Articles on: OneHash CRM | Quality

Quality Procedure (Standard Operating Procedure)

Quality Procedure (Standard Operating Procedure)

A Quality Procedure is a Standard Operating Procedure (SOP) used as a reference to carry out routine actions

A standard operating procedure (SOP) is a set of step-by-step instructions compiled by an organization to help the employees execute routine operations. SOPs aim to achieve efficiency, quality output and uniformity of performance while reducing miscommunication and failure to comply with industry regulations.

A Quality Procedure can be of two types: 1. A Procedure consisting of simple steps that you must follow to achieve the Goal 1. A procedure having sub-Procedures which may also have its own steps

To access the Quality Procedure list, go to:

Home > Quality > Goal and Procedure > Quality Procedure

1. How to create a Quality Procedure

Go to the Quality Procedure list, click on New.
Enter a name for the Quality Procedure.
In the Processes table, enter Process Descriptions.
Child Procedure: If the Quality Procedure being created a is a parent procedure that contains sub-procedures, link the sub-procedure here. On doing this, the current procedure becomes a parent and the 'Is Group' checkbox is enabled.
Save. A Quality Procedure can also be saved without entering the Process descriptions if the title is self explanatory.

The 'Parent Procedure' is linked to the child procedure. For example 'Demo preparation' needs to be done before a demo and hence 'Product Demo' is the parent here:

2. Features

2.1 Using Quality Procedure in Quality Goal

Once a Quality Procedure is created, it can be used in a Quality Goal:

2.2 Linking Quality Procedures

Process can either be just a instruction or a different Quality Procedure. You can link a Quality Procedure as a sub-procedure to another one:

2.3 Hierarchical View

You can you also view Quality Procedures in a tree view for easy organization and navigation

Updated on: 02/04/2023

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