---
title: "Set up Quality Management"
slug: "bc-setup-quality-management"
tags: ["Task"]
updated: 2026-06-25T09:59:00Z
published: 2026-06-25T09:59:00Z
canonical: "docs.staedean.com/bc-setup-quality-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Quality Management

Besides the Quality Management setup explained in this article, the following is required to have measurements created automatically:

- [Quality Management subscribers](/business-central/docs/bc-qm-subscribers): To specify when to measure.

> [!NOTE]
> Note
> 
> In most cases the **Quality Management Subscribers** list is populated automatically. If not, use the **Initialize Quality Management Subscribers** action on the **Quality Management Subscribers** page.
- [Measurement template](/business-central/docs/bc-setup-a-measurement-template): To specify how to measure, specifying:
  - The table from which the measurement is triggered (as enabled in the Quality Management Subscribers)
  - The sampling method
  - Questions and a question set to create check sheets
  - User defined fields
  - Check sheet rating
- [Target Template](/business-central/docs/bc-use-target-templates): To specify what to measure.

## Steps

1. Choose the ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(145).png) icon (Alt+Q).
2. Type **Quality Management Setup**.
3. On the **General** fast-tab, define the general Quality Management settings:

| Field | Description |
| --- | --- |
| Default Due Date Formula | The time allowed to complete a check sheet. |
| Automatic Create Measurements | When checked, measurements are created automatically when a measurement template is found by the incident. |
| Post with Job Queue | When checked, measurements are not created immediately: a job queue entry is created instead. |
| Quality Team Code | To-dos created from the measurement are assigned to this team code. |
| Default Quarantine Location | Select the location where rejected items must be moved to as one of the registered measurement follow-ups. |
| Quarantine Journal Template Name | Select the re-classification template for moving rejected items to the quarantine location. |
| Quarantine Journal Batch | Select the batch name for the re-classification journal for moving rejected items to the quarantine location. |
4. On the **Numbering** fast-tab, define the number series to be applied in Quality Management:

| Field | Description |
| --- | --- |
| Measurement Nos. | Specify the number series for measurements. |
| Check Sheet Nos. | Specify the number series for check sheets. |
| Registered Measurement Nos. | Specify the number series for registered measurements. |
5. On the **Captions** fast-tab, define the captions for the user-defined fields:

| Field | Description |
| --- | --- |
| Captions UDF 1..10 | Specify the captions for the user defined fields used for measurements. |
6. Set up notifications

To show a message in the source document when a measurement is created, set the notification:
  1. Choose the ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(146).png) icon (Alt+Q).
  2. Type **My Notifications** and select the link.
  3. On the **My Notifications** page, locate **Show Incident Notification** and make sure **Enabled** is true.

## Related

- [Quality Management](/bc-quality-management.md)