Atlas GxP Documentation
  • Welcome to Atlas
  • Feature Overview
  • Implementation Steps
  • Configuring Atlas
    • Add Users
    • Set up Roles
    • Procedures
      • Procedure Overview
      • Daily Tasks and Cleaning
      • Batch Records
      • Deviations
      • Product Spec Sheets
      • CAPA
      • Supplier Management
    • Documents
      • Documents Overview
      • Folders and Permissions
    • Checklists (Beta)
  • Using Atlas
    • Dashboard
    • Managing Tasks
    • Search
  • Getting Support
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On this page
  • Documents
  • Procedures
  • Tasks
  • Schedules (beta)
  • Databases (beta)
  • Search (beta)
  • Checklists (beta)

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Feature Overview

This page is a crash course for learning how to use Atlas for all the wonders of a Quality Management system. Enjoy!

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Last updated 5 years ago

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Atlas is very different from typical QMS software. Using just a few core concepts (listed below) you can transform your business into a well-oiled, GMP record-keeping machine!

Documents

Managing written policies and SOPs is crucial to quality management. In Atlas, the Documents tab is where you can load SOPs and files that need to be version controlled and approved before being published. You can also add any type of file here as an attachment. Learn more on the page.

If you're migrating from paper, you'll transfer your Microsoft Word documents and other version-controlled files into this section of Atlas.

Procedures

A company with great quality management has a written procedure for nearly every process, and many of those processes require specific data to be collected. In Atlas, Procedures are essentially Forms that employees use as they perform tasks. Some common use-cases for Procedures are:

  • Batch Records

  • Inspection Forms

  • Equipment Maintenance, Sanitation, and Calibrations

  • Document Control

  • Training Records

  • Incoming Material Inspections and Spec Sheets

  • CAPAs

  • Audits

Procedures replace Forms and Work Instructions in a paper-system.

Tasks

Tasks produce historical records that serve as Log Records, Batch Records, Training Records, and more.

Schedules (beta)

With Schedules, you can set up recurring Tasks for any Procedure. Some typical schedules are:

  • Master Calibration Schedule

  • Master Sanitation Schedule

  • Master Maintenance Schedule

  • Master Training Schedule

Databases (beta)

Databases allow you to model things in your operation to reference during procedures. Typically, companies have the following databases:

  • Equipment

  • Parts

  • Inventory

  • Suppliers

When creating Procedures, like Batch Records, these items can be in the inputs to questions.

Search (beta)

Search allows you to find records, documents and procedures that contain certain text. For example, if you search for a specific Lot Number or piece of equipment, any activity containing that equipment will show up.

Checklists (beta)

Checklists are essentially lists of the requirements of a specific regulation or standard. Some examples of checklists to include are:

  • 21 CFR 111

  • 21 CFR 211

  • California GMP requirements

  • FOCUS Standards

Checklists produce Tags that you can use throughout the platform to make a map of what specific documentation and records address what regulatory requirements.

You can learn more about Procedures on the page.

When employees perform a Procedure, we call that a Task. Tasks can be assigned to users, scheduled to recur, or created on an ad-hoc basis. Managers can delegate and track task progress on the Tasks page in the app. Check out the page for details.

Writing Procedures
Managing Tasks
Create Documents
Version Control on Documents
Procedure Editor (left) with Corresponding Task for Published Procedure (right)
Tasks Landing Page
Task Scheduling Details
Example Equipment Database with Records
21 CFR 111 Checklist with Items