Managing QUOODA®

User management

• Adding a new user
• User permissions overview
• Role security
• Role-based menu visibility
• Data permissions
• File store permissions

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Asset management

• Adding a new property
• Portfolios
• Managing agents
• Adding a new sub-asset
• Enable default sub asset types
• Archiving a property

Compliance management

• Adding a compliance rule
• Templates and mapping
• Sub Asset Compliance
• Ordering RAG grid rules
• Documentation verification and rejection
• Compliance alerts and escalations

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Checklist management

• Configuring QUOODA® Checklists
• Creating and amending custom checklists
• Custom field types
• Linking to the RAG via SmartForms

Adverse Events Management

• Amending an adverse events form

Custom data

• Adding Custom Sub Assets
• Adding tabs and fields

Reports

• Reports overview
• Advanced Dashboard
• Combined Dashboard
• Compliance Dashboard
• Incident Dashboard

Importing data

• Assessments and Risks Imports
• Property Imports

File Store

• Locating archived compliance documentation

Security

• How we keep QUOODA® secure