Practical knowledge for Swiss SMEs
Processes & risks
Guides for “Processes & risks” in : step by step, with the place in the menu, the steps and the limits.
Processes & risks
Processes
QMS | base › Processes
Shows the process map with management, core and support processes and, for each process, the profile: purpose, owner, inputs, outputs, metrics, flow as a swimlane diagram, RACI, interfaces, documents, objectives and standard clauses.
Step by step
- Open “Processes”; at the top, switch between the process map and the table.
- Tap a process to see its profile.
- In the flow, each lane shows a role; decisions are drawn as a diamond.
Record and edit a process
QMS | base › Processes › New process
Captures a process with profile, flow (steps with role and type: start, activity, decision, end), RACI assignment, metrics, interfaces, linked documents and standard clauses. Every change increases the version.
Step by step
- In “Processes”, press “New process” or, in the profile, press “Edit”.
- Enter the name, process type, responsible job title, inputs and outputs.
- In the flow, add steps and give each step its role (lane).
- If needed, assign RACI activities, documents and standard clauses.
- Choose the status “Active” and save.
Draft a process with AI
QMS | base › Processes › Draft with AI
From a description in your own words, the AI suggests steps with roles, decisions and responsibilities (RACI). The preview shows the flow as a diagram with one lane per role and points out gaps in the flow or in the RACI assignment. “Adopt as draft” creates the process with the status Draft.
Step by step
- Under Processes, choose “Draft with AI”.
- Describe the flow and click “Create suggestion”.
- Check the preview and choose “Adopt as draft” or “Discard suggestion”.
- Under “Origin of this draft” you see the time, language model and your description; with “Generate again” you adjust the description and get a new version with the differences from the previous one.
Risks and opportunities
QMS | base › Risks and opportunities
Separate registers for risks and opportunities with assessment by likelihood and impact, a colour-coded matrix, strategy, target assessment, actions, assessment history and a date for reassessment.
Step by step
- Open “Risks and opportunities” and switch between risks and opportunities at the top.
- See in the matrix where the open entries are.
- Open an entry to see its history, actions and linked controls.
Record a risk or opportunity
QMS | base › Risks and opportunities › New
Records a risk or opportunity with category, causes, consequences, process, context issue, owner, assessment, target assessment, strategy, status and next assessment.
Step by step
- In “Risks and opportunities”, press “New”.
- Choose the type, title, likelihood and impact.
- Set the strategy and the date of the next assessment and save.
The next step starts with a conversation.