OpenQMS Documentation

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Navigation

In the navigation bar at the top of the screen, different aspects of an organization and quality management are displayed. Click on any aspect to open its Index page.

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Managing People

Initially, the database is seeded with an administrator role and a manager role. Only an administrator can create additional users and roles in the People module. A manager can view existing users and roles.

Both administrator and manager roles can create trainings, link an approved policy and assign them to a role. Individual users can be selected after a training is created by clicking the Edit button on the Trainings Index screen. Other user roles can view the trainings they have been assigned. A training can be marked completed from the Details screen. Once completed, the training cannot be edited or deleted anymore.

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Managing policies, procedures and other documents

Policies and other documents are version controlled. From the Documents Index page, click the Create button to create a new version of a document. A file from the local storage can be uploaded. This file will then be stored on the server. If a file with the same name already exists on the server location then it will not be uploaded. We therefore recommend to give your files a unique file name. Editing the document version will increase the version number. Only administrators and managers can approve a document version from the Document Details screen by entering their credentials. Upon approval, if the uploaded file is a pdf file, a digital certificate will be added which might take some time. Once a document version is approved, it will be marked as a major version. Approved document versions cannot be edited or deleted anymore. For any changes, a new minor version will be created. When a new major version is approved, the previous approved version is set to obsolete.

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Managing products, processes and the plant

Products are version controlled. From the Products Index page, click the Create button to create a new version of a product. Editing the product version will increase the version number. Only administrators and managers can approve a product version from the Product Details screen by entering their credentials. Once a product version is approved, it will be marked as a major version. Approved product versions cannot be edited or deleted anymore. For any changes, a new minor version will be created. When a new major version is approved, the previous approved version is set to obsolete. Processes, plant assets and materials can be created and managed in the same way.

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Managing quality events

From the navigation bar, select a type of event e.g. change or deviation to navigate to its Index page, click the Create button to create a new event. Events can be associated to any product, process, plant asset or material version that has been approved. After its creation, the event needs to be evaluated from its Edit screen. Only administrators and managers can then accepts the evaluation from the Details screen by entering their credentials. Once accepted, the necessary actions need to be implemented. Eventually, the completed event can be approved by an administrator or manager. Approved events cannot be edited or deleted anymore.

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