Welcome to Ideagen Procedure Management! We're excited to have you on board with our comprehensive operational management platform designed to help your organisation achieve consistency, compliance, and excellence across all locations.

On this getting started page we'll give you an overview of the features of Ideagen Procedure Management. Explore our other help articles for specific how-to guides, or reach out to us for more information.

What is Ideagen Procedure Management?

Ideagen Procedure Management is your all-in-one solution for managing multi-site and franchise operations. Our platform brings together five powerful modules under one roof to streamline your day-to-day operations:

Work - Operational Management

Your hub for creating and managing Standard Operating Procedures and policies. Key features include:

• AI-powered content creation for quick, relevant policy development and verification quizzes
• Policy acknowledgement system to ensure staff have read and understood policies
• Approval workflows for administrators to manage policy review and sign-off processes
• Comprehensive policy library with version control and scheduled reviews
• Draft management allowing you to build and refine content before publishing
• Rich media support including videos and images
• Mobile accessibility for iOS and Android with offline capabilities
• Automated notifications when content is updated
• Detailed reporting to track policy acknowledgements and completion status
• Advanced permission controls ensuring users only see relevant content based on their role and location

Learn - Enterprise Learning Management

Turn your operational knowledge into engaging training experiences. Hero features include:

• Policy-to-training conversion that repurposes your SOPs and policies into structured learning programs
• SCORM content support - import your existing SCORM content to play with full video playback capabilities and e-learning imports
• AI-powered quiz builder with automatic marking capabilities and detailed feedback options for enhanced learning
• Mobile app training available on iOS and Android for flexible learning on the go
• Comprehensive assessment types including manager observations for real-world skill evaluation and assessments allowing assessors to mark learner responses
• Integrated learning workflows with embedded policy acknowledgements and training assignments in onboarding when combined with Work, People, and Audit modules
• Dynamic and fixed learning programs - dynamic programs automatically notify users of updates, while fixed programs provide completion certificates
• Workshop scheduling for both face-to-face and online sessions with full calendar integration
• Guided learning journeys with customisable pathways and prerequisite management
• Gamification with badges to boost engagement and recognition of achievements
• Advanced role-based permissions to determine mandatory vs optional courses and control content visibility based on user roles
• Administrative controls allowing admins to re-enrol users, override completion status, and manage learning paths
• Detailed reporting and analytics showing completion attempts, time taken, competency tracking, and learning effectiveness

People - HR Management

A lite HR management solution great for organisations who want to centralise their HR in a simple way, perfect for getting started and scaling across multi-location businesses. Core capabilities include:

• Mandatory onboarding workflows with forms, training, welcome videos, and embedded policy acknowledgments and training assignments (when combined with Work and Learn modules) that must be completed before users can access the full system, ensuring consistent staff preparation
• Staff engagement surveys with automated insights and analytics to measure satisfaction and identify improvement areas
• Performance review management with recurring review cycles, customizable evaluation criteria, and progress tracking
• Digital contract management with secure storage and electronic signature capabilities
• Discussion forums to encourage team collaboration on a range of topics, fostering knowledge sharing and community building
• Comprehensive recruitment suite including public jobs board, candidate tracking system, integrated email communication, application management, and full hiring pipeline oversight
• Role-based permissions to control access to sensitive HR information
• Mobile accessibility for staff to complete forms and access relevant information on the go
• Reporting and analytics to track onboarding completion and engagement scores

Audit - Compliance Management

Maintain consistent quality and compliance across all locations with comprehensive auditing capabilities designed for multi-site operations. Core capabilities include:

• Versatile audit types including location audits, secret shopper evaluations, customer feedback collection, and custom forms for comprehensive quality monitoring
• Multi-platform accessibility with audits available on both web version and mobile apps, including offline functionality for uninterrupted assessments
• Location-specific assessments tailored to individual site requirements and operational standards
• Flexible scheduling options supporting both recurring audit cycles and single-date assessments to match your compliance needs
• Customisable audit templates with weighted questions and scoring systems for comprehensive evaluations
• Rich evidence capture through photos, videos, and file attachments providing complete documentation and context
• Automated action management with follow-up tracking, corrective measure assignments, and automated notifications for critical compliance issues
• Self-audit capabilities empowering locations to conduct guided internal assessments and maintain standards
• Comprehensive reporting and analytics to track audit completion rates, monitor action task progress, identify compliance trends, and assess performance across your entire network

Connect - Relationship Management

Centralise your business relationships and communications with comprehensive oversight designed for multi-location operations. Core capabilities include:

• Centralise your business relationships and communications with comprehensive oversight designed for multi-location operations. Core capabilities include:
• Real-time location visibility with instant reporting views showing exactly what's happening at each site across your network
• Comprehensive activity tracking logging site visits, meetings, calls, and interactions for complete relationship management and accountability
• Dynamic location profiles with custom fields enabling quick updates of location-specific information and maintaining current records
• Proactive relationship management with task functionality to note for important dates and follow-up activities
• Secure document ecosystem featuring file management with detailed download history for transparency and audit trails
• Seamless communication capture through automated email logging functionality that records correspondence
• Financial system integration connecting with popular accounting platforms to pull in financial reports for comprehensive location insights
• Complete network oversight providing managers with full visibility into relationships, communications, and operational status across all locations

Dashboard - Your Central Command Centre

Stay informed and organised with a personalised hub that adapts to your role and keeps you connected to what matters most. Core capabilities include:

• Company news and announcements with sign-off capabilities to ensure important information reaches everyone and track acknowledgements
• Real-time social stream displaying recent activity and updates across your entire organisation for complete visibility
• Intelligent task management with outstanding tasks lists ensuring critical actions are never missed or overlooked
• Events widget showing upcoming meetings, training sessions, deadlines, and important events at a glance
• Personalised quick links providing instant access to your most frequently used features and pages
• Dynamic module widgets that surface relevant information from your active modules, creating a tailored experience
• Role-based content personalisation ensuring you see the most relevant information for your position and location
• Centralised communication hub keeping teams connected and informed regardless of their physical location
• Always-accessible navigation with task and notification icons at the top of every page for quick action management
• Comprehensive profile management with profile button access for personal settings
• Administrative tools including user management, location management, role setup, custom field configuration, and comprehensive reporting capabilities

Ready to Explore?

Your Ideagen Procedure Management experience will be tailored to your role:

• Administrators have access to comprehensive management tools, reporting features, and system configuration options. During implementation, our professional services team will provide training to ensure you're set up for success.
• Front Line Team Members see a streamlined view focused on their daily tasks, training requirements, and relevant procedures

Take some time to click around and explore! The platform is designed to be intuitive and user-friendly. You'll find that navigation is straightforward, and each module provides the tools you need to work more efficiently.

Be sure to check out our other help articles for detailed guidance on specific features and functionality.