Vault QMS supports management of the Quality Management Review (QMR) process, which is an evaluation of the effectiveness and suitability of a quality system. It is a collaborative effort to determine whether the system needs adjustments to meet quality requirements. The QMR object captures the data that is being reviewed during the QMR meeting, meeting notes, meeting attendees, and post-meeting action items.

This article contains basic configuration information to outline an QMR process in your Vault.

Configuration Overview

Configure the following components to use QMR functionality:

Populating the QMR Scope Picklist

Add values to the QMR Scope picklist to reflect your processes. For example, Executive, Global, Regional, or Facility. Users can select this value in the QMR template or on the QMR record itself.

Setting Up the QMR Object

Add related object sections to the QMR object page layout for the QMR Item and QMR Task objects. This allows QMR process participants to manage these records during the course of the review.

Setting Up the Management Review Template Object for QMRs

Make the following changes to the Management Review Template object to support the QMR process:

  • Add the Create Record From Template custom action to the object configuration.
  • Add a Management Review Template Item related object section on the Management Review Template object page layout for the QMR object type.

Management Review Template Lifecycle

Add the Create Record From Template user action to the Management Review Template Lifecycle in an appropriate state so that users can create QMRs from established templates.

Your security profile requires the following permissions to work with QMRs:

Type Permission Label Controls
Document Types created by Quality Document Generation Actions Create Document Ability to create documents for QMR Items
Security Profile Object: Management Review Template: Create, Read, Edit, Delete Ability to create, view, edit, and delete Management Review Templates for use as the basis of QMR record creation
Security Profile Object: Management Review Template Item: Create, Read, Edit, Delete Ability to create, view, edit, and delete Management Review Template Items for use as the basis of QMR Item record creation
Security Profile Object: QMR: Create, Read, Edit, Delete Ability to view, create, edit, and delete QMR records during the QMR process
Security Profile Object: QMR Item: Create, Read, Edit, Delete Ability to create, view, edit, and delete QMR Item records during the QMR process
Security Profile Object: QMR Task: Create, Read, Edit, Delete Ability to create, view, edit, and delete QMR Task records during the QMR process