QC Read & Understood tracks Confluence pages, not Word files in a shared drive. If people must download a PDF to read the SOP, they are not working in the page the app can confirm. Prefer “read it on the page”.
Step 1: Create or open the space
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In Confluence, look at the left sidebar.
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If the space already exists, click its name.
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If it does not: click Create → Space. Choose a blank space. Name it after the system, not after the app (for example, Information Security or Quality Manual).
You should see: That space’s page tree in the sidebar.
Give View to everyone who must train. Limit Edit to document owners.
Step 2: Use a simple page tree
Create parent pages as folders of work, then child pages for each document. Example:
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Information Security Policy
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Information Security — related procedures
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Quality — policies and procedures
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Human Resources
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Registers (incidents, suppliers) — often not assigned for R&U
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Name pages so a new starter can scan the tree:
Policy - Information Security,Procedure - Incident reporting,SOP - Line 4 startup.
Step 3: Add labels to pages
A label is a word Confluence attaches to a page. Acknowledgements and macros can select many pages at once by label.
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Open the page.
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At the bottom, click Add labels.
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Type a short word, for example
policy,procedure,sop,induction. -
Press Enter, then close.
Use the same spellings every time (sop not SOP on some pages and sop on others — Confluence labels are their own list). Keep a one-page glossary of labels in the space.
Step 4: One current page per document
When a policy changes, edit and publish that page. Do not create Policy v2 as a new page and leave Policy v1 assigned. Read & Understood follows the page and the version strategy in Space Settings.
Step 5: Turn on QC Read & Understood
Turn the app on in this space, then run the training program.