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
Other Documents
The bottom half of the number window sets the unique numbers used on all records. Individual prefix and suffix can be set to identify the record easily in the description field within the notifier.
Please note: enter the last number used, in other words if this is a new installation enter 0 to select 1 when creating a new record. If using an existing numbered system enter the last number used within this window to continue without any breaks in numbers.
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.
Categories
When creating a new record, categories can be selected from drop down boxes to standardise the content of the record. Each category can be grouped and using the Group radio button users can reduce the amount to search.
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