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Interesting Discussion Using a Wiki to implement a Quality Management System (QMS)

S

steveha

hi Pancho - I just re-read your interchange with vercrj/Johan on pg 9 of this thread, and am just seeking to clarify...
I guess the essence of my question is can my company get all the great features of Geometrica's wiki for operational and technical documentation if we use the wiki function of Sharepoint? I am specifically talking about transferring all such docs from [mainly] Word files (currently housed NOT in Sharepoint as a document repository, but in another system) to Wiki pages. Thanks in advance!!
 
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Pancho

wikineer
Super Moderator
can my company get all the great features of Geometrica's wiki for operational and technical documentation if we use the wiki function of Sharepoint? I am specifically talking about transferring all such docs from [mainly] Word files (currently housed NOT in Sharepoint as a document repository, but in another system) to Wiki pages. Thanks in advance!!
I'd think that you would, but I'm not sufficiently familiar with the Sharepoint wiki to advise you. Perhaps a Sharepoint user in the Cove can comment?
 
A

AnnOnn

Hi

Thanks for sharing this - interesting article. My company is currently looking at using confluence which looks similar to Wiki - I have a problem though, how to you ensure document control? I like the idea that latest amendments to documents are visible and all obsolete documents archived, BUT how do you ensure that:
- only 'approved' persons amend documents
- only final 'approved' documents are visible to the masses

Our current system is word - copies emailed around until all are happy with the final outcome, only then is the final copy issued as live for all to read.

Whilst I am desperate to move away from this old Word system I don't want to end up with documents that are being edited on a regular basis that have to be amended back if someone disagrees! I used Lotus 9000 once which was good for this (but not so great in many other respects!)

Thanks
 
J

jhinckley

We use Confluence as our corporate wiki. Comala Technology Solutions has a product called Ad hoc Workflows that will accomplish what you want to do.
 

Pancho

wikineer
Super Moderator
Hi AnnOnn, and welcome to The Cove!

My company is currently looking at using confluence which looks similar to Wiki - I have a problem though, how to you ensure document control? I like the idea that latest amendments to documents are visible and all obsolete documents archived, BUT how do you ensure that:
- only 'approved' persons amend documents
- only final 'approved' documents are visible to the masses
Confluence is a great wiki. As with most wikis, you can indeed control who can edit and view pages or groups of pages. With the Comalatech addon that Jhinckley mentions, you can even manage "workflows", to ensure a specific sequence of steps (like edit-review-approvals) take place before a wiki page is released.

Still, I'd advise to grant more privileges to all your team members than you may be comfortable with. Your process participants are a most knowledgeable source of improvements in processes and their documentation. Trust them. Allowing them editing capabilities captures their tacit knowledge, turning it into explicit knowledge, and this happens amazingly quickly.

Two subtle features of the wiki ensure that the vast majority of edits are beneficial. (1) all changes are recorded, timestamped and bylined. (2) Process owners (and other participants) can be notified of changes to their docs automatically by RSS or email. The first feature discourages malicious or incompetent edits. The second insures that in the rare cases those do occur, they are quickly corrected. Revertion of edits takes two clicks.

Much more common than reversions are lots of minor edits. Say an operator spotted a weakness in the process or document, and made an edit. Basic knowledge capture has happened already. But possibly the place or wording of the new knowledge is not ideal. Before you know it, another process participant improves the original change by rewording or shifting the new content. This is all done without meetings or intervention of big kahunas. You will start to see your processes and their docs improve as if by magic: wiki magic.


Our current system is word - copies emailed around until all are happy with the final outcome, only then is the final copy issued as live for all to read.

Whilst I am desperate to move away from this old Word system I don't want to end up with documents that are being edited on a regular basis that have to be amended back if someone disagrees! I used Lotus 9000 once which was good for this (but not so great in many other respects!)
Regarding office vs wiki, see What is the point of a wiki.

Editing on a regular basis is really quite beneficial in a wiki. The seldom needed reverts are easy, and, of course, your process owners can and should have the last word. But this can be accomplished procedurally with much less effort than you imagine, and to the great benefit of quick improvement.
 
Last edited:

zac2944

Involved In Discussions
A big thanks to all the contributors of this thread. I've been following it for some time now, and I'm finally at a point (new job) where I have authority to implement a wiki-based QMS. I'm still in the planning stages, but so far I have buy in from the key players to make a change from paper based system.
I’ve been having some discussion with IT, and they are convinced that SharePoint is a batter solution. I believe this is a control fear as they are stuck in the old ways.
I look forward to more insight from this thread and will update if I make any real progress.
 
S

steveha

A big thanks to all the contributors of this thread. I've been following it for some time now, and I'm finally at a point (new job) where I have authority to implement a wiki-based QMS. I'm still in the planning stages, but so far I have buy in from the key players to make a change from paper based system.
I’ve been having some discussion with IT, and they are convinced that SharePoint is a batter solution. I believe this is a control fear as they are stuck in the old ways.
I look forward to more insight from this thread and will update if I make any real progress.
Sounds like you and i are in similar positions, except i'm still working on the buy-in bit :). I too have spoken to our IT guys about Sharepoint, and we have the enterprise version and can use Sharepoint to build a Wiki, but there are 1 or 2 bits of functionality i'm not sure it does, including ability to export wiki content to pdf/word files, ability to auto-generate wiki pages from the existing content in our [current] Word masters, etc.

Again, i am extremely keen to see others' business cases and others' presentations designed to create "buy-in". Any thoughts on how to quantify cost benefits to the business would be super-duperly appreciated also...
 

zac2944

Involved In Discussions
Again, i am extremely keen to see others' business cases and others' presentations designed to create "buy-in". Any thoughts on how to quantify cost benefits to the business would be super-duperly appreciated also...

I have buy in from IT and Senior Management at this point, so other than a few nay-sayers there is not much resistance. We are going to go with an opensource (free) wiki engine, so ROI didn't come into play, and everyone agrees that paper-based systems are cumbersome and outdated.

Evaluating wiki engines has been daunting. I'm a total noob with this stuff, and all the info from sites like wikimatrix are tough to digest. We made a decision to move forward with tikiwiki. I like all the canned features it comes with, the permission controls, and the WYSIWYG editor.

For document control we are going to change our internal requirements to say that everyone is authorized to change any document on the wiki that they have permission to edit (edit rights). If you can edit, then edit. Certain documents may not have an edit button for certain users.

I should have the wiki installed and running in a few weeks. I'm now planning the stucture. Should be fun.
 
B

Beth S

Fantastic thread - very helpful - I just started reading it. We're in the process of implementing a QMS using Confluence. We need to be ISO 13485 compliant and FDA compliant, as well. I did find an earlier reference to ISO 13485 (lots to ISO 900x) - has anyone a wiki-fied QMS meant for FDA compliance? Passed an FDA audit?

A related question is about software validation. For keeping the FDA happy (in case they ever audit us!), we need to validate the wiki for use for our QMS. There is general guidance on a validation process (and, of course, ISO has some, too) - has anyone gone through a validation process for their wiki?

Thanks for all the earlier info, it was really helpful to know that there are successful wiki QMS!
 
Q

QualitySystem2011

Once again many thanks for your great contributions. The company where I am working, is currently working on implementing wiki based QMS, we are examining the Confluence because of its wide applications.

As a person who read all your contributions in Elsmar and Geometrica's articles, I have still some doubts concerning the document control. As Pancho says, it is really important to give the freedom of editing (without any approval flow) to all employees in the company to achieve continuous improvement. But, if there is a change (without any approval) in some critical procedures (operational procedures for instance recipe of the products) might cause the wrong production. What was your experience to avoid this in your Wiki system? How can we assure that the changes in the critical procedures will not result any quality related problem without losing freedom of editing?
 
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