Overview

A quality management system (QMS) is a set of interrelated or interacting elements that organisations use to formulate quality policies and quality objectives and to establish the processes that are needed to ensure that policies are followed and objectives are achieved. These elements include structures, programs, practices, procedures, plans, rules, roles, responsibilities, relationships, contracts, agreements, documents, records, methods, tools, techniques, technologies and resources.

ISO 9000 2015 Definitions in Plain English

The Tricorn QMS software enables organisations to document procedures and record events relevant to their ISO – International Organisation for Standardisation, requirements.

Each element of the ISO requirement is separated into individual modules enabling users to easily identify their necessary records.

These records can then be displayed in a notifier grid featuring a colour scheme indicating whether the activity is within the stipulated timescale.

Navigation

Menu Bar

File –

Exit – closes the application

Internal –

Audits – opens audit module

Calibrations Procedures – enter calibration procedure processes

Equipment – enter calibration equipment record

Record Calibrations – records periodic calibrations

Record Checks – records periodic checks

Usage – records usages

Maintenance Procedures – enter maintenance procedure processes

Machines – enter machine records

In House – enter machine in house records

External – enter machine external records

Training – opens training module

Inspections – opens inspections module

Procedures – opens procedures module

Document Register – opens document register module

Risk Assessments – opens risk assessment module

Customers –

Rejects – opens rejects module

Concessions – opens concessions module

Non Conformances – opens non-conformances module

Complaints – opens complaints module

Edit Customers – opens customer record

Customer Satisfaction –

Send survey – opens picking list of customers

Record survey results – opens the survey records

Print survey results – opens survey print box

Suppliers –

Rejects – opens rejects module

Concessions – opens concessions module

Non Conformances – opens non-conformances module

Complaints – opens complaints module

Edit Suppliers – opens supplier record

Setup –

Password – enter security password

Numbering – opens calibration and reference number table

Reference Tables – opens reference tables

Help –

Content – all manuals now available through website, see Tricorn Systems

About – displays version details

Toolbars

Standard Toolbar

Filter button – opens filter options

Search button – opens search options

Print button – opens print

Moves to first record in the selection

Moves back 10 records

Moves back 1 record

Moves forward 1 record

Moves forward 10 records

Moves to last record in the selection

Add a new record

Delete record

Edit record

Save record

Undo changes made since last save

Refresh record

Bookmark record

Go to bookmarked record

Module Toolbar

Two additional buttons are included on the module toolbar as well as all the buttons on the standard toolbar

Filter on a module

Copy current record

Setup

Setup is where a password can be set, the module numbering can be created and all the reference information related to individual records can be created.

Password

Enter password to open the numbering and reference table windows, it is important this password is recorded as Tricorn does not keep records. Once the password is set it is possible to auto remember by ticking the Remember Password box. Initially the password may be the administration password for Tricorn Production.

Numbering

This window sets the detail for calibration controls and all the document numbers.

Calibration Controls

The top half of the numbering window sets the calibration detail. Organisations may have their own calibration equipment therefore the table needs to contain this information. If calibration tools are owned by individuals or an outside organisation their detail will need to be contained within the table. This is to identify within the calibration module who owns the equipment used on calibrations or checks.

Prefix – character prefix can be set to identify the owner of the equipment used

Name – name of the owner

Number – this is the number this owner can start their numbering from

Default – use the drop down to identify the default prefix to use. When creating a new calibration record alternative prefixes can be selected

Reference Tables

All background pre-set references are setup within this window

Employees

This will be automatically populated from the data within Tricorn systems, however, if using QMS independently employee names can be added using the + button at the bottom of the window. Enter the name, job description and clock number as required, save the entry by using the tick

Departments

Departments are created to identify a department within the organisation when creating a Risk Assessment record, individual departments can then be identified as owners of the risk.

Select + to create a new record. Enter name, the date created and any notes, the insert file button can be used to attach relevant documentation. To save the record select

Insert Text or File/Object

The insert text or file/object button is featured throughout QMS and enables users to attach supporting documentation within the chosen field. Attachments will be displayed in the field as an icon with the file name beneath, any amendments made to the original document will be updated.

Insert text or file/object

To insert a file select Insert – Object – locate the file to attach using the Create from File radio button, this will populate the file box in the centre. Use the Browse button to locate the file to be attached, select the Link box to include the file name under the icon and Display as Icon ticked to display the file format (Word, Excel, PDF etc). Save the document by selecting OK. The attachment will now appear in the Rich Text window.

The attached file will now be displayed in the text area of the rich text window. Additional text can be added as well as multiple attachments.

Rejects

Reject categories can be set within this tab, use + to create a new record. To save the record select

Non Conformance

Non Conformance categories can be set within this tab, use + to create a new record. To save the record select

Concessions

Concession categories can be set within this tab, use + to create a new record. To save the record select

Complaints

Complaint categories can be set within this tab, use + to create a new record. To save the record select

Risks

Risk categories can be set within this tab, use + to create a new record.

Enter the level of risk and assign a colour to indicate the severity. Enter the date created and if attaching relevant files to this risk use the insert file button. To save the record select

Customer Satisfaction

Customer satisfaction categories can be set within this tab, use + to create a new record. Double click in the Active box to insert a tick if this criteria is current. To save the record select

Notifier Warnings

The notifier window displays tasks as green for date not expired or red for date expired. Setting a notifier warning by the given days will change the activity date to orange, enabling users to identify tasks with a date about to expire.

Select + to add a new record.

Click on the drop down against Record Type to display the pre populated types, select the relevant type then enter the number of warning days to be taken into consideration. Prior to the days to warn, the fields will be green. When the warning days have been met the field will change to orange, if the warning day has passed the field will be red.

The insert file button can be used to attach relevant documentation

To save the record select

QMS – Setting Up