Step 01 - Define Requirements
Define Requirements
When a Customer wants to establish an eQMS, usually determines what are those minimum requirements which the system must comply with. To support this activity, please find below a User Requirements Specification template, which you may use for this purpose.
Step 02 - User Access
User Access
When your compliance platform is activated, your System Administrator is setting up the account for you with the proper access rights and permission groups.
If you want to learn more about this, please visit the User Management page:
Step 03 – Login
Login
Clicking on ‘Verify Account’ you shall be able to setup your password and login to your environment.
Please note that for the production environment after the 2nd login Multi-Factor Authentication has to be enabled.
If you want to read more about MFA, please check our related page:
Step 04 - Platform Overview
Platform Overview
Now, after you were able to login successfully, the next step is to understand how the Simploud platform is built logically. Please familiarize yourself with all the components, as indicated below.
Please also note, that the logical structure of each process is the same within the platform and you can always access the built-in help by clicking on the
icon (see example below):
Related Items
Click on the links below to learn more about the components of Simploud:
Accessing records via List Views, Reports and Dashboards:
Step 05 – Support
Step 06 – Process Overview
Process overview
You can access below in a structured way all the training materials related to the key processes:
Quality Management area

Controlled Documents
Learn Simploud’s core validation process.

Quality Events
Execute, document, and validate all quality events seamlessly.

CAPA management
Simplify the CAPA process in Simploud.

Suppliers
Managed and tracked externally sourced materials

Company Assets
Track and maintain assets efficiently.
Design Control area

Design Control
Control design and ensure compliance.
LIMS area

Sample Management
Create and manage sample records

Inventory Management
Learn Simploud’s inventory management tools.
Step 07 – Additional Trainings
Additional trainings
Step 08 – Validation
Validation

Validation Approach
Learn Simploud’s core validation process.

Validation Execution
Execute and record validation steps effectively.

Minor Changes
Manage minor updates without breaking validation.

Validation Overview
Review the complete validation lifecycle.