There are two types of accounts, one being the Primary Lab (PL), and the other being a Satellite Lab (SL). Both accounts function the same with subtle differences. If your laboratory has only one Subscription, your account is considered the Primary Lab. If your company has several subscriptions managed under the Primary Lab, they are considered Satellite Labs managed under the Primary Lab Account.
Sections 5 and 6
As you initiate the Lab Setup Process for your Quality Management System, you will find sections in the left hand column that correspond to the AASHTO R18 Standard; Section 5 (Management), and Section 6 (Technical). You will then navigate through each section to add content and procedures using the WYSIWYG (what you see is what you get) box, or add files for that specific section. WYSIWYGs and uploaded files can be used in conjunction with one another. Once each section is completed, you can either Save Progress or Save & Continue. When Save & Continue is clicked this will be reflected on the progress bar at the top left of the setup page. Also you will find a green dot next to each completed section as you work through the process.
Note: When adding content, we always encourage users to compose complete and comprehensive procedures for each section even though the application only requires a single digit or letter in the WYSIWYG box or an uploaded file for a section to be considered complete. The lack of clear and concise or too brief procedure content can lead to non-conformities during an on-site assessment.
Sections Requiring Procedures, Not Records
The only sections that require actual written procedures are found within the Setup Process.
Adding Users During the Setup Process
This can be done in section 5.3.3 Organizational Chart;
Adding Equipment During the Setup Process
This is done in section 6.1.1 Inventory List of Equipment. Adding equipment can be a long process that includes adding equipment Calibration, Standardizations, Checks, and Maintenance Procedures to each piece of equipment as appropriate.
Save Progress and Exit Setup
At any point in the setup process you can “Save Progress and Exit Setup” (top right), this will then take you to the Dashboard view going forward whenever you login to your account.
Incompleted Sections within the Quality Manual
If sections were incomplete after leaving the setup process, not a problem! There are a couple ways you can find and complete these section;