Training video 2 of 21 · Start here
Setting up your organisation
Your profile, company details, quality system, team and billing.
2:27 · captions in English
Chapters
Transcript
Introduction
In this video, we'll set up an organisation properly: your own profile, the company's details, your quality system, the people on your team and what each of them can do. It all lives in Settings, and you only need to do most of it once.
Your profile
Start with your own profile. Add a photo, your name and your job title. Your name appears on everything you do in Doctilla, from audit findings to approvals, so it's worth getting right.
Company details
Next, the organisation tab. This is the company name that appears in Doctilla and on your reports, along with your registered details and address. Underneath, the regional settings decide how dates and money are shown, so a British company sees pounds and day, month, year.
Your quality system
The quality system tab records the basics an auditor will ask about: the scope of your management system, your quality policy, who your quality manager is, and the standards you're certified to. Add your certification body and the date of your next external audit, and set how often controlled documents should be reviewed.
Members and roles
Members and access is where your team lives. Each person has a quality role. Owners and admins run the organisation, users do the day-to-day work, auditors carry out audits, and viewers can look at everything without changing anything. Product assurance has its own roles, so a technical approver can sign off product changes without being an admin.
Inviting people
To bring someone in, choose invite people, type their email address, and pick their role. Doctilla emails them a link. Until they accept, the invitation waits here, where you can resend it or withdraw it.
Workflow
Workflow holds the rules that run in the background. Reminders decide when Doctilla nudges people about actions, audits and corrective actions. Audit rules can bring an audit forward when problems pile up in a process. And cost rates let you put a fair price on the time a problem costs.
Billing
Finally, billing. There's one price for the whole organisation, monthly or yearly, and viewers are always free. You pay by Direct Debit, set up in a couple of minutes, and you can cancel at the end of any period.
Next
That's your organisation set up. Next, we'll make it look like yours: your logo, your colours, and reports that carry your brand.
See Doctilla with your own processes
Book a 30-minute demo. We'll walk through the parts that matter to you, using a fully populated demonstration company, and answer anything you want to ask.