Categories
QMSCAPA Update

QMSCAPA 2.31.14

QMSCAPA version 2.31.1 introduces important enhancements, new reports, and direct print buttons.

Additional Reports with Direct Print Buttons

Advanced CAPA Search & Report

QMSCAPA offers an advanced, user-friendly feature for searching corrective action and preventive action records. Here a six tips to get started:

  1. Start by navigating to the menu Browse Logs > Advanced CAPA Search.

2. Select the [Search] button option.

3. Enter text to search for any field of the CAPA log table.

4. Click the [Finish] button to complete the search.

5. Click on the [CAPA Tagged] print button.

6. Select an Order the the report data.

Human Resource by Department

  • Added to the Human Resource table a new direct print button and report showing the resources of a selected single Department Name.

Monitoring and Measurement Device Table

  • Added to the Monitoring and Measurement Device table a new direct print button and report showing the resources of a selected or single Location Name.
Display Screen Text Editor

Enhancements to the Display Screen Text Editor

The QMSCAPA Display Screen Text Edit (DSTE) allows an Administrator User (AU) to modify the text within the QMSCAPA program at runtime. This includes all visible text such as buttons, menu options, prompts, and window captions. The text can be altered or translated from English to any other language that uses the Latin alphabet.

This feature enables the AU to create multi-language versions of the QMSCAPA application, where users can translate the text as needed.

It also allows users to adjust terminology within the program, even if they are using the same language. This helps to make the program more familiar and user-friendly. For example, in some countries, the term “ZIP Code” is used, while in others, it is referred to as “Postal Code.” Even specific words like “color” and “colour” can have different spellings in different countries.

The DSTE allows these terms to be customized to best suit the user’s preferences.

The QMSCAPA database with the Display Screen Text is only included with the QMSCAPA ‘license-free demo.’ This demo version is used for initial installation on a stand-alone Windows computer or a multiple-user Windows OS server.

Any QMSCAPA ‘official update installers’ will not include the Display Screen Text database. QMSCAPA is shipped with a default database. Rest assured, any translations or text changes made by the AU will not be overwritten by subsequent software updates.

Passive Software Record Locks

Active Lock the Open Record

We continue to on work on improving the passive software record lock (PSRL). Typically PSRL refers to a security mechanism that automatically restricts access to certain software features or data without requiring active user intervention. This can be used to prevent unauthorized access or to ensure that only authorized users can perform specific actions within the software.

Also, we have added [Active Lock button] to many of the record editor windows. This gives users more control over when to lock records actively, complementing the passive security measures already in place.

Categories
QMSCAPA User Tips

Approving & Verifying Documented Information

This QMSCAPA User Tip applies to the Document Control Module, and focuses on an alternate method of approving and verifying documents without using the QMSCAPA document change log and electronic approval journal.

  • Open a document control record form the Document Control Index or the Document Tree.
  • Go to Tab 2) Version Approval and History
    • #1) If any Required Approvals are checked, then uncheck these Required Approvals.
    • #2) Enter #1 into the [Verified] field.
    • #3) Check [Approval Verified] field.
    • #4) QMSCAPA will automatically place “Today’s Date” into the [Date Approved] field. Therefore, you may need to enter an appropriate [Date Approved]. Typically, the “Date Approved” should be prior to or equal to the [Effective Date] field.
    • #5) Go back to Tab 1) Document Description.
  • Return to Tab 1) Document Description
    • Check the [Use Alphanumeric] checkbox,
    • Verify the [Version Number] field version number matches the File-Naming-Convention (FNC) or by opening the document if the FNC does include the document version and effective date.
    • Verify the [Effective Date] field matches the effective date of the document attached and described in the Document Control Record.
    • Verify the contents in the [Document Status] field. If the document is approved and verified then select the appropriate Status. Example best practice, Approved, Uncontrolled when printed.
    • Select or enter the “Approved by Title” in the [Approved by Title] field.
  • Recommendation: Add a document description or purpose to the [Document Description/Purpose] field.
Categories
QMSCAPA Update

A comparison between Windows Remote Desktop Services (RDS) and TSPLUS®:

Windows Remote Desktop Services (RDS)

Platform: Primarily Windows-based, with support for Mac and Linux via third-party solutions.

Deployment: On-premises or cloud-based via Azure.

Security: Advanced security features including SSL encryption, Network Level Authentication (NLA), and continuous access evaluation policies.

Performance: Optimized for hosting applications and desktops with RD Session Host Configuration.

Management: Integrated with Active Directory for user and group management, and enhanced RD Licensing Management.

Pricing: Typically part of a Windows Server license, with additional CALs required.

TSPLUS®

Platform: Supports Windows 10, 11, Windows Server, Mac, Linux, SaaS, and Web-based solutions.

Deployment: On-premises or cloud-based, with a focus on ease of deployment.

Security: Offers SSL encryption and smart card authentication for secure remote access.

Performance: Known for its ease of use and quick setup, making it suitable for small to medium-sized businesses.

Management: Provides centralized management for remote access, application delivery, and remote printing.

Key Differences

Platform Support: TSPLUS offers broader platform support compared to RDS.

Deployment Flexibility: TSPLUS is often praised for its ease of deployment and setup.

Security Features: Both offer robust security features, but RDS has more advanced options integrated with Windows Server.

Management Tools: RDS is deeply integrated with Windows Server management tools, while TSPLUS offers a more streamlined approach.

Ultimately, the choice between RDS and TSPLUS depends on your specific needs, such as platform requirements, deployment preferences, and budget.

Categories
QMSCAPA User Tips

Statistical Process Control (SPC)

Statistical Process Control (SPC) is a method used in QMSCAPA software, among other Quality Management Systems, to monitor and control a process through statistical analysis. Here are some basic SPC tools and techniques found in QMSCAPA:

  1. Control Charts: These charts help monitor process performance over time and identify variations. They distinguish between common cause variation (inherent to the process) and special cause variation (due to external factors).
  2. Pareto Charts: These charts identify and prioritize the most significant factors in a process, helping to focus improvement efforts on the most impactful areas.
  3. Histograms: These are bar charts that show the distribution of data, helping to understand the variation within a process.
  4. Scatter Diagrams: These diagrams show the relationship between two variables, helping to identify correlations and potential causes of variation.
  5. Cause-and-Effect Diagrams (Fault-Tree Diagrams): These diagrams help identify potential causes of a problem, organizing them into categories for easier analysis.
  6. Check List/Sheets: These are simple forms used to collect and analyze data, often used for tracking defects or occurrences.

By using these tools, organizations can detect issues early, improve process stability, and enhance overall quality.

Categories
QMSCAPA User Tips

Customer Feedback

Including Customer Complaints

QMSCAPA, access to the Customer Feebdack module

Categories
QMSCAPA Update

QMSCAPA 2.26.7

Recording Non-Conformance Linked to Quality Objectives and Other KPIs

QMSCAPA software can be used for recording non-conformances. It includes a module specifically for logging non-conformances, allowing you to track and address quality issues within your organization.

Alert Incident Message

Non-Conformance Form

In AS9100D and ISO 9001:2015, the process approach plays a crucial role.

Let’s break it down:

  1. Internal Processes:
    • These are the activities within an organization that contribute to achieving its objectives.
    • They involve a set of interrelated or interacting activities that use inputs (which can be tangible or intangible) to deliver an intended result.
    • Examples include production, quality control, and management processes.
    • The process approach emphasizes integration and systematic management of these internal processes.
  2. External Processes:
    • These are processes that interact with the organization from outside.
    • They may include suppliers, partners, or other external stakeholders.
    • ISO 9001:2015 also considers external issues that affect the organization (e.g., market trends, legal requirements).
    • Addressing external processes ensures the organization’s QMS is adaptable and responsive to the external business environment.

Remember, the process approach involves risk-based thinking and follows the PDCA cycle (Plan-Do-Check-Act) for continual improvement.

The QMSCAPA software module for Nonconformance and Corrective Action provides direct links to the following Quality Management Systems methods and processes:

  • Customer feedback, including complaints.
  • Corrective Actions, including “root cause analysis” with a “5 Why” and “Fault Tree” tools.
  • Quality Objectives and Key Performance Indicators
    • On-time delivery
    • Product Acceptance
    • Supplier Performance
    • Sales Order and Contract Reviews
    • Supplier Performance

Quality Measurement Tools in QMSCAPA

These tools include direct links to the AIM Nonconformance Log.

  1. Key Performance Indicators (KPI) for monitoring in-process inspections and final inspections.
  2. Manufacturing and/or production Quality Metrics.
  3. On-time delivery monitoring.
  4. Purchasing (Supplier performance) Quality Metrics.
  5. Sales Quotes, Orders and Contract Review processes.
Categories
QMSCAPA Update

QMSCAPA Contract Review Module

QMSCAPA provides a robust module, method and process for meeting the requirements of ISO 9001 and AS9100, among others, which focuses on Clause 8 Operations:

  • 8.1     Operational Planning and Control
  • 8.2     Requirements for Products and Services
    • 8.2.1 Customer Communication
    • 8.2.3 Review of the Requirements for Products and Services
    • 8.2.4 Changes to Requirements for Products and Services
QMSCAPA ISO 9001 & AS9100 Review of the Requirements for Products and Services

Sales Contracts, Proposals, and Quotes are directly linked to the Customer module.

The Sales Contract and Quote Table may be used to log the Operation Planning and Controls.

Use the Contract Review module for creating and maintaining documented information

  • Sales Quotes and Contracts
  • requirements specified by the customer, including the requirements for delivery and post-delivery activities;
  • requirements not stated by the customer, but necessary for the specified or intended use, when known;
  • requirements specified by the organization;
  • statutory and regulatory requirements applicable to the products and services;
  • contract or order requirements differing from those previously expressed.
Contracts, Quotes, and Proposal can copied and modified.
Sales Contracts, Proposals, and Quotes may be created, copied and reassigned to other Customer Records.
Assigning a Quote/Contract review to another Customer record.
These Contract reviews shall be coordinated with applicable functions of the organization.
  • If upon review the organization determines that some customer requirements cannot be met or can only partially be met, the organization shall negotiate a mutually acceptable requirement with the customer.
  • The organization shall ensure that contract or order requirements differing from those previously defined are resolved.
  • The customer requirements shall be confirmed by the organization before acceptance, when the customer does not provide a documented statement of their requirements.
  • 8.2.3.2 The organization shall retain documented information, as applicable:
    • on the results of the review;
    • on any new requirements for the products and services.
  • 8.2.4 Changes to Requirements for Products and Services
    • The organization shall ensure that relevant documented information is amended, and that relevant persons are made aware of the changed requirements, when the requirements for products and services are changed.
Categories
QMSCAPA Update

QMSCAPA 2.25.4

We have completed many improvements for QMSCAPA to provide better performance when running inside a Windows Server with TSPLUS.

TSPLUS provides Remote Desktop Services through a secure connection with many modern browsers, including Google Chrome, Microsoft Edge, and Mozilla Firefox.

In addition to supporting multiple-concurrent users and multiple tenants in a Microsoft Remote Desktop Server, QMSCAPA may be deployed using a Microsoft Server (2016R and higher) configured with TSPLUS.

This configuration provides a very high performance and stable working environment through the HTML5 architecture that works in all modern browsers.

Windows 2022 Server, TSPLS, Google Chrome, QMSCAPA 2.23.1
Categories
QMSCAPA Update

QMSCAPA Cloud Services

Welcome to the QMSCAPA Cloud Services

The QMSCAPA application has been designed to run in Microsoft Windows, whether in a local Windows PC, Cloud PC, or Server, Virtual Machine or a Windows Server with Remote Desktop Services.

Also, these Microsoft Windows applications allow users to connect with devices using Apple and, or Android operating systems.

QMSCAPA running at https://qmscapa.org

Using your favorite web browser:

  • 1) Select a host for the QMSCAPA Domain.
  • 2) Enter your assigned login, which becomes your first QMSCAPA login.
  • 3) Enter your password assigned by your Domain Administrator.
  • Select the HTML5 option.
  • Click on Login.

Completing the Login

Once you have successfully completed the login the Server Applications panel page will be displayed.

  1. This page may also be used to logoff
  2. Your Domain Administrator my provide direct access to QMSCAPA and other applications used by the Remote Desktop PC.

Starting QMSCAPA

Enter your Login and Password assigned by your Domain Administrator. The QMSCAPA login and passwords are not case sensitive.

Changing Password

To change your password select the Security menu option and the Change Password option.

User Defined Menu Option

QMSCAPA has four application navigational methods, which are:

  • A Text Menu across the top of the Windows frame.
  • An ICON option bar below the Text Menu. Hoover on these icons for the various tool tips that are available.
  • An Easy Start Menu (CtrlShiftM) that shows additional tool options with ICON and TEXT.
  • In addition, QMSCAPA includes a user defined menu option to allow users to create a floating panel for frequently used modules and tools. This option allows the user to select other menu options (not ICONs) that may be loaded into the panel
Activate the User Defined Menu (floating panel)
Navigate to any menu option the hold the Ctrl key and click on any menu item to add that item to the MENU.

Cloud PC Options

Your Domain Administrator may add one or more applications to the QMSCAPA host application panel.

The QMSCAPA host application panel can provide direct access to the Remote Desktop Computer and other applications.
  1. Logoff
  2. Select an Application
QMSCAPA may be started from the Desktop.

Browser File Options

Click on the “v” or “^” at the top of the browser window to drop down File Management and Full Screen options.

Categories
QMSCAPA Update

QMSCAPA Root Cause Analysis

QMSCAPA Root Cause Analysis tool built-in to the Corrective Action module

A factor in problem solving is considered a ROOT cause if removal thereof from the problem-fault-sequence prevents the final undesirable event from recurring.

Whereas a CAUSUAL factor is one that affects an event’s outcome, but is not a root cause. Though removing a CAUSUAL factor can benefit an outcome, it does not prevent its recurrence within certainty.

The concept emphasizes the importance of digging deep to identify the fundamental issues in a problem-fault sequence. By addressing the root cause, we aim to create lasting solutions, while managing causal factors may offer only short-term relief or limited improvement.

The challenge often lies in accurately identifying root causes versus causal factors, as they can sometimes blur together amidst complexity. These principles particularly may be useful in a specific field or situation, like engineering, business, or troubleshooting.

Root Cause Analysis Tools in QMSCAPA

QMSCAPA software incorporates two root-cause analysis methods and tools for problem-solving: the ‘Fault-Tree’ method and the ‘Five-Why’ technique.

These tools are integrated with the Corrective Action and Preventive Action module.

Enhancements

Important enhancements and fixes have been made in a new release of QMSCAPA™ (version 2.22.1) and is available for download from QMSCAPA.app.

Quality Monitoring and Measurements

All of the Quality Monitoring and Measurements modules, browse tables and forms have been overhauled to simplify and streamline the entry and maintenance processes.

QMSCAPA Quality Measurements
  • Customer Satisfaction Surveys based upon the “Ten Squared” method, which includes a criteria of 10 evaluated on a scale of 1 to 10.
  • Key Performance Indicators for generic processes that can be applied to virtually any process.
  • Manufacturing and Production Quality Measurements.
  • On-time Delivery and Shipping Monitoring.
  • Purchasing Quality Measurements.
  • Monitoring for Sales and Contract Review Processes.
  • Quality Performance Dashboard for monitoring all Quality Objectives and other processes.
  • Supplier or Vendor Evaluations, based upon the “Ten Squared” method, which includes a criteria of 10 evaluated on a scale of 1 to 10.

Customer Satisfaction Survey Question Sets

QMSCAPA 1) Customer Satisfaction Survey Question Sets
QMSCAPA Customer Satisfaction Survey Sets
QMSCAPA Customer Satisfaction Survey setting options
  1. On the tab 1) General – Questions 1 through 10 establish the survey focus and questions. The ‘Quantity of Questions to Use’ appears on the tab 2) Focus or Purpose of the Survey. This value can be from 1 to 10.
  2. Set the highest value for the criterion score. This value can be from 1 to 10.

Customer Satisfaction Surveys and Results

Customer Satisfaction Survey Results
  1. Select from 1 to 9999 Survey Sets, all user defined.
  2. Send a Customer Satisfaction Survey as a PDF or RTF document.

Key Performance Indicators

Process Key Performance Indicators

This generic measuring module may be applied to any process that should be monitor by key performance indicators (KPI).

  1. Select from 1 to 9999 Label Sets, all user defined. The Label Set is used to store information about what should be monitored and measured, which includes:
    • Label Set name.
    • A description of the methods of monitoring to be applied.
  2. The process to be monitor.
    • The frequency of monitoring, and/or accumulation of information.
    • An option to identify a product or service identifier.
  3. Label Options:
    • Label #1 is the Gross Amount Value of the process execution or production.
      • Label #2 is a value a defect or nonconformance that is subtracted from the Gross Amount; example, an internal issue.
      • Label #3 is a value a defect or nonconformance that is subtracted from the Gross Amount; example, an external issue.
      • Label #4 is a value a defect or nonconformance that is subtracted from the Gross Amount; example, a specific issue.
        • Optionally, the values of Label 2, 3, and 4 may be used to “add to the Gross Amount”; example, in process corrections or rework that may have occurred during they same data accumulation period (shift, day, batch, etc.)

Manufacturing/Production (Product Acceptance/Conformity)

Manufacturing/Production Acceptance/Conformity Monitoring
  1. Select from 1 to 9999 Labels Sets, all user defined.
  2. Select a Product/Service monitored.
  3. The Label Set defines the focus of the issues measured.

On-time Delivery

On-time Delivery Monitoring
  1. Select a formula for the determining “on-time delivery”.
    • SBD vs ASD Formula
      • SBD (Ship by Date), is the date promised to the customer for the outbound shipping process.
      • ASD (Actual Ship Date), is the date of the actual shipping date to the customer.
    • CDD vs ARD Formula
      • CDD (Customer Due Date), also referred as the “Customer Dock Date”, is a customer requirement.
      • ARD (Actual Received Date), is the date the “customer actually received the product/service ordered”.
  2. Date of the Order.
  3. Ship by Date.
    • Actual Ship Date
    • Customer Due Date
    • Actual Received Date
  4. Early, On-time, and Late shipments are calculated.

Purchasing/Supplier Performance

PurchasingSupplierMonitoringv2.20.x
  1. Select from 1 to 9999 Labels Sets, all user defined.
  2. Select a Supplier/Vendor monitored.
  3. The Label Set defines the focus of the issues measured.

Root Cause Analysis

The QMSCAPA “Fault Tree Analysis” tool is built right inside the QMSCAPA software module for Corrective Actions.

  • The main “Problem” in the CAPA record becomes the main event at the top of the diagram or worksheet to be developed.
  • One or more team members can login to QMSCAPA to record thoughts and ideas about what may have contributed to the problem.
  • The first-level of causes above the main event form the fault tree Aspects branches.
  • Within each “Aspect branch” one or issues may identify more specific issues that contribute to the “the “Problem” as a percentage of the total contribution.
  • These “aspect issues” become the “Aspect Issues branches” at the different aspect or causes to determine whether it is a basic cause or the result of underlying causes.
  • As underlying causes are identified, record the theoretical probability of the “aspect issue branch” as a percentage of the cause.
  • The “total percentage” from all “aspect issues” should always be 100% when the root cause analysis is completed.

Sales and Customer Related

Sales and Customer Related Monitoring
  1. Select from 1 to 9999 Labels Sets, all user defined.
  2. Select a Contract or Sales Order Id.
  3. The Label Set defines the focus of the issues measured.

Supplier/Vendor Evaluations

Supplier/Vendor Evaluations

Supplier or Vendor Evaluations, based upon the “Ten Squared” method, which includes a criteria of 10 evaluated on a scale of 1 to 10.

  1. Select from 1 to 9999 Labels Sets, all user defined.
  2. Select a Supplier/Vendor Id.
  3. The Label Set defines the focus or criteria evaluated.

Fixes

Purchasing Processes

The Purchasing Processes module provides a method for managing purchasing transactions, which incudes:

  1. Request for Quotes (RFQ) sent to suppliers;
  2. Internal request for Request for Purchase Orders (RFPO);
  3. Purchase Orders issued to suppliers;
  4. Receiving and Inspection Reports.
QMSCAPA software module for Purchasing Processes

In the imagine above:

  1. Use the button [Apply the Transaction Id to the Reference Id] to copy the Transaction Id to the Reference Id field.
  2. Use the button [Apply Date + Time to Reference Id] to the Reference Id field as “Reference Id:#YYMMDD-HHMMSS”.
  3. The button [Ship Via Id] allow the user to lookup and select the shipping company and/or add more shipping companies.