2020 Roundtables Session 5: Why Utilizing MasterControl Audit Will Save Your Sanity and Time

#1

Welcome to the discussion board for the final 2020 session of the Customer Roundtables series, Why Utilizing MasterControl Audit Will Save Your Sanity and Time.

Erin Wright, Validation Product Manager, will be available to answer questions starting at 12:45 p.m. EDT on December 1. Introduce yourself and tag @erin.wright if you have a question you would like answered.

If you don’t yet have a MasterControl Cafe account, sign up using this link: https://mastercontrol.influitive.com/join/CustomerRoundtables . Once you sign up, you’ll be able to access other helpful customer discussions.

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#2

To kick this conversation off, we had a couple customer questions that we didn’t have time to answer during the live session. @erin.wright

  1. From @Inactive-Member-41734839 - What is the best report to show all AIs associated with a response for an audit? We host qualification audits from external customers, system records all things very well, we are only looking for a way to internally project manage all of the AIs associated with an audit.

  2. @michaela.amadasu - Is today’s presentation available in the Cafe?

Michaela – We will be uploading the recording to the customer website soon. https://www.mastercontrol.com/customers/webinars

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#3

Hi all,
There was some discussion in the presentation about using standard text, but I would like to know a little more about its uses and advantages, if possible. Also, is this similar to a “Rich Text” custom field?

Thanks!
-Bryan Van Cleve

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#4

We haven’t yet configured the audit or supplier modules, and I have heard that for supplier audits the two modules are well integrated. How difficult would it be to configure the audit module first, for use with internal audits or to record findings of audits performed by external parties of us, and then add in supplier audits after the supplier module is configured? Or, use the audit module for supplier audits without the supplier module being configured, and then switch to using the supplier module after it is configured?

Basically what I’m trying to get at is, is it worth waiting to configure both audit and supplier together (or supplier first then audit), or would it be relatively simple to do audit first followed by supplier?

#5

Standard text is different than the “Rich Text”, it is configured in the Standard Text section in Audit Configuration. A separate icon is available in the Audit Workspace to bring the Standard text into a specific box; where it is needed.

#6

Here is an example of one of our Standard text options.

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#7

Like Joanne said, it is pre-populated text that you can insert into your audit as necessary. If for example, you want your scope to always include the specific phrase “and other items related to the Quality Management System.” you could create a standard text with that phrase and insert it with a click of a button to the scope instead of having to copy/paste it in or manually type it for each audit. This helps standardize the audit information and saves a lot of time for your auditors.

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#8

They are well integrated. You can link an audit type to a supplier directly and schedule supplier audits based on their risk file in the Risk Module. It’s very simple to set up audit first for internal audits/recording external party observations and then expand the use for the Supplier Audits. It’s just a matter of adding the auditing standards/criteria/findings to the audit module specific to the suppliers you’re auditing.

#9

Thank you everyone for the clarification!

#10

One more thing to add; it is also very helpful for formatting; we are very particular about how our audit reports look and want them to have consistency in formatting and font etc. Standard text helps a lot with that.

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#11

Good information and useful!

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#12

Thanks Erin! Would it be difficult to use the Audit module to track supplier audits without having the supplier and risk modules configured, and then switch to using them once they are? Or would that cause a lot of configuration and data headaches?

#13

it would cause data headaches as we would set up your suppliers as audit entities so that you could audit them and then when you enabled the supplier module, we would need to switch over to auditing them as suppliers. You would have two separate “infocards” that would be for the same supplier and so would make tracking the audit history and frequency and previous audits tricky once you switched over what type of audit it is (audit entity vs supplier)

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#14

Thank you for the clarification and insight!

#15

Thanks! Is that true for the other sessions as well!

#16

Yes, you’ll find the other sessions on that page as well. Thanks for joining!

#17

Thank you Erin for the helpful and informative presentation. I remember having met you at the 2019 MasterControl Summit at the Roundtable for Women for IT. I haven’t done a good job of networking and keeping in touch with you, but it was great to receive tips from you today!

#18

Great to hear from you Michaela! Hope 2020 is treating you well, especially with how COVID rates are in Philadelphia right now!

#19

Hello, is there a report that can pull up the related Default Action Tasks that can be launched for each observation and their due dates? I can’t seem to find those options in the Response report.

#20

Hi Andrea,

We have the ability to pull in the response due date and assignee in the Response report when you use the interactive view and add the column to your report - However this is for the default response information only. Hope this helps!
Erin

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