Wi qmi 3000 master business process qtas by QMerit

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:  

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

Procedure Title: – Master business process; QTAS

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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

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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

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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

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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

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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

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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

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