Other in-house EQS courses

Extend’s advisors can also provide training in EQS for other roles in the business. These can for example be superusers, caseworkers and document owners. Below is a list of some suggestions for what such in-company courses may contain, and then the individual company can assess how comprehensive courses they want and how large groups are appropriate. The courses can either be completed at the customer or online via Mircosoft Teams.

It is also possible to hold in-company courses or workshops with tailor-made content. For in-house courses, both the agenda and the duration of each part can be adapted. Send us an inquiry via the contact form for in-house courses (which you will find at the bottom of this page), and your Extend advisor will contact you, or send an e-mail to marked@extend.no for more info and offers on these courses.

Calendar for in-house EQS courses

These are primarily courses for existing customers and the courses can be run online via Microsoft Teams.

Other in-house courses	January	February	March	April	May
Document Administrator	On request	On request	On request	On request	On request
Message responsible	On request	On request	On request	On request	On request
Unit Administrator / Super users	On request	On request	On request	On request	On request
Managers	On request	On request	On request	On request	On request

We offer the following in-house courses

Document Administrator

Suitable for: Users involved in the design and maintenance of documents in EQS.

Duration: 2 hours, 4 hours or 1 day.

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:

• How to – intro (document search, favorites and home / start page in the work area)
• Tasks and system messages, and the status bar
• Management of governing documents in the business
• 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

Message responsible

Suitable for: Users involved in the processing and follow-up of messages / incidents.

Duration: 2 hours, 4 hours or 1 day.

Training objectives: Users should be able to process messages, create and follow up measures. You become familiar with different workflows and how to change responsible users and give reading permissions. Furthermore you should be able to create queries and reports in the Message Overview and share these with other users.

Agenda:

• How to – intro (search, favorites and home / start page in the work area)
• Tasks and system messages, and the status bar
• 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)
• Message overview (use of criteria, adjusting the result table, report generator and charts)
• Save and share reports / filters
• Use filters in documents
• Dashboard (create and use status charts)

Unit Administrator / Super users

Suitable for: Users who have extended user rights for a unit / department.

Duration: 2 hours, 4 hours or 1 day.

Training objectives: Users should be able to be Super users of EQS in their own unit, how to use EQS and to do internal training and user support.

Agenda:

• How to – intro (search, favorites and home / start page in the work area)
• Tasks and system messages, and the status bar
• 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)
• Message overview (use of criteria, adjusting the result table, report generator and charts)
• Document administration, working groups, review round, approval, new revision, voiding, comment, make a copy, implementation support and test
• Maintenance of own unit, users, rights, unit menu, roles and groups

Managers

Suitable for: Users who are the manager of a unit and have extended tasks / rights in EQS.

Duration: 2 hours, 4 hours or 1 day.

Training objectives: Users should be able to follow up on their own tasks in EQS such as participation in review rounds, approve documents, process messages and be able to find documents, messages, reports, users, etc.

Agenda:

• How to – intro (search, favorites and home / start page in the work area)
• Tasks and system messages, and the status bar
• 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)
• Statistics, message overview, free text search and use of filters
• Document administration, working groups, review round, approval, new revision, voiding, comment and make a copy,
• Implementation support, acknowledge that something has been implemented in the unit / department
• Activity overview

Click here to access our course calendar for EQS online courses

Extend offers various online courses, workshops with tailor-made content and in-company courses. For in-house courses and workshops, contact us via the form below: