What Makes Up the Methodological framework

A quality management system consists of a number of record types. Each of them is described separately below.

• What Makes Up the Methodological framework
• Types of Records
  • Obligation (Obligation)
  • Term from the Glossary (Term, Phrase)
  • Policy / Regulation (Policy, Regulation)
  • Default Plan Template (Default Plan Template)
  • Working Procedure Template (Working Procedure, Task Pattern)
  • Process
  • Record Template (Record Template)
  • Competency & Qualification (Competency & Qualification)
  • Business Events (Business Event)
  • Project Role
  • Project Template
• More Information

Types of Records

The diagram above shows the typical layers that make up a Methodological framework. For each layer, the records belonging to that layer are listed. The right-hand column shows the primary records that are created when the the framework is applied in practice.

A Methodological framework forms a system of the management or a part of it. In general management system standardizes a specific area of activities. It therefore contains all records required to define what it means to perform an activity in a quality-compliant manner.

Each component of the framework has its own documentation page—follow the links for detailed information.

For clarity, the English name of each QMS element is shown in parentheses after its Czech name.

Obligation (Obligation)

An Obligation that internal management system must fulfil or comply with. Obligations typically represent “input requirements.” They stand somewhat outside the methodology itself, but that does not make them less important—quite the opposite.

Term from the Glossary (Term, Phrase)

A Glossary is an essential part of every norm and standard and should also be included in internal management system. Ideally, a single shared glossary is used across all part of the system within the organization.

Glossaries support multilingual definitions of terms. Within one glossary, you can therefore provide both the Czech translation and the original definition (and, in general, any number of languages).

Multilingual definition is not limited to glossaries; it is particularly valuable for working procedures as well. Within a single part of the system, you can define a quality and safety management system simultaneously in Czech and English, making it understandable to local staff, international colleagues, and customer auditors alike.

Policy / Regulation (Policy, Regulation)

Policies form the backbone of the entire quality management system and other part of the system.

Policies at different management levels may have different names—directives, policies, regulations, etc. Specific document types can be defined directly in the system.

Default Plan Template (Default Plan Template)

Default plans are the foundation of standardized planning, especially in project management, but they are useful wherever planning is required and defined by a methodology.

Examples of default plans include:

• Project default plan
• Master Test Plan – Test Strategy

Working Procedure Template (Working Procedure, Task Pattern)

A working procedure corresponds to operating procedures used in traditional quality management systems.

The key advantage of an automated processes over document-based systems is that real tasks are created directly from working procedure templates. The system therefore saves significant effort and eliminates the need for employees to know every detail or search for the correct procedure.

Working procedures are part of defined processes. On the other hand, they create WBS (Work Breakdown Structure). A typical example of a complex step is a project phase.

Process

A process describes a sequence of operations. It consists of both human-performed steps and automated steps.

Processes are essential for activity automation. However, there are many cases where a well-defined working procedure is sufficient on its own, without being part of a process. Examples include:

• Procedure for unblocking a safety device
• Emergency opening of a server room during a power outage
• Testing connectivity to an information system
• Checking the validity of fire extinguisher certificates

Management system do not require working procedures to be part of processes and often it makes no sense to create complete process for each operation. AyMINE supports both approaches. It is therefore worth considering whether introducing a process would actually complicate usage. For standalone working procedures, it is important that their scope and context are clearly defined—this ensures they can be easily found and used.

Record Template (Record Template)

A record template is used for records that must be created during work and where fully automated records are not sufficient.

Record templates are typically used when documentation must be submitted to an approval authority. They are not used where the purpose is only internal documentation of an activity and its outcome.

Competency & Qualification (Competency & Qualification)

Competencies and qualifications define the capabilities required of employees who perform specific tasks. They do not replace organizational roles, but they are essential for a completeness of the management system.

Although competencies are part of management system, they also serve as a basis for recording employee skills and are therefore used by the HR module as well.

Business Events (Business Event)

Business events support activity automation. Events allow one process execution to trigger another, enabling the automation of complex chains of activities.

Project Role

A project role defines the competencies required of a person participating in a project. Project roles are also assigned default tasks via working procedure templates.

Project roles are meaningful only within project-related methodologies. Outside of project management, they are not used.

Project Template

A project template defines all components that a project of a given type must include. A separate template can be defined for each project type.

Based on a project template, a new project can be initiated in full compliance with the methodology in just a few minutes.

More Information

You can read more about methodological frameworks and their importance for quality management here.