##  [System Configuration and Setup](https://www.comqual.eu/documentation/introductory-guide/how-comqual-works/system-configuration) 

 Before users can work in ComQual, an Administrator configures the system to match your organization's needs. This happens in the Settings area and establishes the framework within which everyone else will operate.

#### The Configuration Process

##### Global Settings

Settings > Subscription



Configure organization-wide parameters such as organization name and branding, and view subscription details.



##### User Management

Settings > User Management



Add user accounts, assign application-level roles (Administrator, Manager, User), and configure access permissions.



##### Module Configuration

Settings > Forms



Define the types of activities your organization performs and what information each captures:

###### Checklists (Check lists)



Configure any type of checklist your organization needs: control activities (internal audits, inspections, reviews), maintenance activities (equipment servicing, calibrations), or any other systematic verification. Each checklist type can have its own custom fields, instructions, verification points, and default responsibilities.





###### Issues



Define nonconformity and problem types (customer complaints, audit findings, process failures, etc.). Different issue types can capture different information based on their nature.





###### Evaluations



Set up how you'll analyze issues to determine root causes and decide on corrective actions.





###### Actions



Configure action types (corrective, preventive, improvement) and sub-activity structures if actions typically involve multiple steps.





###### Verifications



Establish how you'll verify that actions achieved their intended results.







##### Data and Documents Structure

Settings > Forms > Data and Documents Lists



Create the registers and lists that form your quality system's information foundation:

###### Strategic level:



- Quality policy
- Objectives
- Context analysis
- Stakeholder requirements





###### Systemic registers:



- Risks and opportunities
- Suppliers
- Equipment
- Competencies
- Processes
- Legal requirements





###### Operational lists:



Any other structured data your organization needs to track





For each list: define what fields capture the information you need, which are required, and who can access them.



#### Who Configures the System?

Configuration requires someone who understands your quality management system requirements and business processes. This is often a quality manager or management representative.

**The Administrator role doesn't require programming skills** - the configuration interface uses intuitive forms and menus.









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## Book traversal links for Introductory Guide

- [**‹** Roles and Responsibilities](https://www.comqual.eu/documentation/introductory-guide/how-comqual-works/roles-and-responsibilities "Go to previous page")
- [Up](https://www.comqual.eu/documentation/introductory-guide/how-comqual-works "Go to parent page")
- [Getting Started **›**](https://www.comqual.eu/documentation/introductory-guide/getting-started "Go to next page")