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A 10-minute orientation to QFormance — what's on the sidebar, the three concepts every module shares, and where to look for what.

For
Everyone
Find it at
Sidebar → Dashboard
Reading time
5 min

In one sentence

QFormance is one connected quality system, not eleven separate apps — once you understand how facility scope, access control, and the approval workflow work, every module reads the same way.

Three things every module shares
  • Facility & department scope — every record knows where it applies. See Facility & Department Scope.
  • Access control — every record knows who can see it. See Access Control.
  • Approvals — the same approval engine powers Documents, MOC, Exemptions, JHA, and FMEA.

First sign-in

  1. Open your organization's QFormance URL.
  2. Sign in with email and password (or SSO / passkey if your org has those configured — see Auth & Sign-in Policy).
  3. You land on the Dashboard, which surfaces what needs your attention today: pending approvals, overdue actions, training due, audits in progress.

What's on the sidebar

The left sidebar is the map. Click anything to jump in.

ModuleWhat lives here
DocumentsControlled document library — authoring, versions, approvals, compliance mapping
TrainingPending acknowledgements, assigned courses, completion history
Gap AnalysisScore your QMS against a regulatory standard, with AI assistance
AuditsPlan, conduct, and close internal and supplier audits
Audit PlannerAnnual program — when each audit happens, at which facility
MeetingsMinutes, attendees, action capture, AI-drafted summaries
Risk RegisterIdentify, score, and manage organizational risks
FMEAProcess risk assessment with severity / occurrence / detection
JHATask-level safety assessment
MOCManagement of Change — controlled changes to processes, equipment, documents
ExemptionsConcessions, waivers, deviations with scope and expiry
Non-conformancesIssues, complaints, root cause, corrective actions
ActionsEvery action assigned to you, across every module
ApprovalsItems waiting for your sign-off

How modules connect

QFormance is built so the interesting stuff happens between modules, not just inside them.

  • Actions are pulled from every module — NCR actions, audit findings, meeting actions, MOC actions — and rolled into one Actions view per person.
  • Risk scoring uses a single configurable matrix shared across the Risk Register, JHA, and FMEA. Score it once; it's consistent everywhere.
  • Compliance mapping connects your documents to regulatory standards. Once mapped, the same map powers audit-question context, gap analysis, and AI clause suggestions automatically.

Notifications

The bell icon in the top header surfaces what needs you:

  • Items waiting for your approval
  • Actions assigned to you
  • Approval status changes (approved, rejected)
  • Training items that need acknowledgement

Click any notification to jump straight to the record.

Your profile

Your name at the bottom of the sidebar opens your profile — change name, email, password, language, notification preferences, and (where enabled) enroll passkeys.

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