Using Reports & Dashboards

Vault Quality Basics provides several reports and dashboards to help you monitor your document, training, and QMS metrics.

To view your reports and dashboards, navigate to Reports & Dashboards > Reports or Reports & Dashboards > Dashboards from the Document Workspace, QMS, or Training Admin tab collection and click the name of the report or dashboard you want to view.

Reports

TThe following Quality Basics: QualityDocs reports are available:

  • DCCs Awaiting Closure: Lists approved Document Change Controls waiting on all associated documents to be moved to Effective or Obsolete.

  • Document Periodic Review Status by Owning Department: Lists documents with the status of their periodic review for each Owning Department.

  • Document Status by Owning Department: Lists a count of documents in each status for each Owning Department. Click a number in the matrix to see the list of documents for that particular status and Owning Department.

  • Documents Awaiting Approval Initiation: Lists documents with a status of Ready for Approval. Documents will need to either manually be sent for approval or sent for approval via a DCC.

  • Documents Made Effective in the Last 14 Days: Lists documents that have moved to a status of Effective in the last 2 weeks.

  • Documents Pending Approval: Lists documents with a status of In Approval. Documents are either awaiting their own approval or the approval of a DCC.

  • Documents to be Made Obsolete: Lists documents to be made Obsolete based on their last periodic review decision.

  • Documents to be Revised: Lists documents requiring revision based on their last periodic review decision.

  • Documents with Inactive Owner: Lists documents where the Owner is an inactive user.

  • Documents with Periodic Review Starting in the Next 90 Days: Lists documents that will have their periodic review automatically started in the next 90 days.

  • Effective Documents by Owning Department: Lists effective documents grouped by Subtype for each Owning Department.

The following Quality Basics: Training reports are available:

  • Curricula with Training Requirements: Lists all curricula and their associated training requirements.

  • Learner Training Matrix: Displays the training matrix for a learner. This includes learner roles they are assigned, curricula aligned to those learner roles, training requirements aligned to those curricula, and any documents or quizzes aligned to those training requirements.

  • Locked E-Learning Training: Lists locked E-Learning training from failed quizzes. Reset locked courses by clicking the Name link and navigating to the action menu.

  • Overdue Training Assignments: Lists open overdue training assignments. For managers, this will include the overdue assignments of their direct reports.

  • Quiz Failures by Learner: Lists failed quizzes per learner.

  • Quiz Question Analytics: Lists responses to quiz questions and the percentage answered correctly vs incorrectly. Optionally filter on a specific quiz design.

  • Quiz Status by Learner: Lists all quizzes per learner.

  • Learner Roles per Learner: Lists the learner roles assigned to each learner.

  • Training Assignments Due in the Next Week: Lists open training assignments that are due in the next 7 days. For managers, this will include any assignments coming due for their direct reports.

  • Training Assignments with Documents: Lists all training assignments for a learner and any documents trained on.

  • Training Matrix Assignment Completion: Lists all training assignments sent via the standard training matrix and their completion status. Optionally filter on a specific learner, learner role, curriculum, or training assignment status.

  • Training Matrix Structure: Displays the general training matrix structure. This includes learner roles and their respective curricula and training requirements. Note: This excludes individual learner roles as they are managed on a learner-by-learner basis.

  • Training On-Time Completion by Department: Lists on-time vs overdue training per department. Optionally filter on a completion timeframe or specific department.

  • Training On-Time Completion by Manager: Lists on-time vs overdue training per manager. Optionally filter on a completion timeframe or specific manager.

  • Training On-Time Completion by Month: Lists on-time vs overdue training per month. Optionally filter on a completion timeframe.

The following Quality Basics: QMS reports are available:

  • Deviations Awaiting Team: Lists deviations that require the Team to be populated to proceed.

  • Open Deviations by Category: Lists open deviations grouped by category.

  • Open Deviations by Owning Department: Lists open deviations grouped by owning department.

  • All Deviations by Owning Department: Lists all deviations grouped by owning department.

  • Deviation Closure Status: Lists all deviations and their status of open or closed, as well as overdue or on-time.

  • All Deviations by Category: Lists all deviations grouped by category.

  • Open Standalone CAPAs by Owning Department: Lists open standalone CAPAs grouped by owning department.

  • Standalone CAPAs Awaiting Team: Lists standalone CAPAs that require the Team to be populated to proceed.

  • Standalone CAPA Closure Status: Lists all standalone CAPAs and their status of open or closed, as well as overdue or on-time.

  • All Standalone CAPAs by Owning Department: Lists all standalone CAPAs grouped by owning department.

  • Change Control Closure Status: Lists all change controls and their status of open or closed, as well as overdue or on-time.

  • Open Change Controls by Owning Department: Lists open change controls grouped by owning department.

  • All Change Controls by Owning Department: Lists all change controls grouped by owning department.

  • All Change Controls by Category: Lists all change controls grouped by category.

  • Change Controls Awaiting Team: Lists change controls that require the Team to be populated to proceed.

  • Open Change Controls by Category: Lists open change controls grouped by category.

  • External Audits in the Next 6 Months: Lists proposed audits against suppliers planned for the next 6 months.

  • Internal Finding Closure Status: Lists all internal findings and their status of open or closed, as well as overdue or on-time.

  • Internal Audits in the Next 3 Months: Lists proposed internal audits planned for the next 3 months.

  • External Finding Closure Status: Lists all external findings and their status of open or closed, as well as overdue or on-time.

  • Audits Awaiting Team: Lists audits that require the Team to be populated to proceed.

  • Deviations per Batch: Lists all deviations against a given batch.

  • Change Controls per Product: Lists all change controls against a given product.

  • Root Causes by Category: Lists root causes grouped by category.

  • CAPA Action Closure Status: Lists all CAPA actions and their status of open or closed, as well as overdue or on-time.

Dashboards

The following Quality Basics: QualityDocs dashboards are available:

  • Periodic Review Dashboard: Displays periodic review metrics.

  • Document Management Dashboard: Displays document status metrics.

The following Quality Basics: Training dashboards are available:

  • Training Completion Dashboard: Displays training completion metrics by completion date, department, and manager.

The following Quality Basics: QMS dashboards are available:

  • Audit Dashboard: Displays audit finding and audit metrics.

  • Change Control Dashboard: Displays change control metrics by status, category, and owning department.

  • Standalone CAPA Dashboard: Displays standalone CAPA metrics by status and owning department.

  • Deviation Dashboard: Displays deviation metrics by status, category, and owning department.