Quality Management Records

and Dashboards
Andrea Gentil
Business Expert
www.oquma.com

2010-09-27
OQUMA – Quality Management

OQUMA provides an online software service

to manage the full quality system.

• Templates and examples

• Documents and records
• Agenda and tasks

http://www.oquma.com
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Setup

Requirements:

• Go to the site and create your account

http://www.oquma.com
• Log in to the system:
http://service.oquma.com
• Start with Manual or Procedures
5 Steps to your Quality Manual +
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Records
In this presentation you can preview how to keep up to
date your quality records:

Quality Record
Document stating results achieved or providing
evidence of activities performed
(ISO 9001:2005,3.7.6)

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Records – Roles
Every record in your QMS must have defined who
approves it, if necessary. Some records can be published
directly without an instance of approval:

QMS Responsible Management Representative/

/ Area employee Management / Area Responsible

To publish

Draft Published
To cancel

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Records – Roles
In the case of Actions (Management and Corrective
Action, and Preventive Action), once approved, it
remains in progress, until scheduled tasks are
performed.

M. Representative/
Management / Area
Responsible
QMS Responsible
QMS Responsible.
/ Area employee

To approval To complete
Draft In progress Completed
To cancel To cancel

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Records
In this presentation you can preview how to keep your
quality records up to date:
1. Plans
Manage quality plans and related records

2. Agenda
Keep all your actions and periodic tasks up to date

3. Events
Keep eventual records up to date

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 1. Records - Plans
When you upload a new plan, OQUMA assigns a compliance
status according to the associated uploaded records:

1. Upload a new plan.

2. Send the plan to Publish
3. Access to each associated plan
record
4. Upload the associated records
5. Check the compliance status
on the dashboard

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1. Records - Plans
Step 1 – Upload a new plan. E.g. Internal
Audit Programme

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1. Records - Plans

Step 2 – Send the plan to Publish

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1. Records - Plans
Step 3 – Access each associated plan record
E.g.: Internal Audit Report

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1. Records - Plans
Step 4 – Upload the associated records
E.g.: Internal Audit Report

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1. Records - Plans
Step 5 – Check the compliance status on the
dashboard

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 2. Records - Agenda
When you upload a new agenda record, OQUMA shows how
many records are managed, and the status of Management
Actions
1. Upload an agenda record.
2. Send the record to Publish or
to Begin (Management Action
case)
3. Check the number of uploaded
records in the dashboard
4. Check the status of
Management Actions in the
dashboard

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2. Records - Agenda
Step 1 – Upload an agenda record.
E.g. Management Action:

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2. Records - Agenda
Step 2 – Send the record to Publish or to
Begin (Management Action case)

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2. Records - Agenda
Step 3 – Check the number of uploaded
records

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2. Records - Agenda
Step 4 – Check the status of all uploaded
Management Actions

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 3. Records - Events
When you upload new records, OQUMA shows how many
records are managed, and the status of Corrective and
Preventive Actions
1. Upload an event record.
2. Send the record to Publish or
to Begin (Corrective and
Preventive Action case)
3. Check the number of uploaded
records in the dashboard.
4. Check the status of Corrective
and Preventive Actions in the
dashboard.

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3. Records - Events
Step 1 – Upload an event record
E.g. Corrective or Preventive Action

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3. Records - Events
Step 2 – Send the record to Publish or to
Begin (Corrective or Preventive Action
case)

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3. Records - Events
Step 3 – Check on the dashboard the number
of uploaded records

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3. Records - Events
Step 4 – Check the status of all uploaded
Corrective and Preventive Actions

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Conclusion
In this presentation we review how to keep your
Quality Records up to date:
1. Setup
2. Records - Roles
3. Records – Plans
4. Records - Agenda
5. Records – Events
6. Dashboards

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Thanks you for your attention

Quality Management Records

and Dashboards
Andrea Gentil
Business Expert
www.oquma.com

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