Training Compliance Follow-Up for a Medical Device Manufacturer

Medical DeviceQuality & Regulatory

100% training compliance, seven days after go-live.

A medical device manufacturer stopped chasing overdue training by hand. Reminders now go out on their own, every day, in the messaging app people already use.

Organization
Medical device manufacturer
Industry
Medical Device
Team
Quality & Regulatory
Problem
Follow-through & escalation

The operating problem

A skilled quality team had become the reminder system.

The quality team pulled a report from the eQMS, rebuilt it in a spreadsheet, emailed everyone with incomplete training, then emailed their managers when the first reminder did nothing.

In more than ten years, the company had never hit 100% training compliance. The eQMS already knew who was overdue. What was missing was someone, or something, to follow up every day until the training was done.

Seven days after go-live, compliance reached 100%. It has held since.

Before and after path

Before

01

Report pulled from the eQMS

02

Report rebuilt in a spreadsheet

03

Employee contacted

04

Manager contacted

05

Training still overdue

Loop never closes

After

01

Check the eQMS every day

02

Remind the employee

03

Escalate to the manager

Training gets done

100% compliance

Before

Loop never closes

  1. 01

    Report pulled from the eQMS

  2. 02

    Report rebuilt in a spreadsheet

  3. 03

    Employee contacted

  4. 04

    Manager contacted

  5. 05

    Training still overdue

After

100% compliance

  1. 01

    Check the eQMS every day

  2. 02

    Remind the employee

    Training gets done
  3. 03

    Escalate to the manager

What Botable built

The reminders now send themselves.

  1. 01

    Check the eQMS every day

    Every day the system reads the training plans in the eQMS. No report, no spreadsheet, no list to maintain.

  2. 02

    Remind the employee

    Anyone with incomplete training gets a message in the team's messaging app, on the schedule the quality team set.

  3. 03

    Escalate to the manager

    Seven days before the deadline, the manager is copied. Once training is overdue, both hear about it every day until it is done.

Evidence

No one chases training anymore.

100%
eQMS training compliance
7 days
From go-live to full compliance
Daily
Every training plan checked
0
Systems replaced. Built on the existing eQMS and messaging app.

After go-live

Training plans change. The reminders keep up.

New hires, new roles, new document revisions all change who owes what training. The system reads the eQMS every day, so the reminders follow those changes without anyone rebuilding a report. Botable has maintained it since go-live, alongside the document search build this customer started with.

Start with one gap

Is your team the reminder system?

We will build the reminders and escalations into daily work, and keep them running.

Start with one gap