Setup Quality Management

Prerequisites

Note! In order to be able to run any Quality Management features, the extension Omnia.QMS needs to be installed.

Set up Term Sets

  1. Go to SharePoint Admin Center > Term Store.
  2. Copy the Term Store Id to Notepad for later use.
  3. Navigate to the built-in Keywords term set located under System.
../../_images/qm-setuptermsets.png
  1. Copy the Keywords term set id to Notepad for later use.
  2. If you already have a term set for Document Types setup, go to step 7.
  3. Create a new term set for Document Types.
../../_images/qm-doctypetermsets.png
  1. Copy the Document Types term set id to Notepad for later use.
  2. Go to Omnia Admin > System Extensions.
  3. Click on Omnia.QMS and set the values:
  • term store id
  • term set id for document type
  • term set id for tags and search tags

Core Feature

  1. Go to Omnia Admin > Features.
  2. Activate the tenant feature “Omnia QMS Core”.