If a user leaves the company or goes on leave and they are a team member on QMS records, you can remove or replace them on individual records by editing them one by one, or you can use the QMS Team Management tool to remove or replace them in bulk.
You can also use the QMS Team Management tool to add users to QMS records in bulk.
This tool can be useful when offboarding a user.
Add a User
To add a user to QMS records:
Navigate to Quality Admin > QMS Team Management.
Select Add User.
Select the Quality Team you want to add a user to.
Click Apply.
The records matching your selections are listed. Use the Additional Filters to narrow the list of matching records further.
Note You can edit the columns to show additional information for the records.Select one or more records and click Continue.
Specify the user(s) to add to the records and click Continue.
Review the provided summary and click Confirm. You will receive a notification when the action is complete.
Remove a User
To remove a user from QMS records:
Navigate to Quality Admin > QMS Team Management.
Select Remove User.
Select the User you want to remove from QMS records.
Select one or more Quality Team you want to remove the user from. (You can select up to 5 quality teams at once.)
Click Apply.
The records matching your selections are listed. Use the Additional Filters to narrow the list of matching records further.
Note You can edit the columns to show additional information for the records.Select one or more records and click Continue.
Review the provided summary and click Confirm when you’re ready to proceed. You will receive a notification when the action is complete.
Replace a User
To replace a user on QMS records:
Navigate to Quality Admin > QMS Team Management.
Select Replace User.
Select the User you want to remove from QMS records.
Select the Quality Team you want to remove the user from.
Click Apply.
The records matching your selections are listed. Use the Additional Filters to narrow the list of matching records further.
Note You can edit the columns to show additional information for the records.Select the replacement user(s) for each record. You can select them for an individual record or you can replace all records with the same user at once by selecting the replacement user in the header row and clicking the down arrow ().
Best Practice If most records will be replaced with the same user, first select the replacement user in the header row and click the down arrow (). Then modify the individual records that should have different replacement users.Click Continue.
Review the provided summary and click Confirm. You will receive a notification when the action is complete.
