← Back to Quality Management System overview
Quick Start — Quality Management System
ISO-aligned document control, NCR/CAPA, audits, training, and quality KPIs for Perfex CRM
5-minute Quick Start
Follow this short path the first time you use Quality Management System:
- Activate — Setup → Modules → activate Quality Management System (run Upgrade if prompted).
- Permissions — Setup → Staff → Roles → enable view/create/edit (and approve/settings if needed) for this module.
- Settings — Open Quality Management System → Settings and save company defaults, prefixes, and integrations.
- Master data — Create the first required masters (products, warehouses, templates, channels, accounts, routes, etc.).
- First transaction — Create one sample record end-to-end (save → submit/approve → complete) and confirm it appears in lists/reports.
- Cron — If the module uses alerts, sync, queues, or AI, confirm Perfex CRM cron is scheduled on the server.
Full how-to guide (from module package)
The steps below come from the module author's printable guide — follow them in order for best results.
HOW TO USE — Quality Management System for Perfex CRM (v1.0.0)
Author: Nasbix Technologies
1) INSTALLATION
- Extract the purchased ZIP.
2. Upload the "qms" folder to:
/modules/qms
- Login to Perfex CRM Admin.
4. Go to: Setup → Modules
- Find "Quality Management System" and click Activate.
- Database tables and options are created automatically.
7. Assign permissions:
Setup → Staff → Roles / Permissions → QMS capabilities
2) FIRST-TIME SETUP
1. Open: QMS → Settings
2. Set:
- Document code prefix (e.g. DOC-)
- NCR code prefix (e.g. NCR-)
- Audit code prefix (e.g. AUD-)
- Default review period (days)
- Require document approval
- Email notification toggles
- Training expiry alert days
- API / webhooks / integration options
- Save settings.
3) DAILY WORKFLOW
A. Document Control
- QMS → Document Categories (create SOP, Policy, Form categories)
- QMS → Documents → New Document
- Upload revision file, submit for review, Approve when ready
- Track review dates and obsolete documents
B. Non-Conformance & CAPA
- QMS → Non-Conformances → New NCR
- Set source, severity, assignee, and description
- Add CAPA actions (corrective / preventive)
- Complete root-cause analysis and close when verified
C. Audits
- QMS → Audit Checklists → create reusable checklists
- QMS → Audits → schedule internal / external / supplier audits
- Record findings and optionally link to NCRs
- Export Audit PDF report
- Audits appear on the admin calendar
D. Training & Competency
- QMS → Competency Matrix → map roles to required training/SOPs
- QMS → Training Records → log completions and expiry dates
- Staff acknowledge controlled documents
- Cron sends training expiry email alerts (when enabled)
E. Supplier Quality & KPIs
- QMS → Supplier Quality → monthly ratings
- QMS → Quality KPIs → PPM, CAPA closure, audit scores
F. Integrations (optional)
- QMS → Integrations
- Create API keys
- Configure webhooks (document.approved, ncr.created, audit.completed)
- Enable LIMS / Manufacturing / Multi-Plant hooks if those modules are active
4) UNINSTALL (CLEAN REMOVAL)
1. Setup → Modules → Deactivate Quality Management System
2. Click Uninstall
3. Module removes:
- All qms_* database tables
- All qms_* options/settings
- QMS email templates (qms-ncr-assigned, qms-capa-assigned, qms-training-expiry)
- Uploaded files under uploads/qms/
- No Perfex CRM core files are modified.
5) SUPPORT
- Open documentation/index.html from the package
- Include Perfex version, PHP version, and qms_db_version when contacting support
- Author: Nasbix Technologies — https://nasbix.com
Screens map — what each menu is for
These are the admin screens registered by Quality Management System. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | QMS Dashboard | admin/qms | How to use |
| 2 | Documents | admin/qms/qms_documents | How to use |
| 3 | Non-Conformances (NCR) | admin/qms/qms_non_conformances | How to use |
| 4 | Audits | admin/qms/qms_audits | How to use |
| 5 | Audit Checklists | admin/qms/qms_audit_checklists | How to use |
| 6 | Training Records | admin/qms/qms_training_records | How to use |
| 7 | Competency Matrix | admin/qms/qms_competency_matrix | How to use |
| 8 | Supplier Quality | admin/qms/qms_supplier_quality | How to use |
| 9 | Quality KPIs | admin/qms/qms_quality_kpi | How to use |
| 10 | Integrations | admin/qms/qms_integrations | How to use |
| 11 | Document Categories | admin/qms/qms_document_categories | How to use |
| 12 | Settings | admin/qms/qms_settings | How to use |
Related: How to Install · Features · FAQ & Tips