how to keep your quality agenda up to date - part 2

How to keep your

Quality Agenda up to date

Part 2

Andrea Gentil

Business Expert

www.oquma.com

2010-06-22

@ 2010 Prieco S.A. - All rights reserved. 2

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

@ 2010 Prieco S.A. - All rights reserved. 3

Team and Roles

In this presentation you can preview how to organize

your team and assign responsibilities to fulfill your

quality management agenda and tasks:

Team OrganizationIncorporation of new users to the system

RolesRole assignment for document and record management

Reference:

How to keep your Quality Agenda up to date – Part 1 +

@ 2010 Prieco S.A. - All rights reserved. 4

Team and RolesManual Process

Improve Improve

To Review To Approval To Publish

Draft Review PublishedApproval

QMS

Responsible

Management

RepresentativeManagement

Every document in your QMS must have defined who

approves it. The approver must be other than the

original author. It is also recommended to have an

intermediate reviewer:

@ 2010 Prieco S.A. - All rights reserved. 5

Team and RolesProcedures and Instructions

Improve Improve

To Review To Approval To Publish

Draft Review PublishedApproval

Area

Employee

Area

ResponsibleArea Manager

Every document in your QMS must have defined who

approves it. The approver must be other than the

original author. It is also recommended to have an

intermediate reviewer:

@ 2010 Prieco S.A. - All rights reserved. 6

Team and Roles

• System Responsible

•Top Management

•Management Representative

•Manager/Chief

•Area Responsible

•Area employee

•All personnel

Roles

• QMS Responsible

•Regular User

User types

User who has administrative permissions

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Team and Roles

Example

QMS Responsible: Management Representative:

QMS Responsible can force a document approval or

publication.

@ 2010 Prieco S.A. - All rights reserved. 8

Setup

Requirements:

• Go to the site and create your account

http://www.oquma.com

• Log in

@ 2010 Prieco S.A. - All rights reserved. 9

Team

1. Invite a member of your

company as a system user

2. The new user will receive

an e-mail with a

registration code to

subscribe to your account

To create your team, you must invite users to join the

system.

@ 2010 Prieco S.A. - All rights reserved. 10

Team

Step 1 – Invite a member of your company

as a user of the system:

@ 2010 Prieco S.A. - All rights reserved. 11

Team

Step 2 – The new user receives an e-mail

with a Registration Code

@ 2010 Prieco S.A. - All rights reserved. 12

Team

Step 2 – New user signs up and creates a user

with the Registration Code to join your

account:

@ 2010 Prieco S.A. - All rights reserved. 13

Roles

1. Go to Role

Management and

select an user

2. Edit the role

To assign roles, you must edit them:

@ 2010 Prieco S.A. - All rights reserved. 14

Roles

Step 1 – Go to Role Management and select

an user:

@ 2010 Prieco S.A. - All rights reserved. 15

Roles

Step 2 – Select the proper role:

@ 2010 Prieco S.A. - All rights reserved. 16

Team and Roles

Task assignment example

Management Representative:

Management Representative can ask for improvement.

Area Employee can only read the draft document.

Area Employee:

Conclusion

In this presentation we’ve reviewed a solution to

organize your team, assign roles, and manage

tasks for your Quality System.

1. Team and Roles

2. Setup

3. Team

4. Roles

5. Tasks

@ 2010 Prieco S.A. - All rights reserved. 17

@ 2010 Prieco S.A. - All rights reserved. 18

Thanks you for your attention

How to keep your

Quality Agenda up to date

Part 2

Andrea Gentil

Business Expert

www.oquma.com