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Managing Activities and Vendors (Quality Module)

Manage quality activities and vendors from Manager mode in the Quality module.

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Written by Casey Huxtable

Required Roles: Workspace Manager, or Product Module Manager assigned to the Quality module.

Required Permissions: Manager mode access for Quality.

Quality activities and vendors are managed from Manager mode in the Quality module. Workspace Managers and Product Module Managers assigned to Quality can add records, update details, and assign permissions.


How to Manage Activities and Vendors

  1. Enter Manager mode and open the Quality module.


  2. Navigate to Activities or Vendors.

  3. Add a new record, or open an existing record to update its details.

  4. Use the Permissions panel to grant access to the appropriate users or groups.

Product Module Managers assigned only to Quality can manage Quality activities and vendors but will not see manager actions in Regulatory, Clinical, or Corporate.


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