Edit Book page System Configuration and Setup [English translation]

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<div class="comqual-configuration-section"> <p class="ms-1 mx-1"> 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. </p> <h4 class="mt-4 mb-3 ms-1 mx-1" id="configuration-process">The Configuration Process</h4> <div> <div class="card p-2 mb-2 mt-4 pt-1 pb-1 bg-primary-half-dark text-white"> <h5 class="mb-0">Global Settings</h5> <p class="mb-0"><small>Settings &gt; Subscription</small></p> </div> <p class="mb-0 ms-1 mx-1">Configure organization-wide parameters such as organization name and branding, and view subscription details.</p> </div> <div> <div class="card p-2 mb-2 mt-4 pt-1 pb-1 bg-primary-half-dark text-white"> <h5 class="mb-0">User Management</h5> <p class="mb-0"><small>Settings &gt; User Management</small></p> </div> <p class="mb-0 ms-1 mx-1">Add user accounts, assign application-level roles (Administrator, Manager, User), and configure access permissions.</p> </div> <div> <div class="card p-2 mb-2 mt-4 pt-1 pb-1 bg-primary-half-dark text-white"> <h5 class="mb-0">Module Configuration</h5> <p class="mb-0"><small>Settings &gt; Forms</small></p> </div> <p class="mb-3 ms-1 mx-1">Define the types of activities your organization performs and what information each captures:</p> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-top border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Checklists <small class="text-muted">(Check lists)</small></h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">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.</p> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Issues</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">Define nonconformity and problem types (customer complaints, audit findings, process failures, etc.). Different issue types can capture different information based on their nature.</p> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Evaluations</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">Set up how you'll analyze issues to determine root causes and decide on corrective actions.</p> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Actions</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">Configure action types (corrective, preventive, improvement) and sub-activity structures if actions typically involve multiple steps.</p> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Verifications</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">Establish how you'll verify that actions achieved their intended results.</p> </div> </div> </div> <div> <div class="card p-2 mb-2 mt-4 pt-1 pb-1 bg-primary-half-dark text-white"> <h5 class="mb-0">Data and Documents Structure</h5> <p class="mb-0"><small>Settings &gt; Forms &gt; Data and Documents Lists</small></p> </div> <p class="mb-3 ms-1 mx-1">Create the registers and lists that form your quality system's information foundation:</p> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-top border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Strategic level:</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <ul class="mb-0"> <li>Quality policy</li> <li>Objectives</li> <li>Context analysis</li> <li>Stakeholder requirements</li> </ul> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Systemic registers:</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <ul class="mb-0"> <li>Risks and opportunities</li> <li>Suppliers</li> <li>Equipment</li> <li>Competencies</li> <li>Processes</li> <li>Legal requirements</li> </ul> </div> </div> <div class="d-flex flex-column flex-md-row pt-2 pb-2 border-bottom border-secondary hover-row ms-1 mx-1"> <div class="col-12 col-md-4 col-lg-3"> <h6 class="fw-bold">Operational lists:</h6> </div> <div class="col-12 col-md-8 col-lg-9"> <p class="mb-0">Any other structured data your organization needs to track</p> </div> </div> <p class="mb-0 ms-1 mx-1">For each list: define what fields capture the information you need, which are required, and who can access them.</p> </div> <div class="card p-2 mb-2 mt-4 pt-1 pb-1 bg-dark text-light"> <div class="card-body"> <h4 class="mb-3" id="who-configures">Who Configures the System?</h4> <p class="mb-2">Configuration requires someone who understands your quality management system requirements and business processes. This is often a quality manager or management representative.</p> <p class="mb-0"><strong>The Administrator role doesn't require programming skills</strong> - the configuration interface uses intuitive forms and menus.</p> </div> </div> </div>

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