Process Management gives the QMS a visual and navigable structure. Use it to describe how work moves through the organisation and connect the controlled documents that apply to each process.
Create a process
- Open Processes from the application menu.
- Add the process name, owner and description used by your QMS.
- Save the process before adding its flow or document links.
- Link the relevant controlled documents and records.
Draw the flow
Use the process drawing area to represent the sequence, decisions and hand-offs. Keep each diagram readable and use the same terminology as the controlled procedures. The flow should help a user find the governing document, not replace its approved content.
Maintain the process map
- Update the process when an approved document changes the workflow.
- Review linked documents for obsolete or superseded revisions.
- Use consistent process names across audits, forms and reports.
- Keep process ownership aligned with employee and department masters.