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

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AI assistant

33 guides

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

  1. Specify the action and object by number, title or supplier name. Resolve ambiguous matches using the readable suggestions.
  2. For an objective’s action, choose the quality objective first, then its action. Explicitly specify assessment criteria, weights, points and date.
  3. 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

  1. Specify the action and target by title, number or complete suggestion.
  2. Clarify missing details one at a time and explicitly provide empty fields when replacing details.
  3. 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

  1. Specify the action and existing entries by name, title or number. Without an existing entry, saving creates a new entry.
  2. Clarify missing or ambiguous details one at a time. When saving, provide the complete form contents.
  3. 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. After preview and approval, the AI also saves an action’s cause and a complaint’s customer details, Finance link and references. Omitted new fields stay unchanged; explicitly empty values clear them. Saving a complaint sends no response and creates no credit note.

Step by step

  1. Specify the action and target by number or complete suggestion.
  2. Clarify missing details one at a time and explicitly provide empty fields when replacing content.
  3. 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

  1. Specify the action and title or name.
  2. Clarify missing or ambiguous details.
  3. 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

  1. Specify the action and targets by title, name or clause number.
  2. Clarify missing or ambiguous details; for meetings, specify the date and time in Zurich local time.
  3. 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

  1. Specify the action and target by name, title or batch number.
  2. Answer the clarification question with an unambiguous choice.
  3. 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

  1. For standards advice, enter the question and click “Ask question”.
  2. Subject-matter experts open “Review content” for a draft, revise the answer if necessary and approve or discard it.
  3. 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. Existing access checks your current permissions on every call, including after removal of the base role.

Step by step

  1. Enter a name and the validity in days and click “Create token”.
  2. Copy the token shown immediately and enter it in the AI program together with the endpoint shown.
  3. 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

  1. Open the page and look at the findings.
  2. Tap a finding to go to the list concerned.

Assess action effectiveness · AI

In the QMS | base AI assistant

Available in conversation: Assess action effectiveness, Check report effectiveness, Save a complaint, Request a complaint credit note, Request customer feedback, Save a risk or opportunity, Create a risk action, Import care indicators.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

Configure QMS in conversation

In the QMS | base AI assistant

Available after preview and approval: Save the scope, Save QMS settings, Save the risk matrix, Save the notification deadline, Save active standards, Save a custom standard.

Step by step

  1. Specify the action and target by name or an unambiguous description.
  2. Clarify missing details; when saving, choose create or change and provide all replacement values.
  3. Check the preview and explicitly approve.

Edit HACCP plans in conversation

In the QMS | base AI assistant

Create, update or archive HACCP plans and delete individual steps or hazards. Processes and responsible people are resolved within the current tenant.

Step by step

  1. Specify the action and target names.
  2. Clarify missing or ambiguous details.
  3. Review the preview and consequences, then approve.

Maintain audits and management with AI

In the QMS | base AI assistant

Available after preview and approval: Delete a report template, Save a report template, Delete an audit finding, Delete a context topic or interested party, Save a context topic and standard references, Delete a responsibility.

Step by step

  1. Specify the action and target by name or an unambiguous description.
  2. Clarify missing details; when saving, choose create or change and provide all replacement values.
  3. Check the preview and explicitly approve.

Maintain competences, knowledge and time with AI

In the QMS | base AI assistant

Available after preview and approval: Delete a competence requirement, Delete a term, Delete a news item, Delete a comment, Delete your own time entry.

Step by step

  1. Specify the action and target by name or an unambiguous description.
  2. Clarify missing details; when saving, choose create or change and provide all replacement values.
  3. Check the preview and explicitly approve.

Maintain registers and document drafts with AI

In the QMS | base AI assistant

Available after preview and approval: Archive or restore a register requirement, Delete an asset, Delete a hazard, Delete an environmental aspect, Delete a document draft.

Step by step

  1. Specify the action and target by name or an unambiguous description.
  2. Clarify missing details; when saving, choose create or change and provide all replacement values.
  3. Check the preview and explicitly approve.

Manage and approve an impact assessment in conversation

In the QMS | base AI assistant

AI creates data protection impact assessments, saves screening and details, submits them for business approval, approves them with a second-person check, returns them to draft with a reason or deletes eligible drafts.

Step by step

  1. Specify the action and entry by title, number or ID.
  2. Clarify missing details or ambiguous matches.
  3. Review the preview, consequences and blockers, then explicitly approve.

Manage impact assessment risks and actions in conversation

In the QMS | base AI assistant

AI adds, amends or removes impact assessment risks and creates actions with a responsible person and due date.

Step by step

  1. Specify the action and entry by title, number or ID.
  2. Clarify missing details or ambiguous matches.
  3. Review the preview, consequences and blockers, then explicitly approve.

Manage industry packages, data and webhooks in conversation

In the QMS | base AI assistant

Activate or deactivate industry packages, revoke sharing links, delete snapshots and webhooks, and test, activate or pause existing webhooks.

Step by step

  1. Specify the action and target names.
  2. Clarify missing or ambiguous details.
  3. Review the preview and consequences, then approve.

Manage occupational safety in conversation

In the QMS | base AI assistant

Delete files and construction sites, and archive, reactivate or delete hazardous substances. For files, specify the substance, construction site or defect photograph and its parent object first.

Step by step

  1. Specify the action and target names.
  2. Clarify missing or ambiguous details.
  3. Review the preview and consequences, then approve.

Manage the register and measures in conversation

In the QMS | base AI assistant

AI saves processing activities and technical or organisational measures, changes processing status, confirms completed reviews and deletes eligible entries after preview and approval.

Step by step

  1. Specify the action and entry by title, number or ID.
  2. Clarify missing details or ambiguous matches.
  3. Review the preview, consequences and blockers, then explicitly approve.

QMS in conversation: Create evidence

In the QMS | base AI assistant

Create evidence; Save evidence; Submit or decide on evidence.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

QMS in conversation: Create validation version

In the QMS | base AI assistant

Create validation version; Save validation version; Approve validation version; Delete validation version; Delete validation file.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

QMS in conversation: Declare own conflict of interest

In the QMS | base AI assistant

Declare own conflict of interest; Delete confidential case content; Send message to reporting person; Save confidential case note; Change whistleblowing case status.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

QMS in conversation: Save laboratory method

In the QMS | base AI assistant

Save laboratory method; Change method status; Delete laboratory method; Record measurement uncertainty; Delete measurement uncertainty; Record proficiency test; Delete proficiency test.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

QMS in conversation: Save survey

In the QMS | base AI assistant

Save survey; Change survey status; Transfer survey result to indicator.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

QMS in conversation: Save training

In the QMS | base AI assistant

Save training; Enrol on training; Assess training effectiveness.

Step by step

  1. Specify the action and a unique target reference.
  2. Clarify missing or ambiguous details.
  3. Check the preview and explicitly approve.

Record requests and deletion reviews in conversation

In the QMS | base AI assistant

AI creates and amends data subject requests, records processing or response status, extends deadlines with a reason and records evidence of completed deletion reviews.

Step by step

  1. Specify the action and entry by title, number or ID.
  2. Clarify missing details or ambiguous matches.
  3. Review the preview, consequences and blockers, then explicitly approve.

Save a certification body · AI

In the QMS | base AI assistant

Available in conversation: Save a certification body, Activate or deactivate a certification body, Plan an audit request.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

Save a custom chapter · AI

In the QMS | base AI assistant

Available in conversation: Save a custom chapter, Delete a custom chapter, Move a custom chapter, Import standard chapters, Copy standard evidence, Save a migration topic, Save a transition deadline.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

Save a management review · AI

In the QMS | base AI assistant

Available in conversation: Save a management review, Populate a management review, Approve a management review.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

Save an audit programme · AI

In the QMS | base AI assistant

Available in conversation: Save an audit programme, Save an audit, Change audit status, Save an audit report, Approve an audit report, Answer audit questions.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

Save inspection equipment · AI

In the QMS | base AI assistant

Available in conversation: Save inspection equipment, Create multiple inspection items, Change equipment status, Borrow inspection equipment, Return inspection equipment, Import inspection equipment.

Step by step

  1. Specify the action and target name or number.
  2. Clarify missing details and ambiguous targets.
  3. Review the preview and explicitly approve execution.

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