SOLABS QM Insights: Recent Episodes
SOLABS, Ericka Moore, Philippe Gaudreau, Mandy Gervasio and Guests
Welcome to the QM Insights show sponsored by SOLABS, with your host Ericka Moore, Head of Client Success. The QM Insights podcast is designed to provide SOLABS EQMS end users with deep dive information on the software application empowering them to fully harness the functionality this automated platform has to offer. Listeners will develop a robust understanding of the QM10 product and have the ability to understand how it is best used to maximize ROI and compliance levels.
In this episode of the QM Insights podcast we discuss the upcoming 2026 User Group Meeting happening in Montreal on May 7th, 2026. https://solabs.com/ugm2026
Reach us at solabs-podcast@solabs.com
In this episode of the QM Insights podcast, Etienne and Philippe take a closer look at how to define and structure Document Coordinator competency levels. From levels 1 through 3, they explore what each stage means, how expectations can vary across companies, and the role of certifications and tools like Microsoft Office in supporting growth.
They also share updates on upcoming events, new clients joining the SOLABS family, and important QM10 maintenance.
Key Takeaways
00:45 Join us at the WooSox game on Sept 18th!
01:55 Welcoming Foresee Pharmaceuticals and Glycomine to the SOLABS family
05:52 Upcoming QM10 maintenance on 19-20th September.
07:35 How do we define the various competency levels for the document coordinator role?
09:35 What do we mean by levels 1 through 3?
12:30 Leveraging Microsoft Office certifications and exams
16:25 Leveraging compare files and versioning natively to Word.
17:45 How do we expect the contents of each level to vary for each company?
In this episode of the QM Insights podcast, Etienne, Philippe, and Ericka talk about the upcoming User Group Meeting on May 15th, 2025. They share which conferences they're most excited about, highlight this year’s agenda, and more!
Key Takeaways
00:00 What is the User Group Meeting?
06:08 This year's agenda
14:03 Other SOLABS news
Contact us at solabs-podcast@solabs.com
In this episode of the QM Insights podcast, Etienne and Philippe discuss the latest updates to QM10 and what's in the pipeline for the upcoming months!
View SOLABS' full roadmap here: Roadmap for SOLABS QM10, QM APPs and Services – SOLABS Knowledge Base
Key takeaways:
00:20 SOLABS news
03:20 Introducing some new features recently made available to clients
07:15 Our work on the reporting portal
11:00 We're revamping QM10's UI!
14:20 A variation of the deviation QM APP is in the works for smaller companies
Contact us at solabs-podcast@solabs.com
In this episode of the QM Insights podcast, Etienne is joined by Philippe Gaudreau, CEO of SOLABS to discuss the EQMS Maturity Model proposed by SOLABS. Managing an Enterprise Quality Management Software (EQMS) is an entirely different task based on where a company stands on the EQMS Maturity Model. Learn how this tool assists quality managers in structuring the continuous improvement of their quality system.
Key Takeaways
00:45 Why are we working on an EQMS Maturity Model?
02:24 What is the benefit of this tool for Life Sciences companies?
04:50 Philippe explains how the maturity model can adapt to companies with different business perspectives.
06:30 Do we have recommendations for companies looking to structure their continuous improvement timeline?
08:48 Who will manage and operate the EQMS Maturity Model within a company?
10:45 Etienne highlights how this tool will help inter-departmental cooperation with quality operations.
12:13 We will present a poster on this topic at the 40th SQA annual quality college starting April 7th through 11th.
Contact us at solabs-podcast@solabs.com
SOLABS' executives join together to discuss their outlook for 2023. They walk listeners through their objectives at the start of the year and more.
Key Takeaways
00:51 Kevin explains what his focus was at the beginning of 2023 for the engineering department.
01:44 How many phases will be necessary for the implementation process of Kamban at SOLABS?
03:38 Ericka explains why the Client Success department’s main area of focus in 2023 was customer satisfaction.
04:58 The return of the User Group Meeting was a great success!
06:19 Martine, head of Product Quality Management presents her areas of focus in 2023.
08:10 Etienne shares his experience while obtaining our ISO certification.
08:55 Philippe, CEO of SOLABS explains what his areas of focus were at the beginning of 2023.
12:13 Etienne shares what he is most proud of for 2023.
In episode 61 of the QM Insights podcast, Etienne is joined by Ericka Moore, Head of Client Success at SOLABS, and Philippe Gaudreau, CEO of SOLABS. This episode is the second in a series on purchasing an EQMS.
In this episode, the guests explore the evaluation of suppliers, including how to prepare for demonstrations, the importance of evaluating the implementation practice as well as the solution and when is the right moment to discuss money.
Key Takeaways
01:20 What is the next step after formalizing your requirements?
03:30 Presenting vendors with your initial scope helps to receive a tailor-made demonstration.
04:43 How do you evaluate implementation practices for the new software?
07:36 When is the right time to discuss budget and money?
09:43 How do you go about checking references in today’s market?
In episode 60 of the QM Insights podcast, Etienne is joined by Ericka Moore, Head of Client Success at SOLABS, and Philippe Gaudreau, CEO of SOLABS. This episode is the first in a series on purchasing an EQMS. In this episode, they discuss the steps to building a business case, from evaluating your requirements to getting team members on board and working around objections.
Key Takeaways
01:15: How does a company start the process of evaluating an EQMS purchase?
04:25: The importance of making sure the timing is right for your company.
05:23: How big does your company need to be before implementing an EQMS?
08:10: How do you define your user requirements?
11:24: What are the allies you need internally and how do you get them on board with your project?
13:42: What are the common objections you have to be prepared for?
For any questions or feedback, contact us at solabs-podcast@solabs.com.
In this episode of the QM Insights podcast, Etienne is joined by Ericka Moore, Head of Client Success at SOLABS to discuss the implementation process of SOLABS QM10. They discuss whether implementations are done internally or outsourced, what are the key elements that make a successful implementation, and what a successful implementation means for SOLABS.
Key Takeaways
00:49 Why do we perform all of our implementations internally?
02:38 Is there an overlapping between implementation and the Client Success roles?
05:41 What is the expected duration of an implementation project at SOLABS and why?
08:30: Who is involved in the implementation from the client’s perspective?
09:22 Read more on implementation on our Knowledge Base at docs.solabs.com
10:00 Key tips that make a successful implementation
Contact Ericka at emoore@solabs.com
Contact us at solabs-podcast@solabs.com
In this episode of the QM Insights podcast, Etienne is joined by Jamie Villeneuve to discuss analytics in QM10. Jamie explains Nexgen Analytics' custom report offering, what is the end goal of analytics, and what the future holds for SOLABS in this area.
Key Takeaways:
00:55 Introducing Jamie and Nexgen Analytics
02:00 What has NexGen Analytics accomplished for SOLABS’ clients so far?
03:00 What is the custom report offering for our clients?
06:40 What is the end goal for analytics?
10:15 Do analytics have to adapt to a company’s reality over time?
12:32 What does the future hold for SOLABS in terms of analytics?
In today’s episode of the QM Insights podcast, Philippe Gaudreau, CEO of SOLABS and Ericka Moore, Head of Client Success at SOLABS discuss the business highlights of SOLABS, what will be our focus moving forward, and what are the values that drive our work!
Key Takeaways
02:00 Philippe highlights key achievements we have accomplished
02:58 Ericka shares some of the highlights she is most proud of at SOLABS
06:23 How is Supplier Quality Control going to be a priority for SOLABS moving forward?
11:10 We are working on supporting suppliers on both ends – whether you are auditing your suppliers or being audited yourself
11:30 Philippe presents SOLABS’ company values
In today’s episode of the QM Insights podcast, SOLABS’ executives are discussing their objectives for 2023 and what clients can expect from SOLABS this coming year.
Key Takeaways
00:56: introducing Ericka, Head of Client Success at SOLABS
02:17: the SOLABS QM10 User Group Meeting will return in 2023!
04:17: Introducing Martine, Head of Quality Management at SOLABS
05:00: SOLABS is ISO 9001:2015 certified!
06:47 Introducing Kevin, Head of Engineering
08:11 We are working towards automated testing
10:22 Philippe talks about SOLABS’ focus in 2023: client satisfaction!
12:38 We are working on controlled copies this year
13:32 Thank you to all our listeners!
In today’s episode of the QM Insights podcast, Philippe Langlois, 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 solabs-podcast@solabs.com
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 solabs-podcast@solabs.com
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 solabs-podcast@solabs.com
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 solabs-podcast@solabs.com
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 solabs-podcast@solabs.com
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 solabs-podcast@solabs.com
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
The QM Insights podcast show is back on its mission to help SOLABS’ clients to learn from experience. In today’s episode, we are looking at the new online assessment capabilities that are made available for all our clients starting with the next release of QM10.
Key Takeaways
00:40 Introducing today’s guests: Gretchen, Martine, Mathieu & Philippe
01:15 Find additional resources in our User Guides Index
01:49 What are the new features coming with QM10 release 10.9.0?
04:30 Our ongoing relationship with Questionmark
05:40 Demonstration of an employee performing an online assessment
08:18 The role of support in the implementation of the 10.9.0 release
10:44 Learn more about our validation package in our eRoom
13:00 Thank you to our guests and listeners
Find our User Guide Index here: User Guides Index – SOLABS
Contact us at solabs-podcast@solabs.com
#solabs #qm10 #qualitymanagement
The QM Insights podcast show is back on its mission to help SOLABS’ clients to learn from experience.
Today’s episode is Part 3 of our series on how QM10 helps our clients with document management. In this episode, we focus on the tools available to Document Administrators to assist with their document administration needs.
00:41 Introducing today’s guests: Gretchen Dixson and Philippe Gaudreau
01:04 Find previous episodes from this series here: QM Insights Podcast – SOLABS
01:35 Philippe provides a sneak peek of our 10.9 release
04:50 Our support team is currently scheduling the upgrades to the latest version of QM10.
05:34 Gretchen details the tools available for document administrators – Document Types, Document Workflow Templates and PDF Rendering Templates
?? Document Types help you create default “electronic templates” for your various documents
07:01 Document Workflow Templates can be used to easily assign document review/approval tasks if they are often assigned to the same person
07:48 What are the options in terms of default settings for Document Types?
08:51 You can set date fields to allow entry of past dates or only current/future dates depending on your needs
10:28 Clients usually set default folder locations to ensure that their documents are automatically placed in the correct Treeview folder location
12:51 We like to help our clients with initial configuration and ongoing review. Learn more about our Client Success Agreements here: Client Success Assistance - Service Level Agreement – SOLABS
14 :37 Etienne thanks today’s guests & listeners
Find our User Guide Index here: User Guides Index – SOLABS
Contact us at solabs-podcast@solabs.com
#solabs #qm10 #qualitymanagement
In today’s episode, the team discusses how QM10 can help our clients manage Periodic Review Cycles for their documents that require it. This episode focuses on scenarios where the periodic review identifies that no changes are required to the document. This is part 2 of a series on how SOLABS QM can help manage your Document Periodic Reviews.
Etienne Langlois, Sr. Marketing Coordinator, is today's host. Our guests are Gretchen Dixson, Head Trainer and Product Specialist at SOLABS, and Philippe Gaudreau, CEO at SOLABS.
Listen to Part 1 Here
00:26 Today’s topic is document Periodic Reviews where it is identified that no changes are required.
01:14 Find more documentation on today’s topic here
01:37 What is a Periodic Review where no changes are required?
02:21 How should you handle a "no change" scenario?
03:52 Why Document Coordinators play a critical role in handling those scenarios.
05:02 How do some of our clients enter the Reason for Change when there is no change?
06:04 Changing the meaning of signature align with your needs for Periodic Reviews.
07:12 How to handle training in "no change" scenarios.
08:03 What if you do not want to trigger retraining?
10:20 Learn how to use the document control process for Periodic Reviews here
11:27 QM10 is flexible to meet your needs - Gretchen stresses the importance of establishing your procedures within your SOPs to ensure consistency.
13:16 Thanks to our listeners!
Cosmetic Change option when Revising Documents
Document Periodic Review Cycle
The QM Insights podcast show is back on its mission to help SOLABS’ clients Learn from Experience. In today’s episode, the team discusses how the QM10 Document Control Process can help our clients manage Periodic Review Cycles for their documents that require it. This is part 1 of a series on managing document Periodic Reviews using QM10.
Etienne Langlois, Sr. Marketing Coordinator, is today's host. Our guests are Gretchen Dixson, Head Trainer, and Product Specialist at SOLABS, and Philippe Gaudreau, CEO at SOLABS.
00:44 Introducing today's guests, Gretchen Dixson and Philippe Gaudreau
01:09 Learn more on today's topic by visiting our Knowledge Base
02:07 What are Periodic Reviews and why are they important?
02:50 How can Periodic Reviews be handled within QM10?
04:40 Some of our clients use the Document Control Process in creative ways!
06:04 Tips for setting up your Periodic Review process in QM10
08:36 Training can be tied to Periodic Reviews depending on your needs
09:57 Thanks for listening!
User Guides Index – SOLABS
SOLABS QM10: Document Periodic Review Cycles – SOLABS
#solabs #qm10 #qualitymanagementsystems
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience. In today’s episode, the team discusses the services offered by SOLABS, how we handle security and our responsibility in regard to data and reporting.
Etienne Langlois, SOLABS’ Marketing Coordinator is taking over as today’s host while Ericka is taking a break for health reasons. Our guests today are Kevin Byrne Langlois, Head of Engineering at SOLABS and Philippe Gaudreau, CEO at SOLABS.
00 :32 Introducing Today’s Guests, Kevin Byrne Langlois and Philippe Gaudreau
01:08 You can learn more about today’s topic on our Knowledge Base at docs.solabs.com
01:52 The different types of services we offer at SOLABS
04:23 Kevin details the Core Services and Enhancement Services our clients use frequently
08:26 Our responsibilities towards data, reporting and analytics
12:24 Is SOLABS’ hardware redundant and who is responsible for making sure it runs smoothly?
16:24 Etienne thanks the guests and listeners
16:45 Reach us at solabs-podcast@solabs.com for suggestions
Reach out to us at solabs-podcast@solabs.com
Visit SOLABS’ Knowledge Base at SOLABS
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience. In today’s episode, the team discusses SOLABS’ performance over Q1 2021, how we got to the Learn From Experience tagline and the importance of System Ownership procedures.
Etienne Langlois, SOLABS’ Marketing Coordinator is taking over as today’s host while Ericka is taking a break for health reasons. Philippe Gaudreau, SOLABS’ CEO, is our guest today!
0:36 Etienne introduces today’s guest: Philippe Gaudreau
1:14 SOLABS’ performance in Q1 2021
4:13 New resources in SOLABS’ Knowledge Base
5:50 Etienne explains the reasoning behind SOLABS’ new tagline: Learn From Experience
6:36 Philippe discusses how QM10 allows our clients to learn from experience
10:25 What is System Ownership and why is it critical in today’s world?
14:14 We recommend having System Ownership procedures for QM10 and any other softwares you use
14:56 Thanks to our clients for listening and our best wishes!
15:47 How to contact us
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience, continuously improve and do more with less. In today's episode, the team discusses our product roadmap for the upcoming months and years, introduces our partners at Nexgen and the exciting reporting capabilities they bring to our clients and more!
Today’s guests are Philippe Gaudreau, SOLABS’ CEO, Jamie Villeneuve, Owner of NexGen Analytics and Gretchen Dixson, Product Specialist at SOLABS.
0:40 - Ericka introduces today’s guests: Gretchen, Jamie & Philippe
1:13 - Philippe discusses our approach for QM10’s roadmap and why we made these choices.
3:10 – What are the next items on SOLABS’ roadmap?
6:29 – Will we still be working on bug fixes and performance enhancement systematically for each release?
8:28 – Ericka introduces SOLABS’ partnership with NexGen Analytics and our new reporting offering.
9:35 - How did this collaboration come to life?
11:20 – Jamie shares his background working with the life sciences industry while leveraging his love for data.
13:30 – Jamie details what he has done for SOLABS’ clients so far.
16:38 – Where do we want to take this partnership in the future?
18:30 – Jamie speaks French!
18:50 – What are SOLABS’ Client Success Assistance Services?
20:05 – Gretchen explains the three main areas in which she helps clients as part of our Client Success Assistance Services.
23:55 – Ericka shares a few new resources that are available on SOLABS’ Knowledge Base.
26:00 – Ericka thanks our guests and reflects on today’s episode.
Learn more about our new reporting capabilities at emoore@solabs.com
Visit SOLABS’ Knowledge Base at SOLABS
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience, continuously improve and do more with less. In this week’s episode, our host Ericka Moore is joined by SOLABS’ CEO Philippe Gaudreau, our Head of Engineering Kevin Byrne Langlois and our new Software Support Specialist Mathieu Carriere!
The team discusses how much QM10 was used throughout 2020, the reasoning behind hiring a Software Support Specialist, its expected impact for our clients, how Mathieu’s profile fits such a role and more!
Key Takeaways:
0:30 – Ericka announces today’s topic: the latest news from SOLABS as a company
0:50 – Philippe discusses SOLABS’ performance over the last year
1:55 – How many documents have been made effective through QM10 in 2020?
4:05 – Philippe discusses which process apps are the most used across our clients
6:24 – Ericka recaps how SOLABS’ usage has increased in 2020
8:05 – Kevin announces the arrival of a new member in the support team
8:40 – What is the reasoning behind hiring someone with a highly technical background in a support role?
10:32 – Kevin details the role of a Software Support Specialist and the expected impact for our clients
12:24 – Is it true that Kevin had to prove to the rest of the team that that this job actually existed?
13:07 – Mathieu shares his professional background prior to joining SOLABS
15:22 – How does Mathieu’s background prepare him for his new role at SOLABS?
16:10 – Mathieu explains why he chose SOLABS as his next challenge
17:43 – What are Mathieu’s interests outside of work?
19:16 – Ericka reflects on today’s episode
19:56 – Ericka names a couple new resources in SOLABS’ Knowledge Base
Contact solabs-podcast@solabs.com to chat with our team!
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience, continuously improve and do more with less.
This week’s episode is a little different from usual as our host Ericka Moore is joined by SOLABS’ executives to look back at the challenges, realizations and overall performance of each department for 2020. These executives are SOLABS’ CEO Philippe Gaudreau, our Head of Engineering Kevin Byrne Langlois, our Head of Product and Quality Management Martine Boire and finally our Marketing Coordinator Etienne Langlois.
Key Takeaways
0:45 – Today’s topic is looking back at 2020 with SOLABS’ executives
1:00 – Ericka introduces today’s guests: Philippe Gaudreau, Kevin Byrne Langlois, Martine Boire and Etienne Langlois
2:05 – Philippe discusses his software tech inspirations for 2020
4:25 – The team discusses the most challenging projects that they’ve tackled this year
9:13 – Philippe shares his thoughts on the adaptability and productivity of the SOLABS’ team in the face of COVID-19
12:16 – The team shares the realizations they are most proud of for 2020
17:50 – Etienne explains how he measures the performance of the marketing department and what the results have been this year
21:50 – Ericka shares her metrics and the performance of the client success department
24:57 – Martine discusses the same information for the product and quality management department
28:45 – Kevin details the performance of the engineering department for 2020
37:00- Ericka thanks the guests and expresses her best wishes for 2021
38:32 – Philippe shares his final words for our clients this year
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience, continuously improve and do more with less. This week on the show, Ericka Moore returns as your host! She is joined by SOLABS’ CEO Philippe Gaudreau, SOLABS’ Head of Product and Quality Management Martine Boire, SOLABS’ Product Specialist and Head Trainer Gretchen Dixson and finally SOLABS’ Marketing Coordinator Étienne Langlois.
In today’s episode, the team discusses best practices around document control, both in and out of QM10. They discuss key points to consider when implementing a document control process, the importance of training document coordinators, how to effectively organize your documents and much more!
Key Takeaways
0:46 – Ericka introduces today’s guests, Philippe, Martine, Gretchen and Étienne
1:11 – An overview of the chat function available on solabs.com
2:55 – Introduction to today’s topic: best practices around document control
3:40 – The key points to consider when initially creating the procedures for document control
4:44 – Philippe discusses the role of technology in the document control process
5:36 – The importance of training for document coordinators
6:56 – Ericka covers the importance of preparing the backup document coordinators and keeping them up to date with established procedures
9:00 – Martine provides some tips for companies moving from a manual system to an electronic system for control of documents
10:35 – Gretchen explains how to efficiently organize your documents
12:46 – Best practices around document revision
15:25 – The importance of using shared libraries such as SharePoint to ensure that users work on the same files
16:30 – How to ensure that documents are controlled from a training perspective
17:25 – Never keep a copy of a document on your own!
20:50 – The importance of doing a full mapping of the steps within your document control process before moving to a new process
22:25 – Philippe provides a final tip for our listeners
23:10 – Ericka thanks the guests and listeners
solabs-podcast@solabs.com
The QM Insights podcast show is back on its mission to help SOLABS’ clients learn from experience, continuously improve and do more with less. This week on the show, Ericka Moore returns as your host! She is joined by SOLABS’ CEO Philippe Gaudreau and SOLABS’ Product Specialist and Head Trainer Gretchen Dixson.
In today’s episode, the team has a conversation on SOLABS’ new Level 1 Service Level Agreement (SLA). They explain why it was created, the advantages for our clients and how some of them currently use their Level 1 banks of hours. The guests also exchange on the new Workflow Report and a new article by Philippe titled: SOLABS’ Promises.
Key Takeaways
0:59 – Ericka introduces today’s guests – Gretchen Dixson and Philippe Gaudreau.
1:35 – Ericka explains the SOLABS’ Knowledge Base and how to access it.
2:19 – Gretchen introduces the new Workflow Report available with 10.8.
3:31 – Who will want to use the Workflow Report?
5:20 – Philippe discusses SOLABS’ promises to our clients and where to learn more on this topic.
7:21 – Ericka explains why SOLABS now offers a Level 1 SLA.
8:44 – What’s included in the Level 1 SLA and how does it work?
10:12 – What are the advantages of the Level 1 SLA for our clients?
11:50 – We can now provide custom built reports!
12:58 – Gretchen shares her experience providing Level 1 Support so far.
14:40 – Gretchen explains the importance of providing hands-on learning opportunities.
18:51 – Philippe details our partnership with Nexgen Analytics and how this impacts our reporting capabilities.
21:28 – Philippe explains where to find more documentation on our Level 1 SLA.
21:50 - Ericka thanks the guests and listeners and mentions how to reach her with comments and suggestions.
This week on the podcast, Etienne Langlois, SOLABS’ Marketing Coordinator is back as your host! He is joined by Philippe Gaudreau, SOLABS’ CEO, Martine Boire, the team’s Head of Product and Quality Management, Kevin Byrne Langlois, SOLABS’ Head of Engineering and Ericka Moore, SOLABS’ Head of Client Success.
Today, the team will discuss frequently asked questions about SOLABS, new resources available for clients on SOLABS’ Knowledge Base and more. They will also chat about Ericka’s return in the SOLABS team after a prolonged leave and how this will impact our clients’ lives!
Key Takeaways:
0:47 – Etienne introduces today’s guests: Philippe, Martine, Kevin and Ericka!
1:57 – Martine explains how many curriculums and training activities can be tied to a single document.
3:19 – Philippe explains what are the different levels of accesses to SharePoint and how they can be changed.
5:21 – Can users segregate the different libraries within SharePoint by user?
7:33 – Philippe explains what are the limits on the amount of user accounts, and how can this be changed?
10:15 – There will never be a case where a company tried to add a new user and is blocked because they are limited by their contract.
11:05 – Kevin details the process of preparing for a SOLABS intervention.
14:29 – Martine introduces her guide on setting due dates on document workflows.
15:38 – Ericka discusses her role within SOLABS moving forward.
17:32 – Ericka shares her thoughts on the current pandemic and what it’s taught her.
19:45 – The team expresses their feelings regarding Ericka’s return.
21:19 – Etienne explains that Ericka will take back the role of show host for the QM Insights podcast moving forward.
21:50 – Etienne thanks all listeners and invites them to reach out to the team at solabs-podcast@solabs.com with any questions and/or suggestions.
This week on the podcast, Etienne Langlois, SOLABS’ Marketing Coordinator is your host! He is joined by Philippe Gaudreau, SOLABS’ CEO, Martine Boire, the team’s Head of Product and Quality Management and Gretchen Dixson, SOLABS’ Head Trainer and Product Specialist.
Today, they are trying out a new conversational format for the show! The team will discuss frequently asked questions about SOLABS, new resources available for clients on SOLABS’ Knowledge Base and more.
Key Takeaways:
0 :45 – Etienne introduces today’s guests: Philippe Gaudreau, Martine Boire and Gretchen Dixson.
1:44 – The new show structure is revealed!
2:24 –Where can our users view the workflows for each of our QM Apps.
3:13 – How can our users access the Knowledge Base to find their SOLABS related answers
4:04 – Etienne explains how to log into your production and validation URL from solabs.com
4:53 – Martine explains that approvers cannot be removed during an approval workflow.
6:15 – Martine details the process of modifying active activities
9:05 – The differences between the Eroom and the Knowledge Base
11:10 – Philippe talks about the new Level 1 Support Agreements
14:00 – The team share their thoughts on the new conversational format.
15:45 – Etienne thanks the guests
This week on the podcast, Philippe Gaudreau, the CEO and founder of SOLABS, is once again joined by frequent guest, Gretchen Dixson, the Senior Product Specialist and Head Trainer at SOLABS!
Today, they will be discussing SOLABS’ laboratory investigation request process (or LIR process). Gretchen explains how the LIR process ensures the documentation of everything within the laboratory investigation, the differences between the deviation process (in terms of capturing lab investigations) vs. the LIR process, and gives a detailed step-by-step of everything that is involved in the LIR process.
Key Takeaways:
[:25] About today’s episode.
[:36] Philippe welcomes Gretchen back to the podcast.
[:43] An update on SOLABS’ operations and podcast in response to the COVID-19 pandemic.
[2:08] About today’s topic: the LIR process.
[2:28] Gretchen explains how the LIR process ensures the documentation of everything within the laboratory investigation.
[3:10] Gretchen explains the differences between the deviation process in terms of capturing lab investigations vs. the LIR process.
[4:49] Gretchen details the steps that are involved in the LIR process.
[7:02] Gretchen explains the next steps after the laboratory incident has been reported and documented.
[8:43] Gretchen describes steps 5 and 6 of the LIR process: laboratory investigations and manufacturing investigations.
[10:06] Can additional testing be added and recorded in this process?
[12:00] Gretchen explains how this app is linked to other processes in SOLABS QM.
[13:08] Where to access the LIR QM APP user guide on SOLABS’ Knowledge Base.
[13:53] How this QM APP helps with making sure to follow-up with due dates.
[15:42] Philippe thanks Gretchen for being on the show!
[16:06] Philippe thanks listeners for continuing to tune in to the podcast.
Mentioned in this Episode:
SOLABS QM 10 Lab Investigations Process (P0055)
docs.SOLABS.com
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
In today’s episode, your host Philippe Gaudreau, the CEO and founder of SOLABS, is joined by a frequent guest of the show — Gretchen Dixson, the Senior Product Specialist and Head Trainer at SOLABS!
Today, they will be taking a look the Deviations Process App (P0054) used for deviations in the context of the GxP pharmaceutical environments. Gretchen covers the main steps within the deviation process and what they’re being used for, the items that are linked to deviation, which reports are available for this process, whether or not deviations can be used for lab investigations, and where to learn even more about this process after listening to the show!
Key Takeaways:
[:24] About today’s episode.
[:50] Philippe welcomes Gretchen back to the podcast!
[1:15] Gretchen explains the main steps within the deviation process and what they’re being used for.
[5:35] Gretchen highlights the convenience of initiating a child process (dependent or related) from within an ongoing process.
[6:32] What other items are linked to deviation?
[7:36] Which reports are available for this process?
[9:04] Where users can find more information on this process.
[10:06] From Gretchen’s experience, has she seen deviations used for lab investigations?
[11:24] Philippe thanks Gretchen for joining the podcast and wraps up this week’s episode!
[11:58] Philippe reminds listeners that SOLABS’ new website and knowledge base is now available!
Mentioned in this Episode:
SOLABS QM 10 Deviation Process (P0054)
SOLABS QM 10 Lab Investigations Process (P0055)
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.SOLABS.com
On this episode of SOLABS QM Insights, Philippe Gaudreau is joined by his special guest, Étienne Langlois. Étienne is the Senior Marketing Coordinator at SOLABS and has been working hard on the new SOLABS website and knowledge base live available to all their clients!
Since the new website just went live (as of the day of recording), Philippe and Étienne wanted to share some of the key aspects of it with you all today! Étienne takes listeners through an audio tour of all of the new changes from how the new design was made especially with clients in mind, to some of the important functions regarding access, logging in, and finding the information and resources you need.
Key Takeaways:
[:27] About today’s episode and special guest, Étienne Langlois.
[1:20] Étienne sheds light on why SOLABS decided to change their website.
[2:25] What happened with the contents of the previous doc portal?
[3:33] How the new website is designed specifically with clients in mind.
[4:38] What kind of content is available for clients in this new knowledge base?
[6:40] Do you need an additional log-in to access the new knowledge base?
[7:50] Étienne highlights some of the functions that logged-in users can access.
[9:00] How users can access SOLABS’ QM10 software from the new website.
[11:20] Philippe thanks Étienne for joining him in this episode and reflects on some of the key learnings.
Mentioned in this Episode:
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Étienne Langlois on LinkedIn
docs.SOLABS.com
This week on the podcast, Philippe Gaudreau, CEO and founder of SOLABS, is joined by return guest Gretchen Dixson, the Senior Product Specialist and Head Trainer at SOLABS.
Today, Philippe and Gretchen will be discussing Audit Management, one of SOLABS’ QM APPS. Gretchen explains the steps of the audit process and the purpose of each of those steps provides some examples of how SOLABS’ clients use this process, details available add-ons available for the app, and explains where a user can find documentation and information regarding the Audit QM APP if they would like to learn more!
Key Takeaways:
[:27] Philippe Gaudreau introduces today’s episode with special guest, Gretchen Dixson.
[1:06] Philippe welcomes Gretchen back on to the podcast.
[1:10] Philippe explains the Audit QM APPS’ place in SOLABS’ new pricing model.
[2:45] Gretchen explains the steps of the audit process and the purpose of each of those steps.
[4:03] Gretchen details the type of information that can be included as part of this process.
[6:40] Gretchen provides some examples of how SOLABS’ clients use this process.
[7:43] Gretchen details the add-ons available for this QM APP as well as the reporting options.
[9:05] Gretchen explains where a user can find documentation and information regarding the Audit QM APP if they would like to learn more.
[9:56] Philippe discusses the new website and knowledge base designed for SOLABS’ clients.
[10:18] Philippe thanks Gretchen for all of the information she provided in the episode.
[10:30] Philippe thanks listeners for tuning in and summarizes today’s learnings.
Mentioned in this Episode:
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.SOLABS.com
This year is going to be a very important year for SOLABS as they are rolling out 10.8 in 2020. SOLABS sent out their Product Roadmap Surveys to clients in the months of November and December 2019, and more than 90% of clients provided responses to the survey!
So in today’s episode, Philippe Gaudreau, the founder and CEO of SOLABS, will be going over some of the key results of these surveys and sharing some of the invaluable responses that will be indispensable in helping SOLABS’ product roadmap for 2020. A detailed write-up of the results will later be sent out to everyone that participated.
Key Takeaways:
[:30] Philippe Gaudreau welcomes listeners back to the first QM Insights Podcast in 2020.
[1:02] About today’s episode.
[2:10] The message that is loud and clear from clients in terms of what they want in 2020.
[3:43] Philippe covers five of the highest rated features from the survey results that will be a main focus for SOLABS in 2020.
[6:27] Philippe announces the decision to release one version of the product per year.
[7:12] Areas of improvement that were requested in the survey.
[9:25] Philippe covers another important area of the survey: the reporting section.
[11:30] Philippe announces the launch of the new SOLABS website that is set to release in February 2020.
[12:40] Philippe wraps up this week’s episode and gives some final notes about where to find him and follow-up on this news.
Mentioned in this Episode:
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.SOLABS.com
This episode marks the final episode of the year for 2019! This episode will be dedicated to SOLABS’ EQMS, SOLABS QM 10 — specifically focusing on one of the off-the-shelf QM Apps known as P50 that is a CAPA process. And once again, Gretchen Dixson will be joining the podcast! Gretchen is the Senior Product Specialist and Head Trainer at SOLABS and she has been quite involved with clients who are working with the CAPA QM App (P50) by training them on it and helping them figure out how they’re going to use it.
Today, Gretchen and Philippe Gaudreau will be discussing the CAPA QM App (P50) and taking a look at the 8 steps within the process and each of their roles, the difference between a CAPA and other deviation processes, how to get the best use out of it, and examples of how other clients have been using it so far.
Whether you’re new to the CAPA QM App P50 or are already using it, this episode will be incredibly helpful to learn more about this process!
Key Takeaways:
[:06] Philippe introduces today’s subject: the CAPA QM App (P50).
[1:10] Philippe Gaudreau welcomes Gretchen back on to the podcast!
[1:15] Philippe gives an overview of SOLABS’ QM Apps and how to learn more about the CAPA App.
[2:03] Gretchen explains the differences between a CAPA and other deviation processes and what that means in our software.
[3:49] Gretchen details the 8 steps of the P50 CAPA process and explains each of their roles.
[10:40] Gretchen explains how secondary tasks can be used to capture smaller steps of the processes to be completed by other people in the organization.
[11:46] Gretchen explains that the CAPA process can be related to information from outside the software when necessary.
[12:44] Philippe explains how to make the best use of the task view page.
[14:00] Gretchen explains the use of the summary report to get detailed information on a process.
[14:31] Gretchen gives examples of how SOLABS’ clients have been using the CAPA process so far.
[15:55] Gretchen showcases what you get when you purchase the CAPA app and what options are available with it.
[18:47] Philippe explains the possibility of creating client-specific custom-made QM Apps vs. purchasing them off-the-shelf.
[20:05] Philippe thanks Gretchen for joining him in this episode!
[20:40] Philippe thanks listeners for tuning in and reminds them to be sure to tune in for future episodes as this one will be the first in a series!
Mentioned in this Episode:
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.SOLABS.com
QM Insights Ep. 25: “SOLABS QM Features You May Not Know About! With Martine Boire”
This week on the podcast, Philippe Gaudreau, CEO and founder of SOLABS is joined by Tom Ince, SOLABS’ Enterprise Sales Specialist. Today, they will be taking a look at the buyer’s journey when it comes to making an EQMS software purchase.
In this episode, Tom explains how an organization can prepare for an EQMS software purchase, how you can go about establishing a budget for such a project, how to go about comparing and evaluating different solutions and vendors, and much more. Tom provides tons of key guidance on how exactly you should be conducting your research so you can make an informed decision about which EQMS solution is the right fit for you and your organization!
Key Takeaways:
[:23] About today’s episode and featured guest: Tom Ince!
[:59] Tom introduces himself and provides some background about what he does at SOLABS.
[1:11] Tom explains how an organization can prepare for an EQMS software purchase.
[2:50] How do you go about establishing a budget for such a project?
[3:48] How does Tom recommend going about evaluating different solutions and comparing different vendors?
[5:24] When should someone go for a formal RFP Process? Or should it be done at all?
[6:44] Philippe stresses the importance of establishing a relationship with a vendor but not keeping it too formal.
[8:00] Tom explains how to present solutions internally and get the preliminary project approval.
[9:05] Philippe summarizes some of the key learnings from today’s episode.
[10:30] Tom provides some tips and tricks to ensure that you are confident and satisfied with your final decision.
[11:25] Philippe thanks Tom for joining the podcast!
[13:01] If you have any ideas, feedback, or questions, do not hesitate to contact Philippe on his LinkedIn (linked below) or to SOLABS-Podcast@SOLABS.com!
Mentioned in this Episode:
SOLABS-Podcast@SOLABS.com
Philippe Gaudreau on LinkedIn
Tom Ince on LinkedIn
docs.SOLABS.com
This week on the podcast, Philippe Gaudreau, CEO and founder of SOLABS, is joined by return guest, Martine Boire! Martine is the Head of Product and Quality Management at SOLABS. Previously, she served as Director of Quality for over 12 years.
Today, Martine is highlighting some of the features that end-users might not be aware of that would really benefit and ease their use of SOLABS QM! These functions are not necessarily hidden, but they’re also not so intuitive as to immediately be seen on the user interface.
This episode will be the first in a series that will be highlighting functions within SOLABS QM that is aiming to further educate end-users and help them become more efficient with their usage of SOLABS QM!
Key Takeaways:
[:28] About today’s episode.
[1:01] Philippe welcomes Martine back to the podcast!
[1:15] Martine details how to use the tree view from the document section.
[2:44] How to access the training menu directly from the quick access menu.
[4:50] Is it possible to control which email notifications SOLABS QM sends out?
[6:37] Martine explains how users can customize their search options with search queries.
[8:43] Martine speaks about some 10.8 upgrades starting in 2020 where it will be possible to create new documents directly from the tree view!
[11:06] Philippe and Martine describe how one can view all the documents attached to secondary tasks (without opening them individually) from the process view page.
[13:39] What is the ‘return to originator’ and how can users use it to ask for more precision regarding tasks that might be unclear?
[15:11] Philippe wraps up this week’s episode and thanks Martine for joining the podcast!
[15:58] If you want to learn more about this topic, you can visit docs.SOLABS.com! And if you have any questions, you can reach out to Philippe on LinkedIn!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Martine Boire on LinkedIn
docs.SOLABS.com
This week Philippe Gaudreau, CEO and founder of SOLABS, is joined by return guest Gretchen Dixson, the Senior Product Specialist and Head Trainer at SOLABS. Today, they’re discussing the training section and some of the most common use cases she has encountered while working with clients in terms of configuring and helping improving practices in that area.
Training is a key subject as most users of SOLABS QM will have to log into it once in a while in order to record training. Philippe recommends you check episode 2 of SOLABS QM Insights as well to become more familiar with some of the concepts in the training section mentioned in this episode.
Be sure to tune in to hear all of Gretchen’s key insights into the best practices when it comes to the training section!
Key Takeaways:
[:30] About today’s episode with frequent guest, Gretchen Dixson.
[1:34] Philippe welcomes Gretchen on the podcast!
[1:42] What types of training activities are typically managed in SOLABS QM 10?
[2:17] Gretchen speaks about the most common use cases that she has seen in terms of how SOLABS’ clients use the training section.
[3:57] How would clients go about documenting external courses?
[5:59] Gretchen speaks about Function Roles and how they can be used to assign training activities.
[8:08] Gretchen explains the options available for assigning and scheduling training activities.
[9:45] Are activities assigned automatically to new users based on their Function Roles?
[10:40] Are users able to get an overview of all of their pending activities in SOLABS QM?
[11:58] From a Training Administrator or Manager’s perspective, how can they monitor training status in SOLABS QM?
[13:08] Gretchen provides some invaluable tips and tricks on the usage of the training section for both users and Training Administrators.
[17:37] Philippe thanks Gretchen (and the listeners!) for joining him this episode!
[18:25] If you have any questions, you can get in touch with Philippe on his LinkedIn. And, if you need any user guides, you can access the docs portal at docs.SOLABS.com.
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
SOLABS QM Insights Ep. 2: “Key Training Functionalities in Solabs QM 10 with Martha Bailey Alt. Title: Key Concepts Behind the Training Functionalities in Solabs QM 10 with Martha Bailey”
docs.SOLABS.com
This week Philippe Gaudreau, the CEO and founder of SOLABS, is joined by Karine Loiselle, a member of SOLABS’ Client Success Group. Karine is a Client Success Specialist and has been with SOLABS for 2 years now. Karine spends a good portion of her time in direct contact with SOLABS’ clients and she coordinates all of the work behind the scenes of their support.
In this episode, Philippe and Karine will discuss service level agreement. Karine provides an excellent overview of their service level agreement at SOLABS; diving into how the support team handles clients’ concerns and how they can follow-up on the requests they’ve made.
Tune in to get a thorough understanding of the support mechanisms, processes, and all the information you need to know as a client (or prospective client) about how the support team at SOLABS works to support their clients!
Key Takeaways:
[:36] Philippe gives an introduction to this week’s show and guest, Karine Loiselle.
[1:02] Philippe welcomes Karine on to the show.
[1:12] Karine explains the role of the support team at SOLABS and how they help clients.
[1:36] Karine goes into detail about the different levels of support offered by SOLABS.
[3:47] What is the clients’ role in the exchange with SOLABS’ support team? What information should they be providing to receive the best service possible?
[6:00] Karine explains the best way for clients to communicate with the support team.
[7:30] Karine details how SOLABS prioritizes issues and gives a timeline of the response time clients can expect when reporting an issue.
[8:48] Karine explains how a client can follow-up on (or keep track of) the status of their pending request.
[9:42] How to contact SOLABS support team as a client if you feel the status of your request was assigned the incorrect level of criticality.
[10:40] What kind of documentation can a client expect to receive on the issues they’ve reported to the support team at SOLABS?
[11:50] Philippe thanks Karine for joining the podcast!
[12:33] If you have any more questions about the podcast or the service level agreement, here’s how to get in touch with Philippe and Karine!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Karine Loiselle on LinkedIn
docs.SOLABS.com
SOLABS’ Support Email: Support@SOLABS.com
SOLABS’ Support #: 1-877-322-1368 Ext. 911
This week Philippe Gaudreau, the CEO and founder of Solabs, is joined by return guest Gretchen Dixson, the Senior Product Specialist at Solabs. On today’s show, they will be discussing the training plan and approach during the implementation stage of Solabs QM 10, from the pre-training preparation to the post-training follow-up.
Gretchen provides some incredibly valuable insight on topics such as: ways to prepare for a training session, what the training plan looks like during implementation, and how she has seen training evolve in enterprise software over the years. This episode will help you with your future training, training preparation, and understanding how the training plan is laid out within the implementation stage of Solabs QM 10.
Key Takeaways:
[:30] About today’s episode with returning guest, Gretchen Dixson.
[:55] Gretchen gives an overview of the training plan during the implementation of Solabs QM 10.
[3:54] How has Gretchen seen training evolve in enterprise software over the years?
[6:34] What is the preferred approach in terms of training someone on a system like Solabs QM 10?
[8:47] Gretchen provides insight into the ways to prepare for a training session in Solabs QM 10.
[10:38] Gretchen gives some valuable advice to for trainers-to-be!
[14:01] How does Solabs assist their clients in training their end-users?
[16:49] How does Solabs follow-up with the Super Users they trained after go-live?
[19:41] Philippe thanks Gretchen for all of the incredible insight in this episode!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.solabs.com
This week, Philippe Gaudreau, the CEO and founder of Solabs, is joined by Gretchen Dixson, the Senior Product Specialist at Solabs. On today’s show, they will be discussing the change control QM Apps that are available for Solabs QM. Specifically, Philippe and Gretchen will be highlighting two specific off-the-shelf flavors (maintained and qualified by Solabs) that are available for clients to choose. These two change control processes are PO52, and the other is PO36. Gretchen provides information on the general change control workflows available within these two change control QM apps, the main differences between the workflows in PO52 and PO36, the types of changes that can be incorporated within these change control processes, as well as many more useful tips!
Key Takeaways:
[:32] About today’s episode.
[:57] Philippe gives a refresher on what the QM apps are.
[1:39] More about today’s topic of discussion.
[3:35] Gretchen provides information on the general change control workflows available within these two change control QM apps.
[5:15] The main differences between the workflows in the two change control processes, PO52 and PO36.
[7:24] Gretchen shares the differences between pre and post-implementation tasks between PO52 and PO36.
[8:27] What types of changes can be incorporated within these change control processes?
[9:45] Who has Gretchen seen, in terms of organizations, implementing one change control process over the other?
[10:52] Gretchen speaks about the main fields that are captured within these processes.
[13:22] Philippe gives some additional information on change control processes.
[15:21] Gretchen provides a helpful tip to clients!
[16:29] Can you link these change control processes to another QM apps that you have within the system?
[19:07] Where to learn more about the topic!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.solabs.com
Questionmark
QM Insights Episode: “Key Concepts of Change Control Processes Within Solabs QM 10 with Gretchen Dixson”
This week, Philippe Gaudreau, the CEO and founder of Solabs, is joined by Gretchen Dixson (Senior Product Specialist at Solabs) and Martine Boire (Head of Product and Quality Management). They will be discussing the product road map — covering potential new releases, upcoming changes, and enhancements within the Solabs QM 10 solution. Some of the items they will be taking a look at include: UI enhancements, the user experience in the doc control process, the training section, tree view, training activities and materials, training profiles, reporting, and permissions.
Tune in to hear all about Solabs’ roadmap for the next 24 months and the items on the top of their to-do list for changes and enhancements!
Key Takeaways:
[:30] About today’s episode and featured guests!
[3:09] The first item on Solabs to-do list: the control of documents.
[4:14] Gretchen gives her comments on the enhancement of this feature.
[5:01] Philippe highlights another item within the control of documents: the publication of documents and the control of copy.
[6:17] Gretchen gives her thoughts on what would be useful within these items.
[7:40] Philippe highlights another item within the control of documents: the archive of documents.
[8:26] Another item on Solabs’ to-do list: search and retrieval.
[9:20] Philippe speaks about an idea they have for the tree view.
[11:30] Gretchen and Martine elaborate on the helpfulness of the potential enhancement to the tree view.
[13:13] Philippe tackles potential upcoming changes in the training section.
[14:33] Gretchen gives her thoughts on these changes.
[15:10] Philippe speaks about two more small items they’re looking to enhance: searching for curriculum and activities, and better management of retraining on documents.
[16:20] Philippe speaks about more adding more future linkage to other training materials.
[17:44] Gretchen speaks about adding the ability to reschedule activities based on completion of the requisite.
[19:00] Martine speaks about the potential of having the possibility to automatically assign training activities to a user when each title is assigned to them.
[20:42] Martine speaks about another item they are considering adding for users, also with regards to training activities.
[21:35] Talking potential enhancements to setting up training profiles.
[23:02] Discussing the possibility of having some sort of yearly approval on training profiles.
[24:03] Philippe highlights some of the items of concern in the task section and how they might go about enhancing them.
[26:08] Gretchen gives her feedback on how she would find these changes helpful.
[27:07] Some possible changes with regards to the notion of permissions and rights in the application.
[29:09] Potential enhancements to reporting and long-term goals regarding it.
[30:41] Philippe speaks about some of the new areas Solabs would like client feedback on. Gretchen and Martine also give their thoughts!
[33:10] Philippe shares some info on QM maps in the pipeline.
[36:30] Gretchen and Martine give their feedback.
[37:25] Philippe wraps up this week’s episode.
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
Martine Boire on LinkedIn
docs.solabs.com
Questionmark
This week, Philippe Gaudreau, the CEO and founder of Solabs, will be talking more about the upcoming June 2019 QM 10.8 release with Gretchen Dixson, a Senior Product Specialist at Solabs. Gretchen has been with the company for a little over 2 years now and currently serves as Head Trainer. She is also actively involved in the sales and marketing team and has built the user guide for the Questionmark interface. Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry.
In this episode, Philippe and Gretchen will be focusing on some of the standard use cases for end users that will be greatly enhanced with the release of 10.8. Gretchen walks through the scenario of creating a new user with a Solabs identity login type, how to change your password as an end user when you’re logged in within the Solabs QM application, and what to do if you’ve forgotten your password when you go to login or if you’ve gotten locked out of Solabs QM from too many incorrect login attempts.
Stay tuned in to stay filled in on the upcoming QM 10.8 release for June 2019!
Key Takeaways:
[:31] About today’s episode and featured guest!
[2:20] Gretchen walks through the scenario of creating a new user with a Solabs identity login type.
[6:02] Gretchen explains changing your password as an end user when you’re logged in within the Solabs QM application.
[8:30] What happens when you forget your password when you go to log in?
[11:01] If you’re getting locked out of Solabs QM, what should you do as an end user?
[11:36] Summarizing the key changes in regards to the single sign-on experience.
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
docs.solabs.com
This week, Philippe Gaudreau, the CEO and founder of Solabs, will be discussing the upcoming June 2019 QM 10.8 release with Gretchen Dixson and Martine Boire.
Gretchen is a Senior Product Specialist at Solabs. She has been with the company for a little over 2 years now and serves as Head Trainer. She’s also actively involved in the sales and marketing team and has built the user guide for the Questionmark interface. Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry. Martine Boire is the Head of Product and Quality Management at Solabs. Previously, she served as Director of Quality for over 12 years.
In this episode, Philippe, Gretchen and Martine highlight the main features and enhancements coming to the 10.8 release, including; how known issues and bugs are being addressed and fixed in the upcoming release, some of the changes and updates to the document control process, enhancements to the training compliance reports, and new features to the reporting section. Tune in to get filled in on the upcoming 10.8 release for June 2019!
Key Takeaways:
[:30] About today’s episode and featured guests!
[1:32] Gretchen highlights some of the main enhancements to 10.8.
[9:29] Philippe shares some more of the main features and enhancements coming to the 10.8 release, specifically in the reporting section.
[11:34] Martine outlines the main enhancements and changes to the training compliance reports.
[14:03] Martine speaks about some of the known issues in the previous version and how they have been addressed and fixed in the upcoming 10.8 release.
[16:25] Martine highlights some of the minor changes and updates to the document control process.
[21:25] Philippe thanks Martine and Gretchen for joining him in this episode!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
Gretchen Dixson on LinkedIn
Martine Boire on LinkedIn
docs.solabs.com
This week, Philippe Gaudreau, the CEO and founder of Solabs, will be your solo host! Today he will be discussing the responsibilities of system owners — a topic he is very passionate about! He feels that with the appropriate controls in place, system owners will be able to ensure that their Solabs QM 10 solution remains in good health throughout its life cycle in their organization.
Today, he reviews five major items he feels should be included in a system ownership procedure for the administration, support and maintenance of QM 10, including: 1- administration and control procedures, 2- system configurations, 3- roles and privileges, 4- managing system access and user management, and 5- validation, monitoring and controls. Tune in to get today’s key insights!
Key Takeaways:
[:33] About today’s episode: the responsibilities of system owners.
[:51] Philippe explains what a system owner is and what they’re in charge of.
[3:09] Philippe provides his insights on the controls around the maintenance and support of an organization’s QM 10 solution -- highlighting what system owners are trying to achieve with administration and control procedures.
[7:30] Philippe discusses system configurations within QM 10.
[10:18] Philippe discusses roles and privileges within the application.
[12:20] How to manage system access and user management.
[15:20] Philippe covers validation, monitoring and controls.
[17:58] Philippe wraps up this week’s episode!
[18:31] If you have questions or suggestions you can get a hold of Philippe on LinkedIn!
Mentioned in this Episode:
Philippe Gaudreau on LinkedIn
docs.solabs.com
This week on the podcast, Philippe Gaudreau, the CEO and founder of Solabs, is joined by their return guest, Gretchen Dixson, to discuss the document tree view on Solabs QM from an initial configuration standpoint.
Gretchen is a Senior Product Specialist at Solabs and a part of Ericka’s group, the Client Success Group. She has been with the company for a little over 2 years now and serves as Head Trainer. She’s also actively involved in the sales and marketing team and has built the user guide for the Questionmark interface! Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry.
Be sure to tune in to hear Gretchen’s insights on the document tree view folder structure in the document section in Solabs QM 10. You won’t want to miss her recommendations on how to set up folders and sub-folders, how she often sees client setting up their folders, and her summary of the items used in the system to categorize documents outside of the folders themselves.
Key Takeaways:
[:27] About today’s episode!
[1:27] What is the tree view folder structure in the document section for and not for?
[2:46] Privileges and how they’re structured in the tree view folder structure.
[5:57] Gretchen’s recommendations for setting up folders and sub-folders in the tree view folder structure, and how she sees clients set up their folders.
[9:09] Gretchen gives a summary of the items used in the system to categorize documents outside of the folder themselves.
[14:00] If you would like more information on this topic, visit docs.solabs.com. If you have any questions about this episode or suggestions for future episodes, you can email Ericka Moore at Ericka.Podcast@Solabs.com.
Mentioned in this Episode:
Questionmark
docs.solabs.com
Ericka.Podcast@Solabs.com
In today’s show, your host, Ericka Moore, and her return guest, Gretchen Dixson, will be discussing the Solabs QM configuration, best practices, and how the Solabs team supports configuration activities with clients.
Gretchen is a Senior Product Specialist at Solabs and a part of Ericka’s group, the Client Success Group. She has been with the company for a little over 2 years now and serves as Head Trainer. She’s also actively involved in the sales and marketing team and has built the user guide for the Questionmark interface! Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry.
Tune in to hear all about how configuration is supported and handled at Solabs!
Key Takeaways:
[:34] About today’s episode!
[1:03] Ericka welcomes Gretchen to the podcast.
[2:40] Gretchen gives an overview of the main activities and deliverables that can support the configurations of Solabs QM for clients.
[4:02] Does Gretchen feel that configuration is one of those activities that is a one-shoe-fits-all type or is it more of a personalized and tailored approach for each client?
[5:39] Does Gretchen feel it is a good approach for clients to mix automated and manual tools?
[7:35] Gretchen describes the Solabs document, __________, for environment configuration.
[10:12] For a new client starting out with Solabs, how can Solabs assist them in helping them review configurations?
[12:26] Does Solabs work with clients to help them with the sandbox?
[13:53] Gretchen’s best practices for configuration in Solabs QM.
[17:25] Is it possible to for long-time clients to reconfigure their system in times of growth? And if so, would they need assistance?
[18:45] Gretchen’s opinion on the importance of configuration in terms of having a successful implementation.
[21:06] Ericka wraps up this week’s episode.
[22:22] If you have any questions, comments, or suggestions, you can get in touch with Ericka at Ericka.Podcast@solabs.com.
Welcome to the first episode back in 2019! In this episode, Philippe Gaudreau, the CEO and founder of Solabs, will be Ericka’s guest as well as her co-host as they discuss the pricing model and client services offering in Solabs QM.
Often, companies speak a lot about what they offer in terms of products and services but pricing can often be a bit of a taboo topic. Solabs has developed a great pricing model that’s very interesting to discuss, so in this episode, Ericka and Philippe will be discussing the different components of the Solabs QM pricing offering and the services that come with the Solabs system. This will be a very helpful episode for any client considering Solabs QM!
Key Takeaways:
[:06] About today’s episode!
[3:17] Philippe explains the different components that are part of the Solabs QM offering.
[10:00] The model for the prices for various users in the system.
[15:08] How the pricing model works for a client that wants to add new users at any given time.
[16:48] About Solabs QM hosting offering.
[18:18] Does Philippe see a lot of clients going towards the hosted offering or does he see still a lot of on-premises installation?
[18:45] Does Philippe think that the turn-key implementation in Solabs QM contributes to more successful projects?
[21:50] Does Philippe consider Solabs to be more of a software company or a services company?
Your host Ericka Moore, Head of Client Success at Solabs, will be leading today’s episode! In celebration of this episode being the final podcast of the year, she will be talking about QM APPS — a product she has done a lot of work on herself, and is extremely passionate about.
The QM APPS are different quality processes that are used within the life sciences industry, that can be deployed within the core system in the process section at any given time, within Solabs QM 10.
In this episode, she will be giving an overview of QM APPS; highlighting some of its key offerings, how it is used within the life sciences industry, the creation process and team behind QM APPS, and how QM APPS can help expand clients’ use of Solabs QM. She also talks about the benefits of the QM APPS model and why Solabs decided to go with this model rather than modules (like many other EQMS providers offer).
Key Takeaways:
[:05] About today’s episode.
[1:44] What is Solabs QM? Where is QM APPS found within it? When can it be deployed?
[4:20] What are the QM APPS?
[5:15] About the creation process and team behind QM APPS.
[8:32] How QM APPS can help expand clients’ use of Solabs QM.
[11:30] The benefits of the QM APPS model and why Solabs decided to go with this model rather than modules (like many other EQMS providers offer).
[13:23] Another great benefit of QM APPS: the apps are integrated with the document and training section.
[14:15] Another benefit: they’re easily tweakable and available off-the-shelf.
[14:45] Some more benefits: the apps are in accordance with the FDA, can be deployed anytime, and easily flexible and can be adjusted to evolve with companies.
[16:18] Ericka highlights some of the valuable features within QM APPS.
[20:08] Ericka wraps up this week’s episode, gives a sneak peek of an upcoming episode, and talks about where to find more information about Solabs QM and QM APPS.
Mentioned in this Episode:
Solabs QM 10
QM APPS
docs.solabs.com
Ericka.Podcast@Solabs.com
Info@Solabs.com
Today’s episode is about an exciting new feature that was recently added to Solabs QM 10: the Questionmark OnDemand interface within Solabs QM. In this episode, your host, Ericka Moore, is joined by return guest, Gretchen Dixson.
Gretchen is a Senior Product Specialist at Solabs and a part of Ericka’s group, the Client Success Group. She has been with the company for a little over 2 years now. She serves as Head Trainer, with her duties including: building training material and delivering training sessions for upcoming and current clients. She’s also actively involved in the sales and marketing team by building and maintaining meaningful demo environments and providing product demonstrations. Prior to joining Solabs, Gretchen spent over 35 years in the QA Life Sciences industry.
Gretchen built the user guide for the Questionmark interface which makes her the perfect person to discuss this topic! Today she explains how to link Questionmark and Solabs QM, how a training admin would go about linking an assessment to a training activity, how end users interact with the software, what information will be available to the trainee and the training admin, how recurrence works when the training is linked to an assessment in Questionmark, and resources you can access to receive a demo of this interface as well as documents to help guide you!
Key Takeaways:
[:50] About today’s show with Gretchen Dixson.
[2:44] Gretchen gives a general overview of the Questionmark software and its integration with the Solabs QM 10 training functionality.
[4:11] Is it easy to set up the link between Questionmark and Solabs QM 10?
[5:59] After connecting the software, how would a training admin go about linking an assessment to a training activity?
[8:10] How end users interact with the interface and complete their training assessment.
[10:32] What the trainee will see in terms of passing their training assessments.
[12:08] What information will be available to the training admin about their trainee’s training assessments?
[13:03] How does recurrence on training work if the training is linked to an assessment in Questionmark?
[15:51] For those interested in the Questionmark interface, Gretchen offers a way to receive a demo.
[17:22] Ericka thanks Gretchen for being a part of today’s episode.
[18:33] If you have questions or feedback about this week’s episode, you can email Ericka at Ericka.Podcast@Solabs.com, Solabs at Info@Solabs.com, and visit the doc portal at docs.solabs.com.
[19:35] About next week’s episode.
Mentioned in this Episode:
Questionmark
Questionmark OnDemand
docs.solabs.com
Ericka.Podcast@Solabs.com
Today’s episode is a bit of a special one! Typically, a guest expert from Solabs is featured — but on this episode, Ericka and Philippe will take you through today’s topic: SSRS reports for training.
With Solabs QM 10, clients have access to a sharepoint portal which contains two different types of reports: excel reports and SSRS reports. Today, Ericka will be focusing on the SSRS reports for training, featuring: the training compliance distribution report, employee training compliance report, training compliance by department report, employee training compliance history report, and more!
This episode will bring to light more information on the logic behind what is presented on all these nice graphical reports available through Solabs QM training functionality. Ericka gives examples, answers questions from Philippe, and gives an overview of each type of report— explaining how to use it and what it offers.
Key Takeaways:
[:27] About today’s episode with Ericka and Philippe.
[1:31] Ericka gives a general overview of the Solabs SSRS offering.
[4:40] About the training compliance distribution report: how to use it and what it offers.
[7:48] How to use the employee training compliance report and what it offers, as well as some examples.
[11:30] About the training compliance user distribution by range report.
[13:52] Ericka explains the training compliance by department report.
[17:22] Ericka gives an overview on the departmental training compliance per user report.
[19:15] All about the training compliance department status per user report.
[23:42] Ericka explains the employee training compliance history report.
[28:00] Ericka speaks about the usefulness of the job title training requirement report.
[31:34] Ericka wraps up this week’s episode!
[32:45] If you have questions or feedback for this week’s episode, you can email Ericka at Ericka.Podcast@Solabs.com, Solabs at Info@Solabs.com, and visit the doc portal at docs.solabs.com.
Mentioned in this Episode:
Microsoft SQL Server Reporting Services (SSRS)
docs.solabs.com
Ericka.Podcast@Solabs.com
Info@Solabs.com
In today’s show, your host — and the founder and CEO of Solabs — Philippe Gaudreau, speaks about the November 2018 release of Solabs QM 10. He reviews the changes from both the core software and the document control process. As of this release, Solabs is moving to a one-release-every-4-months schedule. The November release is the first of this series with the next release being in February, 2019.
In this episode, Philippe highlights the changes in this release that have an impact on end users — such as functions that have been added and changes to the user interface. Major improvements have been made to Solabs document control process and Philippe is eager to share all of those with you. This episode will be very beneficial in planning for your upcoming upgrade!
Key Takeaways:
[:16] About today’s show and future Solabs QM releases.
[2:10] Changes to the core software version 10.7.
[6:57] Changes for the document control version 3.
[15:40] Be sure to check out docs.solabs.com for more information on these new features and additional resources.
[15:57] Philippe recommends you execute user acceptance testing. When they have the qualification package ready they will send you a notice.
[16:50] To suggest a topic or give feedback on this week’s episode, get in touch with Ericka at Ericka.Podcast@Solabs.com.
Mentioned in this Episode:
docs.solabs.com
Ericka.Podcast@Solabs.com
In today’s show, the founder and CEO of Solabs, Philippe Gaudreau, presents different tips and tricks of the Solabs QM User Interface and cover the different sections of the application. He’s joined by return guest, Gretchen Dixson, Solabs Senior Product Specialist.
Gretchen has been with the company for a little over 2 years now. Her main role is to be a head trainer, which includes: building training material and delivering training sessions for upcoming and current clients. She’s also actively involved in the sales and marketing team by building and maintaining meaningful demo environments and providing product demonstrations.
This episode, Gretchen and Philippe explain some incredibly useful tips and items of interest within Solabs QM such as: different ways to use the search feature, how to best utilize the document section when creating or revising a document, the benefits of the compare file feature, helpful tips for users within the training section (for both trainees and managers), and even more beneficial tips on how to best use the process section.
Key Takeaways:
[:22] About today’s episode.
[:45] About today’s guest, joining Philippe this episode.
[2:00] Philippe welcomes back Gretchen to the podcast.
[2:15] Some of the useful items of interest when a user first logs into Solabs QM.
[5:39] About the search feature and the different ways you can search.
[7:54] Tips and tricks for using the document section when creating or revising a document.
[10:10] Other tips on what you can do from the treeview (within the doc section).
[11:35] Gretchen explains the benefits of the compare file feature (within the doc section).
[13:28] Tips and tricks for users within the training section for both trainees and managers.
[18:10] Philippe explains a new ability for sorting that was added in the 10.6 release.
[18:56] Gretchen talks about some of the tips and tricks within the process section.
[24:44] If you want to learn more about Solabs QM, you can visit docs.solabs.com and get in touch with Ericka, the usual host, at Ericka.Podcast@Solabs.com.
Mentioned in this Episode:
docs.solabs.com
Ericka.Podcast@Solabs.com
In today’s episode, Ericka and her co-host-turned-guest, Philippe Gaudreau, will be discussing different scenarios when using the document control process in Solabs QM 10. Philippe is a Chemical Engineer by trade who founded Solabs almost 20 years ago. Supported by a team of strong developers and IT professionals, Philippe has managed two major iterations of his fully integrated EQMS Solabs QM. Today, the solution is offered via the web and can be hosted in the Cloud or installed on premises. The fully validated and 21 CFR Part 11 compliance solution helps Life Sciences companies automate their quality management system.
Ericka and Philippe talk about the document control process and provide listeners with a more indepth look at different scenarios within it. The process is quite unique to Solabs QM and is an extremely useful feature to learn about! Philippe explains what the document control process is, how the creation of a new document works in Solabs QM, the flow of steps within it, how to set up documents for a periodic review, and what’s on the roadmap for upcoming versions of the doc control process
Key Takeaways:
[:25] About today’s episode and guest.
[1:35] Ericka welcomes Philippe on to the show.
[1:50] Philippe briefly explains what the document control process is and which scenarios it would be used in.
[3:55] Philippe explains how the flow of steps goes and how the document control process allows to centralize all the requests.
[7:10] How the creation of a new document works in Solabs QM.
[13:18] Can the role of training coordinator be assigned to multiple people in the system?
[14:00] Is training required as part of the creation of a new document? How will the system monitor the training?
[15:36] If you have a document that already exists in the system and you’re creating a new version of that, how would that change within the document control process?
[20:34] How would you set up documents in the doc control process to do a periodic review?
[22:35] Philippe explains a new functionality to be released in version 3 of the doc control process: the ability to use the doc control process to retire a document within Solabs QM.
[24:54] Visit docs.solabs.com to learn more about what Philippe was explaining this episode!
[25:22] What’s on the roadmap for upcoming versions of the doc control process?
[28:17] If you have any feedback for Ericka and Philippe this episode, please contact her at Ericka.Podcast@Solabs.com.
[28:29] About next week’s episode.
Mentioned in this Episode:
FDA 21 CFR Part 11
Solabs QM 10
Docs.solabs.com
Ericka.Podcast@Solabs.com
Today’s show is focused on how user permissions, roles, and privileges are managed within Solabs QM 10. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, founder and CEO of Solabs.
This week’s return guest is Gretchen Dixson, Solabs Senior Product Specialist. Gretchen has been with the company for a little over 2 years now. Her main role is to be a head trainer, which includes: building training material and delivering training sessions for upcoming and current clients. She’s also actively involved in the sales and marketing team by building and maintaining meaningful demo environments and providing product demonstrations.
This episode, Gretchen and Ericka discuss how permissions are managed; how to set up permissions; how permissions can be given to a company’s third party (such as an outside supplier or auditer) as an external user; the different types of user accounts that Solabs QM 10 offers; and what’s on the roadmap for permissions, roles, and rights for Solabs QM 10.
Key Takeaways:
[:24] About today’s episode with Gretchen Dixson.
[2:55] How permissions are managed within Solabs QM 10.
[3:11] How to set up permissions, and which permissions you need in order to be able to set them up.
[5:37] Gretchen explains system roles further.
[6:47] Gretchen further explains the document administrator role and how providing access to the documents within the tree view are managed.
[8:38] Gretchen explains how to set up permissions for folders.
[12:43] Are process privileges managed in a similar way to document tree view privileges?
[14:51] Can permissions be given to a company’s third party (such as an outside supplier or auditer) as an external user?
[16:23] The different types of user accounts that Solabs QM 10 offers.
[17:56] Ericka summarizes the importance of permissions in an EQMS system.
[18:51] Philippe talks about what’s on the roadmap for permissions, roles, and rights within Solabs QM 10.
[21:22] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in touch with Ericka, email her at: Ericka.Podcast@Solabs.com.
[21:51] About next week’s episode.
Mentioned in this Episode:
docs.solabs.com
Gmpt conference mentioned at 2:25-2:35
Tweetables (For Social Media Use):
“There’s a lot of options and a lot of flexibility to either determine permissions … per functional roles … job title basis, or for a group of people.” — Ericka Moore
“Permissions, privileges, roles, rights, what you get to see in a system or get to act on in any EQMS system is such an important part of what the system is.” — Ericka Moore
Today’s show is focused on a high level overview of the Solabs QM 10 reports offering. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, founder and CEO of Solabs.
This week, Kevin Langlois, Head of the Engineering Group at Solabs, takes time out of his busy to schedule to join the Solabs QM Insights podcast and explain more about what reporting means with Solabs QM 10. Kevin has been with the company for the last seven years, and his main responsibilities include: the management of all technical resources (which include software developers and the IT group), the management of Solabs releases and work products, as well as ensuring Solab’s technology and hosting center and offering are best in class.
This episode, Ericka and Kevin talk about the options, the flexibility, and all of the features that are offered with the reporting offering. Kevin answers questions regarding the technical choices that were made with the reporting offering, what end users have access to, whether or not there are client-specific reports or if all users can edit reports, if there are any restrictions that come with the reporting, and more.
Key Takeaways:
[:24] About today’s episode with Kevin Langlois.
[1:46] Kevin explains what business intelligence (BI) is and some of its key terms.
[3:12] The technical choices that were made, pertaining to Solab’s reporting offering.
[5:19] What do end users have access to (in terms of Solab’s reporting)?
[6:06] In terms of reports, are there client-specific reports? Can all users edit reports?
[10:17] Can reports be distributed automatically on a periodic basis?
[11:37] Are there any restrictions that come with the reporting on Solabs QM 10?
[13:16] Is there a difference between a client that has it hosted or behind their firewall (in terms of reports)?
[14:39] Ericka speaks about accessing reports for new and current users.
[16:22] Ericka reiterates key points from the podcast.
[16:57] Philippe shares what’s to come in regards to reporting in Solabs QM 10.
[19:45] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in touch with Ericka, email her at: Ericka.Podcast@Solabs.com.
[20:14] About next week’s episode.
Mentioned in this Episode:
Microsoft Excel
SSRS
Today’s show is focused on leveraging the power of the task section within Solabs QM 10. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, CEO of Solabs.
Ericka’s guest this week is Karine, a Product Specialist at Solabs, who has been with the company for almost a year now. She’s a chemist with a NBA in Science and Engineering by trade. Before joining Solabs, she worked in various roles as a Quality Manager within the Pharmaceutical industry.
In this episode, Karine explains the main categories of tasks in Solabs QM 10; she provides examples of typical use cases of these categories; and further explains how you will be notified of tasks assigned to you, how those notifications work, and how you can manage them. Philippe also jumps into this episode to tell us all about what’s in store for the future of the task section in Solabs QM 10.
Key Takeaways:
[:23] About today’s episode.
[1:12] Ericka introduces their guest for this week, Karine.
[1:48] Karine explains the main categories of tasks that are in Solabs QM 10.
[3:22] Karine provides examples of typical use cases for these three categories.
[5:55] As an end user, how would you be notified that you have a task assigned to you?
[7:16] Ericka explains how email notifications work for alerting you to tasks.
[9:28] Ground rules regarding email notifications.
[10:27] What happens if — as an assignee — you have a task assigned and you don’t understand it?
[12:13] Karine summarizes her earlier points on how to manage email notification preferences.
[12:52] How the audit trail works for the task functionality.
[14:28] Karine explains how accessing tasks are managed using privileges and roles.
[15:21] Karine walks us through the available fields and parameters that are defined when you’re creating and confirming a task.
[17:54] Ericka summarizes this week’s episode on the task section.
[19:26] Philippe tells us what’s in store for the Solabs roadmap for the task section.
[21:48] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in touch with Ericka, email her at: Ericka.Podcast@Solabs.com.
[22:21] About next week’s episode.
Mentioned in this Episode:
MS Project
Today’s show is focused on discussing key concepts and differences between the document control and change control processes within Solabs QM 10. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, CEO of Solabs.
Ericka’s guest this week is Gretchen Dixson, Solabs Senior Product Specialist. Gretchen has been with the company for about 2 years now. Her main role is to be a head trainer, which includes: building training material and delivering training sessions for upcoming and current clients. She’s also actively involved in the sales and marketing team by building and maintaining meaningful demo environments and providing product demonstrations.
In this episode, Gretchen explains what the document control process consists of, the main differences between it and a typical change control, how the document control process monitors the need for training on a change to a document, how a document control process can be initiated from a higher level process, and more.
Key Takeaways:
[:23] About today’s episode.
[1:17] Ericka introduces their guest for this week, Gretchen Dixson.
[2:42] Gretchen explains what the document control process consists of, and the main differences between it and a typical change control.
[8:27] How the document control process monitors the need for training on a change to a document.
[11:14] Is the document control process a standard process? How is it offered? Can it be customized? Are there different options for change control?
[14:11] How a document control process can be initiated from a higher level process and how it is managed.
[15:37] A typical example of a change control process and how the flow works.
[18:21] Ericka’s tips for optimal document control and change control processes.
[19:31] Philippe’s thoughts on this feature and what users can come to expect for future Solabs releases.
[22:00] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in contact with Ericka, email her at: Ericka.Podcast@Solabs.com.
[23:11] About next week’s episode.
Mentioned in this Episode:
AstraZeneca
GMP Tea Conference
Office 365
Docs.solabs.com
Ericka.Podcast@Solabs.com
Today’s show is focused on the brand new collaborative review feature in Solabs QM 10. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, CEO of Solabs.
Ericka’s guest this week is Pascal Demers, Solabs Lead Front End Developer. He was the very first, official Solabs employee, and has been when the company for almost 20 years now. He’s a software engineer by trade and works mainly coordinating core Solabs QM releases and plays a key role as a lead investigator within Solab’s customer support group.
In this episode, Ericka and Pascal discuss what the collaborative review feature is, how it has been developed, and how to use it. Ericka takes you through a thorough walkthrough from the start of a review cycle to completion using the new feature, Pascal tells you about the key benefits of the feature, and Philippe gives his thoughts on this feature as well as a preview of what users can come to expect in future Solabs releases.
Key Takeaways:
[:24] About today’s episode.
[1:18] Ericka introduces their guest for this week, Pascal.
[2:08] Pascal explains what collaborative review means in terms of Solabs QM system.
[2:33] The systems and prerequisites that are required to enable the collaborative review functionality.
[5:28] Can this functionality be turned on and off? What is the default?
[6:25] Is the feature bundled with the Change Summary/ Auto-Compare feature?
[7:06] The key benefits of the collaborative review functionality for users.
[8:37] A walkthrough of an example from the start of a review cycle to completion (with the user interface.)
[17:21] Ericka recaps the key learning from this week’s episode.
[18:02] Philippe’s thoughts on this feature and what users can come to expect for future Solabs releases.
[20:45] If you would like to learn more, visit: docs.solabs.com. To get in contact with Ericka, email her at: Ericka.Podcast@Solabs.com.
[21:39] About next week’s episode.
Mentioned in this Episode:
Solabs QM 10
Docs.solabs.com
Office 365
Ericka.Podcast@Solabs.com
Pascal Demers’ Linkedin
Today’s show is focused on discussing the key concepts behind the training functionalities in Solabs QM 10. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, CEO of Solabs.
This episode features Martha Bailey, Manager of Client Support. Martha has been with the company for seven years, occupying various roles. She is very passionate about helping users better understand Solabs QM 10 and has a deep knowledge on everything Solabs QM 10 has to offer.
Ericka and Martha discuss the main components of the training section; how training is organized, built, monitored, assigned, and reassigned.
Key Takeaways:
[:06] About today’s episode.
[1:51] The kinds of training activities that are available in Solabs QM 10.
[3:05] A useful, new feature: linking an online assessment.
[4:10] How training is organized in Solabs QM 10.
[4:29] How does recurrence work on training activities?
[6:19] What are the different completion requirements that can be selected when creating a training activity?
[8:24] All about training assignments and training profiles.
[9:59] About the ease of scheduling training activities in Solabs QM 10.
[10:38] How to navigate to the training status page and about the functionalities on it.
[14:14] A key function of Solabs QM 10: training reports and metrics.
[14:30] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in contact with Ericka, email her at: Ericka.Podcast@Solabs.com.
[15:32] About next week’s episode and featured guest.
Mentioned in this Episode:
Solabs QM 10
Questionmark
docs.solabs.com
Ericka.Podcast@Solabs.com
Welcome to the first episode of Solabs QM Insights podcast — the series that focuses on showcasing features within Solabs QM 10. Each episode features a new guest expert from Solabs about popular features. Your host is Ericka Moore, Head of Client Success at Solabs, joined by co-host Philippe Gaudreau, CEO of Solabs.
In this episode, Ericka interviews Martha Bailey, Manager of Client Support, to discuss leveraging Solabs QM 10 to build a training plan. Ericka and Martha discuss how training activities can be scheduled in series to allow users to be trained on a specific on a subject or method of instruction.
Martha further explains how to schedule training activities in a specific order per user or group of users, how training admins can leverage the system to create sets of activities in advance, how to set up retraining for users, and more.
Key Takeaways:
[:06] About today’s episode.
[1:08] How training is structured in Solabs QM 10.
[2:53] How would one achieve setting up staff training on different topics in a pre-defined order?
[3:55] Does the order need to be the same for all users or can sequences be defined per user?
[4:37] How do users know when to take their training? How are they notified?
[5:10] The types of notifications you receive using Solabs QM 10.
[7:09] What happens when a user needs to be retrained but the training is not linked to an updated document (or linked at all)?
[10:28] How training admins can can leverage training activities in Solabs QM 10.
[14:28] How to create a task to remind training admins to set activities active.
[15:58] Key takeaways from this week’s episode.
[16:30] Philippe shares what users of Solabs QM 10 can come to expect in future updates.
[20:15] If you would like to learn more, visit: docs.solabs.com for guides that cover various training section topics. To get in contact with Ericka, email her at: Ericka.Podcast@Solabs.com.
[21:42] About next week’s episode.
Mentioned in this Episode:
Solabs QM 10
Questionmark
docs.solabs.com
Ericka.Podcast@Solabs.com