quality management records and dashboards

Quality Management Records

and Dashboards

Andrea Gentil

Business Expert

www.oquma.com

2010-09-27

@ 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

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 +

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

Records

Quality RecordDocument stating results achieved or providing

evidence of activities performed

(ISO 9001:2005,3.7.6)

In this presentation you can preview how to keep up to

date your quality records:

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

Records – RolesEvery record in your QMS must have defined who

approves it, if necessary. Some records can be published

directly without an instance of approval:

Draft Published

To publish

QMS Responsible

/ Area employee

Management Representative/

Management / Area Responsible

To cancel

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

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.

To approval

Draft Completed

QMS Responsible

/ Area employee

M. Representative/

Management / Area

Responsible

To cancel

In progress

QMS Responsible.

To cancel

To complete

@ 2010 Prieco S.A. - All rights reserved. 7

Records

1. PlansManage quality plans and related records

In this presentation you can preview how to keep your

quality records up to date:

2. AgendaKeep all your actions and periodic tasks up to date

3. EventsKeep eventual records up to date

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

1. Records - Plans

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

When you upload a new plan, OQUMA assigns a compliance

status according to the associated uploaded records:

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

1. Records - Plans

Step 1 – Upload a new plan. E.g. Internal

Audit Programme

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

1. Records - Plans

Step 2 – Send the plan to Publish

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

1. Records - Plans

Step 3 – Access each associated plan record

E.g.: Internal Audit Report

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

1. Records - Plans

Step 4 – Upload the associated records

E.g.: Internal Audit Report

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

1. Records - Plans

Step 5 – Check the compliance status on the

dashboard

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

2. Records - Agenda

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

When you upload a new agenda record, OQUMA shows how

many records are managed, and the status of Management

Actions

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

2. Records - Agenda

Step 1 – Upload an agenda record.

E.g. Management Action:

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

2. Records - Agenda

Step 2 – Send the record to Publish or to

Begin (Management Action case)

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

2. Records - Agenda

Step 3 – Check the number of uploaded

records

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

2. Records - Agenda

Step 4 – Check the status of all uploaded

Management Actions

@ 2010 Prieco S.A. - All rights reserved. 19

3. Records - Events

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.

When you upload new records, OQUMA shows how many

records are managed, and the status of Corrective and

Preventive Actions

@ 2010 Prieco S.A. - All rights reserved. 20

3. Records - Events

Step 1 – Upload an event record

E.g. Corrective or Preventive Action

@ 2010 Prieco S.A. - All rights reserved. 21

3. Records - Events

Step 2 – Send the record to Publish or to

Begin (Corrective or Preventive Action

case)

@ 2010 Prieco S.A. - All rights reserved. 22

3. Records - Events

Step 3 – Check on the dashboard the number

of uploaded records

@ 2010 Prieco S.A. - All rights reserved. 23

3. Records - Events

Step 4 – Check the status of all uploaded

Corrective and Preventive Actions

@ 2010 Prieco S.A. - All rights reserved. 24

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

@ 2010 Prieco S.A. - All rights reserved. 25

Thanks you for your attention

Quality Management Records

and Dashboards

Andrea Gentil

Business Expert

www.oquma.com