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Getting Started for users

We want ensure that you begin your Life QI journey with the knowledge and support you need to be successful. This training guide will walk you through everything you need to know to get started!

This collection of videos and step-by-step articles will guide you through the key tasks that you should start with to help orientate you with Life QIThe main focus will be setting up your project, inviting your team to join you and populating your project.

This training guide covers:

Full Training Video

The video below will guide you through basic navigation of Life QI and take you through creating your first project.

The project creation process may differ slightly from the video if your organisation has a custom project workflow.

Things to do first

Before creating your project, did you know you can search the platform for projects in your organisation? Read about searching for projects.

As well as searching for other projects, you can also request to join projects that you are not yet a member of. Find out how to request to join a project and support others with their QI project.

Creating your project

Projects are the heart of Life QI. To support you in creating your project, we have step-by-step guides to help you through the process:

  1. Starting a new Project (includes tutorial video)
  2. Inviting your team to a project
  3. Setting team members roles
  4. Controlling who can see your project

All of these steps are covered in the 'starting a new project' tutorial video.

Managing your project

Once your project has been created, as the project lead, it is your responsibility to work with your team to keep your project kept up to date and meet any reporting requirements that are set by either yourself or your organisation.

The below articles will provide an overview of how to complete these tasks:

  1. Updating the project progress score
  2. Building a driver diagram (includes tutorial video)
  3. Creating measures (includes tutorial video)
  4. Creating PDSA cycles (includes tutorial video)
  5. Adding documents to your project
  6. Running a report on your project
  7. Using your project noticeboard


If your QI projects are part of a wider organisational, regional or national initiative - did you know that Life QI can enable you to link multiple project together under one over-arching programme? 

To find out more about this feature and how to create a programme, take a look at this page here that will provide you all the information that you will need to set up your programme.