Onboarding
Signed and invoiced. Here is what comes next.
This page is for you once the Services Agreement is signed and the invoice paid. Your pack is ready within five business days of the day we accept your data as complete.
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Keep the founder’s emails to hand
The founder’s email after the fit check brought the Services Agreement, the Excel templates (ZIP) with their guide, and the invoice. Your private upload link, and the offer of an optional 15-minute intake call, also come from the founder by email.
Cannot find the templates or the upload link? Look in spam, then email us.
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Complete the templates
Begin with the core seven: CAPA (02), Suppliers (04), Training Matrix (07), Calibration (08), Documents (12), Audit Findings (13) and Nonconformances (17). Then add any template you hold records for, such as complaints, design history, risk or process validation.
Open each file's Data sheet and paste your records starting at row 5 with Home > Paste > Values. Correct every coloured cell until each row shows OK in the Row check column. Where you lack a value, leave the cell empty rather than guessing.
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Upload with your private link
Keep each file name, save as .xlsx, and use the private link the founder emailed you. Email attachments are not the way to send them.
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Our data check
A person looks at each file. On the day we accept your data you get an email with your pack's due date, or a precise list of what is still missing. The five business days run from the day your data is complete.
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Book the review call
We build the pack and a person reviews every page. Once it is ready, a link lets you book the 60-minute call. The files arrive as the call begins, and we work through them with you.
Leave the formatting alone
- No renaming, moving, adding or deleting columns.
- No format changes, and keep the sheets protected.
- Keep the file names.
- Paste values, never formatting.
Locked sheets mean every file is read in exactly one way, and that is how we keep to five business days.
Keep restricted data out
No patient-identifiable information. Before upload, strip complaint, adverse-event and MDR records of patient names, dates of birth, medical record numbers, addresses and contact details. No export-controlled technical data either, and no personal data apart from names, employee IDs and roles. Unsure about a record? Ask us before you upload it.
Reading the colours
- Red: a required value is empty.
- Strong red: text sits where a date or a number belongs.
- Amber: worth a second look, as the value is off the list, outside the range, or a repeated ID.
- Green Row check: the row is complete and in the right format.
- Grey EXAMPLE rows: format guides that the import skips.
Dates as YYYY-MM-DD. Numbers with no units or symbols: 86.2, not 86.2%.
Questions?
Reply to any of the founder’s emails, or email us. You will hear back within one business day.