Axion Innovations - Fast forward your business processses with 4TQ Process Management software
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Axion Innovations - 4TQ Process Management Software

Installing Compliance Plans with 4TQCompliancePlans.exe

Go to the 4TQ application folder and find the 4TQCompliancePlans.exe application.  Double click on the file to install a compliance plan.

The Select Script window will appear.



Select the appropriate compliance plan to install and click the Express button.

The Get User Details window will appear.  Enter / modify the details as appropriate.  Click Continue.

Setup will install the selected compliance plan.  This can be used by following the instructions in the User Guide.  Start at Mapping Compliance Issues in the User Guide. 

4TQExplorer has a Compliance tab window which uses two tree list boxes to display the linkage of System Clauses and 4TQFlow Process map.  This is demonstrated in the Compliance Tab section of the User Guide on page 80. 

Moving 4TQ Files from One System / Location to Another

4TQExplorer files cannot be successfully moved from one file system / location to another.

The “Make Redistribution Copy” feature creates a special copy of the current 4TQExplorer file.  This can be relocated along with the referenced process map, Form and Policy documents without the need to re-build the 4TQExplorer frameworks.


Select Make Distribution Copy on the 4TQExplorer Tools Menu as shown in the figure above.  The created copy can be found in the “REDIST” folder located in the SystemPath.   Go to the REDIST folder and double click on the 4TQExplorer .FLK file.  The following window will appear:



Select the Procedure Files directory location and Click OK.  Relocate the procedures and documents to the new location.









Office 2010 - Changing Document Advanced Properties such as Version or Setting Next Review Date

Document properties include details such as title, author name, subject, and keywords that identify the document's topic or contents.  Advanced Properties can be used to set items such as Version, Status and Next Review Date to be displayed in 4TQExplorer.

For applications including Word, Excel, and Powerpoint to view or change the Advanced Properties for the current file:

1.    Click the File tab.

2.    Click Info to view the properties.

3.    To view custom properties, click Properties and select Advanced Properties as shown below.





4.    Click the Custom tab.

5.    In the Name box, type a name for the custom property, or select a name from the list.

6.    In the Type list, select the data type for the property that you want to add.

7.    In the Value box, type a value for the property. The value that you type must match the selection in the Type list. For example, if you select Number in the Type list, you must type a number in the Value box. Values that don't match the property type are stored as text.

8.    Click the File tab again to return to your document.

Microsoft Office 2010 - Generate Report Settings

To create the Process Report click on the File Generate button on the Menu Bar.

The Generate Report window will display the default File name and your default file format - Save as type:.  For Microsoft Word, always select the Word 2.0 (.DOC)  format.




The default setting for the File Block Settings in the Word Trust Centre is to block Word 2 documents. 

To change the setting:In the Word program, click the File tab. The Microsoft Office Backstage view appears. Under Help, click Options. The Options dialog appears.  Click Trust Center, and then click Trust Center Settings.

The following image is an example of the Trust Center and Trust Center Settings buttons.

From the list of options click on File Block Setings and the File Block Settings window will as shown below.



Untick the Word 2 Save box and click the OK button.  Process Reports can now be created using Word 2010.

Installing the 4TQ Authoring Pack and 4TQWebGen

You must perform the installation with "Admin" or "Computer Administrator" privileges to ensure that the common Microsoft redistributable files are updated as needed.

When the 4TQ setup program starts the Select Script dialog box is displayed.



Select the product you wish to install  and select the appropriate install or remove and usage method radio buttons are selected.  Then select either Custom or Express installation. 

Express Installation

The Express installation automatically installs the software with a Program Path of c:\Program Files\Axion\4TQ and a System Path of My Documents\4TQ. This system pathfolder, and associated sub-folders, are used by the user community to store their work (data files).  It also contains configuration files that are accessed and controlled by the 4TQ administrator.

The User Details information is used by 4TQ applications in reports and documents.  Apart from entering your User Details and selecting Continue there is no further interaction with the user during the installation.


Custom Installation

The main reason to carry out a custom installation is to set up directories other then the default ones provided in the Express installation.  If you wish to customize your installation, Select the Custom button at the bottom of the Select Script dialog box.  The Custom Installation dialog box will appear.



Click on the Set Directories button and the Set Directories dialog box will appear.




The System Path can either be a drive identifier or fully defined UNC path. At least one sub directory must be specified as root level.   Drive mappings are not supported e.g. X:\4TQ is a valid 4TQ system path but X:\ is not.  Enter the required paths and Click on the Continue button to return to the Custom Installation dialog box. 

On the Custom Installation dialog box, we recommend that all other installations be left as default.  Click the Install button ro continue the installation.  The User Details dialog box will be displayed.  Enter the information and Click the Continue button to install the 4TQ software.

4TQ Software Removal

To remove the 4TQ applications for the stand alone mode installation follow the steps below.
  • Run the setup.exe program from the 4TQ-application directory.
  • Select the Custom install button in the Select Script dialog box.
  • When the Custom Installation dialog box appears Click on the Remove button.
  • Wait for the program to exit.

4TQConf Installation Diagnostic Tool

General

This note details the use of 4TQConf.exe, an installation diagnostic aid, used to create and forward the resultant configuration information (file *.4cfg) to Axion support (support@4tq.com) for analysis.  The 4TQConf utility is installed during the initial installation procedure (R6 or later). It is not added to the Start - Programs 4TQToolkit Menu list.   It can be used with all 4TQToolkit versions.



Procedure

If you can run one of the 4TQToolKit applications, do so. Then select that application’s Help ->About menu item.   Click the 4TQCONF button to launch the 4TQConf.exe program. Once the program has initialized, it will automatically begin collecting the configuration information.  If you can’t run a 4TQToolkit application Click the Windows Start button and select the Run item. In use the Browse button to locate the 4TQ program folder and select the 4TQConf.exe application. Run it and then press the “F5” key to start the diagnostic routines.



The Status bar (bottom) will display the “Busy collecting information” message. Wait until this the message changes to “Total Time for collecting information was …”  This function may take 30 seconds to a couple of minutes to complete, dependant on the speed of the PC itself and the Network connections involved.     Use the File ->Send menu item to email the 4CFG file to Axion Support. Selecting the File Send item will invoke the PC’s Outlook email package (if installed) and a normal Email message dialog should appear containing the .4CFG file as an attachment

How to Create Absolute Hyperlinks in Word Documents

When you create a hyperlink in a Word document, Word converts this hyperlink into a relative hyperlink.  This means that when 4TQwebGen generates a website for your system information that the hyperlinks within Word documents do not work.

This can be fixed by using absolute hyperlinks.   To use an absolute hyperlink in a Word document, the Hyperlink Base box in the Summary tab of Document Properties needs to have x typed in it. 

Word 2010
  1. Open the document which will have the absolute hyperlink.
  2. On the File menu click Info.
  3. Click the Properties drop down for the document window.
  4. Click Advanced Properties.
  5. Click the Summary tab.
  6. In the Hyperlink Base box, type x, and then click OK .

Word 2007

  1. Open the document which will have the absolute hyperlink
  2. Click the Microsoft Office Button, point to Prepare, and then click Properties.
  3. Click Document Properties, and then click Advanced Properties.
  4. Click the Summary tab.
  5. In the Hyperlink Base box, type x, and then click OK.

Word 2003

  1. Open the document which will have the absolute hyperlink
  2. On the File menu, click Properties.
  3. Click the Summary tab.
  4. In the Hyperlink Base box, type x, and then click OK.
For further information regarding hyperlinks in Word documents go to http://support.microsoft.com/?kbid=903163

4TQ Evaluation Software Installation and Removal

The evaluation software should be installed in stand alone mode.  If you are using a protected Operating System (such as Windows XP) you must perform the installation with "Admin" or "Computer Administrator" privileges to ensure that the common Microsoft redistributable files are updated as needed.

When the 4TQ setup program starts the Select Script dialog box is displayed.



Select the product you wish to install  and ensure the install or remove Standalone and Single User radio buttons are selected.  Then select either Custom or Express installation. 

Express Installation

The Express installation automatically installs the software with a Program Path of c:\Program Files\Axion\4TQ and a System Path of My Documents\4TQ. This system pathfolder, and associated sub-folders, are used by the user community to store their work (data files).  It also contains configuration files that are accessed and controlled by the 4TQ administrator.

The User Details information is used by 4TQ applications in reports and documents.  Apart from entering your User Details and selecting Continue there is no further interaction with the user during the installation.


Custom Installation

The main reason to carry out a custom installation is to set up directories other then the default ones provided in the Express installation.  If you wish to customize your installation, Select the Custom button at the bottom of the Select Script dialog box.  The Custom Installation dialog box will appear.



Click on the Set Directories button and the Set Directories dialog box will appear.




The System Path can either be a drive identifier or fully defined UNC path. At least one sub directory must be specified as root level.   Drive mappings are not supported e.g. X:\4TQ is a valid 4TQ system path but X:\ is not.  Enter the required paths and Click on the Continue button to return to the Custom Installation dialog box. 

On the Custom Installation dialog box, we recommend that all other installations be left as default.  Click the Install button ro continue the installation.  The User Details dialog box will be displayed.  Enter the information and Click the Continue button to install the 4TQ software.

4TQ Evaluation Software Removal

To remove the 4TQ applications for the stand alone mode installation follow the steps below.
  • Run the setup.exe program from the 4TQ-application directory.
  • Select the Custom install button in the Select Script dialog box.
  • When the Custom Installation dialog box appears Click on the Remove button.
  • Wait for the program to exit.

Printing a Process Checksheet

Apart from printing the standard Word Documents in differing layouts you can also produce a process CheckSheet.

Let us do an example.  Below is process chart for the Tendering / Contracting process.  A checksheet is needed as a record for individual tenders / contracts.



Below is a process checksheet derived from the process map.




Individual Process Steps may be included or excluded from the report by checking
or un-checking the "CheckPoint" flag which can be found on the lower left hand
side of the Figure dialog as shown below.



he Process Checksheet report is available from the File menu.




If the Process has Sub-Processes you can select the depth that will be included in the CheckSheet.
You can change the label wording from "Job or Batch Number" to suit your purpose. The Label text is stored
separately in each 4TQFlow Template (FLT).

You can include The Process Owner and or the Performer on Process Checksheet form.

To customise the CheckSheet use the Menu -> Options -> Customise -> Headings Tab (shown below) in 4TQFlow.








Recent Changes to 4TQ Applications

Recent changes include:

•         Upgrade from Release 6 to Release 7 which is Word 12 and Vista compatible.

•         Critical Checks capability in process map that enables listing on website as a critical procedure.

•         Capability to colour value adding figures in 4TQFlow.

•         Ability to designate the default path in a process chart.

•         XML capability for Website.

•         Includes RSS feed capability to notify amendments.

•         Improved email facility to notify audits and also tasking capability in Outlook for audits and reviews

For compatibility with Word 12 you must have at least version 6.17.

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