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Episode 16: Document Tree View from an Initial Configuration Standpoint with Gretchen Dixson
Manage episode 232531992 series 2401782
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 Ericka.Podcast@Solabs.com.
Mentioned in this Episode:
65 episodes
Manage episode 232531992 series 2401782
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 Ericka.Podcast@Solabs.com.
Mentioned in this Episode:
65 episodes
All episodes
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1 QM Insights Podcast Episode 65 - Introducing our 2025 User Group Meeting Featuring Ericka Moore 14:46

1 Episode 64: SOLABS' Roadmap with Philippe Gaudreau 17:02

1 Episode 63: Plan your EQMS' Development with the EQMS Maturity Model 13:03

1 Episode 62: Looking Back at 2023 with SOLABS' Executives 14:47

1 Episode 61: Evaluating Suppliers for an EQMS Software Purchase 14:51

1 Episode 60: Purchasing an EQMS: Building a Business Case 16:20

1 Episode 59: The Implementation of QM10 with Ericka Moore 14:30

1 Episode 58: Analytics at SOLABS with Jamie Villeneuve 15:48

1 Episode 57: SOLABS - Who We Are and Where do we Come From 14:16

1 Episode 56: What is Coming in 2023 with SOLABS' Executives 14:13

1 Episode 55: Looking Back at 2022 with Philippe Gaudreau 14:55

1 Episode 54: Scheduling Retraining for Documents in QM10 11:07

1 Episode 53: Retrieving and Approving Documents by an External Party in QM10 10:57


1 Episode 51: Using the Function Roles for Training and Onboarding Purposes 13:40

1 Episode 50: Using the Document Control Process to Send Training Notifications 10:29

1 Episode 49: Revising and Approving Documents in QM10 10:17

1 Episode 48: Superseding and Retiring Documents in SOLABS QM10 11:05

1 Episode 47: SSRS Training Reports in SOLABS QM10 Feat. Jamie Villeneuve & Gretchen Dixson 11:43

1 Episode 46: Audit Capabilities in QM10 Release 10.9.0 - Included for All Our Clients! 15:11

1 Episode 45: Online Assessment in QM10 Release 10.9.0 13:37

1 Episode 44: Document Management in QM10, Part 3: Document Administration 15:36

1 Episode 43: Document Management in QM10, Part 2: Periodic Reviews When No Changes Are Required 14:26

1 Episode 42: Document Management in QM10, Part 1: Periodic Reviews With the Document Control Process 10:58

1 Episode 41: SOLABS Services, Security and Architecture 17:13

1 Episode 40: SOLABS' New Tagline, Our Q1 Performance and The Importance of System Ownership w. Philippe Gaudreau 16:21

1 Episode 39: Product Roadmap, New Reporting Capabilities and More With Philippe Gaudreau, Jamie Villeneuve & Gretchen Dixson 27:29

1 Episode 38: SOLABS 2020 in Numbers & Our New Software Support Specialist! With Philippe, Kevin and Mathieu 22:02

1 Episode 37: Looking Back at 2020 With SOLABS’ Executives 40:16

1 Episode 36: Best Practices Around Document Control with Philippe, Martine, Gretchen and Etienne 24:34
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