After you logged in successfully to your qmsWrapper administrator account for the first time, the Setup Wizard is welcoming you. All you have to do is to complete the following steps and your qmsWrapper instance will be ready to be used.
Please note, that these settings can be changed later on.
The Wizard will help you setup qmsWrapper by walking you through some essential steps. You can also skip some steps in the wizard.
The Setup Wizard has 4 steps:
Step 1: General
In the first step, you are asked to provide general information about your company, such as time zone and date and time formats.
- Select the country of your company from the dropdown list.
- Select the time zone.
- Choose the time format.
- Choose the date format.
- Choose between Monday or Sunday as the first day of the week.
- Please provide the intended use of qmsWrapper in your organization. Click Next.
Step 2: Users
In this step, you can setup the way you want to add user accounts to qmsWrapper. The radio buttons allow you to select how to add users through LDAP or Manually or skip this step entirely. Every radio button opens a different view at the second half on the screen. If you want to skip the whole process, check the ‘Skip’ radio button, than click on the ‘Next’ button on the bottom of the page. It will bring you to the Finish menu.
There are two ways to add users:
LDAP (Lightweight Directory Access Protocol): through your LDAP system.
Note: If you have LDAP use it, as it is more secure. You will need to know the IP address of your LDAP Server. If you choose the LDAP option, please fill out the fields on the screen, and click on ‘Next’ in the bottom right corner.
Manually: if you are not using LDAP, then you can add users manually, using user email addresses as ID’s. You can always start by manually adding users and switch later.
Enter the full name and the email of the user, and click on 'Add user to qmsWrapper'. The user now appears in the 'Users added to qmsWrapper' list.
You can also delete users by selecting the users in the list and clicking on 'Delete selected users'. When you are done adding users, click Next to continue with Step 3 – Roles.
You can also have the option to Skip adding users and finish the wizard. All Roles will be automatically assigned to the Admin. You can add users and assign their roles later through the settings menu. If you don’t want to add users at the moment, you can easily skip this step, by marking the ‘Skip’ radio button in the upper section of the screen and click on ‘Next’ in the bottom right corner.
Step 3: Roles
In this section a pop-up window will give you a short description about the following options.
System Roles are very important in defining authorities and responsibilities in the company. System Roles control access on company level, in particular for QMS Processes and Risk Management. To work in qmsWrapper properly, you will need to assign at least one user to each Role. A user can be assigned to several Roles.
Roles determine the QMS function a User will play in the Processes, for example to approve a document or acknowledge some work that was completed, or to approve a QMS task.
You can assign a Role to a User by following the 1-2-3 steps for each Role.
Select the Role you wish to assign.
Select a User/or more to assign it to.
Confirm the selection by pressing the arrow.
You can assign the same Role to more than one user. The best practice however, is to assign 1 User = 1 Role (or 1 Role = 1 User), this makes it easier to identify, which User is responsible for this which Role.
Select the Role from the left side, and on the right side specify which users you want to assign to it. Groups represent a group of users which have a defined role on system level.
On the left side, select the Role you want to assign a user to. The numbers next to the Roles represent the number of assigned users.
From the ‘Users’ list you can select users without a role, by clicking on their name or typing it to the search field. To add the selected user to the ‘Users for selected role’, click .
Before you can proceed to the next step, all Roles must have at least one member. When you are done assigning users to the Roles, click Next.
If you Skip this step, all Roles will be and assigned all to the Admin. You can change these setting later in the Settings menu. After you are finished with this step, click ‘Next’.
Step 5: Finish
You are almost done setting up your qmsWrapper Admin account. Before you proceed, you can make changes in the setting by clicking 'Back'. Click 'Save settings' to save all settings and finish the Setup Wizard. This may take a few moments.
After finishing the Setup Wizard you are navigated to the Dashboard. Now, your qmsWrapper Admin account is ready to be used.