Quality Management Systems on
SharePoint and Microsoft 365
SharePoint QMS are no-code solutions for quality management. Often used as
alternative to quality management software. What to expect and how to get started.
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.
ISO 9001 Document Control
Document Approvals
Ensure review and approval of quality management system documentation,
after creating and updating a document (ISO 9001:2015, Clause 7.5.2)
Importend moments in the video above:
Approval status in version history of a document
-
Request approval using Microsoft Teams
-
Approval of a document in SharePoint
Document Versioning
Optionaly control changes on documentation, see requirements (ISO 9001:2015), Clause 7.5.3.2 c)
Revision Control
A Microsoft 365 feature named flow (formerly known as workflow) sends you an E-Mail reminder
when the review deadline will be reached soon. In addition, overdue reviews are marked in red.
Process Documentation
Process library with Microsoft templates
Record established processes needed for the quality management system (ISO 9001:2015, Clauses 4.4 and 6.2)
.png)
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.
Action Tracking
CAPA List
Microsofts Lists App is great to deal with lists, each line is one action. Filter like Excel for the
category’s column, here corrective and preventive action for CAPA action list.
Quality objectives
Maintain documented information on measurable and relevant objectives to
enhance customer satisfaction (ISO 9001:2015, Clause 6.2)
.png)
Read more about Quality objectives in Microsoft Office
Risks & opportunities
Demonstrate that you determined risks and opportunities to quality results, effects, and improvement (ISO 9001:2015, Clause 6.1.1)
Quality actions
Keep an eye on actions planned for risks and opportunities (ISO 9001:2015, Clause 6.1.2),
and improvement (ISO 9001:2015, Clause 10) using modern SharePoint Lists.
.png){kind=tracking}
Read more about Quality actions management in SharePoint
Scope Analysis
Scope definition document template
Supports you to demonstrate that you determined the scope of the quality management system (ISO 9001:2015, Clause 4.3)
.png)
External and internal issues
Show the results of your PEST analysis (ISO 9001:2015 Clause 4.1) - this is required input for annual reviews
.png)
System requirements and parties
Requirements of relevant interested parties (ISO 9001:2015, Clause 4.2); not requirements for products or services
.png)
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)
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
.png)
Frequendly asked questions about SharePoint QMS
How can a SharePoint quality management system comply with the ISO 9001 standard?
ISO 9001 is a set of requirements that the business must meet - not the software or cloud-based service.
Using SharePoint Online service and the Quality management guide with templates, organizations meet these requirements easier and faster.
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 How-To
Create your Team site for Quality Management using this how-to! Add right custom lists for context-, and risk management,
actions, and objectives. Configure libraries for process documentation, audit reports and more.
only 49.50 USD
last update: July 21, 2023
Paolo Contissa
on
July, 25. 2023
Garn & Gear
on
July, 3. 2023
Establiments Viena
on
June, 27. 2023
Pixii
on
May, 24. 2023
Brissotech
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."
Kareem Altal
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. "
Kotare Group
on
February, 26. 2023
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