Modules, bundles, and what Norma costs

Billing sandbox and administration: plans and modules; your free trial; when a payment fails; change or cancel a plan; close the account; use a sandbox; telemetry; integration register; validation evidence and continuity. This is chapter 36 of the NormaQMS User Guide.

Plans and modules

Open: Settings > Billing. Administrator access is required. Document Control and Training are included free and always; their tiles read Included free. Other modules are bought one at a time, as one bundle (the Everything, one price card: every module and unlimited users), or through a standards tier that appears when your adopted standard is AS9100 or ISO 13485 and adds that standard's overlay. Before your organization has a subscription, a locked module's tile shows its list price and an Unlock link to the module's own page, where an administrator's Unlock starts Stripe's checkout; the bundle and tier cards go to checkout too. Once there is a subscription, Unlock on a module's page no longer starts a checkout: it takes you to that module's Add button on Billing, which shows the prorated charge before the module is added to the subscription you already have. On Billing, a locked module's tile then shows Add, and the bundle, tier and edition cards show Upgrade: each is added to the subscription you already have and charges the prorated difference today, and unused time on anything an upgrade replaces is credited to your account balance (Change or cancel a plan, below). Traveler is bought in the page's NormaMES section and NormaECS Monitor in its NormaECS section. When no tier applies the page says so: Working toward AS9100 or ISO 13485? Switch the standard in Settings and the tier appears here. An AS9100 tier does not by itself represent the ISO 13485 overlay, or vice versa.

When your organization has three modules on their own, Billing and each locked module's page show what a fourth module would bring your plan to, beside Complete's price for every module, at your subscription's monthly or yearly billing. It is information only: you can still add the module.

Review the current plan, billing interval, and checkout summary in the app before confirming a subscription change. Manage billing opens the billing portal for payment, invoice, and cancellation management; it appears after your first purchase. Turning a module off keeps its records: they still leave in every export (chapter 35), and they are back in the module the moment you turn it on. To close the organization entirely, see Close the account below. Prices are intentionally not reproduced in this manual; the current billing screen and checkout are the authority for a purchase. The public Pricing page (/pricing, linked from the site header) lists every plan with its monthly and annual price. Annual billing is ten months' price for twelve months, on every plan, and every plan has unlimited users.

Stripe's checkout has a field for a promotion code. If you came to Norma through your consultant's referral link, their code is already applied to your first subscription: 20% off for 12 months. A code applies once per customer, and only one code applies at a time.

The onboarding pages in NormaLMS (training items, tests, job roles, trainers and sign-offs; chapter 11) are part of Training and free on every plan. The NormaLMS course library is a separate product outside this guide. It is sold as one add-on, the NormaLMS Library, for unlimited learners, with three paths: ISO 9001 for Small Manufacturers, AS9100 and IA9100 for Small Aerospace Shops, and ISO 13485 for the Small Medical Device Manufacturer. The earlier NormaLMS Team and Quality plans are withdrawn. A standards tier includes the NormaLMS Library, and its card says so; an organization holding a tier is not offered it again.

Two more products are bought from Billing, each on its own subscription. Traveler (work centers, parts, routers, jobs and dispatch, with sign-offs on the shop-floor tablet) can be bought without NormaMES or any QMS plan, under NormaMES on the Billing page. NormaMES includes Traveler, so an organization that has NormaMES or Traveler is not offered it: Your organization already has Traveler. NormaMES includes it. NormaECS Monitor, which records export classifications (chapter 44), is in its own NormaECS section until the organization has it: Your organization already has NormaECS Monitor. Both are listed on the public Pricing page.

Adopting a standard in a scope is separate from buying its overlay. A Plan gap calls attention to that difference. If payment was just completed, reload the module and Billing; if access still disagrees, contact support with the organization and transaction context.

Your free trial

A new organization starts with a 30-day NormaQMS trial, with no card. While it runs, every quality module and the AS9100 overlay are open, and the workspace reads Your NormaQMS trial ends on {date}. Every quality module is open until then. with a link to the pricing page. Administrators are emailed 7 days and 1 day before it ends. When it ends without a paid plan, the modules stay readable and every change in them is refused: Your NormaQMS trial ended on {date}. Your records stay readable; choose a plan to keep editing. Document Control stays free. Billing shows only what is paid, so a trial module is never shown as Active, and a trial never stops you buying. NormaMES has its own 90-day trial, started from Billing with Start 90-day free trial — no card.

When a payment fails

Norma gives 14 days of full access from the first failed payment. Every member and consultant sees a banner with the date: Your last payment didn't go through. Norma stays fully working until {date}; after that it becomes read-only until payment is updated. Nothing is deleted. Each administrator is emailed once for each failed invoice, and an administrator with billing access sees Update payment in the banner, which opens the billing portal.

If payment has not been updated when the 14 days end, the organization becomes read-only. Everyone can still read every record, and each export stays open to the people who hold it (chapter 35), but every change is refused until payment is updated. Billing, the register and termination exports, training transcripts and the management-review pack stay open, so nobody is locked out of their evidence, and shop-floor tablets go read-only at the same moment (chapter 21). Nothing is deleted at any stage. Paying the invoice restores full access.

Change or cancel a plan

Add a module or upgrade, from Billing. Once your organization has a subscription, a locked module on the Billing page shows Add, and Complete, your standard's tier and its edition show Upgrade. If you pay for Traveler on its own, NormaMES shows Upgrade Traveler to NormaMES. Each one is added to the subscription you already have, so there is one invoice, and each button says You'll be charged the prorated difference today., with today's amount when Stripe can work it out. The change applies as soon as the payment goes through, and the page reads Your plan changed. The prorated difference was charged today, and your access appears within a minute. A module or a Traveler subscription that the upgrade includes is cancelled at the same time. Each Upgrade button also says Unused time on what this replaces is credited to your account balance and applied to your next invoices. The credit is added to the balance at once and comes off your next invoices. Only an owner or an administrator can add or upgrade. While a payment is overdue, pay it first. If you leave Billing open for more than an hour before choosing a button, Norma shows The price has been refreshed. Review today's charge below and confirm again. with the new amount, and charges nothing until you choose again.

If your bank asks you to confirm the payment, or the card is declined, nothing changes, and it does not count as a missed payment (no grace period starts): Your plan hasn't changed yet. Your bank asked you to confirm the payment, or the card was declined. Nothing new is unlocked until it's paid. Pay the invoice and the change applies at once; unpaid, it lapses after about 23 hours. Choose Pay the invoice to pay it on Stripe's page, then come back to Billing. If something your plan now includes still bills on its own, Billing lists it under Billed separately; Cancel what my plan includes cancels it and credits the unused time.

Downgrades and cancellation are made in Manage billing. They take effect at the end of the paid period, never immediately, and are not prorated. A module you are dropping stays open until that date, and the administrators are warned once. Buying it again before that date keeps it.

Before your first subscription, buying still goes through Stripe's checkout, as before.

Close the account

Open: Settings > Close this account. Only an administrator of a production organization sees it (not a sandbox or the demo), and it is behind the administrator's authenticator check (chapter 2).

1. Download the termination pack. Until there is one from the last 7 days, the page offers only Download termination pack (ZIP) and says when the last one was made.
2. Type the organization's name exactly as it appears in Type {name} to confirm, and choose Close this account.

Closing cancels every subscription at once and closes the workspace for everyone. From then on, every member who opens it sees the Account closed page: This account was closed on {date}. Its records are kept until {date} and then deleted. Contact support@normaqms.com to reopen before then. An administrator can still download the termination export from that page until the date. It asks for the second sign-in step first; an administrator with no authenticator app confirms an emailed code and the termination pack downloads without setting one up. This applies to the termination pack only (chapter 35). Records are kept for 90 days after closure and then deleted by Norma; you do not need to do anything. To reopen within the 90 days, email support.

Use a sandbox

Eligible plans allow an administrator to create a sandbox from the production organization's Settings. The sandbox shares plan entitlements but starts with empty business records. It is intended for training, onboarding, and qualification exercises.

1. Choose Create sandbox from the parent organization's Settings.
2. Open it and confirm the Sandbox identification before creating sample records.
3. Run the exercise with sample people, documents, and quality records.
4. Return to the production organization and confirm its work and registers remain separate.
5. When a clean training environment is needed, use Reset sandbox from the parent. Reset archives the old sandbox and creates a fresh one; it does not erase its chain history.

Sandbox documents, NCs, and CAPAs use SBX identification and exports carry sandbox identification. Do not copy sandbox evidence into a production acceptance decision. Sandbox reset is not a production reset or backup recovery feature.

Telemetry

Open: Settings > Data & telemetry. An administrator can turn usage telemetry on or off. The screen explains the categories: searches and whether they found results, work opened or completed, form errors, report drill-downs, help reads, and import activity, with timing and non-content identifiers.

This usage setting is separate from quality-record audit history. Turning off telemetry does not turn off signatures, record-chain events, or required quality attribution.

Integration register

Open: Settings > Manage integrations. Quality leads and administrators keep a register of the outside systems your quality data passes through: the ERP, the CAD vault, a customer portal. It is a register, not a connection: Norma does not connect to these systems and stores no password, key, or connection string.

1. Under Record an external system, enter the System, Vendor, What kind of system, Which way data moves, Where it runs, Who owns it here, What it is for, Where access is managed (where an administrator grants access, never the credential), and Review due. Tick Carries personal data or Carries regulated data where true. Choose Add to the register; Norma assigns an INT reference.
2. On the system, record each data flow: What data crosses, Direction, and How often, then Record this data flow.
3. Use Mark suspended or Mark active as its use changes. To retire it, enter Retire — why and choose Retire. A retired system stays on the register and takes no new data flows.

Validation evidence and continuity

On ISO 13485 organizations, Settings shows a Validation evidence card. ISO 13485 4.1.6 makes validating the software in your quality system your duty as the manufacturer, and the card gives you what you need to do it:

• Blank templates. An administrator chooses Download the blank templates (Word) and confirms with the second step. The download holds the installation qualification (IQ) and performance qualification (PQ) protocols, a validation summary report, a deviation log and a periodic review procedure. They are blank: execute them in your own organization and its sandbox under your approved process, and keep the results in your own validation file. Anyone else sees that an administrator can download them.
• Vendor evidence. To cite Norma's own testing in your file, use the Norma support link on the card to request the vendor evidence for the release you are on.
• Each new release. Read Help > Release notice. It says what changed, the impact on your validation, and what to do: keep the notice, record a review, or re-execute the affected PQ sections. Do what it asks when your process requires it.

A quality-record export is not a restore point. If data is unexpectedly missing or the service is unavailable, preserve the relevant references, check organization and access, and contact support. Continue any necessary temporary shop records under your approved continuity procedure and reconcile them when service resumes.

In the user guide

This article is chapter 36, "Billing sandbox and administration", of the NormaQMS User Guide (NORMA-UG-001), which is under Help > User guide. Chapter numbers in the text refer to that guide.