Q-Matrix™ User Manual
DE EN FR

Contents

  • Q-Matrix™
    • 1. Q-Matrix™ Help
      • 1.1. Table of Contents
      • 1.2. Program Basics
        • 1.2.1. Installation
          • 1.2.1.1. System Requirements
          • 1.2.1.2. Setup
          • 1.2.1.3. Configuration
          • 1.2.1.4. Directory Structure
        • 1.2.2. Login
        • 1.2.3. Program Interface
          • 1.2.3.1. Common Ribbon Elements
          • 1.2.3.2. Q-Matrix™ Ribbon
          • 1.2.3.3. Setting/Changing a Password
        • 1.2.4. Key Controls
          • 1.2.4.1. New Row, Filter Row
          • 1.2.4.2. Grouping
          • 1.2.4.3. Sorting and Filtering
          • 1.2.4.4. Column Selection
          • 1.2.4.5. Floating Windows
      • 1.3. Getting Started / Quick Start
        • 1.3.1. Setting Preferences
        • 1.3.2. Creating Master Data
          • 1.3.2.1. Mapping the Company Structure
          • 1.3.2.2. Creating the Qualification Structure
          • 1.3.2.3. Creating Employees
          • 1.3.2.4. Goal: Task Catalog
        • 1.3.3. Defining Workplaces
        • 1.3.4. Linking Employees to Workplaces
        • 1.3.5. Qualification Assessment
        • 1.3.6. Measure Planning
          • 1.3.6.1. Creating a Measure
          • 1.3.6.2. Proof of Attendance & Required Hours
          • 1.3.6.3. Transferring a Measure
          • 1.3.6.4. Completing a Measure
        • 1.3.7. Conclusion
      • 1.4. Functions / Menu Bar
        • 1.4.1. The "Home Page" / The "Dashboard"
        • 1.4.2. "Q-Matrix™" Menu Bar
          • 1.4.2.1. "Qualification Matrix" Menu Item
          • 1.4.2.2. "Employees" Menu Item
            • 1.4.2.2.1. Employee Details
            • 1.4.2.2.2. "Assigned Workplaces" Tab
            • 1.4.2.2.3. "Measures" Tab
            • 1.4.2.2.4. "Appraisal Overview" Tab
            • 1.4.2.2.5. "Goals" Tab
            • 1.4.2.2.6. "Documents" Tab
            • 1.4.2.2.7. "Assignments" Tab
            • 1.4.2.2.8. "Experience" Tab
            • 1.4.2.2.9. "Reporting" Tab
            • 1.4.2.2.10. "Personnel Data + Additional Skills" Tab
            • 1.4.2.2.11. Assessment Screen
          • 1.4.2.3. "Measure Management" Menu Item
            • 1.4.2.3.1. Measure Details
            • 1.4.2.3.2. Standard Measures
          • 1.4.2.4. "Employee Appraisals" Menu Item
            • 1.4.2.4.1. Appraisal Details
            • 1.4.2.4.2. Printing an Appraisal
            • 1.4.2.4.3. Edit Conversation
            • 1.4.2.4.4. Conversation Process
          • 1.4.2.5. "Proof Overview" Menu Item
          • 1.4.2.6. "Document Overview" Menu Item
          • 1.4.2.7. "Task Catalog" Menu Item
        • 1.4.3. "Company Structure" Menu Bar
          • 1.4.3.1. "Areas" Menu Item
          • 1.4.3.2. "Work Areas" Menu Item
          • 1.4.3.3. "Shifts / Teams" Menu Item
          • 1.4.3.4. "Workplaces" Menu Item
            • 1.4.3.4.1. Menu Item "Job Description"
            • 1.4.3.4.2. Word Job Description
        • 1.4.4. Menu Bar "Requirements Profile/Skills"
          • 1.4.4.1. Menu Item "Activity Catalog"
          • 1.4.4.2. Menu Item "Position ◄► Individual Tasks"
          • 1.4.4.3. Menu Item "Position ◄► Requirements"
          • 1.4.4.4. Menu Item "Requirement Types"
          • 1.4.4.5. Menu Item "Skills"
          • 1.4.4.6. Menu Item "Individual Requirements"
            • 1.4.4.6.1. Target Hours Definition
          • 1.4.4.7. Menu Item "Additional Skills"
          • 1.4.4.8. Menu Item "Position Suggestions"
        • 1.4.5. Menu Bar "Employees"
          • 1.4.5.1. Menu Item "Employee Overview"
          • 1.4.5.2. Menu Item "New Employee/Applicant"
          • 1.4.5.3. Menu Item "Experience Category"
          • 1.4.5.4. Menu Item "Experience Type"
          • 1.4.5.5. Menu Item "Trained Profession"
          • 1.4.5.6. Menu Item "Category"
          • 1.4.5.7. Menu Item "Duplicate Management"
        • 1.4.6. Menu Bar "Applicants"
          • 1.4.6.1. Menu Item "Applicant Management"
          • 1.4.6.2. Menu Item "Applicant Overview"
          • 1.4.6.3. Menu Item "New Applicant"
          • 1.4.6.4. Menu Item "Applicant Status"
        • 1.4.7. Menu Bar "External Persons"
          • 1.4.7.1. Menu Item "Ext. Persons Overview"
          • 1.4.7.2. Menu Item "New Ext. Person"
          • 1.4.7.3. Menu Item "External Companies"
        • 1.4.8. Menu Bar "Employee Conversations"
          • 1.4.8.1. Menu Item "Employee Conversations"
            • 1.4.8.1.1. Conversation Details
            • 1.4.8.1.2. Print Conversation
            • 1.4.8.1.3. Edit Conversation
          • 1.4.8.2. Menu Item "Employee Target Agreements"
          • 1.4.8.3. Menu Item "Company Objectives"
          • 1.4.8.4. Menu Item "Conversation Types"
          • 1.4.8.5. Menu Item "Objective Categories"
          • 1.4.8.6. Menu Item "Objective Assessments"
          • 1.4.8.7. Menu Item "Competencies"
          • 1.4.8.8. Menu Item "Question Catalog"
          • 1.4.8.9. Menu Item "Question Evaluation"
          • 1.4.8.10. Menu Item "Question Assessment"
        • 1.4.9. Menu Bar "Measures/Training"
          • 1.4.9.1. Menu Item "Measures Management"
            • 1.4.9.1.1. Measure Details
            • 1.4.9.1.2. Standard Measures
            • 1.4.9.1.3. Function "Assess Effectiveness"
          • 1.4.9.2. Menu Item "Measures Catalog"
            • 1.4.9.2.1. Measure Details
            • 1.4.9.2.2. Tab "Training Data"
            • 1.4.9.2.3. Tab "Dates"
            • 1.4.9.2.4. Tab "Standard Evidence + Distribution"
            • 1.4.9.2.5. Tab "Learning Objectives + Effectiveness Review"
          • 1.4.9.3. Menu Item "Categories"
          • 1.4.9.4. Menu Item "Types"
          • 1.4.9.5. Menu Item "Organizers"
          • 1.4.9.6. Menu Item "Responsible Persons"
          • 1.4.9.7. Menu Item "Intervals"
          • 1.4.9.8. Menu Item "Measure Group"
          • 1.4.9.9. Menu Item "Measure Types"
          • 1.4.9.10. Menu Item "Measures ► Employees"
          • 1.4.9.11. Menu Item "Measure Group ► Measure"
          • 1.4.9.12. Menu Item "Planned Position Measures"
          • 1.4.9.13. Menu Item "Annual Planning"
        • 1.4.10. Menu Bar "Training Planning"
          • 1.4.10.1. Menu Item "Continuing Education Planning"
          • 1.4.10.2. Menu Item "Training Planning"
            • 1.4.10.2.1. Measure Details
            • 1.4.10.2.2. Training Planning Process
            • 1.4.10.2.3. Reconciliation Wizard
            • 1.4.10.2.4. Assignment Wizard
            • 1.4.10.2.5. Master Module Reconciliation Wizard
          • 1.4.10.3. Menu Item "Instructors"
          • 1.4.10.4. Menu Item "Effectiveness Assessments"
          • 1.4.10.5. Menu Item "Effectiveness Categories"
          • 1.4.10.6. Menu Item "Training Offers"
          • 1.4.10.7. Menu Item "Training Objectives"
        • 1.4.11. Menu Bar "Assignments & Statutory Training"
          • 1.4.11.1. Menu Item "Assignments"
          • 1.4.11.2. Menu Item "Assignment Types"
          • 1.4.11.3. Menu Item "Statutory Training"
        • 1.4.12. Menu Bar "Documents/Proofs"
          • 1.4.12.1. Menu Item "Documents Overview"
          • 1.4.12.2. Menu Item "Proofs Overview"
          • 1.4.12.3. Menu Item "Standard Documents"
          • 1.4.12.4. Menu Item "Document Types"
          • 1.4.12.5. Menu Item "Documents ► Employee"
          • 1.4.12.6. Menu Item "Documents ► Position"
        • 1.4.13. Menu Bar "User Management"
          • 1.4.13.1. Menu Item "User Management"
            • 1.4.13.1.1. Users
            • 1.4.13.1.2. Assignment
          • 1.4.13.2. Menu Item "Function Log"
        • 1.4.14. Menu Bar "Preferences"
          • 1.4.14.1. Menu Item "Q-Matrix™"
            • 1.4.14.1.1. Tab "General"
            • 1.4.14.1.2. Tab "General 2"
            • 1.4.14.1.3. Tab "Navigation + Menu"
            • 1.4.14.1.4. Tab "Q-Matrix™ Home Page"
            • 1.4.14.1.5. Tab "Q-GUIDE"
            • 1.4.14.1.6. Tab "Document Templates"
            • 1.4.14.1.7. Tab "Print Templates"
            • 1.4.14.1.8. Tab "Q-ENGINE"
          • 1.4.14.2. Menu Item "Import"
          • 1.4.14.3. Ribbon "Preferences"
          • 1.4.14.4. Menu Item "Status Settings"
          • 1.4.14.5. Menu Item "Qualification Levels"
          • 1.4.14.6. Menu Item "Weightings"
          • 1.4.14.7. Menu Item "Fiscal Years"
          • 1.4.14.8. Menu Item "Translations"
          • 1.4.14.9. Menu Item "Position Types"
          • 1.4.14.10. Menu Item "Process Documents"
          • 1.4.14.11. Menu Item "Competency Levels"
        • 1.4.15. Menu Bar "Evaluations"
          • 1.4.15.1. Menu Item "Lists"
          • 1.4.15.2. Menu Item "Qualification Overview"
          • 1.4.15.3. Menu Item "Employees/Individual Tasks"
          • 1.4.15.4. Menu Item "Target/Actual Deviations"
            • 1.4.15.4.1. Target/Actual Comparison Individual Task
          • 1.4.15.5. Menu Item "Target/Actual Assessment"
            • 1.4.15.5.1. Target/Actual Assessment Individual Task
          • 1.4.15.6. Menu Item "Target/Actual Employees"
          • 1.4.15.7. Menu Item "Additional Skills"
          • 1.4.15.8. Menu Item "Effectiveness Reviews Overview"
          • 1.4.15.9. Menu Item "Employee Objectives"
          • 1.4.15.10. Menu Item "Applicant Skills"
          • 1.4.15.11. Menu Item "Training Objectives"
          • 1.4.15.12. Menu Item "Skill Parameters"
        • 1.4.16. Menu Bar "Proofs + Target Hours"
          • 1.4.16.1. Menu Item "Proofs & Target Hours"
          • 1.4.16.2. Menu Item "Annual Target Hours Overview"
          • 1.4.16.3. Menu Item "Measures Target(h)"
        • 1.4.17. Menu Bar "Q-GUIDE"
          • 1.4.17.1. Menu Item "Q-GUIDE Basic Data"
          • 1.4.17.2. Menu Item "Q-GUIDE Reports"
          • 1.4.17.3. Menu Item "Q-GUIDE Evaluation"
        • 1.4.18. Menu Bar "Q-PORTAL"
          • 1.4.18.1. Menu Item "Additional Skills - Employees"
        • 1.4.19. Menu Bar "Q-ENGINE"
          • 1.4.19.1. Menu Item "Email Templates"
          • 1.4.19.2. Menu Item "Database Templates"
          • 1.4.19.3. Menu Item "Transfer"
          • 1.4.19.4. Menu Item "Rule Management"
      • 1.5. Expiring Validities
      • 1.6. Technology
        • 1.6.1. Microsoft SQL Server
          • 1.6.1.1. Standard Roles
          • 1.6.1.2. Permissions of the Standard Roles
          • 1.6.1.3. Permission Hierarchy
          • 1.6.1.4. Microsoft Active Directory
          • 1.6.1.5. Users & Roles
          • 1.6.1.6. Microsoft Internet Information Server
          • 1.6.1.7. Firewall
        • 1.6.2. Q-Matrix™.exe.config
        • 1.6.3. Remote Access / RDS
        • 1.6.4. Web Access
    • 2. Q-GUIDE Help
      • 2.1. Table of Contents
      • 2.2. Program Basics
        • 2.2.1. Installation
          • 2.2.1.1. System Requirements
          • 2.2.1.2. Setup
          • 2.2.1.3. Configuration
        • 2.2.2. Login
        • 2.2.3. Program Screen
        • 2.2.4. User Interface
      • 2.3. Functions / Menu Bar
        • 2.3.1. User - Home
        • 2.3.2. Learning Topics (LT)
          • 2.3.2.1. Navigating Learning Topics
          • 2.3.2.2. Attachments Tab
          • 2.3.2.3. Editing Learning Topics
          • 2.3.2.4. Completed Learning Topics
          • 2.3.2.5. Knowledge Test
            • 2.3.2.5.1. Starting a Knowledge Test
            • 2.3.2.5.2. Working Through a Knowledge Test
            • 2.3.2.5.3. Completing a Knowledge Test
            • 2.3.2.5.4. Retaking a Knowledge Test
        • 2.3.3. User - Instructions (AN)
          • 2.3.3.1. Navigating Instructions
          • 2.3.3.2. Attachments Tab
          • 2.3.3.3. Editing Instructions
          • 2.3.3.4. Completing Instructions
          • 2.3.3.5. Read Instructions
        • 2.3.4. User - Profile
        • 2.3.5. Root / Admin - Home
        • 2.3.6. Learning Topics (LT) / Instructions (AN)
          • 2.3.6.1. Learning Topics (LT)
          • 2.3.6.2. Instructions (AN)
          • 2.3.6.3. Unassigned LT/AN ► Employees
          • 2.3.6.4. New Learning Topic (LT)
            • 2.3.6.4.1. Basic Settings for a Learning Topic (LT)
            • 2.3.6.4.2. Editing Slides
            • 2.3.6.4.3. Editing a Test
          • 2.3.6.5. New Instruction (AN)
            • 2.3.6.5.1. Basic Settings for an Instruction (AN)
            • 2.3.6.5.2. Editing Slides
          • 2.3.6.6. New Category
        • 2.3.7. Users
          • 2.3.7.1. Users
            • 2.3.7.1.1. Editing a User
            • 2.3.7.1.2. Basic Settings for Users
          • 2.3.7.2. Assigning Learning Topics
          • 2.3.7.3. Import
          • 2.3.7.4. Inactive Users
          • 2.3.7.5. New User
          • 2.3.7.6. New Employee Group
        • 2.3.8. Effectiveness
          • 2.3.8.1. Effectiveness Record
          • 2.3.8.2. Evaluation
        • 2.3.9. Safety Instruction
          • 2.3.9.1. Open Returns
          • 2.3.9.2. Received Returns
        • 2.3.10. Reports
          • 2.3.10.1. Status of Learning Topics
          • 2.3.10.2. Status of Instructions
          • 2.3.10.3. Records / Certificates
          • 2.3.10.4. Email
          • 2.3.10.5. Feedback
          • 2.3.10.6. Test Evaluation
        • 2.3.11. System
          • 2.3.11.1. Preferences
          • 2.3.11.2. SVC Settings
          • 2.3.11.3. Certificates
          • 2.3.11.4. Remove / Reactivate LT / IN
          • 2.3.11.5. Export LT / IN
          • 2.3.11.6. Import LT / IN
          • 2.3.11.7. Email
            • 2.3.11.7.1. General
            • 2.3.11.7.2. Template: User Edited
            • 2.3.11.7.3. Template: New User
            • 2.3.11.7.4. Template: Topic Assigned
            • 2.3.11.7.5. Template: 1st Email Notification
            • 2.3.11.7.6. Template: 2nd Email Notification
            • 2.3.11.7.7. Template: 3rd Email Notification
            • 2.3.11.7.8. Template: 4th Email Notification
            • 2.3.11.7.9. Template: Send Profile Password
            • 2.3.11.7.10. Template: Forgot Password
            • 2.3.11.7.11. Template: Safety Instruction
            • 2.3.11.7.12. Template: Certificate
          • 2.3.11.8. Email Delivery
        • 2.3.12. Theme Builder
          • 2.3.12.1. General
          • 2.3.12.2. Colors Tab
          • 2.3.12.3. Fonts Tab
          • 2.3.12.4. Form Elements Tab
          • 2.3.12.5. Slides Tab
          • 2.3.12.6. Images Tab
        • 2.3.13. Q-GUIDE Update
      • 2.4. Technical
        • 2.4.1. Configuration Files
        • 2.4.2. Local Videos
    • 3. Q-PORTAL Help
      • 3.1. Table of Contents
      • 3.2. Program Basics
        • 3.2.1. Installation
          • 3.2.1.1. System Requirements
          • 3.2.1.2. Setup
          • 3.2.1.3. Configuration
        • 3.2.2. Login
        • 3.2.3. Program Screen
        • 3.2.4. User Interface
      • 3.3. Functions / Menu Bar
        • 3.3.1. Home Page
        • 3.3.2. Dashboard
        • 3.3.3. Conversations
          • 3.3.3.1. Conversation Details
          • 3.3.3.2. Conversation Editing
          • 3.3.3.3. Conversation Result Report
        • 3.3.4. Additional Skills
        • 3.3.5. Workplaces
          • 3.3.5.1. Positions
          • 3.3.5.2. Skills & Tasks
          • 3.3.5.3. Adjustments
        • 3.3.6. Process Documents
        • 3.3.7. Measures
        • 3.3.8. Goals
        • 3.3.9. Calendar
          • 3.3.9.1. Company Calendar
          • 3.3.9.2. My Calendar
        • 3.3.10. Surveys (In Development)
        • 3.3.11. Administration
          • 3.3.11.1. Users
          • 3.3.11.2. Roles
          • 3.3.11.3. Access Rights
        • 3.3.12. User
          • 3.3.12.1. Profile
          • 3.3.12.2. Change My Password
          • 3.3.12.3. Log Out
        • 3.3.13. Settings
          • 3.3.13.1. Log
          • 3.3.13.2. Translations
          • 3.3.13.3. Environment
            • 3.3.13.3.1. Drive Mapping
            • 3.3.13.3.2. Reports
          • 3.3.13.4. Theme
      • 3.4. Technology
        • 3.4.1. Browser - Block or Allow Pop-ups
        • 3.4.2. Logging
    • 4. Q-ENGINE Help
      • 4.1. Table of Contents
      • 4.2. Program Basics
        • 4.2.1. Installation
          • 4.2.1.1. System Requirements
          • 4.2.1.2. Setup
          • 4.2.1.3. Configuration
        • 4.2.2. Login
        • 4.2.3. Program Screen
      • 4.3. Windows Service
      • 4.4. Functions / Menu Bar
        • 4.4.1. Information
          • 4.4.1.1. Note
        • 4.4.2. Email
          • 4.4.2.1. Configuration
          • 4.4.2.2. Templates
          • 4.4.2.3. Attachments
        • 4.4.3. Database
          • 4.4.3.1. Templates
        • 4.4.4. Rule Set
          • 4.4.4.1. Rules
    • 5. Permissions Overview
      • 5.1. Permissions Overview Q-Matrix™
      • 5.2. Permissions Overview Q-PORTAL
      • 5.3. Permissions Overview Q-GUIDE
      • 5.4. Permissions Overview Q-ENGINE
    • 6. Tips & Tricks
    • 7. How to Reach Us
    Q-Matrix™»Q-GUIDE Help»Functions / Menu Bar
    « Previous page Next page »

    Functions / Menu Bar

    This section is intended to help you find the various functions of Q-GUIDE using the menu bar(s).

    The following pages go into more detail on the functions based on the menu bar. The menu items are:

    User Menu Bar

    • Start
    • Learning Topics (LT)
    • Instructions (AN)
    • Profile

    Root / Admin Menu Bar

    • Start
    • Learning Topics (LT) / Instructions (AN)
    • Users
    • Effectiveness
    • Safety Briefing
    • Reports
    • System
    • Theme Builder
    • Q-GUIDE Update
    Copyright © 2015-present Q-Ware GmbH. All rights reserved.