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Feature Overview

This page is a crash course for learning how to use Atlas for all the wonders of a Quality Management system. Enjoy!
Atlas is very different from typical QMS software. Using just a few core concepts (listed below) you can transform your business into a well-oiled, GMP record-keeping machine!


Managing written policies and SOPs is crucial to quality management. In Atlas, the Documents tab is where you can load SOPs and files that need to be version controlled and approved before being published. You can also add any type of file here as an attachment. Learn more on the Create Documents page.
Version Control on Documents
If you're migrating from paper, you'll transfer your Microsoft Word documents and other version-controlled files into this section of Atlas.


A company with great quality management has a written procedure for nearly every process, and many of those processes require specific data to be collected. In Atlas, Procedures are essentially Forms that employees use as they perform tasks. Some common use-cases for Procedures are:
  • Batch Records
  • Inspection Forms
  • Equipment Maintenance, Sanitation, and Calibrations
  • Document Control
  • Training Records
  • Incoming Material Inspections and Spec Sheets
  • CAPAs
  • Audits
Procedure Editor (left) with Corresponding Task for Published Procedure (right)
You can learn more about Procedures on the Writing Procedures page.
Procedures replace Forms and Work Instructions in a paper-system.


When employees perform a Procedure, we call that a Task. Tasks can be assigned to users, scheduled to recur, or created on an ad-hoc basis. Managers can delegate and track task progress on the Tasks page in the app. Check out the Managing Tasks page for details.
Tasks Landing Page
Tasks produce historical records that serve as Log Records, Batch Records, Training Records, and more.

Schedules (beta)

With Schedules, you can set up recurring Tasks for any Procedure. Some typical schedules are:
  • Master Calibration Schedule
  • Master Sanitation Schedule
  • Master Maintenance Schedule
  • Master Training Schedule
Task Scheduling Details

Databases (beta)

Databases allow you to model things in your operation to reference during procedures. Typically, companies have the following databases:
  • Equipment
  • Parts
  • Inventory
  • Suppliers
Example Equipment Database with Records
When creating Procedures, like Batch Records, these items can be in the inputs to questions.

Search (beta)

Search allows you to find records, documents and procedures that contain certain text. For example, if you search for a specific Lot Number or piece of equipment, any activity containing that equipment will show up.

Checklists (beta)

Checklists are essentially lists of the requirements of a specific regulation or standard. Some examples of checklists to include are:
  • 21 CFR 111
  • 21 CFR 211
  • California GMP requirements
  • FOCUS Standards
21 CFR 111 Checklist with Items
Checklists produce Tags that you can use throughout the platform to make a map of what specific documentation and records address what regulatory requirements.