Formwork eQMS Manual August 06, 2024 · 2 mins read · Last updated October 01, 2024

Managing Your QMS In Formwork

So you want to set up your Quality Management System (QMS) in Formwork. Alright!

When clicking on "QMS" in the top bar, you are greeted with this friendly "My Activity" screen:
Screenshot-2024-08-06-at-15.12.15-1024x658.png 87.7 KB

The most important aspect of the Activity screen is that it shows you when someone sent you a document or record for review. It also shows you trainings you might have to complete. More on those exciting things later! Yes, that's right, I'm sure you're also excited about those things!

But first things first. On the left side, you see the QMS menu. Here are what those sections are about. Click on the link of each section below to learn more - if some things don't have links yet, that means I'm working on them or procrastinating. Here they are:
  • My Activity: We just talked about that. Duh.
  • QMS Overview: Formwork helps you create a fancy overview table over all your QMS documents which you can show auditors. This will make them very happy.
  • Consulting: You probably don't see this in your account. This only appears in the very unlikely case that you're a regulatory consultant and want to collaborate with your clients in Formwork.
  • Documents: This is where your QMS documents are stored. Click on it to open up the folder structure. Learn more about documents in Formwork.
  • Records: This is where your QMS records are stored. Yep, click on it to open up the folder structure. Learn more about records in Formwork.
  • OpenRegulatory Templates: A very awesome section. This is where you can access our completely free templates for your medical device compliance - they cover everything for your QMS and technical documentation for EU MDR medical devices! Same templates as on our website, but way more convenient because you can do easy copy-pasting.
  • CAPAs: Manage your corrective and preventive actions (CAPAs). If you don't know what that means, just skip ahead.
  • Trainings: Manage your employee trainings. If you think that sounds dumb, then.. hm, don't get into quality management.
  • Reviewer Roles: Manage who reviews your documents and records in your team. Learn more about Reviewer roles in Formwork.
  • Batch Exports: Export your entire QMS with just one click!

Dr. Oliver Eidel

Dr. Oliver Eidel

I’m a medical doctor, software engineer and regulatory dude. I’m also the founder of OpenRegulatory.

Through OpenRegulatory, I’ve helped 100+ companies with their medical device compliance. While it’s also my job that we stay profitable, I try to dedicate a lot of my time towards writing free content like our articles and templates. Maybe that will make consulting unnecessary some day? :)

If you’re still lost and have further questions, reach out any time!
More about me

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