Charts Dashboard

The Chart Dashboard offers visual insights into Design Control document statuses, enabling quick progress tracking, upcoming revision identification, and compliance monitoring.

The System Displays the Following Document Charts:

• #5 Document Status

• #10 Document Status Progression

• #15 Percentage of Documents Pending for Approval

#5 Document Status

This chart shows the current status of design controls based on their creation date within a specified time period. You can customize it to suit your needs by selecting a time interval, such as days, months, years, or quarters. Additionally, you can adjust the chart type in the settings. For more guidance on customizing your chart, refer to the Charts Settings.

Pie Chart Example

Column Chart Example

All documents are organized by status:

• Open

• Under Review

• Approved

• Effective

• Obsoleted

You can activate or deactivate specific statuses to focus on the information you need. Hovering over any section of the chart, will display the total for the selected range or category.

#10 Documents Status Progression

This chart shows the changes in the status of design controls based on their first status date change within a specified time period. You can customize it to suit your needs by selecting a time interval, such as days, months, years, or quarters. Additionally, you can adjust the chart type in the settings. For more guidance on customizing your chart, refer to the Charts Settings.

Pie Chart Example

Column Chart Example

All documents are organized by status:

• Open

• Under Review

• Approved

• Effective

• Obsoleted

You can activate or deactivate specific statuses to focus on the information you need. Hovering over any part of the chart will reveal the total for the selected range or category.

#15 Percentage of Documents Pending for Approval

This chart shows the percentage of design controls under review that are awaiting approval. As the number of design controls awaiting approval increases, the needle shifts to the right. On the other hand, as the number decreases, the needle moves to the left.

Search Filter

The charts offer a variety of filtering options to customize the displayed data. These filters adjust the chart values based on the selected parameters, allowing for customized views.

Available Filtering Options:

1. Time Interval: Choose parameters such as Days, Months, Quarters, or Years to group data into manageable intervals.

2. Time Range: Define a specific range of dates to narrow down the records displayed.

3. Filter Window: Open the filter settings to customize and apply advanced filtering criteria.
4. Clear Search Button: Reset all applied filters and restore the default view.
5. Chart Settings: Allow you to customize the chart type, adjust display preferences, and refine how data is visualized to suit your specific needs.

Filter options may vary depending on the chart you are viewing, offering flexibility across different visualizations.

Search Filter Example

Print and Export Chart Options

By clicking on the vertical ellipsis icon, as shown in the figure below, a drop-down menu will appear with various options to manage your chart. If any filters are applied, they will be included when printing or exporting the chart.

Drop-Down Menu Options:

• Print the Chart
• Export Chart Data (Excel)
• Audit Trail

When printing a chart, the system will include a stamp in the document footer containing a unique control number, the name of the user who initiated the print, and a timestamp detailing the date and time it was generated. This ensures compliance with cGMPs, ALCOA, ALCOA+, and other data integrity and security standards associated with forms and documents.

Footer Example

Note: Audit Trail log is intended to comply with the cGMP audit trail requirements of the 21 CFR Part 11.