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qmBase Documentation

website·Indexed 32 days ago

https://help.qmbase.com/

Documentation for qmBase, featuring guides on document management, wiki and blog apps, project and task tracking, and CRM. Includes technical guidance for self-hosting via Docker, account setup, and qualification forms.

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What's inside qmBase

  1. Overview of qmBase Dashboard & Reportings

    The Dashboard & Reportings app automatically evaluates activities from all qmBase apps. It provides automated analysis and preparation of relevant data to monitor, control, and evaluate processes, helping users identify and prevent problem areas. Navigation is handled via buttons in the left sidebar.

  2. Overview of the qmbase Wiki for knowledge sharing

    The WIKI provides a collaborative platform for employees to share specialized knowledge and co-create documentation. Key features include a structured release and versioning process where employees are automatically notified of new versions and old versions are archived. To ensure high discoverability of information, articles are categorized using keywords rather than a strict folder structure, distinguishing it from standard document management systems. Permission concepts for the Wiki are independent of those used in document management, allowing for more flexibility in knowledge documentation.

  4. Overview of the Tasks and Qualifications app

    The Tasks and Qualifications app (Talent Manager) is designed to manage organizational roles and employee capabilities. It allows users to create requirement profiles for positions and tasks, identify the most suitable employees for specific tasks, and track deadlines for recurring employee qualifications. The app integrates with and builds upon the 'Employees' (Mitarbeiter) app.

  5. Overview of qmbase Workflow Automations

    Workflow Automations allow users to create reproducible, automated processes within the software. The system follows a logic flow: an action in the software triggers a check for a matching automation; if conditions are met, specific actions are executed, and the event is stored in the history. Automations can be created via Settings > General > Automations (Einstellungen > Allgemeine > Automatisierungen).

  6. Overview of the Idea Management process

    The Idea Management app digitizes the corporate suggestion system through three primary phases:

    1. Generation and capture of new ideas.
    2. Acceptance of the idea and initial technical review.
    3. Implementation of the idea and tracking of progress.

  7. Overview of qmBase quality assurance and testing

    qmBase ensures software quality through a three-pronged approach:

    1. Automated Testing: Focused on core cross-functional features and reproducing user-reported bugs to prevent regressions. Testing is split into Frontend and Backend across three levels:
      • End-to-End (E2E): Tests the User Interface (UI) and complete workflows.
      • Integration Tests: Tests the interaction between multiple small units.
      • Unit Tests: Tests the smallest possible units of software.
    2. Manual Testing: Performed by the internal test department and staff to cover edge cases and complex combinations that are difficult to automate.
    3. Telemetry and Feedback: Monitoring real-world usage data and ticket system feedback to identify performance bottlenecks and UI optimization needs based on actual customer data patterns.

  8. Understand the renaming of Qualitätsmonitor to Dashboard & Reportings

    The 'Qualitätsmonitor' section is being renamed to 'Dashboard & Reportings'. This area includes updated pages for supplier and customer evaluations, including a new evaluation by location to identify customer density by city.

  9. Use automatic graphical evaluations for qmBase forms

    qmBase now supports automatic graphical evaluations for the responses provided in individual form fields. Additionally, form content is now organized into tabs for improved overview and navigation.

  10. Manage unpublished revisions in Blog, Document Management, and WIKI

    The overview of unpublished revisions has been updated for better readability. Users now only see unpublished articles they are associated with (either as the responsible party or the approver). Only administrators can view all unpublished articles regardless of assignment.

  11. Navigate the Audit Management app

    The Audit Management app allows users to map company-wide audit management, simplify audit planning, and document internal and external audits. Navigation is handled via the left sidebar, which provides access to:

    • Neu (New): Create a new audit.
    • Audits: Overview of all existing audits.
    • Auditmatrix: Visual representation of audit planning as a matrix.
    • Einstellungen (Settings): View and modify audit management settings.

  12. Understand the qmBase Shared Responsibility Model

    Security responsibilities are divided between the customer and qmBase depending on the deployment model (SaaS vs. On-premises).

    Customer Responsibilities (All Deployments):

    • Data: Data classification, protection, and compliance with governance requirements.
    • Endpoints: Protecting client devices (laptops, mobile, desktops) accessing the services.
    • Accounts: Creating, managing, and removing user access.
    • Access Management: Implementing RBAC, multi-factor authentication (MFA), and conditional access policies.

    Shared Responsibilities:

    • Applications: In On-premises, the customer is fully responsible. In SaaS, qmBase manages the application stack, while the customer remains responsible for application configuration, code security, and access controls.
    • Network Controls: In On-premises, the customer configures all firewalls and segmentation. In SaaS, qmBase manages network security.

    qmBase Responsibilities:

    • Physical Security: Datacenter facilities, physical access, and environmental controls.
    • Physical Network: Routers, switches, and cabling within datacenters.
    • Physical Hosts: Maintenance of physical servers.
    • Platform Services (SaaS only): Management of operating systems, runtime environments, and middleware.