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
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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
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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
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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
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