Make Sure Important Documents are Understood by Collaborators

With BPA Apps, we propose two ways to make sure collaborators are skilled to do their jobs. Both scenarios can be used together or separately.

The common approach is to define the required skills to accomplish a job and periodically assess collaborator skills for their jobs. In BPA app, the process outcome is an interactive Power BI skill matrix which can be filtered by collaborator, job or department for easy decision making.

Skill Matrix

Power BI collaborator skill matrix in BPAQuality365.

The second approach can be easily configured with your BPA modern Apps.

To accomplish their jobs, collaborators need to be aware of job-related compliance documents, like important procedures (SOP) or work instructions.

When publishing compliance documents, an automated workflow ensures the right collaborators are alerted based on related jobs with regards to these documents. Collaborators get an email alert or approval in Teams to view, read and understand these documents.

Distribution Alert

Example of a document distribution alert sent to collaborators.

Collaborator decisions on whether help is needed to understand documents or documents are understood are logged in the App.

As ideal reporting tool, the document training matrix is a Power BI dashboard to view documents by collaborators with their decision status (need help/understood). The interactive document training matrix can be used to instantly check who needs training on which documents, or the required training by job.

Document Training Matrix

Document training matrix in Power BI.

With BPA modern Apps, you make sure collaborators are skilled to do their jobs.

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