three; however, as these are specific to a particular assessment coming up with three per person may be challenging

3.2 HIGH LEVEL QTAS CONFIGURATION STEPS STEP WHAT 1. Create topics folder

WHEN Must be created prior to creating topics. Topic folders set the sub-structure.

COMPETENCY (WHO) QTAS owner (QMerit and client)

HOW (TOOLS) Refer to section 7.0 Access authoring environment Reference “topics” inside of Lexicon Library ----Refer to section 6.0 QuestionMark manual ----Refer to section 5.0

2. Create topics

Once questions have been organized and high level associations to topics established. Topics may have subtopics as well. Questions and Topics have “many-to-many”

Procedure Title: – Master business process; QTAS

QTAS owner (QMerit and client)

WI-QMI-51006 | configuration; topics Refer to section 7.0 Access authoring environment Reference “topics” inside of Lexicon Library

Page 3 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

3. Create questions

4. Question outcome and feedback

WHEN relationships

In order to create a question, the topic must be created. Questions may reference multiple topics (may be moved around required)

Once you have your questions neatly organized into topics it is time to consider how these questions have impact.

COMPETENCY (WHO)

QTAS owner and subject matter experts (client)

6. Create assessments folder

Step back up a level now that you have outcomes and feedback complete for individual questions and consider how these topics will influence the participant

Must be created prior to creating

Procedure Title: â&#x20AC;&#x201C; Master business process; QTAS

QuestionMark manual Refer to section 7.0 Access authoring environment ----Question relevance builds trust, trust builds motivation to learn. ----Refer to section 5.0

QTAS owner and subject matter experts (client)

Go back through your questions and begin adding outcomes and feedback 5. Topic outcomes

HOW (TOOLS) ----Refer to section 6.0

QTAS owner and subject matter experts (client)

QTAS owner (QMerit and client)

View WI-QMIâ&#x20AC;&#x201C; 51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51006 | configuration; topics Refer to section 7.0

Page 4 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

WHEN assessments. Folders provide the ability to isolate access rights.

COMPETENCY (WHO)

HOW (TOOLS) Access authoring environment Reference “topics” inside of Lexicon Library ----Refer to section 6.0

7. Create assessments

8. Publish assessments

9. Schedule assessments

Now that the questions and topics are all assembled, it is time to insert these (one or many) into an assessment.

As with questions, it is always good to test the assessments prior to publishing. However, the best test is once their published. Until assessments are scheduled they cannot be viewed. You may consider creating a fake user for test taking. Once assessments are published and tested it is time for the final step, scheduling. My preference is to use the web based scheduling as opposed to sending email. Keep in mind that consistency leads to more efficient knowledge transfer, teaching participants to

Procedure Title: – Master business process; QTAS

QTAS owner and subject matter experts (client)

QuestionMark manual Refer to section 7.0 Access authoring environment ----Refer to section 5.0

QTAS owner and subject matter experts (client)

WI-QMI-51005 | configuration; assessment Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessment Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessment

Page 5 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

WHEN self-serve is worth the initial inconvenience.

COMPETENCY (WHO)

HOW (TOOLS)

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment CLO CLO insights Feedback Outcome-based education QTAS Scheduling Standard Operating Procedure (SOP) Topic Work instruction (WI)

LOCATION http://bit.ly/R1_WI_11000_SketchQtasOverview http://bit.ly/WIQMI3000 http://bit.ly/WIQMI1003 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51006 http://bit.ly/R2_WI_11000_CLOInsights http://bit.ly/WIQMI51003

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

Procedure Title: – Master business process; QTAS

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked

Page 6 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

KNOWLEDGE DATABASE

LOCATION UpManual

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library QuestionMark authoring environment

LOCATION http://bit.ly/QMeritLexiconLibrary http://ondemand.questionmark.com/home/402385

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/09/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

DATE OF REVISION MM/DD/YY

CHANGE MADE

Initial entry of document

02/09/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH

SECOND APPROVER NAME: TRACY PRICE

Procedure Title: – Master business process; QTAS

THIRD APPROVER NAME: Page 7 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL

BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/09/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Master business process; QTAS

Page 8 of 8

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1000

BUSINESS UNIT:

QMerit INC 111 Pacifica, Irvine, CA 92618

STANDARD TYPE:

Standard Operating Procedure

PROCEDURE TITLE: Feedback; QTAS

AREA: Management Systems TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: SOP-QMI-1000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/08/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE It is not uncommon for corporations to hold their employees at the highest standards. High standards can only be achieved by providing feedback to workers as frequently as possible. To this end QMerit has elected to assist our clients in ensuring that worker assessments, across myriad skill sets, provides every opportunity possible for workers to succeed. The key is connecting directly with the digital stimuli distributed to workers via the assessment process. Provide feedback, regardless of a passing or failing response to questions, and sincerely guide the participant through the highest degree of knowledge transfer. This procedure exposes feedback opportunities within questions, topics, and assessments. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Feedback; QTAS

Page 1 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1000

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (SOP) 3.1 Tangible and relevant feedback should be presented at every possible opportunity. The application of feedback will vary from system to system however, most will allow feedback to be directly associated to questions, topics, question blocks, and assessments. 3.2 Feedback should include yet not be limited to:  expanded definition of the questions context  alternative perspectives, especially on incorrect responses  constructive input, it is important to keep the worker engaged and motivated through the assessment process  depending upon the learning system, it is possible at the conclusion of a question block or assessment to bridge the participant to interactive feedback. For many this may be a webbased blog, or discussion forum. Creating these interactive spaces is simple, the trick will be to get people to contribute. This can only be done by building trust within the community and by making sure that your moderator is connected to the content. 3.3 Feedback should NEVER include:  belittling or self-interest driven perspectives  disciplinary overtones  single word feedback responses 4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment CLO Feedback Outcome-based education QTAS Scheduling Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-51004 configuration; questions WI-QMI-51005 configuration; assessments Procedure Title: – Feedback; QTAS

LOCATION http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51005 Page 2 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1000

DOCUMENT NAME WI-QMI-51006 configuration; topics WI-QMI-11000 master business process; QTAS

LOCATION http://bit.ly/WIQMI51006 http://bit.ly/WIQMI11000

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/08/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/08/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering

Procedure Title: – Feedback; QTAS

Page 3 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1000

10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/08/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Feedback; QTAS

Page 4 of 4

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1001

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Standard Operating Procedure

PROCEDURE TITLE: Outcomes; QTAS

AREA: Management Systems TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: SOP-QMI-1001 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/08/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE People need to know where they stand; we deliver that in a learning system via the careful and deliberate configuration of outcomes. Question outcomes are determined by the participants’ choice, and specify what the consequences of this choice will be. For example, if the stimulus is “what is the capital city of Peru?”, and the participant selected “Buenos Aires” as the choice, then the outcome might be a feedback message displayed saying “incorrect – the capital city of Peru is Lima”, and the participant receives a score of zero for that question. QMerit focuses on a learning style often referred to as outcome-based education. As you might imagine outcomes are very important to make sure that the participant is receiving the information you intended so that the learning goal may be met. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Outcomes; QTAS

Page 1 of 4

CONTROLLED DOCUMENT: SOP-QMI-1001

QMS STANDARDS

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (SOP) 3.1 outcomes overview 3.1.1 contained within many assessment and learning management engines functionality exists to create outcomes at the question level, the topic level, or the assessment level. In most cases topic outcomes and assessment outcomes function in the same way as the question outcomes, except at the topic and assessment (rather than individual question) level. 3.1.2 question results are identified by which outcomes are associated with the answer. Outcomes are used extensively in reporting to analyze and list answers to questions. These reports become much more meaningful if the outcomes are organized and named well. Therefore, authors should create question outcomes for each different scenario that reporting dictates. 3.2 question outcomes may consist of: 3.2.1 condition: this evaluates the participant’s answers, and links the choices they make to their score and the feedback that is given to them. 3.2.2 score: this includes the score granted to participants who make the choice related to this outcome. The question will generally contain several outcomes, and a specific choice may be linked to more than one outcome. 3.2.3 feedback: this is the text of the feedback given for the outcome. It may be an HTML or mathML format, and may also include links to URLs, resources and content. For more information on feedback alternatives please reference SOP-QMI–1000 (feedback; QTAS) 3.3 outcome conditions 3.3.1 when tying outcomes directly to individual questions you should be aware that some question types may not apply depending upon the system you are using. For instance: 3.3.1.1 explanation questions do not need any outcomes 3.3.1.2 essay questions usually have only basic outcomes such as scored and underscored outcome because they are not scored at the time the participant takes them 3.3.2 with more sophisticated assessment engines the simple outcome conditions above may be combined with logical operators such as AND, OR, and NOT to make a more complex condition. 3.4 assessment offsets leveraging topic and question block outcomes 3.4.1 questions are organized into topics and these topics as they are consumed by an assessment, can create unique scoring outcomes. These scoring outcomes will allow the assessment author to essentially balance the significance of topics within a single assessment. While this takes planning the effort is well worth the flexibility at the assessment level. 4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment CLO Procedure Title: – Outcomes; QTAS

Page 2 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1001

TERM Feedback Outcome-based education QTAS Scheduling Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME SOP-QMI-1000 feedback; QTAS WI-QMI-51004 configuration; questions WI-QMI-51005 configuration; assessments WI-QMI-51006 configuration; topics WI-QMI-11000 master business process; QTAS

LOCATION http://bit.ly/SOPQMI1000 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51006 http://bit.ly/WIQMI11000

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/08/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

Procedure Title: – Outcomes; QTAS

DOCUMENT MANAGER: Greg Lush

Page 3 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1001

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/08/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/08/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Outcomes; QTAS

Page 4 of 4

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Configuration; Topics

AREA: Products and Services TYPE OF PROCEDURE:

Formal; Learning

DOCUMENT NUMBER: WI-QMI-51006 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/10/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Sometimes it doesn’t seem like topics get enough credit. Functionally a topic contains a group of questions that relate to a particular subject, level of difficulty, or some other common trait. A topic could be viewed as the subject matter of a group of questions. However, topics play a much larger role in the assessment process. When you take advantage of the many to many relationship questions and topics have in most learning engines, it becomes possible to deliver pinpointed assessments. Balancing outcomes by topic and assembling them in one assessment provides the ability to weight the importance of one topic over another with regards to passing and failing scores (outcomes). 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Configuration; Topics

Page 1 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 CONSIDERATIONS STEP

WHAT

WHEN

COMPETENCY

HOW (TOOLS)

1. Outline for question creation

During the initial QTAS planning session (see WI-QMI-11000) topics are first contemplated.

QMerit and Client core discovery and project personnel

2. Topics and questions

After topics, some topic folders, and your question outline are complete

QTAS owner and subject matter experts (client)

3. Topics and assessments

Topics may be added to assessments even if they only contain one question.

QTAS owner and subject matter experts (client)

Once the first pass topics are identified consider making a second pass and filling in an outline underneath the topics. The topic is the subject matter of a group of questions, thus what are the subgroups of these questions? Consider the questions as the very bottom of the food chain. These items may be consumed by many topics. Due to the complexity in writing a meaningful question consider creating them in such a way that they can be leveraged across many topics. Topics, when combined in a singular assessment may also be used in a prerequisite capacity. Requiring topic “A” 100% pass rate and the other topics 80% pass rates, in order to pass the assessment participant needs to get 100% on topic “A” and at least 80% across the other two topics.

WHEN

COMPETENCY

(WHO)

3.2 In-Practice STEP

WHAT

1. Naming topics

Once you have completed all of the preplanning and high level blueprints for

Procedure Title: – Configuration; Topics

(WHO)

QTAS owner and subject matter experts (client)

HOW (TOOLS) Establish a logical approach using your blueprint. Once established follow your

Page 2 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

STEP

WHAT

WHEN

COMPETENCY

your learning environment it is time to move into naming.

2. Topic description and title

3. Sharing and securing

Specific to the use of QuestionMark: often titles and descriptions are considered “nice to have” when entering information into a system. However, when using topics in the question block for the assessment, this information becomes very valuable Final tuning for the topics and sub-topic folders

HOW (TOOLS)

(WHO)

naming plan. Refer to section 5.0

QTAS owner and subject matter experts (client)

R-WI-QMI-15006 | topic naming examples In QuestionMark, the topic description carries over well to the assessment; however, the title is lost. Consider: place the topic title in the description block proceeded with a vertical pipe, topictitle | topicdescription

QTAS owner and subject matter experts (client)

Topics can be shared and secured between users and groups. Give some thought to the rights and sharing as it will impact contribution and consumption access.

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment QTAS Subject matter expert (SME) Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-11000 | Master business process; QTAS Procedure Title: – Configuration; Topics

LOCATION http://bit.ly/WIQMI11000 Page 3 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

DOCUMENT NAME R-WI-QMI-15006 | topic naming examples

LOCATION http://bit.ly/R_WI_QMI_51006_TopicNamingEx amples http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51001

WI-QMI-51005 | configuration; assessments WI-QMI-51004 | configuration; questions WI-QMI-51001 | medadata; QTAS

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library QuestionMark authoring environment

LOCATION http://bit.ly/QMeritLexiconLibrary http://ondemand.questionmark.com/home/402385

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/10/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/10/16

9.0 ELECTRONIC NOTIFICATION LIST:

Procedure Title: – Configuration; Topics

Page 4 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Configuration; Topics

Page 5 of 5

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-1000

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Configuration; job task analysis (JTA)

AREA: Products and Services TYPE OF PROCEDURE:

Profile customer

DOCUMENT NUMBER: WI-QMI-1000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/10/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Getting the right person to the right place at the right time is a complex equation. Deconstructing the process reveals that many items are in the mix; workers’ role, workers’ competency model (s), mix of work activity types, influence of industry, service or role type, and skill level, relevant and appropriate learning materials, and the equitable analysis of workers’ assessment outcomes. It stands to reason why the last mile of work execution is often referred to as an unpredictable service abyss. Unfortunately conducting a job task analysis (JTA) is not a silver bullet; however, leveraging a JTA provides the organization with participant perspective. In an outcome-based educational environment we are focused on the outcome, for service that is the work activity type. Referencing all of your existing activity types without some form of validation will lead to potentially significant effort directed at learning materials and processes supporting work activities that are conducted once in a blue moon. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP Procedure Title: – Configuration; job task analysis

Page 1 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-1000

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 CONSIDERATIONS STEP WHAT 1. Competency model influencer

WHEN The perfect application of a competency model identifies skills which can be leveraged by many roles within an organization.

COMPETENCY (WHO) QMerit and client core discovery and project personnel

HOW (TOOLS) To get a complete picture regarding what a specific role does day in and day out a job task analysis is recommended.

Influencers for a competency model may include both a job task analysis output and a listing of the work activity types.

2. Relevance of work activity types

During the discovery phase of a new implementation, identify what work activities are currently being conducted in an organization.

QMerit and client core discovery and project personnel

A JTA can be leveraged to gain perspective from workers. This perspective often leads to a fine tuning of work activity types which ultimately drives learning content and training hours

3. Prioritization of learning content

Once the competency models and the work activities have been blueprinted you will need to start associating learning content

QTAS order in subject matter expert (client)

The outcome from a job task analysis identifies the difficulty, importance, and frequency of work tasks. Use this analysis report to prioritize your learning alignment.

Procedure Title: â&#x20AC;&#x201C; Configuration; job task analysis

Page 2 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-1000

3.2 In-Practice STEP WHAT 1. Preparing analysis

WHEN It is recommended that this be conducted during the discovery phase before the final blueprint has been created

COMPETENCY (WHO) QMerit and client core discovery and project personnel

HOW (TOOLS) You may create a form within a survey using any tool. Consider it to include these major areas; applicability, difficulty, importance, and frequency. Solicit feedback using a Likert type scale, consider; very easy, easy, neither easy or difficult, difficult, very difficult. For those with applicability consider; do task, supervised task, responsible for task, N/A. Refer to section 5.O

2. Publishing survey or assessment

3. Scheduling survey or assessment

Once you have fully tested and tried out both the questions and survey/assessment

QTAS order in subject matter expert (client)

Once the assessment is published it can be scheduled for consumption. Myriad variables exist regarding who will see the assessment and how they will receive notification

QTAS order in subject matter expert (client)

Procedure Title: â&#x20AC;&#x201C; Configuration; job task analysis

R-WI-QMI-1000 R2-WI-QMI-1000 R3-WI-QMI-1000 Refer to section 5.O WI-QMI-51005 configuration; assessment Refer to the following (section 5.O) WI-QMI-51002 delivery; assessment

Page 3 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-1000

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment Feedback Job task analysis (JTA) Outcome-based education QTAS Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME R-WI-QMI-1000 | (screenshot) Enter JTA questions R1-WI-QMI-1000 | (screenshot) Solicit JTA feedback R2-WI-QMI-1000 | (screenshot) Analyze JTA information WI-QMI-51005 | configuration; assessment WI-QMI-51002 | delivery; assessment

LOCATION http://bit.ly/R_WI_QMI_1000_EnterJTAQuestio ns http://bit.ly/R1_WI_QMI_1000_SolicitJTAFeedb ack http://bit.ly/R2_WI_QMI_1000_AnalyzeJTAInfor mation http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51002

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

Procedure Title: – Configuration; job task analysis

LOCATION http://bit.ly/QMeritLexiconLibrary

Page 4 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-1000

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/10/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/10/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Configuration; job task analysis

Page 5 of 5

February 2016 Copyright ÂŠ 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to other physical or electronic form without prior written consent, in writing from QMerit Inc.