QMX Application - Customer Management Ver. 2

What is QMX?

QMX is an integrated suite of highly-functional, workflow-enabled applications based on Lotus Notes technology that automates virtually all of your quality system processes.

How is each class taught?

Each class is a hands-on, learn-by-doing, experience. Students work at a workstation using a comprehensive instruction manual and detailed instructions from our expert instructor. Students learn the specific workflow details for the particular QMX application being taught: documents are created, routed for processing, and responses are recorded, where appropriate. In addition, each participant learns how to determine the status of documents, monitor the progress of documents through the workflow, and identify potential bottlenecks.

Who should attend?

This course is designed for anyone needing to learn the QMX Customer Management Ver. 2 application. Students must already be trained or experienced in Lotus Notes basics (a pre-requisite for all courses).

Topics covered in the class

• Creating customer and contact records
• Conducting a customer satisfaction survey
• Creating customer complaint records
• Assigning a Critical Situation Interface (CSI)
• Sending Acknowledgements and Updates to the customer
• Assigning a call owner
• Re-assigning a call owner
• Resolving the complaint
• Creating a final report
• Internal review of final report
• Sending the final report
• Performing a post complaint survey
• Closing the complaint
• Searching for records in the database
• Locating pending work
• Commenting on records in the database

Course Duration

This is a full day course. Classes are held at your location, or at a pre-arranged venue close to your site. Please call us for a no-obligation, no-cost quote at 877-415-0191.

(TRMT-113, Rev. 0)

Thank you for your interest in BQPM Training!

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