Q-Template Help

These presentations help you learn how to use Q-Templates with TKO.

NoDocumentDescription
1To install TKO and a templateHow to install and register TKO and build a TKO database from a template. (PDF)
2To install web output layoutsHow to install the special Q-Template web output page layouts. (PDF)
3Web output layouts downloadZip file containing the special Q-Template web output page layouts. Right click and choose Save target as.. (ZIP)
4Q-Template project overviewAn overview of your steps through creating your procedures manal based on the Q-Template. (PDF)
5Overview of TKO with Q-TemplateAn overview of TKO, including file locations, database structure and user interface. (PDF)
6Process view of a business and document hierarchyThe process view and the silo view of a business. More about the process view. Hierarchy of documents that describe the process view, their relationships and and example. (PDF)
7Outline for Q-Template demonstrationTopics for a demonstration of the Q-Template in a webinar (limited value for self-teaching). (PDF)
8Document hierarchy in TKO with the Q-TemplateHow the process view and the document hierarchy works in the TKO database with a Q-Template, using Business Areas and Policies and Procedures topics. (PDF)
9Document numbers and colour codesThe Q-Template document number and colour code system. (PDF)
10Business EnglishHow to write simple and clear plain business English. (PDF)
11Language conventions in the Q-templateHow to name documents and use consistent language in a Q-Template TKO database. (PDF)
12Setup and planning decsionsDecisions you need to make about
  • – Describing your record storage
  • – Authorising documents
  • – Document version history
  • – How you use Occurs when
(PDF)
13About roles and positionsAbout people, roles and positions, and how to show their relationships in TKO. (PDF)
14Continual improvementHow to organise continual improvement in your business using TKO with the Q-Template. (PDF)
15The TKO coordinator and gatekeepersThe role of your in-house TKO expert and coordinator, and the gatekeepers for each business area. (PDF)
16Creating procedure chartsHow to approach the design of your procedure charts. (PDF)
17Analysing your core operationsYour core operations are the parts of your business that the Q-Template does NOT describe. This shows how to approach analysing your core operation. (PDF)
18Adapting Q-Template documentsTips about adapting Q-Template documents to match your business. (PDF)
19Tips for creating your manualThe relationship between procedures and support documents. Whether to import information or keep it in attached files. (PDF)
20Creating a new procedure in TKOCreating a new business area and a new procedure in TKO. Specifying and creating support documents. (PDF)
21Editing Q-Template documents in TKOEditing in TKO for Q-Template users:
  • – The Policies and Procedures section
  • – The Editor
  • – Using styles for fast, consistent formatting
  • – Converting fom Word
  • – Adding pictures
  • – Numbering
  • – Manual (non-style) formatting
  • – Sample templates
  • – Snippets
  • – Hyperlinks
(PDF)
22Q-Template styles quick reference Two page quick reference including keyboard shortcuts and how to manage numbers and bullets (PDF)
23Working with flowcharts and imagesTips about flowcharts and images in TKO. (PDF)
24About attached filesOverview and tips about attached files. (PDF)
25About the Q-template attached files launch padOverview of the Q-template attached files launch pad operations, introduction to the video. (PDF)
26The Q-Template attached files launch padThe Q-template attached files launch pad, which lists and describes all attached files. (PDF)
27Editing the Q-Template attached files launch padVideo showing how to edit the Q-template attached files launch pad. (web page)
28Your letterhead in the attached documentsHow to put your leterhead on all of the attached documents. (PDF)
29Linking documents, roles and team membersHow to link documents, roles and team members in TKO. (PDF)
30Business and performance measuresHow to define and perform measures, including KPIs, using TKO. (PDF)
31Interim Q-Template User ManualQ-Template User Manual—Describes how to:
  • – Use consistent naming and wording
  • – Edit Policy and Procedure topics
  • – Edit Q-Template procedure flowcharts
  • – Create new procedures
  • – Use plain English and consistent language
(PDF)

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