Qmqmi0006thematchquestionseditor by QMerit

The Match | Questions editor Quality control number: QM-QMI-0006 Version 1.0 - FEB2016 Developed by: QMerit Evangelism and Learning

The Match | Questions editor 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 | Questions editor 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 | content editor 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 | Questions editor 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 | Questions editor 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 | Questions editor 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: WI-QMI-51004

BUSINESS UNIT:

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

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Configuration; questions

AREA: Products and Services TYPE OF PROCEDURE:

Learning; Formal

DOCUMENT NUMBER: WI-QMI-51004 REVISION: 1.01

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/09/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE The closer the stimulus in the learning situation matches stimulus in the performance situation, the better the ability of the learner to remember, what they learned. Questions can act as such stimuli. The more a question can “simulate” a learner's performance situation the more it will facilitate knowledge transfer. 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: – Configuration; questions

Page 1 of 7

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51004

3.0 PROCEDURE (WI STEPS) 3.1 CONSIDERATIONS STEP 1. Topics

WHAT

WHEN Before any questions are created

COMPETENCY (WHO) QTAS owner and subject matter expert (client)

HOW (TOOLS) Initial creation of topic names (categories to group questions) can be tough. If someone asked you “what will I learn?”, your response may possibly be the names of your topics. You may consider sub-topics as well to break things up. Refer to section 5.0

2. Job task analysis (JTA)

Optional: used to prioritize requirements

QTAS owner and subject matter expert (client)

WI-QMI-51006 | configuration; topics Questions need to be connected to learning content. If your content list needs to be prioritized, consider running a JTA process Refer to section 5.0

3. Feedback

Feedback is displayed during the assessment process AFTER the question block (configuration).

QTAS owner and subject matter expert (client)

WI-QMI-51007 | configuration; jta Refer to section 5.0 WI-QMI-51005 | configuration; assessments SOP-QMI-1000 | feedback; QTAS

Procedure Title: – Configuration; questions

Page 2 of 7

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51004

3.2 Creation STEP WHAT 1. Questions

WHEN After WI-QMI-3000 “the” Match

COMPETENCY (WHO) QTAS owner and subject matter expert (client)

HOW (TOOLS) Writing questions is a real art, here is what I try to remember (importance ordered) while authoring questions: Objective of a question is to help the participant succeed Question feedback is equally as important Verify knowledge transfer

2. Try out

3. Review and iterate

Preferably after each question is written

In sequence after 3.2.1 and 3.2.2

QTAS owner and subject matter expert (client)

Refer to section 7.0. Access authoring environment Many engines have the ability to test questions, this is an important step. Funny how things look different between creating and consuming Refer to section 7.0. Access authoring environment Depending upon the authoring tool you may have the ability to solicit feedback and control versions of questions. Cast a wider net and involve

Procedure Title: – Configuration; questions

Page 3 of 7

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51004

STEP

WHAT

WHEN

COMPETENCY (WHO)

HOW (TOOLS) testers of questions outside of your SME community. This may require additional levels of access on questions and/or topics. Refer to section 7.0. Access authoring environment Refer to section 5.0: WI-QMI-51000 | review cycles; questions

4. Metatags or metadata

Post question writing while reviewing within a topic.

QTAS owner and subject matter expert (client)

WI-QMI-51006 | configuration; topics As metatags are referenced by questions you will likely need to add them in a metatag container first, then come back and assign to questions. Refer to section 7.0. Access authoring environment Refer to the following (section 5.0) WI-QMI-51001 | QTAS; metadata

Procedure Title: â&#x20AC;&#x201C; Configuration; questions

Page 4 of 7

CONTROLLED DOCUMENT: WI-QMI-51004

QMS STANDARDS

3.3 Consumption STEP WHAT 1. Question blocks

WHEN When creating assessments

COMPETENCY (WHO) QTAS owner and subject matter expert (client)

HOW (TOOLS) Blocks are containers of questions (similar to topics); however, at the assessment level. Questions blocks, packaged within assessments, can contain single questions, topics, or questions. See 3.1.3 for feedback functionality. Suggested naming logic: role_purpose_skill group_organizatio n Refer to section 7.0. Access authoring environment Refer to the following (section 5.0) WI-QMI-51005 | configuration; assessments

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 Outcome-based education QTAS Subject matter expert (SME)

Procedure Title: â&#x20AC;&#x201C; Configuration; questions

Page 5 of 7

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51004

TERM Standard Operating Procedure (SOP) Topic Work instruction (WI)

LOCATION http://bit.ly/R_WI_QMI_51004_CLOInsights http://bit.ly/R1_WI_11000_SketchQtasOverview http://bit.ly/WIQMI3000 http://bit.ly/WIQMI51001 http://bit.ly/WIQMI51006 http://bit.ly/WIQMI1000 http://bit.ly/SOPQMI1005 http://bit.ly/WIQMI51005 http://bit.ly/SOPQMI1000

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual Use of question blocks (QuestionMark)

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual https://questionmark.com/content/assessmentblocks

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 (MM/DD/YY)

Procedure Title: – Configuration; questions

1.0 02/16/16

Page 6 of 7

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51004

LAST APPROVAL DATE (MM/DD/YY)

02/09/16

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0 1.01

All 3.3.1

CHANGE MADE

Initial entry of document Added naming logic

DATE OF REVISION MM/DD/YY

02/09/16 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 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 02/09/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Configuration; questions

Page 7 of 7

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

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.