Getting Started
This guide walks you through your first 10 minutes in the Qability QMS.
1. Sign in
Open your workspace URL and sign in with the credentials from your invitation email. If you were invited but haven't set a password yet, use the link in the invitation to accept it and choose a password.
Forgot your password? Use the Forgot password link on the sign-in screen.
2. Get oriented
The left sidebar is your map. It's split into your day-to-day work area at the top and Settings (administration) at the bottom.
Common starting points:
- Dashboard — a summary of activity and what needs your attention
- My Tasks — everything assigned to you (reviews, approvals, training, forms)
- Documents, Nonconformances, CAPAs — the core quality records
3. Find what's assigned to you
Open My Tasks to see your inbox of work. Tasks are grouped by kind (for example approvals, training, and form submissions) and show their priority and due date. Click any task to open the record and act on it.
4. Use search
Press Cmd/Ctrl + K (or click the search box in the top bar) to jump straight to
any help article.
5. Learn the building blocks
A few concepts apply across the whole product:
- Most things you create are records with a status, an owner, and a full history.
- Roles decide what you can see and do.
- Sites and departments scope records to the right part of your organization.
Read the QMS Overview for the big picture.
Next steps
Pick the area you'll use most from the sidebar — for example Nonconformances, CAPAs, Document Control, Inspections & Logs, or Training — and follow the "How to…" sections in that article.