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Self-Guided Orientation Phase
Self-Guided Orientation Phase

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Crysta Huszai avatar
Written by Crysta Huszai
Updated this week

During the Sales process, you may have discussed topics like Validation, Migration, and what features you would like to implement. If you did, that’s great! You'll be able to breeze through the Orientation Phase. But if you’d like to take a second look, the recommended resources are below. If you’d like to discuss any of these topics, you can chat with our Onboarding Team via the in-app chat; we simply ask that you read the materials below FIRST.

Preparing for an eQMS Onboarding

Watch this recorded Webinar to gain insight into what Qualio onboarding experts describe as game changers for your Onboarding experience. After watching, you will:

  • understand who should be on your project team

  • know when to use your sandbox vs. production environment

  • have tips on how to prepare for your document migration

Beginning Orientation

Actions taken in your sandbox environment

Concurrent actions (not in your sandbox)

  1. Log in to your sandbox.

  2. Complete Qualio’s navigation tour.

  3. Complete your Orientation Checklist.

  1. Start gathering content for migration.

  2. Review validation support resources

  3. Review user levels to familiarize yourself with the different role-based capabilities.

Your Orientation Checklist

Your Orientation Checklist is available once you complete your initial navigation tour when you log in. To locate your checklist, click the messenger icon in the bottom right corner of Qualio and select “Tasks.” Select the Orientation Checklist to display and progress through the list of tasks that need to be completed.

There is an associated checklist for each user role

(Basic, Normal, and Quality)

Select Tasks to view available checklists

Checklist tasks:

Basic

Normal

Quality

  • Help Center

  • Qualio Glossary

  • User Permissions

  • Your Dashboard

  • Your Library

  • Training

  • Help Center

  • Qualio Glossary

  • User Permissions

  • Your Dashboard

  • Document Lifecycle

    • Creation

    • Review

    • Approval

  • Your Library

  • Training

  • Help Center

  • Qualio Glossary

  • User Permissions

  • Admin Settings

  • Your Dashboard

  • Document Lifecycle

    • Creation

    • Review

    • Approval

  • Your Library

  • Training

  • Reports & Analytics

Review Qualio's CSA Validation Method

During the Self-Guided Orientation phase, you’ll review documentation on Qualio’s CSA validation approach. With this approach to validation, all documentation needed is provided by Qualio.

In your Sandbox and production instance of Qualio, you’ll automatically have validation documents ready for you to review. These documents are:

  • QVAL-1: Qualio Validation Plan

  • QVAL-2: Qualio Feature Validations

  • QVAL-3: Qualio Validation Summary

If you’ve never validated software before, we’ve got a ton of great information for you. Begin with the Validation Overview. This will guide you through Qualio’s validation approach and rationale, plus prepare you on what to expect for validation support.

Qualio’s CSA approach makes validation easy because:

  • Documentation creation is taken care of by the Qualio team - all you need to do is to review, fill in any blanks, and approve it.

  • We perform the validation testing and provide you with access to the video and image evidence for your review, or the review of an auditor.

  • Review of this documentation can begin after the introduction meeting with your Onboarding Manager and can be completed in as little as one day.

You always have access to the validation documentation for the most current features, so there is less work for you as the system is updated.

Gather Documents for Migration

During the Build Phase of your project, your Onboarding Manager will help you import your documents into Qualio. But you should start to gather and prioritize your documents NOW. Be sure to look and gather from all your document locations/sources:

  • Shared company, department, project drives and folders

  • Dropbox, Sharepoint, other cloud storage

  • Your hard drive, thumb drives, physical files

  • Existing QMS

Your Onboarding Manager will evaluate your documents and you’ll work together on a migration strategy. Learn more about the Migration process from the recorded webinar and Q&As on this article.

Access to your Sandbox

Following your kickoff call, your Onboarding Manager will invite your team to your sandbox. Invitations will be sent to users who participated in the sales process. Check your inbox for a Welcome email. Your Onboarding Manager will typically reach out to your within a week of your subscription start date to schedule your kickoff call, and send out invitation(s) to the sandbox on the day of that call.

Your sandbox is the most convenient and safest place to explore features. Sandboxes are not connected to production environments and will therefore have no impact if you want to try a few options before committing to a final strategy.

Self-Guided Orientation Phase Action Items:

  1. Decide who from your team will be part of the Qualio Onboarding project.

  2. Review Qualio's Implementation Guide.

  3. Accept your sandbox, login and keep checking back for updates and messages from the Onboarding team. All orientation activities will take place in your sandbox.

  4. Review Qualio’s validation approach and documentation.

  5. Think about what documents you want to migrate. Begin to organize and prioritize. Your Onboarding Manager will help with everything else.

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