VALITY QMS Redefined
Bootstrap plan Easy start manual Self-serve rollout

Implement Bootstrap without operator help.

This is the practical guide for launching Vality on the Bootstrap plan. It tells you what to do first, what to defer, and which in-app routes to use so you can stand up a simple eQMS without getting pulled into advanced lifecycle complexity too early.

Start with Bootstrap Review pricing Jump to quick start

Quick start

If you only need the shortest valid rollout order, use this.

  1. Open /pricing.
  2. Choose Bootstrap and click Start with Bootstrap.
  3. Create the owner account and organization.
  4. Verify the owner email.
  5. Complete checkout and billing activation.
  6. Open /dashboard/bootstrap-setup.
  7. Confirm org basics and set the QMS baseline.
  8. Start controlled documents at /dashboard/documents.
  9. Create the first product only if your rollout truly needs product governance.
Start Bootstrap Existing customer sign in

Route map

These are the highest-signal routes for a Bootstrap customer.

Purpose Route When to use it
Public pricing /pricing Choose the plan and billing interval.
Bootstrap signup /signup/bootstrap Create the owner account and organization.
Sign in /login Return after verification, billing, or setup interruptions.
Billing /dashboard/billing Review plan state and continue checkout if needed.
Bootstrap setup /dashboard/bootstrap-setup Finish the guided first session.
QMS baseline /dashboard/settings/organization?tab=qms-baseline Designate quality policy, manual, and objectives source.
Documents /dashboard/documents Start the real controlled work.
Quality objectives plan /dashboard/quality-plans/new?source=qms-baseline&plan_type=org_objectives Create the organization-level objectives source if missing.
Products /dashboard/products Create the first product only if your rollout needs it now.

1. Sign up for Bootstrap

Go to /pricing, review the Bootstrap card, then click Start with Bootstrap.

  1. Enter full name, work email, password, and organization name.
  2. Choose the billing interval you want.
  3. Click Create account.

Expected outcome

Vality provisions the owner account, the organization, a default organization unit, and a default workspace before checkout continues.

2. Verify the owner email

Email verification is a hard gate for Bootstrap self-serve.

  1. Open the verification email.
  2. Click the verification link.
  3. If needed, return to /login and use Resend verification email.

If you do not see the email

  • Check spam/junk.
  • Use the resend CTA on the login page.
  • Do not create a second owner account for the same organization.

3. Complete billing activation

Billing is the source of truth for Bootstrap plan activation.

  1. Continue into Stripe checkout after verification.
  2. If checkout is interrupted, reopen /dashboard/billing.
  3. Use the continuation path there instead of creating a second org.
Open billing

4. Finish the Bootstrap setup route

The correct first-session destination is /dashboard/bootstrap-setup.

Review these cards

  • Billing activation
  • QMS baseline
  • First controlled asset

Then decide the next move

  • Organization settings first
  • QMS baseline first
  • Documents first
  • Products only if needed

When that review is complete, use Enter Bootstrap workspace.

5. Set the QMS baseline

Open /dashboard/settings/organization?tab=qms-baseline.

  1. Set the active quality policy.
  2. Set the active quality manual.
  3. Set the active quality objectives source.

If the objectives source does not exist yet

Create it at /dashboard/quality-plans/new?source=qms-baseline&plan_type=org_objectives , then return to the baseline tab and designate it.

Bootstrap implementation pack

Use this section when you need actual starter content, not just route guidance. This is the minimum practical set of controlled content that makes Bootstrap feel real.

Start with these controlled assets

  1. Quality policy
  2. Quality manual
  3. Document control SOP
  4. Training and competency SOP
  5. Complaint handling SOP
  6. CAPA and nonconformance SOP
  7. Quality objectives plan
Document Suggested code Owner Why it exists
Quality Policy QP-001 Org owner States quality commitments and tone from leadership.
Quality Manual QM-001 Quality lead Defines the shape and scope of the QMS.
Document Control SOP SOP-DC-001 Quality lead Defines document creation, review, approval, revision, and retention.
Training and Competency SOP SOP-TR-001 Quality lead Defines who gets trained and how evidence is retained.
Complaint Handling SOP SOP-CO-001 Quality lead Defines intake, triage, investigation, and closure.
CAPA and Nonconformance SOP SOP-CA-001 Quality lead Defines correction, root cause, action, and effectiveness review.

Sample quality policy

We are committed to maintaining an effective quality management system that supports compliant, safe, and consistent product delivery. We will maintain documented processes, train personnel, respond to complaints and nonconformities in a timely manner, and improve through objectives, review, and evidence-based action.

Sample quality manual outline

  1. Purpose and scope
  2. Organization context
  3. QMS structure and references
  4. Document and record control
  5. Leadership responsibilities
  6. Training and competency
  7. Complaints, CAPA, and improvement
  8. Management review and objectives

Sample quality objectives plan

  • Maintain approved documents without overdue review: >=95%
  • Complaints acknowledged within target window: >=90%
  • CAPA actions closed by due date: >=85%
  • Required training completed by due date: >=95%
  • Management reviews completed on time: 100%

Sample first users

  • Organization owner
  • Quality lead
  • One contributor
  • One reviewer / approver

Keep the starting team intentionally small.

Open documents Create objectives plan Add users

Sample quality policy: full starter text

Use this as a first-pass draft, then replace placeholder names and adjust the commitments to match the real operating scope.

Short version

<Organization Name> is committed to maintaining an effective quality management system that supports compliant, safe, and consistent product delivery. We will maintain controlled documented information, train personnel, respond to complaints and nonconformities in a timely manner, and use quality objectives and management review to drive continual improvement.

Expanded commitments

  1. Meet applicable customer, regulatory, and internal quality requirements.
  2. Maintain controlled documents, records, and retained evidence.
  3. Ensure personnel are trained and competent for assigned work.
  4. Address complaints, nonconformities, and CAPA actions in a timely manner.
  5. Monitor quality objectives and review the QMS regularly.
  6. Improve the effectiveness of the quality system using evidence and review.

Minimum acceptance rule

  • It is approved.
  • It is under document control.
  • It reflects the real scope of the organization.
  • It is short enough to be understood by the team expected to follow it.

Sample quality manual outline

Your Bootstrap quality manual should explain the shape of the QMS and reference active procedures. It does not need to carry every operational detail itself.

Section What to cover
1. Purpose Explain why the QMS exists and what it is intended to control.
2. Scope Products or services covered, exclusions, and included sites or entities.
3. QMS structure Major process areas and the relationship between policy, manual, procedures, and records.
4. Document and record control How documents are created, reviewed, approved, revised, and retained.
5. Leadership responsibilities Who owns the QMS, who approves key documents, and who conducts management review.
6. Competency and training How competency is defined and how training is assigned and retained.
7. Operational quality processes Reference complaints, CAPA, supplier control, management review, and risk procedures.
8. Measurement and improvement Quality objectives, management review, CAPA, and improvement expectations.
9. References List the active controlled documents and plans referenced by the manual.

Sample quality objectives plan

This is the right kind of plan to use as the active organization-level objectives source on the QMS baseline tab.

Plan metadata

  • Plan type: Organization Objectives
  • Source: QMS Baseline
  • Owner: Quality Lead
  • Review cadence: Monthly
Objective KPI Target Owner Review cadence
Maintain controlled document health Approved docs without overdue review >=95% Quality Lead Monthly
Improve complaint responsiveness Complaints acknowledged on time >=90% Quality Lead Monthly
Close actions on time CAPA actions closed by due date >=85% Quality Lead Monthly
Maintain training coverage Required training completed by due date >=95% Training Owner Monthly
Complete management reviews as scheduled Reviews completed on time 100% Org Owner Quarterly

Sample review note

Month 1 review showed that document control is on track, complaint response is below target, and corrective action closure discipline needs closer monitoring. Next actions were assigned to the quality lead and reviewed at the next management checkpoint.

Sample controlled document register

Title Suggested code Category Owner Priority
Quality Policy QP-001 Policy Org Owner Immediate
Quality Manual QM-001 Manual Quality Lead Immediate
Document Control SOP SOP-DC-001 Procedure Quality Lead Immediate
Training and Competency SOP SOP-TR-001 Procedure Quality Lead Immediate
Complaint Handling SOP SOP-CO-001 Procedure Quality Lead Immediate
CAPA and Nonconformance SOP SOP-CA-001 Procedure Quality Lead Immediate
Management Review SOP SOP-MR-001 Procedure Org Owner Near-term
Supplier Control SOP SOP-SU-001 Procedure Operations Near-term
Record Retention Matrix MAT-RR-001 Matrix Quality Lead Near-term
Quality Objectives Plan QP-OBJ-001 Quality plan Quality Lead Immediate

Minimum good practice

  • Assign one clear owner per controlled document.
  • Keep titles plain and recognizable.
  • Do not create procedures the team will not actually follow.
  • Review the register after the first month and archive unnecessary drafts.

Sample first 30 days rollout checklist

Days 1-3

  • Create Bootstrap account
  • Verify owner email
  • Complete billing activation
  • Complete Bootstrap setup
  • Confirm organization basics

Days 4-7

  • Upload or create the quality policy
  • Upload or create the quality manual
  • Create the organization-level quality objectives plan
  • Set all active QMS baseline references

Days 8-14

  • Create or import core SOPs
  • Confirm approval flow works
  • Confirm effective documents view is usable
  • Invite first working users

Days 15-21

  • Start complaint evidence capture
  • Start CAPA / nonconformance records
  • Confirm training and competency evidence approach

Days 22-30

  • Conduct a first quality objective review
  • Confirm management review cadence
  • Remove or defer complexity the team is not using
  • Decide whether Bootstrap remains sufficient or Growth is needed

Bootstrap success test

  • The team can sign in and work without help.
  • The QMS baseline is complete and active.
  • The first controlled documents are effective.
  • The first review and approval cycle has happened.

How to use this sample pack in Vality

  1. Create or import the quality policy and quality manual in /dashboard/documents.
  2. Set them as active on /dashboard/settings/organization?tab=qms-baseline.
  3. Create the organization-level objectives plan in /dashboard/quality-plans/new?source=qms-baseline&plan_type=org_objectives.
  4. Invite the first owner, quality lead, contributor, and approver at /dashboard/users.
  5. Work through the 30-day rollout checklist instead of trying to activate every module immediately.

6. Documents-first path

Choose this if your immediate goal is a working quality system, not product lifecycle depth.

  1. Open /dashboard/documents.
  2. Create or import the quality policy and quality manual if they are not already controlled.
  3. Create the core SOPs and forms your team will actually use.
  4. Review the live controlled set in /dashboard/effective-documents.

7. Product-first path

Choose this only if product governance is part of immediate rollout.

  1. Open /dashboard/products.
  2. Create the first product shell.
  3. Use the lightweight Bootstrap lifecycle overview, not advanced operational routes.

Bootstrap rule

Do not turn Bootstrap into a full advanced lifecycle implementation on day one. Advanced lifecycle burden is intentionally hidden by default at this tier.

First-week rollout sequence

Days 1-2

  • Sign up and verify email
  • Complete billing
  • Finish Bootstrap setup
  • Confirm organization basics
  • Set QMS baseline

Days 3-5

  • Create/import the first controlled documents
  • Invite the first working users
  • Choose documents-first or product-first
  • Keep the rollout narrow and operable

Troubleshooting

Upgrade triggers

Stay on Bootstrap if you mainly need simple eQMS, controlled documents, records, and light product governance.

  • Move toward Growth when you need structured product workflows and core operational lifecycle routes.
  • Move toward Scale when you need advanced lifecycle evidence, traceability, and broader operational controls.
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