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Quality policy

Understand how to create, revise, and activate the Quality Policy.

Written by Vânia Lourenço

Autodesk Fusion Operations allows you to create, publish, and manage revisions of your Quality Policy so that all users and workers can review and acknowledge it. Continue reading this article to learn how to create, activate, and revise the Quality Policy.

How to Create Quality Policy

1. Navigate to Quality menu (1), Quality Policies (2), and click on the Add Quality Policy (3).

2. Enter the document code and revision number. Then, you could write down the text directly in the text box (1), or you can choose to upload a file (2).

3. If the “File” option is selected, a button to upload the document will appear (1). Beware, both options are not compatible. It is one or the other. Once the file is uploaded, save the Quality Policy (2).

4. The file and the policy will remain in “Inactive” status. To change the status, you need to select/edit (1) the Quality Policy that you want to publish and click on the “Activate” button (2).

Note: The Quality Policy, after being published, can be replaced but not deleted from the system.

5. An automatic email will be sent to all users’ emails, and workers will be prompted to acknowledge the Quality Policy next time they input their worker number in the mobile application.

6. When the file becomes “Active,” two Tabs will appear, one for the user’s acknowledgement and the other for the workers.

7. The users will receive an email with a direct link to the policy and then a button to validate their acknowledgement. When completed, the Tabs will be updated.
Similarly, when workers acknowledge the Policy in the mobile application, the tab will also be updated.

How to update/revise the Quality Policy

You can update the Quality Policy by creating a new revision of the existing policy and adding the new content, or you can upload the new document.

1. Select the Quality Policy (1) or click on the pencil icon to edit the policy.

2. Scroll down to the end and click on the "Add New Revision" button.

3. Enter the new revision number and follow the steps 3 to 7 mentioned in the first lesson of this article.

Note: Once the new revision is activated, the old one will be deactivated and cannot be reactivated again.

FAQ

1. Is it possible to delete the previous quality policy that is no longer needed?

No, it is not possible to delete the quality policy once it is activated. Even if it is deactivated.

2. Is there any way to reactivate the old Quality Policy?

You need to create a new revision or a new Quality policy with the same details and activate it.

If, after reading this article, you still have some doubts, feel free to reach out to us through our Live-chat feature or directly to your CSM.

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