4.1.2 Self assessment - Revision history

Antonbespalov at 12:12, 13 August 2021

2021-08-13T12:12:44Z

Bjoerngerlach: /* B. Guidance & Expectations */

2021-06-24T08:11:25Z

‎B. Guidance & Expectations

Bjoerngerlach: /* B. Guidance & Expectations */

2021-05-14T07:09:56Z

‎B. Guidance & Expectations

Bjoerngerlach: /* B. Guidance & Expectations */

2021-05-14T06:59:13Z

‎B. Guidance & Expectations

Bjoerngerlach: /* A. Background & Definitions */

2021-05-14T06:58:10Z

‎A. Background & Definitions

Bjoerngerlach: /* A. Background & Definitions */

2021-05-14T06:57:45Z

‎A. Background & Definitions

Bjoerngerlach: /* A. Background & Definitions */

2021-05-14T06:57:16Z

‎A. Background & Definitions

Bjoerngerlach: /* C. Resources */

2021-03-26T09:25:37Z

‎C. Resources

87.191.22.234 at 14:56, 14 September 2020

2020-09-14T14:56:26Z

Bjoerngerlach at 18:57, 5 September 2020

2020-09-05T18:57:45Z

@@ Line 17: / Line 17: @@
 * Together with the RU members, Process Owner should define:
 ** How often self-assessments are to be conducted (depends on the characteristics of the RU, research that is conducted, and the risks that are likely to be encountered)?
-** How often should the spot checks on completed studies be conducted? What is the procedure for such spot checks?
+** How often should the [[Spot checks]] on completed studies be conducted? What is the procedure for such spot checks?
 ** Should any issues be identified, what is the procedure to address these issues? What is the procedure to address the effectiveness of the corrective measures?
 * It is up to the Process Owner to decide whether the self-assessment procedure (with/without associated metrics) should be documented and, if yes, in what form

@@ Line 22: / Line 22: @@
 Conducting the self-assessment
-* If the EQIPD Planning Tool is used, it may be advised to support the self-assessment procedure using the integrated self-assessment functionality (see [[4.3.2.1 Using the Planning Tool]]). Between the self assessments, Process Owner (or someone to whom this task is delegated) may record any relevant information on the Dashboard in the Planning Tool (e.g. random spot checks).  Having all information and notes in one place will facilitate the completion of the self-assessment
+* If the EQIPD Planning Tool is used, the integrated self-assessment functionality can facilitate the assessment (see [[4.3.2.1 Using the Planning Tool]]). Between the self assessments, Process Owner (or someone to whom this task is delegated) may record any relevant information on the Dashboard in the Planning Tool (e.g. random spot checks).  Having all information and notes in one place will facilitate the completion of the self-assessment
 * The solutions developed by the RU to address the EQIPD Core Requirements and beyond (e.g., on the Dashboard) shall be checked for their effectiveness (Process Owner should involve members of the research unit, as needed).  If changes are required, these should be implemented and described in the self-assessment
 * The self-assessment report may be prepared using the template provided by EQIPD (please see the link below in section C) or the Planning Tool ([[4.3.2.1 Using the Planning Tool]])

@@ Line 22: / Line 22: @@
 Conducting the self-assessment
-* If the EQIPD Planning Tool is used, it may be advised to support the self-assessment procedure using the Action Plan. During the period of time separating consecutive self-assessments, Process Owner (or someone to whom this task is delegated) may record all relevant information in the correponding fields of the Action Plan.  Having all information and notes in one place will facilitate the completion of the self-assessment report
+* If the EQIPD Planning Tool is used, it may be advised to support the self-assessment procedure using the integrated self-assessment functionality (see [[4.3.2.1 Using the Planning Tool]]). Between the self assessments, Process Owner (or someone to whom this task is delegated) may record any relevant information on the Dashboard in the Planning Tool (e.g. random spot checks).  Having all information and notes in one place will facilitate the completion of the self-assessment
-* The solutions developed by the RU to address the EQIPD Core Requirements and beyond (e.g., in the Action Plan) shall be checked for their effectiveness (Process Owner should involve members of the research unit, as needed).  If changes are required, these should be implemented and described in the self-assessment report.
+* The solutions developed by the RU to address the EQIPD Core Requirements and beyond (e.g., on the Dashboard) shall be checked for their effectiveness (Process Owner should involve members of the research unit, as needed).  If changes are required, these should be implemented and described in the self-assessment
-* The self-assessment report may be prepared using the template provided by EQIPD (please see the link below in section C).
+* The self-assessment report may be prepared using the template provided by EQIPD (please see the link below in section C) or the Planning Tool ([[4.3.2.1 Using the Planning Tool]])
 [[Internal assessment]]
 * Goals and objectives for an internal assessment are typically set by the RU's parent organization
-* Internal assessment is performed by a dedicated quality professional or by another trusted and qualified colleague outside the RU but within the same organization.
+* Internal assessment is performed by a dedicated quality professional or by another trusted and qualified colleague outside the RU but within the same organization
-* Internal assessment assures a quality transparency towards the institution and provides additional confidence when preparing for an external assessment.
+* Internal assessment assures a quality transparency towards the institution and provides additional confidence when preparing for an external assessment
 '''PLEASE DO NOT FORGET'''

@@ Line 14: / Line 14: @@
 * Process Owner should define the scope of the self-assessment (involving the RU members as needed), e.g.
 ** Are the RU's quality goals and objectives reached?
-** Is the RU prepared to seek or maintain a formal EQIPD Quality System accreditation?
+** Is the RU prepared to seek or maintain a formal EQIPD Quality System certification?
 * Together with the RU members, Process Owner should define:
 ** How often self-assessments are to be conducted (depends on the characteristics of the RU, research that is conducted, and the risks that are likely to be encountered)?
@@ Line 41: / Line 41: @@
 * For an effective self-assessment it is important to be as objective and as unbiased as possible
 == C. Resources ==
 Template for documenting self-assessments

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 * sets the basis for internal or external quality checks / accreditation mechanism
-Depending on the organization, self-assessments may be supplemented by [[internal assessments]] conducted by qualified members outside the RU but within the same organization (e.g., dedicated quality professionals).
+Depending on the organization, self-assessments may be supplemented by [[Internal assessment]]s conducted by qualified members outside the RU but within the same organization (e.g., dedicated quality professionals).
 == B. Guidance & Expectations ==

@@ Line 3: / Line 3: @@
 The self-assessment:
-* answers the question whether the RU has everything in place needed for proper performance of the fit-for-purpose Quality System
+* answers the question whether the RU has everything in place needed for proper performance of the EQIPD Quality System
 * sets the basis for internal or external quality checks / accreditation mechanism
 Depending on the organization, self-assessments may be supplemented by internal assessments conducted by qualified members outside the RU but within the same organization (e.g., dedicated quality professionals).
 == B. Guidance & Expectations ==

@@ Line 45: / Line 45: @@
 == C. Resources ==
 Template for documenting self-assessments
-* Word-file [https://paasp.sharepoint.com/:w:/s/EQIPD/EXa_FvHqYd9KsDjmFjFXt84BNQpl0VMFhsDCDD3d1CIMyg?e=aRcAwW 4.1.2 Self assessment.docx]
+* Word-file [https://paasp.sharepoint.com/:w:/s/EQIPD/Edt7BSxEZIhBrlg5phtru_oByp-sN2dbMmThT5sRzHlBZg?e=zHPytI 4.1.2 Self assessment.docx]
-* Excel-file [https://paasp.sharepoint.com/:x:/s/EQIPD/EWbE3AdV5jhHglumN_MlrugBQX_KsZQDpJVNYbBJk6svTQ?e=xx0YzV 4.1.2 Self assessment.xlsx]
+* Excel-file [https://paasp.sharepoint.com/:x:/s/EQIPD/EXjMqJ74JcpLh9x8_UN7EmkBzgAcgODVOTKlDWnAPnIpvw?e=tYih6H 4.1.2 Self assessment.xlsx]

← Older revision		Revision as of 18:57, 5 September 2020
Line 44:		Line 44:

	== C. Resources ==		== C. Resources ==
−	Template for documenting self-assessments - 4.1.2 Self assessment.docx	+	Template for documenting self-assessments
		+	* Word-file [https://paasp.sharepoint.com/:w:/s/EQIPD/EXa_FvHqYd9KsDjmFjFXt84BNQpl0VMFhsDCDD3d1CIMyg?e=aRcAwW 4.1.2 Self assessment.docx]
		+	* Excel-file [https://paasp.sharepoint.com/:w:/s/EQIPD/EXa_FvHqYd9KsDjmFjFXt84BNQpl0VMFhsDCDD3d1CIMyg?e=aRcAwW 4.1.2 Self assessment.xlsx]

4.1.2 Self assessment - Revision history

Antonbespalov at 12:12, 13 August 2021

Bjoerngerlach: /* B. Guidance & Expectations */

Bjoerngerlach: /* B. Guidance & Expectations */

Bjoerngerlach: /* B. Guidance & Expectations */

Bjoerngerlach: /* ​​​​​​​​​​A. Background & Definitions */

Bjoerngerlach: /* ​​​​​​​​​​A. Background & Definitions */

Bjoerngerlach: /* ​​​​​​​​​​A. Background & Definitions */

Bjoerngerlach: /* C. Resources */

87.191.22.234 at 14:56, 14 September 2020

Bjoerngerlach at 18:57, 5 September 2020

Bjoerngerlach: /* A. Background & Definitions */

Bjoerngerlach: /* A. Background & Definitions */

Bjoerngerlach: /* A. Background & Definitions */