Getting started

Create your account

Go to app.doctilla.co.uk/login and choose Sign up. Enter your name, work email and a password. We send a confirmation email; open it and press Continueon the page it takes you to. (The link only signs you in when you press Continue, so an email scanner can't use it up.)

If you were invited by a colleague, use the invitation email instead: it brings you straight into their organisation.

Create your organisation

After signing in, choose Create new organisation and give it your company's name. You become its owner. A new organisation starts a 30-day trial with every quality module included.

You can belong to more than one organisation, for example if you look after a group of companies, and switch between them from the organisation picker.

Set up the basics

Open Settings. Most of this you only do once:

• My profile: your name, job title and photo. Your name appears on everything you record and decide.
• Organisation: the name shown on reports, your registered details and address, and regional settings for dates and currency.
• Quality system: scope, quality policy, quality manager, the standards you're certified to, your certification body, the date of your next external audit, and how often controlled documents are reviewed.
• Branding: your logo and colours for exports. See Exports and branding.
• Workflow: reminders, audit acceleration rules and cost rates.

Training video: Setting up your organisation.

Invite your team

In Settings → Members and access, choose Invite people, enter one or more email addresses and pick a role. Doctilla emails each person a link. Invitations last 14 days, and you can resend or withdraw them while they're pending. See Roles and permissions to choose the right role.

Viewers are free. Make everyone who only needs to look, such as directors and team leaders, a viewer, and they can see the whole system without counting towards your price.

Where to start

There's no single right order, but this one works for most businesses:

1. Map your processes. Describe your business and let Doctilla propose a process tree, then adjust it. Everything else links to it. Watch the video.
2. Bring in what you already have. Import your nonconformity log and your product list. See Importing data.
3. Start a programme. The programme gives you a 90-day starting plan with deliverables you mark done as you go.
4. Record your suppliers, documents and training. These are what auditors ask about first.
5. Plan your audits. Put the year's internal audits on the schedule, then carry out the first one.

Getting help

• Every main screen has a Watch the training video link, and the help menu (the question mark at the top) opens the full library.
• Ask Doctilla, at the top of every page, answers questions about your records and how to do things.
• Email [email protected] with your organisation's name and what you were trying to do.