QMS Module Setup Guide

Initial Setup

QMS Module Initial Configuration

Before using the QMS module, you need to complete the initial setup and configuration.

Prerequisites

Before You Begin

Ensure you have Company Administrator access
Have your safety policies and procedures ready
Prepare compliance requirements
Gather safety training materials
Review industry safety standards

Step 1: Enable QMS Module

Module Activation

Navigate to Settings → Modules
Find QMS module in the list
Click Enable button
Confirm activation
Wait for module initialization

Verification

Check that QMS menu appears
Verify dashboard access
Test basic navigation
Confirm permissions
Review module status

Step 2: Initial Configuration

Important Configuration Order

Follow these steps in order to ensure proper QMS setup:

Safety Configuration - Basic safety settings and policies
SOP Setup - Standard Operating Procedures configuration
Audit Setup - Audit schedules and checklists
Compliance Setup - Regulatory compliance requirements
Training Setup - Safety training programs
Document Setup - Document management

Safety Configuration

Safety Management Setup

Configure safety policies, hazard management, and incident reporting systems.

Safety Policies

Policy Setup

Safety policy creation
Emergency procedures
Safety guidelines
Incident reporting
Safety training requirements

Hazard Management

Hazard identification
Risk assessment criteria
Control measures
Safety protocols
Emergency response

Configuration Steps

Navigate to Safety Settings

Go to QMS → Safety → Configuration

Click on "Safety Policies" tab
Create company safety policy
Set up emergency procedures
Configure incident reporting

Configure Hazard Management

Set up hazard identification and risk assessment

Define hazard categories
Set risk assessment criteria
Configure control measures
Set up safety protocols

Test Safety Configuration

Verify safety system functionality

Test hazard reporting
Verify incident workflow
Check notification system
Validate safety protocols

SOP Setup

Standard Operating Procedures Configuration

Set up SOP templates, approval workflows, and document management.

SOP Categories

Document Categories

Safety procedures
Quality procedures
Operational procedures
Emergency procedures
Training procedures

Workflow Setup

Approval workflows
Review cycles
Version control
Distribution rules
Access permissions

SOP Configuration Steps

SOP Setup Process

Create Categories: Set up SOP document categories
Configure Templates: Create SOP templates and formats
Set Approval Workflows: Define approval processes
Configure Access: Set up document access permissions
Test Workflows: Verify SOP creation and approval

Audit Setup

Audit Management Configuration

Configure audit schedules, checklists, and compliance monitoring.

Audit Configuration

Audit Scheduling

Audit frequency
Audit types
Auditor assignments
Notification settings
Reminder schedules

Checklist Setup

Audit checklists
Compliance criteria
Scoring systems
Evidence requirements
Follow-up procedures

Compliance Setup

Regulatory Compliance Configuration

Set up compliance tracking, regulatory requirements, and monitoring systems.

Compliance Requirements

Industry Compliance Standards

OSHA Compliance: Occupational safety standards
ISO Standards: Quality management standards
Industry Regulations: Sector-specific requirements
Provincial Requirements: Regional compliance standards
Federal Standards: National regulatory requirements

Training Setup

Safety Training Configuration

Set up safety training programs, certification tracking, and compliance training.

Training Programs

Course Setup

Safety training courses
Compliance training
Certification programs
Refresher training
Emergency training

Certification

Certificate requirements
Validity periods
Renewal schedules
Compliance tracking
Performance monitoring

Document Setup

Document Management Configuration

Set up document library, access control, and version management.

Document Management

Library Setup

Document categories
Access permissions
Version control
Search functionality
Backup procedures

Security Setup

Access control
User permissions
Document security
Audit trails
Compliance tracking

Setup Steps