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Topic | Description | Date | Start Time (CDT) | End Time (CDT) |
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#1 |
Configuring the core system including users, departments, department managers, notifications, and more.
Wednesday
August 7, 2024Configure CAPA | Training on configuring the CAPA module including CAPA Review Boards, process options, process impacts, coding fields, and suppliers. | Thursday November 7 | 11:00 AM | |
#2 |
Overview of security features including search for security events, user password reset, security reports, and two-factor authentication.
Thursday
August 8, 2024CAPA Coordinator and User Features | Training on Coordinator and User functions in CAPA including submitting, reviewing, and approving CAPA requests and action plans, as well as implementing CAPA actions and record closure. | Friday November 8 | 11: |
30 AM | ||||
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#3 Configure |
Supplier Management | Configuring the |
Supplier Management module including |
defining supplier field valid values, supplier review boards, supplier controls and schedules, and adding and importing suppliers. | Tuesday |
November 12 | 11: |
00 AM |
#4 Coordinator Functions in |
Supplier Management | Overview of the |
Supplier Evaluation (SE) workflow. Coordinator functions in |
Supplier Management including preliminary coordinator review, implement recommendations, and manage supplier evaluations. | Wednesday |
November 13 | 11: |
00 AM |
#5 |
Using the Document Control module including submitting a Document Change Request (DCR), collaboration tasks, approving a DCR, implementing DCR actions, and more.
Thursday
August 15, 2024SCAR Features | Overview of the Supplier Corrective Action Request (SCAR) workflow. This includes submitting a new SCAR form and other actions taken by general users and Supplier Management Coordinators to complete the process steps. | Thursday November 14 | 11: |
30 AM | ||||
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#6 Configure |
Equipment Management |
Training on configuring the |
Equipment Management module including |
adding equipment types, defining equipment activities, and creating activity schedules. | Tuesday |
November 19 | 11: |
00 AM |
#7 Coordinator Functions in |
#8 Training Monitor
Features for the role of Training Monitor - introduced in version 14.6.
Thursday
August 22, 2024Equipment Management |
Tasks and topics for Training Coordinators including assigning training requirements, marking training complete, marking certification complete, and authorizing read and understand training.
Wednesday
August 21, 2024
11:30 AM
Training on Coordinator functions in Equipment Management including adding equipment, recording unscheduled activities, and assigning activities to users. | Wednesday November 20 | 11:00 AM |
#9 Training Assessment Features
Configuration of Training Assessments within the Training Management module. This includes assessment questions, answers, and passing threshold percentage. Additionally, user features when Training Assessments have been defined.
Friday
August 23, 2024
11:00 AM
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#10 Configure CAPA
Training on configuring the CAPA module including CAPA Review Boards, process options, process impacts, coding fields, and suppliers.
Monday
August 26, 2024
11:00 AM
#11 CAPA Coordinator and User Features
Training on Coordinator and User functions in the CAPA module including submitting, reviewing, and approving CAPA requests and action plans. Also, implementing CAPA actions and closing CAPA records.
Tuesday
August 27, 2024#8 Risk Management Administrator and Coordinator | Administrator functions in the Risk Management module including configuring Risk Matrices, FMEA types, and coding fields. Coordinator functions of creating and managing Risk Files. | Thursday November 21 | 11: |
00 AM |
#12 Configure Supplier Management
Configuring the Supplier Management module including defining supplier field valid values, supplier review boards, supplier controls and schedules, and adding and importing suppliers.
Wednesday
August 28, 2024
11:00 AM
#13 Coordinator Functions in Supplier Management
Overview of the Supplier Evaluation (SE) workflow. Coordinator functions in Supplier Management including preliminary coordinator review, implement recommendations, and manage supplier evaluations.
Thursday
August 29, 2024
11:00 AM
#14 SCAR Features
Overview of the Supplier Corrective Action Request (SCAR) workflow. This includes submitting a new SCAR form and other actions taken by general users and Supplier Management Coordinators.
Friday
August 30, 2024#9 Risk File Manager | Features for Risk File Managers in Risk Management including setting values for Risk File fields, describing harms, linking to and uploading Risk File documentation (risk policy, risk management plan, risk reviews, etc.), and assigning Risk File Assistants. Risk File Managers also create and edit FMEA's including documenting failure modes, establishing probability and severity, and controlling risk where appropriate. | Friday November 22 | 11:00 AM |