Quality Procedure

A Quality Procedure in ERPNext is a Standard Operating Procedure (SOP) that provides documented instructions for carrying out routine business activities consistently and efficiently. It serves as a reference for employees to follow standardized processes, helping organizations maintain quality, reduce operational errors, and ensure compliance with internal policies and industry standards.

By defining standardized procedures, businesses can improve process consistency, minimize miscommunication, and establish repeatable workflows that contribute toward achieving organizational quality objectives.

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Home → Quality → Goal and Procedure → Quality Procedure

Types of Quality Procedures

ERPNext supports two types of Quality Procedures depending on the complexity of the process being documented.

1. Simple Quality Procedure

A simple Quality Procedure consists of a sequence of instructions or process steps that users follow to complete a specific activity and achieve a Quality Goal.

This type of procedure is suitable for straightforward operational tasks that do not require further breakdown into multiple procedures.

2. Parent Quality Procedure with Sub-Procedures

For more complex business processes, a Quality Procedure can be organized into multiple sub-procedures.

Each sub-procedure can contain its own set of process steps, allowing organizations to build hierarchical procedures for large or multi-stage workflows.

How to Create a Quality Procedure

Step 1: Create a New Procedure

Open the Quality Procedure list and click New to create a new procedure.

Step 2: Enter the Procedure Details

Provide a descriptive name that clearly identifies the purpose of the Quality Procedure.

Step 3: Define the Process Steps

In the Processes table, enter the individual process descriptions or instructions that users should follow while performing the procedure.

Each process description represents a step in the Standard Operating Procedure.

Step 4: Link Child Procedures (Optional)

If the procedure consists of multiple independent procedures, link them using the Child Procedure field.

Once child procedures are linked:

• The current procedure becomes the parent procedure.
• The Is Group option is automatically enabled.
• The linked procedures function as individual sub-procedures within the overall workflow.

Step 5: Save the Procedure

Save the document after entering the required information.

A Quality Procedure can also be saved without defining individual process descriptions if the procedure title itself clearly explains the required activity.

Parent and Child Procedures

ERPNext allows organizations to build hierarchical Quality Procedures by establishing parent-child relationships between procedures.

For example, a procedure named Issue Resolution may require another procedure called Issue Classification to be completed first. In such cases:

• Issue Resolution becomes the parent procedure.
• Issue Classification is linked as its child procedure.

This hierarchy ensures that dependent activities are completed in the correct sequence.

Using Quality Procedure in Quality Goals

Once a Quality Procedure has been created, it can be associated with a Quality Goal.

Linking a procedure to a Quality Goal establishes the standard process that should be followed while working toward achieving the defined quality objectives.

Sub-Procedures

Within the Processes table, each process can either represent:

• A simple instructional step.
• A linked Quality Procedure that acts as a reusable sub-procedure.

This modular approach allows organizations to reuse common procedures across multiple workflows while maintaining a structured quality management system.

Business Benefits

• Standardizes routine business processes using documented SOPs.
• Improves process consistency and operational efficiency.
• Reduces errors and miscommunication during routine operations.
• Supports hierarchical procedures through parent and child relationships.
• Enables reusable sub-procedures across multiple quality workflows.
• Integrates directly with Quality Goals to support quality management initiatives.
• Helps organizations maintain compliance with internal standards and industry regulations.

Key Summary

Quality Procedures in ERPNext provide a structured framework for documenting Standard Operating Procedures that guide routine business activities. Whether consisting of simple process steps or multiple linked sub-procedures, they help organizations standardize operations, improve process consistency, support Quality Goals, and establish a reliable quality management system.