Practical knowledge for Swiss SMEs
: Guides
Guides for : step by step to the functions, with menu location, steps and limits. For your everyday work in .
Start & setup
20 guides
- Export control photos
- Handover after departure
- Quality management (overview)
- Key figures at a glance
- Path to certification
- Access for the certification body
- To read
- News and events
- Search in quality management
- QMS settings
- Multi-person approval (six or eight eyes)
- Team rooms
- REST-API and webhooks
- Word bulk import
- Bulk changes and transfer of responsibilities
- Snapshot for external bodies and business continuity
- Full export of all QMS data
- Data portability in Git format
- Share links (targeted sharing)
- Link check
Policy, objectives & standards
17 guides
- Policy and objectives
- New quality objective
- Context
- Responsibilities
- ISO 9001 standard mapping
- Standard mapping per standard
- Manage standards and frameworks
- Maintain an own standard
- Multi-standard matrix
- Migration ISO 9001 2015 → 2026
- Evidence report for the certification body
- Registers (overview)
- Requirement subject to periodic review
- Statement of Applicability (ISO 27001)
- Asset and protection need
- Hazard assessment (ISO 45001)
- Environmental aspect (ISO 14001)
Processes & risks
5 guides
Documents & forms
18 guides
- Activate due versions
- Save the QMS draft
- Documents
- Create and edit a document
- Import or create a document with AI
- Site variants and visibility of documents
- Read a document aloud
- Explain changes
- Comprehension check and training for mandatory reading
- Comprehension questions with AI
- Forms
- Design a form
- Create a form with AI
- Change requests
- Request a change
- Wiki (organisational knowledge)
- Glossary
- Translations with approval
Audits, controls & review
16 guides
Reports & actions
17 guides
- Reports
- Dictation and help with the reporting channel
- Reporting channels
- Knowledge article from a report
- Actions
- Action details
- Book time on reports and actions
- Incident and data breach register
- Record incident
- Incident with deadline monitor
- Whistleblowing (case list)
- Handle a report (case)
- Reporting channels (whistleblowing system)
- Edit reporting channel
- Complaints
- Customer surveys
- Evaluate suppliers
Industry solutions
21 guides
- Activating industry packages
- Care: quality indicators and self-declaration
- HACCP (overview)
- HACCP plan
- Hazard and critical control point
- HACCP measurements
- Withdrawal and recall
- Withdrawal or recall (case)
- Batches and traceability
- Laboratory (overview)
- Method register
- Method with traceability, measurement uncertainty and proficiency tests
- Validation file (version)
- Proficiency tests and interlaboratory comparisons
- Occupational safety (overview)
- Construction sites
- Site file
- Operating instructions
- Operating instruction
- Hazardous substances register
- Hazardous substance
Training & test equipment
12 guides
- Training (my training and catalogue)
- Create or edit training
- Training plan
- Qualification matrix and requirements by job title
- E-learning and quiz
- Create and edit a quiz
- Register participants for this training
- Measuring equipment and infrastructure
- Create measuring equipment
- Import measuring equipment from CSV
- Measuring equipment: inspections and loans
- Measuring equipment costs
Data protection
10 guides
AI assistant
10 guides
- Handle everyday QMS tasks with AI
- Manage QMS documents and standard references in conversation
- Manage quality leadership and processes in conversation
- Handle reports and actions in conversation
- QMS improvement in conversation
- Manage objectives, decisions and certification in conversation
- Manage competences, knowledge and batches with AI
- AI standards advice
- MCP access for AI programs
- Automatic QM monitoring
The next step starts with a conversation.