In today’s episode of the QM Insights podcast, Philippe Gaudreau, SOLABS’ CEO is looking back at 2022. He discusses what he is most proud of, what changes clients can expect in 2023, and what our focus will be moving forward.

Key Takeaways

00:45 – What is Philippe most proud of for SOLABS in 2022?

02:30 – We completed a 3-year backend project!

04:19 – How will the backend projects impact our clients?

06:00 - About the Client Success Assistance offering

11:00 – Where does the Learn From Experience tagline come from?

Reach out to us at [email protected]

There are multiple scenarios in which companies must schedule retraining for existing documents. In this episode of the QM Insights podcast show, Etienne and Gretchen tackle those scenarios and share common ways that retraining is scheduled in QM10 by our clients.

Key Takeaways

01:02 In which scenarios do companies have to set up retraining for documents?

02:26 How do some of our clients handle retraining on SOPs?

03:39 What about periodic classroom training?

05:54 For-cause retraining such as in the event of a deviation requiring an update to an SOP

09:05 If you’re unsure about how QM10 could be used to handle a situation, please reach out to our team and we can put you on the right track

Contact us at [email protected]

This episode of the QM Insights podcast show is focused on retrieving and approving documents by external users within QM10. Gretchen details the scenarios in which you must approve documents by external companies, how to set up their accounts based on your needs, and more!

Key Takeaways

01:20 In which scenarios do a company have to retrieve and approve documents by an external company?

04:00 Are there scenarios in which companies do not create external accounts for their suppliers?

05:53 Best practices on the use of external users VS full accounts for contractors and consultants

10:00 Reach out to our team if you need assistance!

Contact us at [email protected]

In this episode of the QM Insights podcast show, Etienne and Gretchen discuss how to search efficiently in QM10. This includes custom searches, common search queries in the search bar, the recent items list, and much more!

Key Takeaways

01:05 Common ways to search within QM10

03:05 What types of custom searches can be set?

05:22 Using the Treeview for search purposes

06:54 Using common search queries in the search bar

09:12 Can we restrict external users from searching?

11:48 Thanks to Gretchen and to our listeners

Contact us at [email protected]

Today's episode of the QM Insights podcast discusses the use of Function Roles for organizing and assigning training within QM10. This can be used as early as for the onboarding of new hires!

Key Takeaways:

00:30 Introducing today’s topic and guest expert

01:05 What is the role of function roles with the onboarding of new users?

03:22 Can you create different “onboarding” function roles for different job profiles?

05:58 How should users handle function roles that are no longer in use?

8:50 You must individually assign the training activities to users even if you have assigned them to their function roles

10:00 Why you should not always assign all the training in a user’s roles at once

12:20 Closing thoughts & thanking our listeners

Contact us at [email protected]

Today's episode of the QM Insights podcast details the use of the Document Control Process (DCR) to send training notifications.

This can be used in or out of QM10, so it can be leveraged by clients who do not use QM10's training records management capabilities as well as those that do!

Key Takeaways

01:18 Gretchen explains how you can use the Document Control Process (DCR) to send notifications for training

02:29 At which step will you handle training?

05:13 Checking the "no training is required" box allows you to explain that training is completed in another system

06:19 What if you have some documents that you don’t need training on at all?

08:20 Gretchen shares her final thoughts on the topic

In today’s episode, we discuss the differences between the Review and Approval cycles for documents within QM10. Gretchen Dixson, a Product Specialist at SOLABS, explains multiple scenarios where companies can save time and prevent errors by setting their review cycles through QM10 instead of performing them by email or via some other means.

Key Takeaways

00:30 Today’s topic is the Review and Approval cycles

01:35 What’s the difference between a Review and an Approval cycle?

02:30 Are the users in the Review cycle the same people that are going to be approving afterward?

04:00 This is much better than sending reviews by email

05:10 Do all our clients use the Review cycle and why?

08:21 Additional advice from Gretchen regarding those cycles.

09:20 Thanks to Gretchen and our listeners!

In today’s episode, we discuss the differences between retiring and superseding documents within QM10. Gretchen, a Product Specialist at SOLABS, covers multiple scenarios where our clients make use of either function and provides tips on how to save time with them!

Key Takeaways

00 :00 Introducing today’s topic: retiring and superseding documents in QM10

01:17 What are the differences between retiring and superseding

02:22 Do traces of retired documents still exist within the software?

03:40 Can you bring a document back if it ever becomes relevant again?

05:36 How often do our users use superseding instead of retiring documents?

07:32 What happens to training related to a document when you supersede it?

09:15 A couple tips for our users.

10:18 Thank you to our listeners!

In today’s episode, we discuss the new SSRS training reports available with QM10. Join Gretchen and Jamie as they discuss how the new reports were designed and how this will impact the lives of our customers moving forward!

Key Takeaways

00:30 Introducing today’s topic and guests

01:20 What are the improvements we have made to SSRS reports?

03:24 Gretchen explains how this will impact the user experience

04:41 There is a new parameter to exclude training activities that are not due yet from your reports

06:25 Looking at multiple departments in a single report is a possibility moving forward

07:51 It is possible to sort all users that do not belong to a department, which can be especially useful for external users

08:59 We are sure those new upgrades will improve compliance and give better visibility of the training status

10:15 Thank you to our guests and listeners!

Listen on Youtube: https://www.youtube.com/watch?v=Lq6xkQiUIzA

In today’s episode, we discuss the new audit capabilities of QM10 R. 10.9.0. Join Etienne, Gretchen, and Martine as they explore the audit process, detail how it is used internally at SOLABS, and look at the new reporting capabilities related to the audit process.

00:23 Today’s topic: new audit management capabilities made available for our clients

00:40 Introducing today’s guests: Gretchen Dixson & Martine Boire

01:36 Why did we include the audit process for all our clients moving forward?

03:41 The workflow steps of the audit process.

04:31: What information can be entered in each step?

06:11 Preparing for the audit step

07:13 Following up on the audit

08:28 How we use this process internally at SOLABS

10:51 Closing the audit process

12:00 Talking about the new reports for audit

14:10 Thank you to our guests and listeners!

#solabs #qm10 #qminsights #podcast #qualitymamagement #audit