Periodic Reviews Overview (QMS)

QualityOne Vaults support management of a variety of periodic quality reviews of an organization’s products, processes, and suppliers. Periodic Reviews lets you complete the entire periodic review process in Vault, from data collection to information collation to production of a final report, providing a centralized location to store and access information and automated tools to streamline your periodic reviews. Currently, QMS supports the APQR and SPR periodic review processes.

Periodic Reviews Objects

QualityOne provides the ability to manage details about different types of periodic reviews through objects that are shared between different types of reviews, and objects that are specific to the periodic review type. Periodic Reviews uses the following objects and object types:

  • Periodic Review Template: This object defines the template for a periodic review.
    • SPR: This Periodic Review Template object type stores information about SPR type Periodic Review Templates.
    • APQR: This Periodic Review Template object type stores information about APQR type Periodic Review Templates.
  • Periodic Review Template Item: This object defines the individual supporting items to create with each SPR record created.
    • Document: This Periodic Review Template Item object type represents a supporting document template item in a periodic review.
  • APQR: This object stores information about an annual product quality review.
  • APQR Item: This object represents the supporting items for an annual product quality review.
    • Document: This APQR Item object type represents a supporting document in an APQR.
  • SPR: This object stores information about a supplier periodic review.
  • SPR Item: This object represents the supporting items for a supplier periodic review.
    • Document: This SPR Item object type represents a supporting document in a supplier periodic review.

About the Periodic Reviews Process

The periodic review process varies depending on the review type. A typical periodic review process generally includes some or all of the following steps:

  1. Create a Periodic Review Template to define a structure for an APQR or SPR periodic review.
  2. Create an object record for an APQR or SPR periodic review from the template you created.
  3. Add or generate documents from each periodic review item.
  4. Generate an APQR or SPR binder to store the periodic review documents.
  5. Generate a merged PDF document as the output of your APQR or SPR process to collate all artifacts from the periodic review into a final report.

Performing APQR

Perform regular reviews of a product’s quality performance with APQR. See Performing APQR for more details.

Performing SPR

Measure and monitor the performance of suppliers at fixed intervals set using Vault data with SPR. See Performing SPR for more details.