Bluesite Consulting

Apply a SharePoint Quality Management site template

Quickly add lists and libraries for quality management system elements—such as issues, objectives, requirements, and risks—to your SharePoint website using the SharePoint QMS Template. Just follow three steps:

  1. Find and use the SharePoint QMS Template
  2. Use the template
  3. Reload the page—your site is ready

Step 1—Find the SharePoint QMS Template

In the top right corner, click Settings and then Apply a site template.

Under Select a template, switch to From your Organization and choose Quality management.

Microsoft SharePoint Online Service showing the dialog “Select a template”, highlighted “From your organization”, and a thumbnail of another SharePoint Online Service to demonstrate how it looks after applying the “Quality management” template
Screenshot – SharePoint QMS Template labelled “Quality management” after uploading it to “From your organization”

👉 If the Quality Management template isn't listed under “From your organization”, you need to download and install it first.

A thumbnail of Bluesite Consultings SharePoint Template for Quality Management Systems

Add libraries and lists for your ISO 9001 Quality Management System in seconds. Download basic document templates and an installation guide with the SharePoint QMS Template from Bluesite Consulting

Step 2—Use the template

Under Preview and use ´Quality management´ template, click on Use templatein the bottom right corner.

Microsoft SharePoint Online Service showing the dialog “Preview and use ´Quality management´ template” with a screenshot of a SharePoint Quality management team site already applied the QM template
Screenshot - Dialog showing the preview of a SharePoint Quality management site

Step 3—SharePoint QMS Team Site is Ready after Page Reload

It takes a moment for all libraries and lists required to meet the requirements of ISO 9001 to be created. After that, the team site will be reloaded, and your SharePoint QMS team site is ready.

Start building your SharePoint Quality Management System

Once you have applied the SharePoint QMS Template to your Team site, please proceed by following the Quick Start Guide.

Web browser in split screen, in the left third of the page a quickstart guide (PDF) with instructions on how to use the quality management system, and on the right-hand side of the page the SharePoint Quality management team site
Screenshot - SharePoint Quality management team site and the quick start guide (left)
published on October 12, 2021, updated on October 24, 2024