Episode 16: Document Tree View from an Initial Configuration Standpoint with Gretchen Dixson

SOLABS QM Insights

This week on the podcast, Philippe Gaudreau, the CEO and founder of Solabs, is joined by their return guest, Gretchen Dixson, to discuss the document tree view on Solabs QM from an initial configuration standpoint.

Gretchen is a Senior Product Specialist at Solabs and a part of Ericka’s group, the Client Success Group. She has been with the company for a little over 2 years now and serves as Head Trainer. She’s also actively involved in the sales and marketing team and has built the user guide for the Questionmark interface! Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry.

Be sure to tune in to hear Gretchen’s insights on the document tree view folder structure in the document section in Solabs QM 10. You won’t want to miss her recommendations on how to set up folders and sub-folders, how she often sees client setting up their folders, and her summary of the items used in the system to categorize documents outside of the folders themselves.

Key Takeaways:

[:27] About today’s episode!

[1:27] What is the tree view folder structure in the document section for and not for?

[2:46] Privileges and how they’re structured in the tree view folder structure.

[5:57] Gretchen’s recommendations for setting up folders and sub-folders in the tree view folder structure, and how she sees clients set up their folders.

[9:09] Gretchen gives a summary of the items used in the system to categorize documents outside of the folder themselves.

[14:00] If you would like more information on this topic, visit docs.solabs.com. If you have any questions about this episode or suggestions for future episodes, you can email Ericka Moore at [e-mail].

Mentioned in this Episode:

Questionmark

docs.solabs.com

[e-mail]