QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-51001
BUSINESS UNIT:
QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618
STANDARD TYPE:
Work Instruction
PROCEDURE TITLE: Metadata; QTAS
AREA: Management Systems TYPE OF PROCEDURE:
HR and Learning
DOCUMENT NUMBER: WI-QMI-51001 REVISION: 1.0
PROCEDURE STATUS
IMPLEMENTED
RELEASED
02/11/16
mm/dd/yy
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE Years ago when I was first introduced to the word metadata the definition shared with me seemed a bit confusing. Metadata’s simplistic definition equals “information about information”. A world of opportunity is exposed when we can select discrete pieces of information around transactional systems and leverage this information to create exponential value. This metadata abstraction layer provides the ability to see a combination of events from a different perspective. When referring to learning, assessments or learning management systems, metadata plays a vital role and takes on this additional definition. “Meta-tags are not used to classify questions by subject – this is the function of topics. Once you have defined your meta-tags, you can add them to particular questions as you create or edit them.” Meta-tags can be used to classify questions according to your criteria. 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: – Metadata; QTAS
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-51001
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 LEVERAGING METADATA STEP
WHAT
1. Create
2. Agree
3. Leverage
WHEN
Once “the” Match has been created you should have a good sense of questions, topics, assessments, and outcomes.
Meta-tags consist of names, descriptions, and values. Create a matrix with these aforementioned elements to assist with this step of the process
Now that your metatag library is constructed and vetted it is time to start making associations and leverage the power of metadata
COMPETENCY
HOW (TOOLS)
QTAS owner and subject matter experts (client)
Deliberate planning should take place when considering your metatags.
(WHO)
Layout your topics with some visibility to the questions.
QTAS owner and subject matter experts (client)
QTAS owner and subject matter experts (client)
Once you have defined meta-tags and assigned them to questions, you can create assessments and filter only questions with specific meta-tag values. Assemble a group of people representing all aspects of your organization. These delegates will review your meta-tag matrix with the objective of validating the meaning is consistent across disciplines. It would not be desirable, for example, for one author to use an “approved” tag to have one meaning in their assessments, and another author to use the same value for a different purpose. Think about the endgame and how you will want to take advantage of your content, both questions and assessments, to use in a variety of ways. Questions: use meta-tags as a way to structure your questions, as a way of indexing questions, and also guide the automatic selection questions Assessments: most engines will allow you to leverage at least one of the meta-tags, however more
Procedure Title: – Metadata; QTAS
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-51001
STEP
WHAT
WHEN
COMPETENCY
HOW (TOOLS)
(WHO)
sophisticated systems will allow you to create and/or statements to really fine tune content delivery. e.g. Difficulty=moderate AND Approved=Florida
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 Metadata QTAS 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 WI-QMI-51006 | configuration; topics WI-QMI-3000 | ”the” Match
LOCATION http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51006 http://bit.ly/WIQMI3000
6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 marked up manual
LOCATION http://bit.ly/R_WI_11000_QuestionsMarkV5Marked UpManual
7.0 ASSOCIATED TOOLS
Procedure Title: – Metadata; QTAS
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-51001
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
02/11/16
(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
02/11/16
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:
Procedure Title: – Metadata; QTAS
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CONTROLLED DOCUMENT: WI-QMI-51001
QMS STANDARDS
Document Created on 02/11/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush
Procedure Title: – Metadata; QTAS
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