Oaksoft Trading Co., Ltd.

Setting up AI QA Manual

Your ISO 9001 quality manual, its revisions, and who holds a controlled copy.

AI QA Manual runs in your web browser. There is nothing to install and nothing to keep updated — we host it, and your system is at your own address, which looks like https://yourcompany.aiqa.oaksoft-trading.com. You will have been sent that address along with a licence key.

Setting up takes about ten minutes. Do it in this order.

Before you start

You needWhy
Your address and sign-in detailsEmailed to you when your system was created.
Your licence keyStarts with QMS1. — paste it in on first sign-in.
Your current quality manualA Word or PDF file. It does not need tidying up first.
The list of people who hold a copyNames, email addresses and job titles.

The five steps

1Sign in and change your password

Open your address and sign in with the details you were sent. Go to Details → Sign-in and set a password of your own. Changing it signs out every other session, which is what you want on day one.

Your licence key goes in on the first screen you see, under Licence — paste it in and press Apply key. Until that is done you can read and print, but not create anything new.

2Fill in your manual's details

Still under Details: company name, the manual's title, its document number, your scope statement, and who approves the manual. These print on the cover of every copy, so they are worth getting right before anything is issued.

3Import your existing manual

Go to Import a manual and upload your current one — Word (.docx) or PDF. It is read and split by ISO clause: section 4.1 of your manual lands under 4.1 here, and so on.

You then see exactly what was found, clause by clause, before anything is saved. Untick anything you do not want. Anything that matched no clause — a cover page, an appendix — is listed separately so you can place it or leave it out. Nothing is written until you press Save into the draft.

No existing manual? Skip this step and write straight into the clause sections. Each one carries a prompt saying what belongs there.

4Read it through, then issue Revision 1

Under Manual contents, work down the clause list on the left. A green dot means something is written, a hollow circle means nothing is. Fix anything the import got wrong, and mark any clause that genuinely does not apply to you — the system will ask you to say why, because the standard only allows an exclusion that is justified.

When it reads correctly, press Issue Revision 1. That freezes it. From then on the text cannot be edited: to change anything you start Revision 2, which copies the text forward for you to amend.

5Register your copy holders and issue their copies

Under Controlled copies, add each person who holds a numbered copy: name, email, role and site. They are given the next copy number, which stays theirs.

Then press Issue beside each one. Their copy opens in a new tab — save it as a PDF — and an email is prepared for you to send, explaining that they should destroy the earlier revision and not forward the copy.

Controlled and uncontrolled copies

ControlledUncontrolled
Who may have oneOnly people on your registerAnyone — customers, prospects, auditors
What it saysCopy number and the holder's name on every pageDiagonal watermark, and the date it was printed
When it changesYou reissue it at every revisionNever — it is valid on the day it was printed only
RecordedWho got which revision, and whenThe print is logged, the recipient is not

The contents of the two are identical. The difference is entirely about whether anyone is obliged to keep it up to date.

After each new revision, the Controlled copies screen shows in red how many holders are still on the old one. That number needs to be zero before an audit, and it is the first thing an auditor tends to check.

Who needs a login?

Only the people who maintain the manual — typically the quality manager and one or two others. Everyone who merely receives a copy is on the copy holder register instead, and never signs in. Your licence limits logins, not copy holders.

Questions people ask

Can we get our data out?

Yes, at any time, and it is yours. Ask and you will be sent your complete manual and registers in an open format.

Can Oaksoft see our manual?

Only when supporting you, and every access is recorded in your own activity log. See the data processing agreement for what that means in writing.

What happens if our licence lapses?

Your manual stays readable, printable and exportable — always. What stops is creating new revisions, adding copy holders and issuing controlled copies. We will not take your quality system offline during an audit over an invoice.

Does this make us ISO 9001 certified?

No, and nothing can. Certification is issued by an accredited certification body after their own audit. This keeps the manual, the revisions and the distribution register in the order that audit expects.