Switch on Quality and set it up

Quality stays hidden until a manager switches it on. Then you decide who inspects, who manages templates and non-conformances, and who verifies corrective actions, and you set the rules new non-conformances follow.

Before you start

• You must be the owner or a manager.
• Quality is sold on its own and comes with Service Business, Trade Business and Kluvan One. See Plans and bundles.

Steps

1. Open Settings → Apps, find Quality and choose Switch on. See Pick your apps.
2. Open Team → Users, pick a person and open Rights. Under Quality, tick what they need:
   • Fill in quality inspections: inspectors, including field and restricted seats;
   • Manage templates, non-conformances and actions: quality managers;
   • Verify and close corrective actions (not one's own): the people who check the work.
3. Select Save.
4. Open Quality → Quality settings.
5. Under Days to resolve a non-conformance, set the days for Minor, Major and Critical: 30, 14 and 3 by default.
6. Pick the Default owner of new non-conformances, or keep The default owner (the organisation's owner).
7. Keep A failed inspection opens a non-conformance at once ticked, or untick it to raise them by hand.
8. Tick Show new supplier non-conformances in the supplier portal if suppliers should see them by default.
9. Select Save.

Good to know

• Managers have every Quality right. Only a manager changes these settings.
• Without manage or verify, a person sees only their own inspections, the non-conformances they own or opened, and the actions they own or must verify.
• The sidebar has Overview, Inspections, Non-conformances, Corrective actions, then Set-up → Inspection templates and Reports → Supplier quality and Quality reports.
• Start in three steps: the overview shows them until your first template and inspection: write a template, inspect a record, fix what failed.
• Today lists your drafts to finish, your actions (late first), actions waiting for you to verify, and for managers the non-conformances to plan and those overdue.
• Next: Build an inspection template.
• More on rights: Roles and rights.