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QM – System configuration

The settings of the "QM" admin area: QM document rules, default review, field visibility and key figures (Settings tile) plus the admin tiles (QM documents, Layouts, Conditions, Reviews).

The QM area controls the QM documents, their numbering, the review workflow and the visible fields. You’ll find a specific field fastest via the Configuration search (filter “QM”). How to use it is covered in the Quality management topic.

How to reach this area: Home page → System configuration → category QM.

ℹ The category has 5 tiles. Fully documented here is the settings tile; the rest are admin lists.

The “Settings” tile

SectionWhat it covers
QM documentsDocument-number assignment, number editable, short description mandatory, the naming scheme for the PDFs, mandatory comment when returning a document to draft.
Default reviewPreset review type (Review/Correct/Send), reviewer and review instruction.
Field visibilityVisibility of implementation status, rejection reason, traffic light, categories, group, keyword, published, probability …
Key figuresVisibility of value, costs, savings, effort, duration, planned start/end.
Settings tile of the QM category with the sections QM documents, Default review, Field visibility and Key figures
The "Settings" tile (QM)

Further tiles (admin lists)

  • QM documents – list/management of the QM documents.
  • Layouts · Conditions · Reviews – templates, conditions and review definitions.