Managing QM Lists (QM v6.3)

You can use the following instruction to easily create and manage a new quality management list.

Preparation: Add QM criteria

When you create a new QM list, you can only integrate existing criteria. If you would like to add new criteria to the list, you need to create them first. Proceed as follows:

  1. Go to the system settings of the quality management with Tools > System settings > General > Quality management.
  2. Click Manage QM criteria and click New.
  3. Create the criteria of your choice.
  4. Create the new QM list according to the following instructions.

Creating a QM List

The QM Criteria List Wizard will assist you in creating a new QM list. Proceed as follows:

  1. Go to the system settings of the quality management with Tools > System settings > General > Quality management.
  2. Click Manage QM lists.
  3. Click New to start the QM Criteria List Wizard for creating a new QM list.
  4. Once the wizard has started, click Next.
  5. Enter a name for the new QM list and if desired, add a description.
  6. Click Next to confirm these details.
  7. Set up the criteria of the new list.
  8. To do this, click Add.
  9. Select a criterion that you would like to add to the list and confirm with OK. Repeat this procedure until the new list contains all the desired criteria.

    To delete a criterion from the new list, select it in the new QM list and click Delete.

  10. Click Finish to complete setting up the new QM list.
  11. The new list appears in the list of QM lists.

    Click OK to return to the Quality Management area of the system settings.

Editing a QM List

You can edit user-defined QM lists at any time by clicking Manage QM lists in the quality management area of the system settings and then selecting the desired list. Click Edit and carry out the desired changes.