EQS online course and course calendar

Dear customer, Covid-19 has made us all think anew and we have run EQS online courses for our customers since the outbreak. It has been well received, as one can participate quickly and easily without having to travel. Below you will find information about the various EQS online courses that we offer as of today – sign up now.

Online course for Head Administrator in EQS

This course is recommended training for users who will have an administrator role in EQS. This may be that you are in the process of building up your own system, that you are new to the role of administrator or that you want to refresh old knowledge. A “Head Administrator” has administrator rights on the top unit of the organizational structure, and normally has access to all functionality and all content in the software. Extend offers two variants of this course:

• In-house course – recommended for new customers and when there are several participants from the same company (the customer’s own EQS is used)
• Open course – see our course calendar below for time (the course is conducted in a general course database)

In normal times, this is carried out as two full course days, either at Extend or at the customer’s place. The course is now also available as an online course (over the internet) with screen sharing via Microsoft Teams, divided into four sessions:

• Part 1 EQS setup: Intro to EQS, setup of user, organization and document structure
• Part 2 Documents: Functions for managing various types of documents, including process maps and document management
• Part 3 Forms and messages: Build and design forms, form settings, registration and processing of messages
• Part 4 Message overview: Design of filters and reports

It is also possible to hold company-internal courses or workshops with tailored content. For in-house courses, both the agenda and the duration of each part can be adapted. Click here for more information about our in-house courses.

Course calendar for our EQS online courses

These are primarily courses for existing customers and all courses are held online via Microsoft Teams. The courses are basically conducted in Norwegian, but it is possible to ask us if we can run them in English. If it is ok for the other participants or more who want it, courses can be conducted in English. Alternatively, you can also order this as in-company training in English (the price will then be the same as for in-company courses).

Course	July	August	September	October	November	December
Head Administrator Part 1 – EQS setup	On request	On request	11. 09-12	16. 09-12	19. 09-12	3. 09-12
Head Administrator Part 2 – Documents	On request	On request	18. 09-12	17. 09-12	20. 09-12	4. 09-12
Head Administrator Part 3 – Forms and messages	On request	On request	24. 09-12	22. 09-12	26. 09-12	10. 09-12
Head Administrator Part 4 – Message overview	On request	On request	25. 09-12	23. 09-12	27. 09-12	11. 09-12
Click here for in-house courses	On request	On request	On request	On request	On request	On request

You can register for our EQS online courses at the bottom of this page. Deadline for registration is 4 days before the course time. Extend AS reserves the right to cancel courses if the number of participants is not sufficient. Price per course (part) is NOK 2,700, – excl. VAT (NB! Does not apply to in-company courses). If there are several participants from the same company (same invoice), the second participant on the same online course will receive a 15% discount on the course price.

We offer the following EQS online courses

EQS Head Administrator Part 1 – EQS Setup

Suitable for: Users who are to take on an administrator role or be a system owner for EQS in the company.

Duration: approx. 3 hours (can be extended if you want more time to work with your own content / different cases).

Training objectives: The user is also able to create and maintain structure for devices, documents and users as well as assign various rights to these.

Agenda:

• Intro to EQS (for new customers – repetition from demo)
• Tasks and system messages, and the status bar
• Unit / organizational structure, professions and groups
• Roles, local and global rights
• User management, creating users, assigning rights and user overview
• Set up of document management, document types and categories, as well as custom document attributes
• Configuration settings, user guides and EQS Support

EQS Head Administrator Part 2 – Documents

Suitable for: Users involved in the design and maintenance of documents in EQS, as well as administrators for documents.

Duration: approx. 3 hours (can be extended if you want more time to work with your own content / different cases).

Training objectives: Users should be able to create and manage documents in EQS. You become familiar with different types of documents and how to manage validity and who has access. Furthermore, you should be able to follow up your own documents in connection to comments from users, notification of revision deadline etc.

Agenda:

• Introduction to document management in EQS (for new customers – repetition from demo)
• Management of governing documents in the business
• Document types, document categories, local and global documents
• Roles involved (EQS’s), document administrator, author, review round participants and approvers
• Create new documents (select types) or create new revision (process chart editor, HTML editor, Word documents, web pages / Iframe documents and files)
• Key information, document categories, units and other properties / attributes
• Related content, including related dependencies
• Working group, review round, approval, comment, actions, new revision, voiding and make a copy
• Implementation support and test
• Work area, my documents and the unit documents
• Document overview
• Document lists
• Unit menu – start / home pages in the Viewing area

EQS Head Administrator Part 3 – Forms and messages

Suitable for: Users who are involved in the design and maintenance of forms, form settings and training of message responsible users.

Duration: approx. 3 hours (can be extended if you want more time to work with your own content / different cases).

Training objectives: Users should be able to design forms with several sub-forms, including measures. You become familiar with different workflows and how to change responsible users and give reading permissions.

Agenda:

• Introduction to EQS forms
• Form editor and form settings
• Dynamics in schema
• Message responsibility, read permission and dynamic workflow
• Scheduled tasks
• Process for processing and follow-up of messages (for example deviations)
• Message management (register message, process message, create, execute and approve measures / actions, review round for messages, move message responsibility and give read permission, as well as close message)

EQS Head Administrator Part 4 – Message overview

Suitable for: Users who need to be able to create reports and filters from the Message Overview and who will train others in learning this.

Duration: approx. 3 hours (can be extended if you want more time to work with your own content / different cases).

Training objectives: Users should be able to create queries and reports in the Message Overview and share these with other users.

Agenda:

• Message overview (use of criteria, adjusting the result table, report generator and charts)
• Save and share reports / filters
• Use filters in documents
• Message filter management
• Dashboard (create and use status charts)

Click here to register for our EQS online courses