This document provides an overview of the OpenERP Management System Quality modules. It describes how to install the modules, configure causes and origins of nonconformities and satisfaction surveys. It also explains how to use the modules for audits, nonconformities, actions, surveys and reviews in accordance with ISO 9001 quality management standards. The document encourages contributions to additional functionality such as workflows, KPIs, and support for other management system standards.

1. OpenERP Management System
modules (Quality)
By Savoir-faire Linux
Providing Expertise on Free & Open Source Software
since 1999
Maxime Chambreuil
1-877-735-4689 #101
contact@savoirfairelinux.com

2. Agenda
Installation
Configuration
Causes and Origins
Satisfaction Survey
Manual, Procedures and Work Instructions
Usage
Audits
Nonconformities
Actions
Surveys
Reviews

3. Installation
Download mgmtsystem_* modules from :
https://apps.openerp.com
or Launchpad : https://launchpad.net/openerp-mgmtsystem
Install
mgmtsystem_quality for ISO 9001
Additional management systems available :
mgmtsystem_environment for ISO 14001
mgmtsystem_health_safety for OHSAS 18001
mgmtsystem_pcidss for PCI-DSS (soon)
mgmtsystem_security for ISO 27001 (soon)

4. Configuration
In Management System / Configuration
Create your origins and causes of nonconformities
Modify your customer satisfaction survey
In Management System / Manuals
Fill in the blanks in the Quality manual. The structure provided is the
same one as the ISO 9001 standard.
Create your procedures and your work instructions

5. Usage : Audits
In Management System / Management System / Audits
Create your audit calendar by adding audit
For each audit
Enter the name of the department being audited (marketing, HR,
etc.)
Enter the date and the system (Quality)
Determine the users auditing (auditors) and the ones being
audited (auditees)
Based on the procedures of the audited department, auditors
create verification list with closed questions.
Then, Auditors prints the verification list to carry out their audit

6. Usage : Audits
During or after the audit, Auditors fill in the answers of the verification list
(conformed or not) with comments (evidences, references)
Next, Auditors enter :
Strong points,
Points to improve
and create
Improvement opportunities and
Nonconformities
Finally, Auditors generate the audit report.

7. Usage : Nonconformities (NC)
When creating nonconformities, Auditors enter :
Partner : Customer, supplier or company related to the NC
Related to : Any reference pointing to the NC (order id, project id, task
id, etc.)
Responsible : User responsible for the NC
Manager : User managing the department
Origins : How the NC has been discovered
Procedures : Against which procedure is the NC
Description : Evidences, references to the standards
Causes : Root causes
Analysis : Result of the investigation
Actions and efficiencies : Actions and evidences that the actions were
efficient, allowing Auditor to review actions and close NC

8. Usage : Actions
When creating actions, Auditors enter :
Subject : What must be done
Deadline : Date by which the action must be completed
Responsible : User in charge of completing the action
Type : Immediate, corrective or preventive actions or improvement
opportunity
Description : Details of the action
User in charge of the action enter notes and emails demonstrating the
work in progress and close the action when completed.
Meanwhile, your customers fill in the satisfaction survey...

9. Usage : Reviews
When creating review, enter :
Name : April 2012
Date : May 15th, 2012
Participants : the users involved in the review
Policy : Copy/Paste here your quality policy for re-evaluation
Changes affecting the system : List significant changes that needs to
be planned and tracked by the top management
Survey anwers : list of satisfation survey answers filled in during April
2012
KPI : list of your KPI value for April 2012 (soon)
Create one review line for each point to discuss among the inputs
During the review, discuss each review line, note your decision and
determine the output if any (action or nonconformity)
In conclusion, determine the date and time of your next review

10. What's next ?
Feels like contributing? Some ideas:
Workflow on manuals, procedures and work instructions
Key performance indicators (KPI)
PCI-DSS
ISO 27001
Etc.
Feel free to join us at
https://launchpad.net/openerp-mgmtsystem