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Getting Started

Upload Your Contacts

Use our contact template to include all your contacts in the system at once.

Download Users Mass Upload Template

For a required field (one indicated by a “*”) where there is no content available, use a dash (“-“) to leave empty.  Please ensure there are no blank rows in your submission.

name-upload-contacts-quality-management-software

Name: Name of the Company

Type - Upload Contacts - Quality Management Software

Type: Either Customer or Supplier, no other text is accepted in this field

Primary Name - Upload Contacts - Quality Management Software

Primary_name: The name of the primary contact at the company

Primary eMail - Upload Contacts - Quality Management Software

Primary_email: The email address of the primary contact at the company

Primary Phone - Upload Contacts - Quality Management Software

Primary_phone: The phone number of the primary contact at the company

Primary Position - Upload Contacts - Quality Management Software

Primary_position: The job title of the primary contact at the company

Secondaries - Upload Contacts - Quality Management Software

Secondary Fields: similar to the primary fields, except for an optional secondary contact at the company

Notes - Upload Contacts - Quality Management Software

Notes: any miscellaneous notes you would like to keep on record about this client.

 

 

 

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Create Part Inspection

Using the menu on the left-hand side:

Create Part Inspection - Menu - Quality Management Software

Navigate to “Parts Inspection”

Create Part Inspection - Create New Inspection - Quality Management Software

Click “Create New Inspection”

Create Part Inspection - Create Inspection - Quality Management Software

Choose the order and part for which you want to create the part inspection and click “Create Inspection”

Create Part Inspection - Part Inspection Template - Quality Management Software

Your part inspection template is automatically created and is ready to be filled out by the part inspector.  The part inspector can access this at any time by clicking on parts inspection in the menu.

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Create Work Order

Using the menu on the left-hand side:

Create Work Order - Menu - Quality Management Software

Click on “Orders”

Create Work Order - Create New Order - Quality Management Software

Click “Create New Order”

Create Work Order - Order Info - Quality Management Software

Fill out your order info and add all parts included in the order.  Leave “Actual Ship Date” blank.

You have two options when completing the “Customer PO #” field.

  1. Leave blank: Uses the format of the last order placed and counts up (if this is the first order, the system defaults to 1)
  2. Write the order number: Overrides the system’s counting. B. If the next order is left blank, it will follow this format and count from this numerical value.

You also have the option to override the order start number in the “Company Settings” Link in the top right menu (where your name appears).

Click the checkbox to save each part in the order.  Once all the parts have been added click “Create Order” in the bottom right corner.

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Create Part Characteristics

Using the menu on the left-hand side:

Create Part Characteristics - Menu - Quality Management Software

Select “Drawings”

Create Part Characteristics - Create New Drawing - Quality Management Software

Click “Create New Drawing”

Create Part Characteristics - Upload Files - Quality Management Software

Fill out your drawing information and drag any associated files, including your design specs, into this box.

Create Part Characteristics - Save Characteristic - Quality Management Software

Create a template for your drawing’s characteristics.  This will be the framework for your part inspection forms.

  • Characteristic: side, colour, weight, etc.
  • Operations (when in the process to do inspection): cutting, milling, sawing, etc.
  • Nominal dimensions: cm, kg, psi, etc.
  • Tolerance: how closely the item needs to match specification in order to pass inspection
  • Inspection Method (optional for all except aerospace): choose the inspection method from your existing equipment list
  • Equipment: specify the equipment used to create this characteristic from your existing equipment list. (this is optional)

When you are finished creating the characteristic, click on the checkmark to save it.

Create Part Characteristics - Pass-Fail - Quality Management Software

To create a pass/fail characteristic, click on the “Pass/Fail button in the tolerance column.  Select “Text Input” in this column to allow the inspector to type an inspection result.

Create Part Characteristics - Approved Drawing - Quality Management Software

Once the drawing has been approved internally, select the drawing from your list of drawings.

Create Part Characteristics - Approve Drawing - Quality Management Software

Click on the “approve” link and click the save button.

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Upload Your Parts, Products, or Services

Use our parts template to upload the records for the parts, products, or services that you sell.

Download Parts Mass Upload Template

For a required field (one indicated by a “*”) where there is no content available, use a dash (“-“) to leave empty.  Please ensure there are no blank rows in your submission.

Name - Upload Parts - Quality Management Software

Name: The name of your part

ID - Upload Parts - Quality Management Software

Identification: the identification number you assign to your part

Active - Upload Parts - Quality Management Software

Is_active: Write “Active” for a part that is actively being ordered or “Inactive” for a part that is not being actively ordered

Notes - Upload Parts - Quality Management Software

Notes: Any notes you want to make with regards to the part

Supplier - Upload Parts - Quality Management Software

Supplier_id: The name of the supplier exactly how you’ve written it in the contacts upload (or as you wrote it when adding the contact to your account)

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Upload Your Users

Use our users template to create logins for the people in your organization who will be using this software.

Download Users Upload Template

For a required field (one indicated by a “*”) where there is no content available, use a dash (“-“) to leave empty.  Please ensure there are no blank rows in your submission.

Name - Upload Users - Quality Management Software

Name: The user’s name

eMail - Upload Users - Quality Management Software

Email: The user’s email

Password - Upload Users - Quality Management Software

Password: The user’s password

Phone - Upload Users - Quality Management Software

Phone: The user’s phone number

Active - Upload Users - Quality Management Software

Is_active: write 1 if the user is going to be actively using the software, write 2 if the user is no longer planning to use the software or has left the company.

Notes - Upload Users - Quality Management Software

Notes: include any notes about this user, keep in mind this information is accessible by other users.

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Submit Mass Upload Documents

Send your saved documents to your rep and wait for confirmation of their upload

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Create Error Codes

Using the menu on the left-hand side:

corrective-action-report-menu-quality-management-software

Click on the corrective action module.

Create Corrective Action Report - Error Codes - Quality Management Software

Click “create new corrective action report”

Add New Error Code - Quality Managment Software

Click the drop down beside the “Error Code” field and click “+ Add New”

Error Code Info - Quality Managment Software

Fill out the error code information and click “Create Error Code”

The screen will return to the corrective action template, continue to add new error codes in the same manner until your complete list of error codes has been logged in Isolocity.

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Add Calibration Tools

This step is optional for all applicable certifications excepting Aerospace for which this step is mandatory.

Using the menu on the left-hand side:

Add Calibration Tools - Menu - Quality Management Software

Click on “Calibration Manager” in your menu

Add Calibration Tools - Create New - Quality Management Software

Click “Create New Calibration”

Add Calibration Tools - Create Equipment - Quality Management Software

Click “Create Equipment”

Continue adding calibration tools until your entire calibration inventory has been loaded into Isolocity.

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Add Equipment List

This step is optional for all applicable certifications excepting Aerospace for which this step is mandatory.

Using the menu on the left-hand side:

Add Equipment List - Menu - Quality Management Software

Click on “Equipment Manager” in your menu

Add Equipment List - Create New - Quality Management Software

Click “Create New Equipment”

Add Equipment List - Add New Equipment Type - Quality Management Software

First create your equipment types by clicking the equipment type arrow and clicking “+Add New”

Add Equipment List - Create Equipment Type - Quality Management Software

Name your equipment type and choose how frequently they should be reported on (inspected, calibrated, etc.).  The frequency will determine when Isolocity adds report completion to your action items.  Click “Create Equipment Type” When finished.

Examples of names would be Lathes, Saws, Ovens, Coffee Makers (where your Equipment names for the “Lathes” group might then be lathe #1, lathe #2, etc.).

Add Equipment List - Create Equipment - Quality Management Software

Complete your equipment information and click create equipment.

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Edit Equipment Types

This step is for edits you may want to make to equipment types, or if you want to add a maintenance frequency to a calibration tool.

Using the menu on the left-hand side:

Add Equipment List - Menu - Quality Management Software

Click on “Equipment Manager” in your menu.

Edit Equipment Type - Manage Equipment Type - Quality Management Software

Click on “Manage Equipment Types” in the bottom left corner.Edit Equipment Type - Create New Equipment Type - Quality Management Software

Click on “Create New Equipment Type” to add a new equipment type or click on an existing equipment type to update it.

Edit Equipment Type - Save Equipment Type - Quality Management Software

Once you’ve finished creating or updating your equipment type, click “Save Equipment Type”.

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Create Equipment Report

Using the menu on the left-hand side:

Create Equipment Report - Menu - Quality Management Software

Click on “Equipment Reports” in the menu

Create Equipment Report - New Equipment Report - Quality Management Software

Click “Create New Equipment Report”

Create Equipment Report - New Report Template - Quality Management Software

Select the drop down under the “Report Template” field and click “+ Add New”

Create Equipment Report - Create Report Template 1 - Quality Management Software

Fill out the report information and begin by dragging and dropping the type(s) of inputs you would like in your form.  In this example, the “Checkbox Group” has been added to the form.

Create Equipment Report - Create Report Template 2 - Quality Management Software

Change the items in the form element to customize your report.

Create Equipment Report - Add Report Template - Quality Management Software

Continue to add fields until you are satisfied with your report and click “Add Report Template”, then click the “X” to return to the equipment report page.

Create Equipment Report - Add Report - Quality Management Software

Fill out your report information and click “Add Report”.

This will now appear in your action items when your lathe maintenance comes due.  In this case, Nov 6, 2016.

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Using The Software

Adding A Single New User

Please note that depending on your contract with us, adding a new user may incur additional costs to your subscription.

Adding A Single New User User Manager Quality Management Software

Click on “User Manager” in the menu.

Adding A Single New User Create New User Quality Management Software

Click “Create New User”

Adding A Single New User Create User Quality Management Software

Fill out the user’s information and click “Create User”.  This will initiate an email to the user to set up their account.

 

 

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Supply Chain Management

Supply Chain Management Quality Management Software

To enter the supply chain management portal, click on the “Suppliers” menu in the left-side navigation pane to see the new sub-menu appear. Then click on “Supplier Management”.

Supply Chain Management Quality Management Software

You can manage the supply chain by editing existing contacts or add a new contact by clicking the “Create New Supplier” button.

Supply Chain Management Quality Management Software Supply Chain Management Quality Management Software

A new form will appear where you can fill out contact information and roles assigned to the supplier. Additional information such as the upload of a certificate (including its expiry date) and quality procedures can be inserted here as well. An email notification will then be sent out to confirm your action once you click “Create Supplier”. The supplier will also receive a similar email that will prompt them to complete any additional information required in the “Supplier Portal”.

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Supply Chain Management For Supplier

Supply Chain Management For Supplier Quality Management Software

 

 

 

 

 

 

 

 

Once you receive the email notification from ISOlocity regarding your addition as a new supplier in our client’s supply chain management system and are ready to upload additional supplier information, you can click on the “Upload Certificate” link.

Supply Chain Management For Supplier Quality Management Software

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You will then be taken to the “Supplier Portal” where important documents and certificate files related to the supply chain can be uploaded for review. You can also enter any additional information that may be of value to the client.

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Supply Chain Management: Receiving Inspections

Supply Chain Management Receiving Inspections Quality Management Software

Under the Suppliers menu, click on the “Receiving Inspections” sub-menu to create a new receiving inspection.

Supply Chain Management Receiving Inspections Quality Management Software

Click on “New Receiving Inspection”.

Supply Chain Management Receiving Inspections Quality Management Software

Fill out the information and click “Create Receiving Inspection”.

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Quality Planning: Create A New Action Item

Quality Planning Action Item Quality Management Software

“Action Items” can be found in the navigation pane to the left under “Planning Reports”. Once you click on the page title, you will be taken to a module where you where new “Action Items” will populate as they are created. You can optimize your quality planning by creating a new action item and clicking the “Create New Action Item” button on the right-hand side.

Quality Planning Create Action Report Quality Management Software

Once you click the button, you will be taken to a page where you can fill out all the necessary information for your quality planning. This includes the due date, priority, and user the task is assigned to. In addition, you will also be able to upload relevant documents that the user can view. To finalize the decision, you can then click “Create Action Item”. An email will be sent to you and the assignee once the action has been integrated, it will also be documented in the “Notifications” page.

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Quality Planning: Create Planning Reports

Create Planning Reports Menu Quality Management Software

The quality planning section can be found by clicking on “Planning Reports” in the menu.

Create Planning Reports Create New Planning Report Quality Management Software

Here, you can begin quality planning by clicking on “Create New Planning Report”.

Create Planning Reports Information Fields Quality Management Software

Complete the information fields associated with the planning report and choose the planning type from the drop-down.

Create Planning Reports Create Resources and Action Plan Quality Management Software

Create resources and action plan for completing this item.  Leave the completion dates blank until the action has been completed.

Create Planning Reports Evaluation of Effectiveness of Plan Quality Management Software

Choose criteria for evaluating the effectiveness of your project quality management plan and assign an owner.  Click “Create Planning Report” to save the report.

Reminders will appear in your action items when items in this report become due.  Once the process has completed, assess the effectiveness of the plan to close it.

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Quality Planning: Notifications

Quality Planning Notifications Bell Quality Management Software

To improve your project’s quality management, “Notifications” have been added to keep your team on top of updates in the system. The “Notifications” bell on the top right corner beside your user name accumulates as the tasks and processes in your system require your attention. You can click the small bell icon to view more detailed information about each notification.

Once you access the “Notification” portal, you can view details on notifications by clicking on them or to mark as read if the corresponding tasks have already been completed.

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Complete Part Inspection

This portion if for the part inspector to complete on the shop floor.

Using the menu on the left-hand side:

Create Part Inspection - Menu - Quality Management Software

Click on “Parts Inspection”

Complete Part Inspection - Select Order - Quality Management Software

Click on the order for which you are doing the part inspection

Complete Part Inspection - Inspection Results - Quality Management Software

Fill out the inspection results for each part.

Complete Part Inspection - Save Inspection - Quality Management Software

Once the inspection is completed, click “Save Inspection”.

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Create Corrective Action Reports From Failed Part Inspection

Ensure the part inspection is saved before navigating away from the page.

Create Corrective Action Report From Failed Part Inspection - Quality Management Software

When a corrective action report is initiated from a failed part inspection, some of the fields in the report will appear pre-filled.

See “Complete Corrective Action Report” for remaining instructions.

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Create Corrective Action Reports From Scratch

Using the menu on the left-hand side:

Create Corrective Action Report From Scratch - Menu - Quality Management Software

Click on “Corrective Action”

Create Corrective Action Report From Scratch - New Corrective Action - Quality Management Software

Click “Create New Corrective Action Report”.

See “Complete Corrective Action Report” for remaining instructions.

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Complete Corrective Action Reports

Create Corrective Action Reports Fill Out Information for Car Quality Management Software

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fill out the vital information for the CAR.  The CAR can be saved at any point and completed at a later time and by another user.

Create Corrective Action Reports Root Cause and Preventive Action Details Quality Management Software

Determine root cause and preventative action details.

Create Corrective Action Reports Verification of the Preventive Action Quality Management Software

Apply a due date for the verification of the preventative action, and if desired, costs associated to the error.

Click “Create Corrective Action” to save the report at any time.

A reminder to complete the CAR will appear in your action items when the preventative action and verification are due.

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Adding A single New Contact

Although we provide a mass upload option for adding contacts, you will start adding single contacts as you connect with them after you start using Isolocity.

Adding A Single New Contact Quality Management Software

Depending on what type of contact you are adding, click on “Customers” or “Suppliers” in your menu.

Adding A Single New Contact Supplier Customer Quality Management Software

Click “Create New Supplier” or “Create New Customer”

Adding A Single New Contact Create New Supplier Quality Management Software

Fill out the contact information and click “Create Supplier” or “Create Customer”

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Document Manager

Document Manager Quality Management Software

Click “Document Manager” in the menu.

Document Manager Create New Document Quality Management Software

Click “Create New Document”

Document Manager Save Document Quality Management Software

Fill out your document’s information, upload the document, and click “Save Document”.

The document can now be accessed in the Document Manager.

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Adding A Single New Part

Although we provide a mass upload option for adding parts, you will start adding single parts after you start using Isolocity.

Adding A Single New Part Quality Management Software

Click on “Part Manager” in your menu

Adding A Single New Part Create New Part Quality Management Software

Click “Create New Part”

Adding A Single New Part Create Part Quality Management Software

Fill out your part information and click “Create Part”

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