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SharePoint Quality Management System Setup Guide

Create a SharePoint Quality Management System Team site using this guide! Add lists to manage the context, the risks, actions and quality objectives correctly. Configure libraries for process documentation, production work instructions with features for document control, audit reports and more…

Cover page, table of contents and sample of the 33-page system setup guide

Video - On-Screen Guides from Bluesite Consulting

Content

  • Create a SharePoint Team site . . . Page 3
  • Improved! Change the Look . . . Page 5
  • Add Templates to the Document Library . . . Page 7
  • Create a New List for Issues . . . Page 8
  • Add Issues Column to Site Pages . . . Page 11
  • Create a New List for Requirements . . . Page 12
  • Improved! Create a New Document Library for Processes . . . Page 14
  • Improved! Create a New List for Actions . . . Page 20
  • Create a New List for Risks and Opportunities . . . Page 25
  • Improved! Create a New List for Objectives . . . Page 27
  • Create a New Document Library for Production . . . Page 32
  • Create a New Document Library for Reports . . . Page 35
  • New! Create a New Document Library for On-Screen Guides . . . Page 37
  • New! Create an AI Agent for Quality Standards . . . Page 38
  • Improved! Update the Homepage . . . Page 40
  • Create a Team and Channels (optional) . . . Page 44
Thumbnail view of the full document

SharePoint QMS Setup Guide and Templates (ENGLISH)

Content of this download (.zip)

  • Setup Guide (PDF) 43 pages
  • 5 Document Templates (DOCX)

last update: September 30, 2025

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Reviews
5 stars on September 16, 2025
3 stars on March 18, 2025

"[...] Mir fehlt noch eine Anleitung zur Dokumentenlenkung mit Formularfeldern. [...]"

5 stars on August 11, 2024

"Wirklich tolle Anleitung."

5 stars on July 4, 2024

"Es wird automatisch davon ausgegangen das man die Admin Rechte hat"

4 stars on May 28, 2024
4 stars on April 29, 2024

"Thank you for your effort for making this template! Now I have to learn to use it!"

5 stars on April 17, 2024

"gut aufbereitet, wenn die Umsetzung auch so gut klappt, wird es super!"

5 stars on January 10, 2024
3 stars on October 24, 2023

"It would be good to have information on other processes"

5 stars on October 24, 2023
5 stars on October 15, 2023

"Your instructions were very detailed and easy to understand. Keep up your very good work."

2 stars on September 28, 2023
4 stars on September 25, 2023

"Ich brauche eine Anleitung wie ich die Erstellte Seite jetzt benutze."

4 stars on July 25, 2023
5 stars on July 3, 2023
5 stars on June 27, 2023
5 stars on May 24, 2023
5 stars on May 20, 2023

"I was in the process of creating an IMS/QMS and found your guide and purchased it, your guide has assisted with most of what I aimed to complete and have built further off it. Thank you for your efforts and hope to see more templates in future."

5 stars on March 23, 2023

"Excellent Work. It saved me tons of time and easy to follow. The vendor is also very responsive and helpful with any issues. "

4 stars on February 26, 2023
1 star on January 26, 2023

"your document is poor, useless, please stop scamming people "

5 stars am November 10, 2022

"Die Anleitung ist eindeutig und einfach (auch für Anfänger). Und bei Fragen bekommt auch schnell eine kompetente Antwort. Sehr zufrieden!"

5 stars on November 8, 2022
4 stars on July 27, 2022

"Liebes Team, generell ist die Anleitung super. Jedoch scheint mir, das in der Anleitung, die ich bekommen habe ein Absatz fehlt. Ich bin von Anfang bis Ende die Anleitung durchgegangen und habe dann unter "Navigation bearbeiten" den Unterpunkt Qualitätsziele gefunden. Zu diesem Punkt steht jedoch nichts in der Anleitung. Gerne hätte ich noch diese Unterlagen von Ihnen ;) - Sie können diese senden an ***@opus-gmbh.com. Lieben Dank und Gruß *** ***"