Practical knowledge for Swiss SMEs
AI assistant
Guides for “AI assistant” in : step by step, with the place in the menu, the steps and the limits.
AI assistant
Handle everyday QMS tasks with AI
AI assistant in QMS | base
AI can change action and report statuses, tick off actions within an objective, comment on reports, confirm documents have been read, record supplier complaints and audit findings, and assess suppliers.
Step by step
- Specify the action and object by number, title or supplier name. Resolve ambiguous matches using the readable suggestions.
- For an objective’s action, choose the quality objective first, then its action. Explicitly specify assessment criteria, weights, points and date.
- Check the preview and approve it. You approve your own reading confirmation yourself.
Manage QMS documents and standard references in conversation
In the QMS | base AI assistant
AI creates documents, saves details and standard references, starts versions, performs approval steps, assesses chapters and sends reminders for outstanding reading confirmations.
Step by step
- Specify the action and target by title, number or complete suggestion.
- Clarify missing details one at a time and explicitly provide empty fields when replacing details.
- Review the preview and authorise the action.
Manage quality leadership and processes in conversation
In the QMS | base AI assistant
AI saves interested parties, complete processes, responsibilities and quality objectives, moves processes, records measurements and loads the QMS starter pack.
Step by step
- Specify the action and existing entries by name, title or number. Without an existing entry, saving creates a new entry.
- Clarify missing or ambiguous details one at a time. When saving, provide the complete form contents.
- Review the preview and explicitly authorise the action.
Handle reports and actions in conversation
In the QMS | base AI assistant
AI creates, saves and reorders standalone actions. It edits reports, saves complete CAPA analyses and 8D reports and moves reports to another reporting group.
Step by step
- Specify the action and target by number or complete suggestion.
- Clarify missing details one at a time and explicitly provide empty fields when replacing content.
- Review the preview and authorise the action.
QMS improvement in conversation
In the QMS | base AI assistant
Plan and manage changes, create measures, save and fill in forms, manage and perform controls and catch up archiving.
Step by step
- Specify the action and title or name.
- Clarify missing or ambiguous details.
- Check the preview and approve.
Manage objectives, decisions and certification in conversation
In the QMS | base AI assistant
The AI retrieves source values for quality objectives, records decisions for reviews or meetings, creates active audit checklists from standard clauses, saves meetings and certification plans and organises your indicator tiles.
Step by step
- Specify the action and targets by title, name or clause number.
- Clarify missing or ambiguous details; for meetings, specify the date and time in Zurich local time.
- Check the preview, including cleared values, then approve the action.
Manage competences, knowledge and batches with AI
In the QMS | base AI assistant
Save competence requirements, glossary terms and batches, comment on posts, toggle your own reactions, record movements or block and unblock batches.
Step by step
- Specify the action and target by name, title or batch number.
- Answer the clarification question with an unambiguous choice.
- Check the preview values and approve the action.
AI standards advice
QMS | base › Management system › More › Assistant
AI standards advice answers questions on ISO 9001 using your own clauses, documents and processes as sources, without the standard text. Every answer is first a draft and only becomes visible to everyone after approval by a person with the “QMS: standard mapping and settings” right. For exchanges within the team, a link leads to the team rooms.
Step by step
- For standards advice, enter the question and click “Ask question”.
- Subject-matter experts open “Review content” for a draft, revise the answer if necessary and approve or discard it.
- The answer relies on the valid documents and active processes you are allowed to see and names those used as evidence with their version; without matching content it is marked as “general guidance”.
MCP access for AI programs
QMS | base › Management system › More › Assistant › MCP access
Creates personal access tokens with which your own AI programs read approved QM knowledge via the Model Context Protocol: valid documents, active processes, approved wiki pages and the glossary, always with the person’s rights. The tools are qms_suche and qms_dokument_lesen; every call is recorded in the access log.
Step by step
- Enter a name and the validity in days and click “Create token”.
- Copy the token shown immediately and enter it in the AI program together with the endpoint shown.
- Block tokens that are no longer needed with “Revoke”.
Automatic QM monitoring
QMS | base › Management system › More › Assistant › QM monitoring
Checks daily against fixed rules, without AI: overdue actions, documents with periodic review due, read rate below 80% from 14 days after taking effect, risks without assessment for 12 months, no internal audit in the current year, open major nonconformities and overdue internal controls. The page shows the current picture; the QM lead receives a summary in the notifications at most once a week.
Step by step
- Open the page and look at the findings.
- Tap a finding to go to the list concerned.
The next step starts with a conversation.