| Document revision and approval | Documented by vendor | Route controlled documents through review and release, with permissions and links to required training. Controlled documents and training |
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| Audit finding follow-up | Documented by vendor | Configure audit checklists and initiate investigations, corrective actions or changes from an audit record. Audit planning and follow-up |
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| Nonconformance application | Documented by vendor | The portfolio includes a nonconformance application on the configurable Reliance platform. Demonstrate disposition and approval on your sample record. Nonconformance platform and mobile scope |
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| Risk and recurring tasks | Documented by vendor | Risk applications cover compliance obligations, surveys, recurring tasks and emergency planning. Confirm the selected application bundle. Risk and compliance-obligation applications |
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| Offline mobile work | Depends on scope | Vendor documentation describes mobile offline use but does not specify complete task coverage or recovery semantics. Nonconformance platform and mobile scope |
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| Document and enterprise connections | Depends on scope | Document control describes Google Docs and Office integration plus third-party system connections. Confirm entitlement and responsibility for each interface. Controlled documents and training |
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| Configurable eQMS platform and enterprise integrations | Depends on scope | The eQMS page describes more than 40 configurable applications, no-code tools, ETQScript and integration with ERP, CRM, PLM and MES systems, including REST APIs. This establishes platform breadth, not entitlement to every application or a delivered interface. Confirm the selected applications, configuration method, validation impact, API limits, connector licensing, data ownership, monitoring and error-handling responsibility. Reliance eQMS platform, configuration, integrations and broad online/offline statement : checked 29 September 2026 |
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| Employee training plans, assignments and qualification records | Depends on scope | Training Management supports plans, employee or group assignments, role, location and occupation rules, notifications, linked documents, configurable testing and automatic record updates when requirements are met. Confirm curricula, equivalencies, retraining triggers, electronic acknowledgement, supervisor approval, imported history, expired qualifications and whether a document revision automatically creates the intended training obligation. Employee training plans, assignments, tests and record updates : checked 29 September 2026 |
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| CAPA and structured root-cause analysis | Depends on scope | The Corrective Action page describes CAPA workflows and a root-cause toolkit using fishbone diagrams, Pareto charts and 5 Whys, with initiation from nonconformance, complaints, audits and other Reliance applications. Confirm investigation gates, effectiveness checks, overdue escalation, reopen rules, independent approval and whether smart recommendations are optional and explainable rather than treated as verified root cause. CAPA, root-cause methods and cross-application initiation : checked 29 September 2026 |
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| Supplier, material and chemical quality management | Depends on scope | The supplier page describes revision-controlled supplier data, risk assessment, onboarding and recertification audits, documents, performance ratings, material and chemical records, and master-data synchronization with systems such as SAP, Oracle and Epicor. Confirm which supplier, SCAR, PPAP, receiving, chemical and integration applications are licensed, who may access supplier records, authoritative master-data ownership and applicable regulatory datasets. Supplier, material, chemical, risk and master-data management : checked 29 September 2026 |
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| Advanced analytics, data lake and AI-assisted insights | Depends on scope | Advanced Analytics describes Snowflake and Fivetran-based Quality Data Lake services, Insights Dashboards, centralized reporting and alerts, API access, Power BI connectivity and an AI-driven Reliance and Acerta LinePulse offering. Treat these as separately scoped analytics capabilities. Confirm products and licences, refresh latency, source lineage, tenant boundaries, model inputs and validation, alert thresholds, false-positive handling, human review and export or API limits; predictive language is not a guaranteed outcome. Advanced analytics, Quality Data Lake, dashboards, reporting, APIs and AI : checked 29 September 2026 |
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