QualityOS is Bergan Marine Systems' quality management application, covering nonconformance tracking (CARs/NCRs), internal audits, ISO compliance status, management review, and the controlled document register. It is the system of record for the processes defined in ICB-QMS-001 and MP 10.2 (Corrective Action Policy).

• Sign in with your company email and the password provided by the Quality team. There is no self-registration — contact Quality for an account.
• The navigation bar gives access to seven pages: TRACKER REPORT ISSUE INTERNAL AUDITS COMPLIANCE MGMT REVIEW DOCS HELP
• Data saves to the company database instantly — there is no separate "sync" step. Use the ↻ REFRESH buttons to pull in changes made by others.

Use REPORT ISSUE whenever you observe a nonconformance — a defect, calibration issue, wrong material, documentation gap, customer complaint, or anything that doesn't meet requirements. Reporting is every employee's job; no issue is too small.

1. Pick the Issue Type and Product / System. Add location and job/serial/lot if known.
2. Optionally link an FSM Work Order — start typing the work order number or vessel name and pick from the list. This ties the NCR to the customer and vessel automatically.
3. Choose Severity: Critical = stop work / safety or ship-date risk · High = urgent review · Medium = schedule correction · Low = monitor.
4. Describe what you observed (measurements, drawing numbers, vessel references help) and any immediate action taken (quarantine, tag-out, notified supervisor).
5. Attach photos and files — on a phone or tablet, 📷 TAKE PHOTO opens the camera so field techs can capture exactly what they found on the vessel; 📎 ATTACH FILES adds existing photos, PDFs, or documents. Photos compress automatically, so cellular uploads from the field are quick.
6. Press SUBMIT REPORT. You get an NCR number instantly; a ClickUp task is created and the Quality team is emailed automatically.

The TRACKER is the nonconformance register. Statuses: Open (new, awaiting disposition) → In Progress (root cause being worked) → CAPA Issued (corrective action underway or awaiting effectiveness check) → Closed (confirmed effective).

Click VIEW on any row to open the NCR detail. There you manage the full corrective action lifecycle per MP 10.2:

• CAR Type — I-CAR (internal), E-CAR (external/customer), S-CAR (supplier), A-CAR (audit).
• Root Cause Response Due — typically 2 weeks from issue, max 30 days. An overdue flag appears if the date passes with no response received.
• Planned C/A Due → C/A Completed → C/A Confirmed — the long-term corrective action plan dates.
• Confirmed Effective — effectiveness must be evaluated at a minimum 30 days after C/A completion (typically 30–60 days). The app shows "EFFECTIVENESS CHECK DUE" when that window opens.
• Record the Root Cause and Corrective Action narrative in the text fields, set the status, and SAVE CHANGES.
• Photos & Attachments — every attachment on the NCR appears as a thumbnail gallery in the detail view. Click any item to open it full size. Use ADD PHOTO / ADD FILES to attach further evidence (supplier docs, test records, photos of the correction) at any point in the CAR lifecycle.

Legacy CARs 2026-001 through 2026-011 were imported from the 2026 CAR Log on SharePoint with their original numbers and dates.

1. On INTERNAL AUDITS, press ＋ NEW AUDIT to plan an audit: standard, type (Internal/External/Supplier), title, lead auditor, area, clauses covered, scope. Audits are auto-numbered (AUD-YYYY-NN).
2. Open an audit and record findings as you go: clause, type (Major NC, Minor NC, Observation, OFI, Conformity), description, and objective evidence.
3. For any Major or Minor NC, press RAISE NCR — this creates a linked corrective action in the Tracker (an A-CAR workflow), notifies the Quality team, and ties the NCR number back to the finding.
4. Update the audit status (Planned → In Progress → Complete → Closed) and write the summary/conclusion. The completion date stamps automatically.
5. Close findings individually once their corrective actions are verified.

The 2026 internal audit program (Audit Log #1–8) was imported from the Management Review deck, including the July 2026 completed audits and their findings.

• Select the standard in the dropdown (ISO 9001:2015 today; use ＋ STANDARD to register future certifications such as ISO 14001/45001, then ＋ CLAUSE to build its clause list).
• Click a clause, set its assessment (Compliant / Minor NC / Major NC / Not Assessed), and record the evidence on file — the documented procedure, records, or minutes that demonstrate conformity. Evidence for ISO 9001 clauses was pre-seeded from ICB-QMS-001 (the MP procedures).
• The compliance meter, score, and findings summary update live. ⬇ CSV exports the clause assessment; 🖨 PRINT produces a clean copy.

The MGMT REVIEW page compiles a live report for the review meeting and the ISO auditor: NCR performance, internal audit program results, compliance by standard, and items requiring management attention. Set the period dates to frame the review window.

• Section 5 is the clause 9.3.3 review record: after the meeting, enter the review date, attendees, and the decisions/actions/resource needs, then RECORD REVIEW. The history table is your permanent evidence of reviews (2025 and 2026 reviews are already recorded).
• 🖨 PRINT REPORT produces the full report for presentation or filing on SharePoint.

The DOCS page lists controlled QMS documents — the Quality Manual, MP procedures, forms, policies, certificates, and records — with direct links to SharePoint where they live. Use ＋ ADD DOCUMENT when a new controlled document is issued, and keep the revision current when documents change.

• ClickUp — every new NCR auto-creates a task for the Quality team (once API secrets are configured).
• Microsoft 365 — the Quality team is notified by email on each new NCR; QMS source documents live on the Quality2 SharePoint/Teams site.
• FSM — NCRs can link directly to Field Service work orders, vessels, and customers.

Data imported from SharePoint (Sept 2026): the 2026 CAR Log (11 CARs with full lifecycle dates), the 2026 internal audit program (8 audits, findings), the 2025 & 2026 management review records, ISO 9001 clause evidence from ICB-QMS-001, and the initial document register (20 documents).

I forgot my password / need an account. Contact the Quality team — accounts are managed centrally.

Should I still use the Excel CAR Log? No — new CARs are raised in QualityOS (Report Issue, or Raise NCR from an audit finding). The Excel log remains on SharePoint as the historical record.

Can I edit an NCR after submitting? Quality can update status, root cause, corrective action, CAR type, and lifecycle dates from the Tracker detail view. The original description is preserved for record integrity.

Printing looks wrong. Use the page's own 🖨 button, portrait orientation, and enable "background graphics" in the print dialog for badges and colors.