In this presentation you can preview how to organize your team and assign responsibilities to fulfill your quality management agenda and tasks.

1. How to keep your
Quality Agenda up to date
Part 2
Andrea Gentil
Business Expert
www.oquma.com
2010-06-22

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. 2

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 Organization
Incorporation of new users to the system
Roles
Role 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. 3

4. Team and Roles
Manual Process
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:
QMS Management Management
Responsible Representative
To Review To Approval To Publish
Draft Review Approval Published
Improve Improve
@ 2010 Prieco S.A. - All rights reserved. 4

5. Team and Roles
Procedures and Instructions
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:
Area Area Area Manager
Employee Responsible
To Review To Approval To Publish
Draft Review Approval Published
Improve Improve
@ 2010 Prieco S.A. - All rights reserved. 5

6. Team and Roles
User types Roles
• System Responsible • QMS Responsible
User who has administrative permissions
•Top Management
•Management Representative
•Regular User •Manager/Chief
•Area Responsible
•Area employee
•All personnel
@ 2010 Prieco S.A. - All rights reserved. 6

7. Team and Roles
Example
QMS Responsible can force a document approval or
publication.
QMS Responsible: Management Representative:
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8. Setup
Requirements:
• Go to the site and create your account
http://www.oquma.com
• Log in
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9. Team
To create your team, you must invite users to join the
system.
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
@ 2010 Prieco S.A. - All rights reserved. 9

10. Team
Step 1 – Invite a member of your company
as a user of the system:
@ 2010 Prieco S.A. - All rights reserved. 10

11. Team
Step 2 – The new user receives an e-mail
with a Registration Code
@ 2010 Prieco S.A. - All rights reserved. 11

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. 12

13. Roles
To assign roles, you must edit them:
1. Go to Role
Management and
select an user
2. Edit the role
@ 2010 Prieco S.A. - All rights reserved. 13

14. Roles
Step 1 – Go to Role Management and select
an user:
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15. Roles
Step 2 – Select the proper role:
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16. Team and Roles
Task assignment example
Management Representative can ask for improvement.
Area Employee can only read the draft document.
Management Representative: Area Employee:
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17. 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

18. Thanks you for your attention
How to keep your
Quality Agenda up to date
Part 2
Andrea Gentil
Business Expert
www.oquma.com
@ 2010 Prieco S.A. - All rights reserved. 18