BLUESITE Consulting company for information technology

SharePoint QMS Setup Guide

Abstract Create a team site to manage Quality system scope, context, and processes (ISO 9001, Clause 4), track risks and actions (Clause 6), analyze, evaluate, and improve (Clause 9) - 100 minutes to work through,requires a Microsoft 365 Business subscription.

ISO 9001:2015 also applicable to ISO 14001:2015, ISO 27001:2013, ISO 45001:2018 and ISO 50001:2018


  • Create team site for quality management
  • Create a list for issues
  • Create a list for requirements
  • Add a property for issue or party
  • Create a document library for processes
  • Create a list for actions
  • Create a list for risks and opportunities
  • Create a list for objectives
  • Create a document library for procedures
  • Create a document library for reports, reviews and more
  • Reorganize navigation menu
  • Update the homepage
  • Create a team for quality management

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Place the window with the setup guide next
to the browser window in which you will work

SharePoint QMS Setup Guide and Templates

Content of this download

  • .pdf, step-by-step Setup Guide (20+ pages)
  • .docx, .xlsx, .pptx, 7 document templates

last update: January 14, 2023

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- Made in Germany -

BLUESITE Beratungsgesellschaft für
die Informationstechnologie mbH

Phone +49 7273 919738
Monday to Friday 9:30am - 4:30pm German time

Friedrich-Ebert-Straße 52
76767 Hagenbach (GERMANY)

General Manager Mr. Dennis Scherrer
Commercial Registry HR B 21820 Landau Municipal Court
VAT-ID DE243067424

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home offices where this guide is developed
comes from renewable sources