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1.1. Table of Contents

1. Q-Matrix™ Help

1.1. Table of Contents

1.2. Program Basics

1.2.1. Installation

1.2.1.1. System Requirements

1.2.1.3. Configuration

1.2.1.4. Directory Structure

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

2.2.1.3. Configuration

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

2.3.7.1.1. 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

2.3.11.1. 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

2.4.1. 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

3.2.1.3. Configuration

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

3.3.9. 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

3.3.12.1. Profile

3.3.12.2. Change My Password

3.3.12.3. Log Out

3.3.13. Settings

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

4. Q-ENGINE Help

4.1. Table of Contents

4.2. Program Basics

4.2.1. Installation

4.2.1.1. System Requirements

4.2.1.3. Configuration

4.2.3. Program Screen

4.3. Windows Service

4.4. Functions / Menu Bar

4.4.1. Information

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

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