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How to use Norma, grouped the way the work is grouped.
Modules
- CAPA effectiveness verificationOpen: Quality Events > CAPA. Investigators: authorized Quality Manager, Engineer, Department Manager, or QA Technician. Other authorized roles can open CAPAs. Effectiveness closure: Quality Manager or administrator.
- Change controlOpen: Quality Events > Change Control. Typical proposers: Quality Manager, Engineer, and Department Manager. Decision authority: Quality Manager or administrator.
- Complaints and reportabilityCustomer Feedback and Complaints: complaints and reportability. This is part of chapter 28 of the NormaQMS User Guide.
- Configuration managementOpen: More > Configuration Management. Typical leads: Engineer and Quality Manager. Purpose: identify the controlled item and its approved definition at a given revision or baseline.
- Context, Policy & CommunicationOpen: More > Context, Policy & Communication. Typical leads: Quality Manager and Executive. Purpose: maintain the current review of the shop's circumstances, interested parties, policy, and communication.
- Customer and contract qualityOpen: More > Customer & Contract Quality. Typical preparers: Quality Manager, Engineer, or Purchasing. Decision: Quality Manager or administrator.
- Customer feedback and satisfactionCustomer Feedback and Complaints: customer feedback and satisfaction. This is part of chapter 28 of the NormaQMS User Guide.
- Design and developmentOpen: More > Design & Development. Typical preparer: Engineer or Quality Manager. Release authority: Quality Manager or administrator.
- Device & Product RecordsProduct Records Infrastructure and Management Review: device and product records. This is part of chapter 31 of the NormaQMS User Guide.
- Document approvals and the approval matrixOpen: Documents > Document Control. Typical leads: Quality Manager and Document Controller; engineers and department managers can perform permitted document work. Purpose: keep an identifiable, approved revision in force and retain its history.
- Document Control basicsOpen: Documents > Document Control. Typical leads: Quality Manager and Document Controller; engineers and department managers can perform permitted document work. Purpose: keep an identifiable, approved revision in force and retain its history.
- Equipment and calibrationOpen: Equipment > Equipment & Calibration. Typical leads: Quality Manager and QA Technician; department managers can maintain permitted equipment records.
- First article and inspection planningIdentification Traceability and Inspection Planning: first article and inspection planning. This is part of chapter 23 of the NormaQMS User Guide.
- Floor devices and PINsOpen: Settings > Floor devices & PINs at the desk; the tablet itself on the floor. Who sets it up: an owner or quality manager. Who uses it: anyone on the Training > People list, including people who have no Norma account. Purpose: let the floor start, inspect, and complete operations, report problems, and acknowledge readings under their own names, on a tablet that stays signed in as itself.
- How read-and-understood is derivedOpen: Training. Typical leads: Quality Manager and Department Manager; technicians may record permitted completions. Purpose: show who has read the required effective documents and retain revision-specific evidence.
- Identification and traceabilityIdentification Traceability and Inspection Planning: identification and traceability. This is part of chapter 23 of the NormaQMS User Guide.
- Infrastructure and work environmentProduct Records Infrastructure and Management Review: infrastructure and work environment. This is part of chapter 31 of the NormaQMS User Guide.
- Internal audits, findings, and the audit programOpen: Audits. Typical leads: Internal Auditor and Quality Manager. Purpose: schedule and conduct audits, retain findings, and track follow-up.
- Management reviewProduct Records Infrastructure and Management Review: management review. This is part of chapter 31 of the NormaQMS User Guide.
- Metrics, analysis, and improvementOpen: More > Metrics, Analysis & Improvement. Typical leads: Quality Manager and Executive. Purpose: retain quantitative observations and the analysis used to improve the system.
- NonconformanceOpen: Quality Events > Nonconformance. Intake: all internal members can report a problem when the module is available. Documentation: authorized quality and operational roles. Disposition and closure: Quality Manager or administrator.
- Opening and working a CAPAOpen: Quality Events > CAPA. Investigators: authorized Quality Manager, Engineer, Department Manager, or QA Technician. Other authorized roles can open CAPAs. Effectiveness closure: Quality Manager or administrator.
- Operational risk, safety, counterfeit, and FODOpen: Quality Events > Operational Risk & Product Integrity. Purpose: record an operational risk, safety occurrence, suspected counterfeit issue, or foreign-object finding with its assessment and control. Authorized quality staff manage closure.
- Planning & ObjectivesOpen: More > Planning & Objectives. Typical leads: Quality Manager and Executive; authorized department managers can record measurements. Three tabs cover objectives, risks and opportunities, and planned changes.
- Product and service releaseProduct Release and Quality Events: product and service release. This is part of chapter 30 of the NormaQMS User Guide.
- Production and process controlOpen: More > Production & Process Control. Typical preparers: Quality Manager, Department Manager, and QA Technician. Release authority: Quality Manager or administrator.
- QMS scopeStandards scope and the Standard Map: create or revise a qms scope; applicability is a controlled decision. This is part of chapter 8 of the NormaQMS User Guide.
- Quality events and regulatory actionsProduct Release and Quality Events: quality events and regulatory actions. This is part of chapter 30 of the NormaQMS User Guide.
- Revising a document already in forceOpen: Documents > Document Control. Typical leads: Quality Manager and Document Controller; engineers and department managers can perform permitted document work. Purpose: keep an identifiable, approved revision in force and retain its history.
- Supplier quality and the approved supplier listOpen: Suppliers. Typical leads: Quality Manager and Purchasing. Purpose: maintain supplier approval status, evaluation evidence, corrective-action connections, documents, and communicated requirements.
- The quality manual builderQuality manual and document library: build a quality manual; deploy documents from the library; update or roll back a library document. This is chapter 10 of the NormaQMS User Guide.
- Training & CompetenceOpen: Training. Typical leads: Quality Manager and Department Manager; technicians may record permitted completions. Purpose: show who has read the required effective documents and retain revision-specific evidence.
- Traveler — parts, routers and jobsOpen: NormaMES from the product switcher at the top of the sidebar. Traveler is part of NormaMES, a separate product in the Norma family rather than a NormaQMS module. If your organization has not started NormaMES yet, an administrator can choose Start NormaMES free; other members see who to ask. Typical leads: Quality Manager, Department Manager, and Quality Inspector / Technician for setup and jobs; the Quality Manager alone releases and withdraws routers. Purpose: replace the paper traveler with a released routing, a job that carries a frozen copy of it, a printed sheet the floor scans, and sign-offs that are recorded on the tablet instead of in pen.
Billing
- Managing your subscriptionBilling sandbox and administration: plans and modules; use a sandbox. This is part of chapter 35 of the NormaQMS User Guide.
- Modules, bundles, and what Norma costsBilling sandbox and administration: plans and modules; use a sandbox; telemetry; validation evidence and continuity. This is chapter 35 of the NormaQMS User Guide.
Records
- Exporting evidence for an auditorReports and data exports: run a report; choose the right export; preserve a usable evidence package. This is chapter 34 of the NormaQMS User Guide.
- Finding records with searchSearch and saved browser drafts: find a record; recover an unsaved browser draft. This is chapter 7 of the NormaQMS User Guide.
- The record chain and what verification meansSignatures record chains and verification: read the chain; print export and verify. This is part of chapter 32 of the NormaQMS User Guide.
Account
- Electronic signatures in NormaSignatures record chains and verification: sign a controlled record; read the chain; print export and verify. This is chapter 32 of the NormaQMS User Guide.
- Members, roles, and permissionsOpen: Settings > Organization. Open the Members area for sign-in membership. Purpose: maintain the organizational chart, functional responsibilities, and access to the shop.
- Needs you — the work queueMy Work notifications and action items: use my work as the daily queue; notifications are messages; create and complete an action item; controlled exceptions. This is chapter 6 of the NormaQMS User Guide.
- Quick start — your first twenty minutesTwenty minutes from an empty organization to one controlled document, one recorded reading, one closed nonconformance, and a readiness map that reflects all three.
- The Standard MapStandards scope and the Standard Map: read the standard map. This is part of chapter 8 of the NormaQMS User Guide.
Troubleshooting
- Common questionsTroubleshooting and support: start with the record and the message; help. This is chapter 41 of the NormaQMS User Guide.
- Sign-in, sessions, and access problemsFirst sign in and first day: sign in; set a password before signing records; confirm it's you for administrator actions; a practical first day; sessions and shared terminals. This is chapter 2 of the NormaQMS User Guide.