QMS Workspace Support and Video Tutorials
Sixteen short videos take you from your first open to your first management review. Below them are quick fixes for common questions, and how to reach us. Every video has captions.
New here? Start with these three
Video tutorials
1. Getting started: unzip, open and look around
Unzip the download, open the app, and take a tour of the start screen, navigation and dashboard.
2. Start your project: setup, scope and your logo
Create your project, complete the five setup steps, write your scope and add your logo.
3. Saving, backups and keeping your work safe
How saving works in each browser, backup copies, automatic daily backups and recovering work.
4. Gap assessment: rate, plan and report
Rate the 178 lines, build your action plan and print the report.
5. Transition tracker: moving from ISO 9001:2015
Work through the 67 changes from ISO 9001:2015 with owners, dates and evidence.
6. Documented information: your controlled documents
Add documents, approve and revise them, attach files, record reviews and open templates.
7. Plan: quality objectives, risks and opportunities
Set measurable objectives and keep separate, scored registers of risks and opportunities.
8. Run: competence, equipment and calibration, external providers
The competence matrix, calibration due dates and supplier evaluations.
9. Customer feedback, complaints and corrective actions
Record complaints and compliments, and take a problem through the six corrective action steps.
10. Internal audits: program, checklist, findings and report
Plan an audit, build the checklist, grade questions, raise findings and print the report.
11. Management review: inputs filled in for you
Start a review with the inputs already filled in, record decisions and actions, and finalize.
12. Open actions, reminders and working with your team
Give each owner their list as a printout, spreadsheet or calendar file with reminders.
13. Import your existing lists, and export everything
Import existing lists from a spreadsheet, and export to CSV, PDF and JSON.
14. Change history: what it records and how to check it
What is recorded, how to verify it, and how to use the history fingerprint.
15. Troubleshooting, and how to get help
Answers to the most common questions, and how to send us a problem report.
16. The Lite edition, and moving up to Full
What the Lite edition includes and how to move to the Full edition.
Fix a problem
The app will not open, or opens as a page of text
Unzip the download first. Then right-click the app file, choose Open with, and pick Chrome or Microsoft Edge.
Windows asks which app to use
Choose Microsoft Edge or Google Chrome.
A template opens in Protected View
This is normal for downloaded files on Windows. Choose Enable Editing. To clear the mark for good, right-click the file, choose Properties, tick Unblock and choose OK.
A template will not open from the app
The Templates folder must sit next to the app file. Put the two back together, or use Copy path and find the file yourself.
I cannot find my work
Your work is in your project file, not in the app. Choose Open and pick the file with the latest date and time in its name. If automatic backups are on, look in your backup folder too.
The app says I opened an older copy
Close it and open the newest file, or choose Carry on with this copy if that is what you meant.
The app offers to recover unsaved work
The browser closed before you saved. Choose Recover, check your work, then save.
Automatic backups are paused
Browsers ask for the backup folder again each time the app is opened. Choose Allow and back up now.
Save does not write to my file in Firefox or Safari
Those browsers save by downloading a new copy each time. Use Chrome or Edge to save back to the same file.
My logo was refused
Use a PNG or JPEG picture under 400 KB. If yours is an SVG or PDF, save it as a PNG first.
My import left rows out
The app shows the line number and the reason. Fix those rows in your file and import it again.
Dates look wrong
Choose your date style in Settings.
The app shows "Something went wrong on this screen"
Choose Save a copy of my work, then Reload the app and open that copy. Then send us the problem report.
The change history warning appears when I open a file
The file was changed outside the app or is damaged. Open your latest backup and compare.
Contact support
Email support is included for 6 months from your purchase, as often as you need, and we reply within 72 hours. Support covers installing, opening and using QMS Workspace and faults in it. It does not include advice on your quality management system or on certification.
Send us a problem report
- In the app, choose Report a problem (in the navigation, under Tools).
- Say what happened, what you expected, and how we can make it happen again.
- Read the report the app writes. It holds the technical details we need and nothing from your records.
- Choose Copy the report, then paste it into our contact form with your order number and edition (Full or Lite), or attach the saved file.
Please do not send your project file unless we ask for it. It holds your records.