Quick Start Guide

Step-by-step guide to get up and running with Masetra Quality Management System

🚀 5-Minute Setup

Follow these steps to quickly set up and start using Masetra.

Step 1: Create Your Account

  1. Visit app.masetra.com
  2. Click “Sign Up”
  3. Enter your organization details:
    • Company name
    • Email address
    • Password
  4. Verify your email address

Step 2: Complete Organization Setup

  1. Log in to your new account
  2. Complete organization profile:
    • Company information
    • Primary contact details
    • Regulatory information
  3. Add your team members
  4. Configure user roles and permissions

Step 3: Configure Basic Settings

  1. Navigate to Settings → Company Profile
  2. Set up:
    • Departments
    • Locations
    • Document categories
    • Approval workflows
  3. Configure notification preferences

Step 4: Create Your First Deviation

  1. Click Deviations in the main menu
  2. Click New Deviation
  3. Fill in the required fields:
    • Title: “Test Deviation Report”
    • Description: “This is a test deviation for training purposes”
    • Category: “Procedural”
    • Classification: “Minor”
  4. Click Save and Submit

Step 5: Explore Key Features

Deviations Management

  • Create, track, and resolve deviations
  • Assign investigations and approvals
  • Generate compliance reports

CAPA Management

  • Create corrective actions from deviations
  • Track preventive actions
  • Monitor effectiveness

Document Control

  • Upload and manage quality documents
  • Version control with approval workflows
  • Search and retrieve documents quickly

🎯 Common First Tasks

For Quality Managers

  1. Set up approval workflows - Configure who needs to approve what
  2. Create department structures - Match your organization’s departments
  3. Import existing documents - Get your current quality documents into Masetra
  4. Train team members - Invite and train your quality team

For Department Heads

  1. Review pending approvals - Check your approval queue
  2. Monitor department metrics - View deviation and CAPA trends
  3. Update procedures - Ensure current SOPs are in the system
  4. Assign investigations - Delegate root cause analysis tasks

For General Users

  1. Report deviations - Learn how to properly document departures
  2. Participate in investigations - Contribute to root cause analysis
  3. Complete assigned actions - Track your CAPA responsibilities
  4. Access training materials - Review required quality training

📱 Mobile Access

Masetra works great on mobile devices:

  1. Browser Access - Visit app.masetra.com on any mobile browser
  2. Mobile Features:
    • Create deviations on-the-go
    • Receive push notifications
    • Approve documents and deviations
    • Access quality documents
    • Participate in investigations

🔧 Essential Configuration

User Management

  • Admin: Full system access
  • Quality Manager: Manage quality processes
  • Department Head: Department-level approvals
  • User: Basic reporting and participation
  • Viewer: Read-only access

Notification Settings

  • Email notifications for:
    • Assigned tasks
    • Approval requests
    • Due date reminders
    • System updates
  • Mobile push notifications for urgent items

Document Categories

Common categories to set up:

  • Standard Operating Procedures (SOPs)
  • Work Instructions
  • Forms and Templates
  • Regulatory Documents
  • Training Materials
  • Quality Records

📊 Dashboard Overview

Your Masetra dashboard shows:

Key Metrics

  • Open deviations by priority
  • CAPAs due this week
  • Recently approved documents
  • Upcoming training requirements

Quick Actions

  • New Deviation - Report a deviation quickly
  • My Approvals - Review pending approvals
  • My Assignments - View your investigation tasks
  • Recent Documents - Access recently viewed documents

Department Summary

  • Deviation trends by department
  • Approval status overview
  • Training completion rates

🆘 Getting Help

In-App Help

  • Click Help in the top navigation
  • Access contextual help for each screen
  • Search documentation directly from the app

Support Resources

Training Resources

  • Quick Start Videos - 2-3 minute tutorials
  • User Guides - Detailed step-by-step instructions
  • Webinars - Monthly training sessions
  • Best Practices - Industry guidance and tips

🎉 Success Tips

Best Practices for New Users

  1. Start Small - Begin with deviations management
  2. Involve Your Team - Add key stakeholders early
  3. Set Realistic Goals - Plan for gradual adoption
  4. Use Templates - Leverage built-in templates
  5. Monitor Progress - Track adoption and usage

Common Pitfalls to Avoid

  • Overcomplicating Setup - Keep initial configuration simple
  • Skipping Training - Ensure all users understand the system
  • Neglecting Notifications - Configure alerts appropriately
  • Ignoring Mobile Access - Take advantage of mobile capabilities

📞 Contact Support

Need help getting started? Our support team is ready to assist:

Email: info@masetra.com
Phone: +256-760-927180
Hours: Monday-Friday, 8:00 AM - 6:00 PM (EAT)

Emergency Support: Available 24/7 for critical system issues

Ready to transform your quality management processes? Start your Masetra journey today!

Last updated: July 30, 2025