Yeah, absolutely. And that can also serve as your records of, you know, the acknowledgments and training.
Right. Right. For the training. If there is something new that they need to look at and review.
And even within the revision process itself, like when you’ve made changes in the document if you’d like to get feedback from other people on those changes, you can also send out notifications to people and they can provide comments. All that’s captured within the cover sheets of the document.
Right? Right. And when it’s finally approved, that person that says, okay, this is good, it’s the way it should be, it’s done. They can approve it. So you know that you all are on the same page when it comes to this, this documentation, whether it’s for training, any of that type of stuff.
All right. So 9001, we’ve talked about documentation today and some of how you can control it, and why it’s important to control it. 9001 also has a look at data about our customers and our suppliers. Now, how do we go about analyzing all of this customer and supplier data? Can you give me a little rundown about how we do that?
Absolutely. So customer supplier data can be evaluated either utilizing forms where you’re capturing data in relation to either customer feedback or supplier performance. But then this documentation that’s primarily captured in forms that people are filling out.
It’s like a questionnaire perhaps. Yep. If it’s a customer questionnaire or something like that.
In those forms, then you can either implement those manually using, you know, paper form on your computer, on your network. Alternatively, forms can also be electronic and those can be captured in, for example, the core compliance platform. So we have great audit forms that are available on that topic. It’s captured in the order forms, which then actually allows you to be able to do some trending and analysis of what the feedback is Overtime.
Let’s say you’re doing something that’s based on a five-point rating. You know, one’s terrible, five’s great. It’ll give you the average of what you have within a certain time frame or over the entire life or, you know, you can you can pass out data as you need to. So look at it. Stay on top of that kind of stuff very easily.
Absolutely. Yes. I mean, and everything’s very sortable as far as, you know, you can sort by ratings by particular customers if you want to focus on one customer as far as what their feedback has been over, say, a five-year period.
Oh, That’s really good. I mean, I know sometimes as we continue to evolve in our and our businesses, you know, we get focused on catching new customers. You know, that one big customer that we were really great with, you want to make sure you’re still keeping them happy as well so you can look at, hey, why is our rating gone from a five to a three and a half over this time frame since we’ve had this customer, what aren’t we doing?
Definitely data. And that’s where it kind of gets a little difficult if you are just keeping in completed forms on your network. That data can’t really be passed from, right?
You can’t. You can’t. You’re at your metric. Analyze. This is not going to be as complete.
So when you’re putting all of this stuff together, what’s a good way to basically finalize all this documentation?
So prior to finalizing, of course, we kind of talked a little bit about making sure there is a mechanism to enable people to provide feedback, to make sure things are pretty much standardized. And, you know, you want to.
Review that, you want to review those documents to ensure they’re what you want them to be.
And beyond that, once it’s kind of like the feedback I’ve been given, the documents kind of been revised within the final stages. At that point, you’re ready to go through and approve and releases documents. So it’s really important to have a clear approval process and then determination for the appropriate people. They’re going to be required to approve those documents.
So you might just have one. You might have a handful, a committee of sorts if you will, that everybody has to say this. This seems complete to me. Yeah. After you’ve gone through and had the review process, gotten the feedback made, any changes, now everybody is on the same base. Let’s approve it. And we know that’s the one to use.
And then at that point, once the approvals are received, then you basically release the document within a system like Core, and filers are then locked down, and that prevents any future unintended change. And so you can no longer upload files to the cover sheet once it’s locked down.
That doesn’t mean you can’t make revision changes. It just means that the revision is now complete and can’t be changed.
That’s exactly right. So you kind of lockdown. And then previous to when you go through an approval process, when the documents are in draft status review, you could continue to upload a revised document or not necessarily revise, but another.
That variation. So it’s not necessarily bumping it to the next round number with those changes until it’s released. Once it’s released fully, then at that point, it’s going to be a revision of a change.
That’s another reason it’s so important to get that finalized approval to know this is what we’re going to go with for this revision.
That’s right. And within Core, for example, when that periodic review cycle hits, if it’s, you know, whether it’s one year, two years, six months, you basically go in a new or complete a periodic approval. So basically saying that the document is still up to date and there are really no changes needed at this point in time. So recovery starts the clock then based on the frequency determined.