Playbook // Quality
Quality management
- Document
- Approve
- Train
- Verify
SOPs, sign-offs, training and test evidence in one place. Controlled SOPs that are effective only after sign-off, training tied to each new version, change requests with impact assessment, and test evidence for each release.
Native foundationAgent-customizableElevated administration- Setup in Maxint Work
- A few hours, once
- The business process runs
- Ongoing, with reviews every 6 to 36 months per document
How it comes together
Each step is a guide with the exact steps in the product.
- How to create custom business processes
You'll have a process on a card type with its own states, triggered transitions, action items and an approval, running on a card.
About 30 min
- How to create and manage structured records
You'll have a card type with its own properties and relations, a space that holds its cards, linked cards, and views to compare and filter them.
About 25 min
- How to organize documents and decisions
You'll have each decision written up in a document that points to its meeting and the affected issues, discussed in comments, and locked once it is final.
About 15 min
Where AI Workers take part
- With an elevated role, the agent creates the change request type and change-control process.
- With the Manager or QARA role, it drafts SOPs from their template.
- It writes test cases and starts the release run; sign-off stays with your reviewers and approvers.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Configure our quality system: SOP templates in Controlled documents, a change request record with impact and risk, a change-control process with QA approval, the matching training for every new SOP version, and a test run before each release.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.