Quality Basics: QMS Getting Started Guide

Complete the following activities to get started using Quality Basics: QMS. You will find links, videos, and other materials to help you along the way.

Understanding Effort Levels

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Low effort: Quick tasks that can be completed independently, such as downloading materials or watching videos (typically less than 30 minutes).
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Medium effort: Tasks requiring internal discussion or coordination with 1-2 teams. May involve reviewing materials internally and making decisions (typically 1-3 meetings or a few hours of work).
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High effort: Complex tasks requiring coordination across multiple stakeholders, significant planning, and potentially multiple rounds of review and approval (may span several weeks with multiple meetings).
The following items should be used to organize your team, your data, your Vault usage plan, and your timeline(s).
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Define your Project Team
● Low effort
You should have at least one person from QA and IT.
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Identify & Document Key Project Deadlines
●● Medium effort

Document critical dates that may impact your timeline. Review the below factors (and/or add your own), then determine your finish line - when do you want your business to start working in the system?

  • Sunsetting a legacy system
  • An upcoming audit
You can either manually set up your data or utilize the Migration Center. Review both options to see which approach fits your needs.
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Manually Set Up Data
●● Medium effort
If you have fewer than 50 documents and are not migrating approved suppliers, or would otherwise prefer to manually set up your data, check out the Manual Data Setup page.
Manual Data Setup
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Check out the Migration Center
●● Medium effort
If you have 50+ documents or are migrating approved suppliers, head to the Migration Center for everything you need to perform a successful migration.
Migration Center