SharePoint QMS
ISO 9001 certification requirements, this SharePoint QMS
(SharePoint Quality Management System) support you, to meet
- Quality system scope, context, and processes
- Quality planning actions, system risks, and objectives
- SharePoint ISO 9001 document control
- Production and service provision
- Performance evaluation and improvement
How do I set up a SharePoint QMS?
First, you need to add and configure lists for core elements required by ISO 9001
like issues, risks, actions, objectives and more (SharePoint QMS Template available).
Second, you need to add libraries with templates for process maps, Ishikawa diagrams,
runs charts and more. Third, you´ll configure reminders for resubmission dates,
conditional formatting for deadlines, and more.
Quality system scope, context, and processes
Scope definition document template
Supports you to demonstrate that you determined the scope of the quality management system (ISO 9001:2015, Clause 4.3)
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External and internal issues
Show the results of your PEST analysis (ISO 9001:2015 Clause 4.1) - this is required input for annual reviews
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System requirements and parties
Requirements of relevant interested parties (ISO 9001:2015, Clause 4.2); not requirements for products or services
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Interested parties and issues monitoring
Record and communicate issues are monitored by news post or article (ISO 9001:2015, Clauses 4.1 and 4.2)
Process library with Microsoft templates
Record established processes needed for the quality management system (ISO 9001:2015, Clauses 4.4 and 6.2)
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Using Microsoft templates, you create a table of process steps in Excel with connector labels and shape type.
Link the steps with Process Step ID´s and create a diagram showing your well documented process with just a click.
Quality planning actions, system risks, and objectives
Risks & opportunities
Demonstrate that you determined risks and opportunities to quality results, effects, and improvement (ISO 9001:2015, Clause 6.1.1)
Quality actions
Actions planned for risks and opportunities (ISO 9001:2015, Clause 6.1.2), and improvement (ISO 9001:2015, Clause 10)
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Read more about Quality actions management in SharePoint
Quality objectives
Maintain documented information on measurable and relevant objectives to
enhance customer satisfaction (ISO 9001:2015, Clause 6.2)
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Read more about Quality objectives in Microsoft Office
SharePoint ISO 9001 document control
Approvals using Power Automate in SharePoint document libraries
While creating and updating a document, an approval is often appropriate. If approvals are needed
depends on type of products and services, your company offers. Size of your company
or regularizes are other reasons for that. Sign-off status (approval) is stored in a document
library column and can be included as a field in the Word document header or footer.

Production and service provision
Resubmission and revision of procedures
Define activities in production and service provisioning (ISO 9001:2015, Clause 8.5).
Revision labels, reminders, and highlighting of documents support keep
Standard operation procedures (SOP) up to date.
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Performance evaluation and improvement
Reports for evaluation and analyze
Reports library including templates from Microsoft for monitoring, measurement, analysis,
and evaluation (ISO 9001:2015, Clause 9) to support continual improvement (ISO 9001:2015, Clause 10)
Templates: Problem analysis, Run chart, Causes of low customer satisfaction, Customer
satisfaction improvement plan, Product quality control chart, Production errors scatter chart
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Frequendly asked questions about SharePoint QMS
What are the system requirements for this SharePoint QMS?
Creating a SharePoint Quality Management System requires Microsoft 365 Business Standard or
Microsoft 365 Business Premium. No other third-party tool or add-on is required.
How do I set up a SharePoint QMS?
First, you need to add and configure lists for core elements required by ISO 9001 like issues, risks, actions, objectives and more.
Second, you need to add libraries with templates for process maps, Ishikawa diagrams, runs charts and more.
Third, you´ll configure reminders for resubmission dates, conditional formatting for deadlines, and more.
SharePoint Quality Management System Setup Guide
BLUESITE Beratungsgesellschaft für die Informationstechnologie mbH

A PDF guide that you can view on the screen next to your browser, while it guides you
step-by-step through setting up SharePoint to support your quality management system.
only 30.40 EUR
last update: June 23, 2022
Is SharePoint QMS just for ISO 9001 or also usable for other standards?
Applicable to all standards following the High Level Structure (HLS) ISO 9001:2015, ISO 14001:2015, ISO 27001:2013, ISO 45001:2018 and ISO 50001:2018
How do I use Sharepoint for Quality Management?
Using a SharePoint Quality management system
Demonstrating risks and action management, context of organisation, scope definition and more
Video content
External and internal issues
Interested parties and their requirements
System scope definition
Document processes using diagrams
Risks and opportunities