GRD User Training_Account Individuals and Managers_V01.01.ppt

User account basic training on GRD

1. © 2009 IBM Corporation
Global Technology Services
Introduction and Basic Training on
IBM Global Regulatory Depository (GRD)
for Account Individuals and Managers
10-Aug-2009 Version 01.00

2. Global Technology Services
© 2009 IBM Corporation2 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

3. Global Technology Services
© 2009 IBM Corporation3 GRD Training Package | User Training | IBM / Novartis internal use only
Introduction
Purpose
–This presentation explains document management and training management processes of the GRD
application for Account Individuals and Managers
–The main processes covered by GRD are:
oPersonal Information & Training (Focus on definition and documentation of the individual’s role
responsibilities in the account & trainings relevant for their role)
oDocument Management (Focus on search & find)
Time Management
–To work through this presentation:approx. 60 minutes
–To read the supporting documents:approx. 15 minutes
–Total time to spend on training:approx. 75 minutes
1 Introduction

4. Global Technology Services
© 2009 IBM Corporation4 GRD Training Package | User Training | IBM / Novartis internal use only
Words that are highlighted in blue, or this icon will
direct you to specific slides in this presentation with detailed
screenshots of the tool, descriptions of process flows and/or
forms.
Objectives
This presentation
–should be used as a self-training module to get a comprehensive view of the overall GRD process
and its functionalities
At the end of this session you know:
–why the GRD system is important to your work and to the account
–how it can support you
–how to manage personal information & training assignments
–how to register access to GRD
–how to access the tool
–what kind of documents are stored in GRD
–how to find thedocuments you need
1 Introduction

5. Global Technology Services
© 2009 IBM Corporation6 GRD Training Package | User Training | IBM / Novartis internal use only
GRD replaces various applications in the Novartis
account that store compliance relevant documents
QuickrqDoc DRSARD
GRD
(Document DB)
GRD
(Training DB)
No migration out of
Quickr. All relevant
documents should be
stored in qDoc and DRS.
1 Introduction
Migration of PIDs as
SIMs and most other
documents like WIs or
templates
Migration of IQs like
qualification and most
other like controlled
documents
Migration of personal
information, CVs,
training documents
and evidences

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© 2009 IBM Corporation7 GRD Training Package | User Training | IBM / Novartis internal use only
ARD, qDoc and DRS use is decommissioned
for the Novartis Account
These databases are no longer
available -documents are migrated to
GRD.
Latest version of these databases
will be stored on DVD at point of
migration and can be retrieved via
LCD process.
1 Introduction




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GRD Look & Feel
Categories: 1.x = Process
2.x = Service
Sub-Category:Document type out of qDoc / DRS
GRD Document types and views
Account specific categorization
Migrated qDoc/DRS/ARD documents
GRD Document
1
2
4
5
6
1 Introduction
3

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© 2009 IBM Corporation9 GRD Training Package | User Training | IBM / Novartis internal use only
Electronic Signatures in GRD
Upon update or approval of documents, GRD prompts you for electronic
signature.
This signature is legally equivalent to your wet ink signature on a document.
Every time a document is saved, an entry is added to the Audit History.
For any document saved the electronic signature captures the date, GMT Time,
Individual's name, and comments with any reason for rejection entered
You must enter your full notes id i.e. Ann Smith/UK/IBM, followed by your Notes password
Back to previous slide
1 Introduction

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Training for all IBM GMSA Novartis Account Individuals is assigned based on
Role Profiles which:
–are assigned to an Account Individual in the Account Training Record (ATR)
–contain necessary documents assigned for the individual to train for their job
–help with the administration of training
–can be based on various types of roles (process and service roles)
–can be adjusted (exceptions & additions) on document level
Account
Individual
Role
Profile
Training
Documents
Job = IBM NVS Local
Change Manager
Account Training
Record (ATR)
Job = GMSA Project
Office Support
Job = IBM NVS
Global DPE
Change
Manager
Account
Employee
DPE
SIM
CM
WI
CM
WI
ITSCM
WI
general
SIM
general
SIM
ITSCM
Read & understand training on documents
is assigned to the user based on roles in GRD
1 Introduction

10. Global Technology Services
© 2009 IBM Corporation11 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

11. Global Technology Services
© 2009 IBM Corporation12 GRD Training Package | User Training | IBM / Novartis internal use only
High-level GRD On-Boarding & Training process flow
The flow illustrates the main activities conducted by IBM responsible roles
Set-up new / change
existing Novartis
Account Individual
1.IBM Task/Line Managerrequests set-
up of a new individual, completes
Account Training Record (ATR), and
approves it. Revalidates individuals’
assignments monthly.
IBM Account Individualcompletes
CV, Job Description and training
assignments together with Manager
2.IBM Account Individual
performs “read,
understood & will comply”
training
IBM
3.IBM Task/Line Managersends
request for retirement to GRD
Support team
GRD Support team
performs all tasks of the
retirement in GRD for the IBM
Account Individual
Perform assigned
training
Retire
individual data
2 On-boarding and Training

12. Global Technology Services
© 2009 IBM Corporation13 GRD Training Package | User Training | IBM / Novartis internal use only
Summary
Every Account Individual needs to be set-up in GRD to document personal information, CV
and Job Description. Additionally training is assigned that is relevant to enable him/her to
perform the assigned role in the account. This will be initialized by the Manager.
Related Documents
GRD Work Request Form
Activities Role
Manager
Support Team
Individual
Support Team
Manager and
Individual
GRD System
Manager & Individual
Activity 1:Send email including the GRD Work Request form to the GRD support team
Activity 2: Send initial GRD training to Individual
Activity 3: Train on GRD and confirm “read & understood” via button in the mail
Activity 4a:Register new user in GRD, create Personal Record Account Training Record (ATR), add
relevant Role Profiles. If all mandatory information was provided –start approval
Activity 4b:Optional(required only if not all information was provided to GRD Support Team)
Review and complete ATR with CV, Job Description and Role Profiles, start approval of ATR.
Activity 5:Sendemail to request approval of the ATR to the Manager
Activity 6:Review CV, Job Description and Training Assignment and approve ATR
IBM
Perform
assigned training
Set-up new / change
existing Novartis
Account Individual
Retire
individual data
How to contact
the GRD
Support Team
2 On-Boarding and Training
GRD On-Boarding & Training process flow
Step 1 –Set-up new / change existing Novartis Account Individual

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Summary
Based on the assigned training in the ATR every Individual in the account needs to perform
“read, understood & will comply” training. This includes training on documents and signing
the training evidence with an electronic signature.
Related Documents
n/a
Activities Role
GRD System
Account Individual
Account Individual
GRD System
Activity 1:Send email including a link to the document to be trained on via email to the account
individual (Info: the email is send only if the ATR is in approved status)
Activity 2:Access the document via link in the emailor open document directly in the ATR
and perform training
Activity 3:Sign “read, understood & will comply” via electronic signature (Lotus Notes ID and
Password)
Activity 4: Create / Update trained against record including all training the individual has completed
Activity 5:Optional–if training was not performed in time an automatic reminder is send to the
account individual, including the task / line manager as of pre-defined escalation path in ATR
IBM
Perform
assigned training
Set-up new / change
existing Novartis
Account Individual
Retire
individual data
GRD On-Boarding & Training process flow
Step 2 –Perform assigned training
2 On-boarding and Training

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© 2009 IBM Corporation15 GRD Training Package | User Training | IBM / Novartis internal use only
Summary
Once an individual leaves the account, a process is invoked to retire and archive the
individual’s data in GRD. It is the manager’s responsibility to start this process.
If the individual returns to the account, the Personal Record can be retrieved from the
archive by the GRD DB Admin.
Related Documents
GRD Work Request Form
Activities Role
Manager
GRD Support
Team
GRD System
Activity 1:Send email with individual retirement (outside GRD) to GRD Support Team
Activity 2:Mark individual ATR as “Left”, archive account individual personal record and remove user
from GRD access list
Activity 3:Send email notification (outside GRD) to the Manager about completion of retirement
request in GRD
Monthly:Send action reminder to all managers to review the list of persons they manage and their
assigned role profiles (lists are included in the email)
IBM
Perform
assigned training
Set-up new / change
existing Novartis
Account Individual
Retire
individual data
GRD On-Boarding & Training process flow
Step 3 –Retire individual data
How to contact
the GRD
Support Team
2 On-boarding and Training

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© 2009 IBM Corporation16 GRD Training Package | User Training | IBM / Novartis internal use only
Highlights –GRD On-boarding and Training
Highlights for Managers -what you should know your manager is responsible for
Fill inGRD Work Request for new Account
Individuals
The Individual will receive the GRD Training
Presentation via email from the GRD Support Team.
Only after he has confirmed back “read, understood
and will comply“ via email, will the user be created
by the GRD Support Team.
Selectcorrect Role Profiles
Reviewthe Escalation path
To ensure that the appropriate managers will be
informed about potential delay in training
To avoid that escalation is not just send to the Line
Manages as per BluePages
Reviewregularly managed individuals and
assigned trainings (initiated via email)
To avoid having the individual spend time on wrong
training
To revalidate they are still working for the account
SendRequest for individuals retirement to
GRD Support Team
To ensure user will be deleted from GRD Access List
CheckTraining document assignment in GRD
(update if needed)
Ensurecorrect training assignment to the individual
to fulfill their job responsibilities
Reviewif training assigned via Role Profiles is
correct
Addadditional training or set not relevant training on
obsolete

16. Global Technology Services
© 2009 IBM Corporation17 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

17. Global Technology Services
© 2009 IBM Corporation18 GRD Training Package | User Training | IBM / Novartis internal use only
High-level Document Management process flow
The flow illustrates the main activities conducted by Novartis and IBM responsible roles
xxx xxx xxx
Retire
document
Approve
document
Review
document
Novartis
IBM
Create or edit
document
Retrieve
& view
document
Process
Document
Change Request
1.Change
Requestors to a
SIM (known as
PID) or WIhave
to file and
process a
document change
request
2.Document
Owners &
Editorsrequest a
new GRD
document or
formal Quality
Assurance (QA)
3.IBM &
Novartis
Approver
approve the
final document
4.All IBM Novartis
Account Individuals
can view and train on
approved documents
Novartis personnel
with GRD access can
view selected final
documents
5.Document Ownerhave
to regularly review their
document and decide
on continued use, new
version or retirement
6.Document Owner
decide on retirement
of their document
GRD systemretires
automatically old
versions
Process described high-level, detailed info can be found in specific training for Document Owners Back to previous slide
3 Document Management

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© 2009 IBM Corporation19 GRD Training Package | User Training | IBM / Novartis internal use only
Novartis
IBM
Create or
edit
document
Process Document
Change Request
Approve
document
Retrieve &
view
document
Retire
document
Summary
To access the documents there are various options for the users –see below
Related Documents
n/a
Activities Role
Account Individual
Activity 1:Access Documents via
–ATR (all documents that are assigned for training)
–Document Database (all documents that are stored in GRD)
Navigation via categories
Full-text index search
–Email Notification (information or action reminder)
Review
document
Document Management Process
Step 4 –Retrieve and view documents
3 Document Management
How to find and access
documents
in GRD

19. Global Technology Services
© 2009 IBM Corporation20 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

20. Global Technology Services
© 2009 IBM Corporation21 GRD Training Package | User Training | IBM / Novartis internal use only
Highlights
for Account Individuals –ATR and how to find and access documents
How to find and access documents
In Training database
Via ATR
Via Training email
In Document Database
Via Process / Service -Categories
Via Full Text Index Search
ATR (Account Training Record) contains
Personal and Training Information
Personal Information like CV is updated by
the account individual
Training is based on Role Profiles, which are
assigned by the manager to the account
individual
Contains all relevant training for the
individual
Evidence for “read, understood and will
comply training“ is created via electronic
signature
Training period is 30 days after approval per
default, if not done within defined time,
escalation will start as defined in the ATR
(Task/Line Manager –1st Line Manager of
Task/Line Manager). 2nd and 3rd Line
Managers are currently excluded from
escalation
How to find
training
documents
in ATR
How to find
training
documents
with email link
4 Highlights

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© 2009 IBM Corporation22 GRD Training Package | User Training | IBM / Novartis internal use only
Basics on approvals
What needs to be approved by whom
What Who Comment
New Documents
Major Version Changes
Technical Owner, Business, Compliance if
GXP Impact, Novartis if needed
Approvers are defined by the document
owners
Minor Version Changes Task / Line Manager of Document Owner
ATRs (including changes
on Job Description)
Manager
Role Profiles Role Profile Manager
Document
Management
process
flow
4 Highlights
Your approval required
–You receive an email via Lotus Notes containing a
link to the document or ATR which needs to be
approved
Electronic signature
–Approvals are always done via electronic signature
–These are logged and visible in the edit history
–If documents are rejected, the respective reviewer
needs to enter a reason
Parallel or sequential approvals
–Sequential per default
–All IBM approvals need to be completed before the
approval email will be send to the Novartis approver
After approval or rejection
–Document owners, approvers and stakeholders are
informed by mail
–In case of rejection
You should update the attached document
No version change of GRD document and
attachment

22. Global Technology Services
© 2009 IBM Corporation23 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

23. Global Technology Services
© 2009 IBM Corporation24 GRD Training Package | User Training | IBM / Novartis internal use only
GRD Roles & Responsibilities -General
Responsible roles involved in the GRD On-Boarding and Training process flow
IBM Role Profiles Description
IBM NVS Account Individual The Account Individual is any IBM employee or contractor and represents the function
that performs work directly for the customer at IBM. The Account Individual may also
be referred to as an Account Team Member.
IBM Task / Line Manager The Task / Line Manager is the person the Account Individual reports to in the account.
This can be a manager responsible for a specific service or task or the BluePages line
manager.
The manager is responsible for starting the on-boarding process for the individual in
the account, to assign training and to approve the individual’s Account Training
Record.
The manager is responsible that all assigned Account Individuals are appropriately
trained and qualified to perform their role.
IBM GRD Support Team
Member
(GRD Admin)
The GRD support team member is responsible for managing records in GRD,
administering GRD and supporting the account in all tasks regarding GRD (e.g. Help
Desk, creation of documents, formal QA, change of approvers, etc.).
IBM Role Profile Manager /
IBM Regulatory Delivery
Leader
The Role Profile Manager is responsible for approving, rejecting, or retiring Role
Profile Records and confirming that the list of SIMs, SOPs, and WIs for training in that
Role Profile is correct and complete.
Note: In addition, the Regulatory Delivery Leader (RDL) may perform Quality
Assurance (QA) aspects for the Role Profile Manager
5 Roles & Responsibilities

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GRD Roles & Responsibilities -Document Management
Responsible roles involved in the GRD Document Management and Training process flow
IBM Roles Description
Account Quality
Assurance
The Account QA is responsible to review all documents (except qualifications) before creation in
GRD. Their review is focused on content quality rather than formal quality.
IBM Document
Change Requestor
The Document Change Requestor is the person that requests a change to an existing or a new
document and creates a Document Change Request. This person can be assigned as GRD
Document Stakeholder for the DCR document. This may be Account Individual.
IBM Document
Editor/Owner
The Document Owner is accountable for the total scope of regulatory audit readiness of the
controlled procedure/document. Including initiating document creation, reviewing or approving
document content, requesting updates (as required), completing periodic reviews and retentions.
This includes the assignment to role profiles for training relevant documents.
SIM/SOP/WI:
Usually the Process/Service Owner is assigned as Document Owner for SIM/SOP/WI and Role
Profiles. He/she is responsible to approve DCRs and handle documents throughout their lifecycle.
The Document Owner is usually assigned as the first approver (Author/Technical Contact)
Additional editors can be assigned in GRD as approver or as a person that is informed about
major changes regarding the document (Document Stakeholder)
Other documents:
Usually the document editor/creator is assigned as Document Owner and is responsible for a
document throughout its lifecycle.
5 Roles & Responsibilities

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© 2009 IBM Corporation26 GRD Training Package | User Training | IBM / Novartis internal use only
GRD Roles & Responsibilities -Approval
Responsible roles involved in the GRD Document Approval
IBM Roles Description
Document
Approver
The Document Approver is responsible for reviewing, approving or rejecting the content of a
controlled document within their scope of responsibility.
IBM Approver:
Depending on the type of document a list of IBM Approval roles is available in GRD:
–Author/Technical Contact
–Business & Technical
–Peer Review/Approvers
–IBM Compliance
IBM Compliance Approver:
The IBM RegulatoryCompliance Officer is responsible to approve compliance/GxP-relevant
documents (mandatory for SIM & SOP).
Novartis Approver:
Novartis Approver are responsible to approve (and view) documents in the GRD Web-Application.
Usually a Novartis Compliance Officeris assigned to approve IBM documents in GRD. But
evidences (e.g. Installation Qualifications, Disaster Recovery Plans) can require additional
approver.
5 Roles & Responsibilities

26. Global Technology Services
© 2009 IBM Corporation27 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

27. Global Technology Services
© 2009 IBM Corporation28 GRD Training Package | User Training | IBM / Novartis internal use only
GRD Tool Access
Access GRD
–After you have performed the basic GRD training
–After you are registered as a user
Web-access for registered Novartis User (not accessible for IBM):
http://CHBSTAP018WNO36.eu.novartis.net/grd/nvsgrdv1.nsf
GRD Personal & Training GRD Document Management
Server:
D06DBL78/06/A/IBM
Filename:
a_dir\grd\nvs\nvsgrdv1.nsf
Server:
D06DBL78/06/A/IBM
Filename:
a_dir\grd\nvs\nvsgrdpartv1.nsfTraining
Back to previous slide
6 Screenshots

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© 2009 IBM Corporation29 GRD Training Package | User Training | IBM / Novartis internal use only
Approve ATR for Employee
E-Mail communication example
Back to previous slide
6 Screenshots
Click here to access GRD for
next steps of ATR approval

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© 2009 IBM Corporation30 GRD Training Package | User Training | IBM / Novartis internal use only
ATR created / link to ATR
E-Mail communication example
Back to previous slide
6 Screenshots
Click here to view ATR

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© 2009 IBM Corporation31 GRD Training Package | User Training | IBM / Novartis internal use only
Monthly Validation of Role Profile Assignment
Mail communication example
Back to previous slide
For Account Individuals
No action required
For Task / Line Managers
Approve Role Profile
Assignment for each
employee on monthly
base

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© 2009 IBM Corporation32 GRD Training Package | User Training | IBM / Novartis internal use only
View of ATR –assigned account individuals per Manager and
status on Training
Click to view the
list of ATRs per
Manager
1 Information per assigned
account individual:
# of documents to train
# of documents trained on
% trained
2
Back to previous slide
6 Screenshots

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ATR Training Request Mail
E-Mail communication example
Back to previous slide
6 Screenshots
Click to open
document
1

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© 2009 IBM Corporation34 GRD Training Package | User Training | IBM / Novartis internal use only
ATR –View of Document List to train against
Double click to open
ATR
Navigate to the tab SIM/SOP/WIs
to open a list of documents to
train against
Double click to open the
training document
1
2
3
Back to previous slide
6 Screenshots

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© 2009 IBM Corporation35 GRD Training Package | User Training | IBM / Novartis internal use only
Document to train on
Example
After reading push button
and sign via electronic
signature
1
Back to previous slide
6 Screenshots

35. Global Technology Services
© 2009 IBM Corporation36 GRD Training Package | User Training | IBM / Novartis internal use only
Update / Change CV
Double click to
open document
1.Click Create new CV Record
(C) to start the update of CV
attachment
2.Electronic signature required
for identification
3.Re-open CV document (see
step 1) to proceed
1
Click Edit Document
to add / update CV
file
2
3
Edit Document (A):
To add/change Additional Readers
Set Date Last Verified (B):
if CV attachment does not need to be changed at point of regular
review cycle
Create New CV Record (C):
As CV attachment, use the document created via IBM CV Wizard
For Contractors, the CV form is available in GRD
Click Save
and Close to
store new
attachment
4
Back to previous slide
Go to CVs & Job
Description tab in ATR
A CB

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Change of Job Description
1
Double click to
open document
Click Edit Documentto
add / update Job
Description file
2
Individuals need to add Job
Descriptions –based on compliance
requirements, but currently no review
workflow is in place for Job Descriptions
Change of Job Description will set the
approved ATR back to status draft,
additional approvals by Manager needed
Click Job
Description
Ready for
Validation
3
Back to previous slide
6 Screenshots

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© 2009 IBM Corporation38 GRD Training Package | User Training | IBM / Novartis internal use only
Choose conditions and
options for your search
Click Moreto open
extended search
functionality
1
2
Search Functionality via Index
Back to previous slide
6 Screenshots

38. Global Technology Services
© 2009 IBM Corporation39 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

39. Global Technology Services
© 2009 IBM Corporation40 GRD Training Package | User Training | IBM / Novartis internal use only
Document Title To use for GRD Location
GRD Work Request Requesting access to GRD for an IBM employee or a Sub-
contractor
Sub-Contractor CV Template Creation of CV for Sub-contractors
Job Description Template Creation of Job Description for an IBM employee or a Sub-
contractor
GRD Document Request Form Requesting the creation of a new document or the updates
on an existing document
Document Change Request Form Requesting the change or retirement of an existing
document
Role Profile Form Requesting the set-up a new, to change or retire an existing
role profile
Document Change Request Log Log used by the GRD Support team to track DCRs
GRD FAQ Getting the answers to frequently asked questions
WI GRD User Getting detailed description on processes within GRD
relevant to all Individuals and Managers
WI GRD Document Management Getting detailed description on document management
processes within GRD relevant to Document Owners
WI GRD Tool Getting detailed information about the tool
WI GRD Admin To be used by the GRD Administrators and to get detailed
technical information
Overview of GRD Supporting Documents
7 Supporting Documents

40. Global Technology Services
© 2009 IBM Corporation41 GRD Training Package | User Training | IBM / Novartis internal use only
1Introduction
Objectives and General GRD Information
2GRD On-boarding and Training Process
3GRD Document Management Process
4Highlights and Further Information
5Roles and Responsibilities
6GRD Tool –Access, Screenshots and Navigation
7Overview Supporting Documents
(WIs & Forms)
8Points of Contact

41. Global Technology Services
© 2009 IBM Corporation42 GRD Training Package | User Training | IBM / Novartis internal use only
Picture Role Contact details
GRD Support Team
IBM Novartis GMSA
email / Lotus Notes ID
[email protected]/ Novartis GMSA GRD
Administration/India/Contr/IBM@IBMCH
GRD Lead (interim)
IBM Novartis GMSA
Rosina Palese
[email protected]
Rosina Palese/Germany/IBM
Telephone:[phone]
Mobile: [phone]
Global Quality & Compliance
Officer
IBM Novartis GMSA
Herb Edgecomb
[email protected]
Herb Edgecomb/Alpharetta/IBM@IBMUS
Telephone:[phone]
Mobile: [phone]
Novartis Contact
Novartis Compliance Officer
Elaine Walko
[email protected]
Telephone US: [phone]
Telephone CH: [phone]
Points of Contact
Striving for Continuous Improvement we will be happy to answer your questions &
take care of Suggestions for Improvement
6 Points of Contact
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42. Global Technology Services
© 2009 IBM Corporation43 GRD Training Package | User Training | IBM / Novartis internal use only
Back to previous slide

43. Global Technology Services
© 2009 IBM Corporation44 GRD Training Package | User Training | IBM / Novartis internal use only
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44. Global Technology Services
© 2009 IBM Corporation45 GRD Training Package | User Training | IBM / Novartis internal use only
GRD Work Request Form
In order to get access for a new Account
Individual, the manager needs to fill out the yellow
part of the GRD Work Request Form and send it to
the GRD Support Team. The user will then be
created by the GRD Support Team.
To enter the values into the fields use the
predefined lists per cells e.g. for Country/Global,
IBM Location and Role Profile Name.
It is also possible to set up a new Account
Individual the same as an existing one. This might
be helpful e.g. if the employees are working in the
same locations and having the same role profiles.
If an Account Individual leaves the account, the
manager needs to enter the leave date in column I.
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45. Global Technology Services
© 2009 IBM Corporation46 GRD Training Package | User Training | IBM / Novartis internal use only
GRD On-boarding and training process flow
Inputs, Outputs and Notification steps
Notifications
Manual and automated
emails between Manager,
Support Team and GRD
System to handle
the set-up.
xxx xxx xxx
Perform assigned
training
Set up new / change
existing Novartis
Account Individual
Retire
individual data
Automated email from GRD
System to Account Individual
with link to ATR
Manual emails between
Manager and Support Team
to handle the retirement.