Momentum QMS Help

Fields

Field Explanation

Title

• Must be filled before submitting to the next step. 
• Define a short description of a document.
• A free text field for a short description of a document.

Document Type

• Must be filled before submitting to the next step.
• Define the type of the document.
• Allow selection from a dropdown field with the following out-of-the-box options: Contract, Drawing, Form, Job Description, Policy, Procedure, Record, Regulation, Specification, Work Instruction

Supplier/Party

• Define the contract supplier/party.
• An autocomplete field which allows selection from the following options: Citrus Product,Inc , Hubble Corp, Hydro Electronics, RAM services, XYZ electroplating. 

Contact

• Define the contract contact such as: email, phone number.

Contract Manager

• Define the contract manager.
• An autocomplete field  which allows selection from all the users in the system. 

Type of Supplies

• Define the type of supplies.
• A checkbox which allows selection from these out-of-the-box options: Good and Services, Goods, Services. 

Commence Date

• Define the contract's commence date.
• A date field 

Renewal Required?

• Define if contract renewal is required.
• A checkbox which will be automatically checked when starting a new contract.

Renewal Date

• Define the contract renewal date.
• A date field

Number

• Must be filled before submitting to the next step.  
• Define the unique document number which identifies the document. 
• Automatically generated with the following format: DOC-XXXXX where XXXXX is the next sequential number.  

Revision

• Define the revision number if a document is being up-versioned. 
• Automatically generated with the starting number being one and incremented each time the document is up-versioned.

Created Date

• Define the created date of a document. 
• Allow selection from a calendar, by default set to the current date.

Next Review Date

• Define the next review date after the document is approved.
• If the Next Review Date is specified, an email reminder shall be sent to the ‘Author’ of the document when the Review is due. 
• Automatically set to the two years from the current date (for a new record) but allows selection from a calendar.

Approvers

• Define the document approvers.
• Allow selection from all users in the system.
• The Approval step shall be assigned to these users by default.

Reviewers

• Define the document reviewers.
• Allow selection from all users in the system. The Review step shall be assigned to these users by default. 

Notification List

• Define the list of users who receive a notification when the document is approved.
• Allow selection from all users in the system. 

Document Category

• Define a logical group of a document for categorization.
• Allow selection from a list of options:

4 Context of the organization: 4.1 Understanding the organization and its context

4 Context of the organization: 4.2 Understanding the needs and expectations of interested parties

4 Context of the organization: 4.3 Determining the scope of the quality management system

4 Context of the organization: 4.4 Quality management system and its processes

5 Leadership: 5.1 Leadership and commitment

5 Leadership: 5.2 Policy

5 Leadership: 5.3 Organizational roles, responsibilities and authorities

6 Planning: 6.1 Actions to address risks and opportunities

6 Planning: 6.2 Quality objectives and planning to achieve them

6 Planning: 6.3 Planning of changes

7 Support: 7.1 Resources

7 Support: 7.1.1 General

7 Support: 7.1.2 People

7 Support: 7.1.3 Infrastructure

7 Support: 7.1.4 Environment for the operation of processes

7 Support: 7.1.5 Monitoring and measuring resources

7 Support: 7.1.6 Organizational knowledge

7 Support: 7.2 Competence

7 Support: 7.3 Awareness

7 Support: 7.4 Communication

7 Support: 7.5 Documented information

8 Operation: 8.1 Operational planning and control

8 Operation: 8.2 Requirements for products and services

8 Operation: 8.3 Design and development of products and services

8 Operation: 8.4 Control of externally provided processes, products and services

8 Operation: 8.5 Production and service provision

8 Operation: 8.6 Release of products and services

8 Operation: 8.7 Control of nonconforming outputs

9 Performance evaluation: 9.1 Monitoring, measurement, analysis and evaluation

9 Performance evaluation: 9.2 Internal audit

9 Performance evaluation: 9.3 Management review

10 Improvement: 10.1 General

10 Improvement: 10.2 Nonconformity and corrective action

10 Improvement: 10.3 Continual improvement

Field

Field Explanation

Draft Document

• Define the document to be attached. 
• Allow the ability to attach a file.
• If the attached file is a docx, doc or csv additional fields will appear. 

Field

Field Explanation

Date

• Define the date of the communication.
• A date field.

Contact

• Define the contact for a note record.
• Email or phone number can be provided here.

Notes

• Define the note content. 
• A free text field.

Attachments

• Define any attachment that is related to the communication log. 

Field

Field Explanation

Location

• Define the location to distribute the hard/printed copy of the document.
• Allows free text entry (for each Hard Copy Location).

Number of Copies

• Define the number of copies to be distributed. 
• Allows entry of numbers (for each Hard Copy Location).

Distribution Date

• Define the distribution date of the hard/printed copy of the document.
• Allows entry of numbers (for each Hard Copy Location).

Field

Field Explanation

Assess Risk

• When clicked, allow conducting risk assessment.

Current Risk Rating

• Define the current risk rating based on risk severity and risk likelihood.
• Will be automatically calculated and is in readonly. 

Link

• Define a link to risk form that has just been conducted. 

Risk 

• Define the risk rating based on risk severity and risk likelihood.
• Will be automatically calculated and is in readonly.

Consequence

• Define the type risk consequences. 
• Will be automatically set to the consequence of the risk assessment and is in readonly.

Indicator

Field

Field Explanation

Related Documents

• Define the document to be attached. 

Field

Field Explanation

Is Training Required?

• Define if training is set for the current document.
• Allows users to set or unset whether training is required.

Training required for

• Define the users/groups that have to do the training.
• Displayed if ‘Is Training Required?’ is set.
• Allows the selection from all users in the system.
  
  

Type of Assessment

• Define the type of assessment.
• Displayed if ‘Is Training Required?’ is set.

• Allows selection from the following options: Acknowledgement, Exam

CREATE EXAM

• When clicked, an exam will be created. 
• Displayed if ‘Is Training Required?’ is set.