Getting started

An NCR (Non-Conformance Report) records anything that didn't meet specification — a defect, a process slip, a documentation miss.

1. Sidebar → NCRs → + New NCR.
2. Pick a severity (Minor / Major / Critical — the form explains the difference inline).
3. Describe the issue in 1–2 sentences. The system generates the NCR code (e.g. NCR-MFG0004-2026-001) automatically.
4. Save. The NCR enters Submitted status; the responsible Quality Manager is notified by email + in-app.

Sign in to try it.

1. Sidebar → Suppliers → Quick Create.
2. Enter the company name + contact email. Country, risk level, and payment terms are optional and can be filled later.
3. Save. A supplier code (e.g. MFG-0042) is generated; the supplier appears in the list.
4. Open the supplier detail page to add contacts, certifications, and documents — all via the same quick-create modal.

A CAPA (Corrective and Preventive Action) is the response to a problem — typically triggered by an NCR, an audit finding, or a customer complaint. CAPAs travel through Draft → Investigation → Action Plan → Effectiveness Review.

1. Sidebar → CAPA. Open one in Action Plan status.
2. Read the root-cause analysis and the proposed action.
3. Click Approve to move the CAPA into the effectiveness review window (default 30 days).

1. Sidebar → Audits → + New audit.
2. Pick the audit type (internal / supplier / customer / external) and the standard (ISO 9001, AS9100, IATF 16949, …).
3. Add checklist items, or attach a saved template. On the day, walk the audit on a phone — the mobile checklist auto-saves each result.
4. Findings logged during the audit auto-spawn NCRs you can route straight into a CAPA.

Two places to look first:

• The form itself. Most fields show a short helper line below the input explaining what to put in.
• The standards reference in the Help Center — ISO 9001, PPAP, 8D, ECO, electronic signatures, etc.