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REPEATPROOFQUALITY INTELLIGENCE← Return to customer workspace
CUSTOMER HELP CENTRE

Find the answer.
Keep the work moving.

Simple, step-by-step guidance for every part of the RepeatProof customer workspace.

01Complete an 8DCAPA from D0 to D802Create an inspectionChecklist to analysis03Run an auditEvidence and findings04Analyse the dataFindings, trends and reports
ALL

All customer guides

01
Getting startedSign in and recover access

Access the secure customer workspace and recover a forgotten password.

  1. Open the RepeatProof customer sign-in page.
  2. Enter the email address used for your customer invitation and your password.
  3. Select Sign in. You will enter only the customer environments assigned to your account.
  4. If the password is forgotten, select password recovery, open the newest recovery email and use that link once.
  5. If a recovery link has expired or has already been used, request a fresh link rather than reusing the old one.
02
Getting startedFind your way around the workspace

Understand the main navigation and where customer work is stored.

  1. Dashboard shows performance, targets, trends, actions and approvals.
  2. Use What would you like to do? to go directly to an investigation, inspection, audit or analysis.
  3. Agent workspaces opens CAPA, Inspection and Audit records.
  4. CAPA 8D opens the full D0–D8 corrective-action workspace.
  5. Apps provides installable shortcuts where enabled.
  6. Data import brings approved CSV or Excel data into the controlled workspace.
  7. Setup manages targets, terminology, checklists and workspace settings.
  8. Users is available to customer administrators for account and role management.
03
Command centreUse the Quality Command Centre

Review performance, filter the data and drill from KPIs to individual records.

  1. Choose the reporting period, site, process and product at the top of the screen.
  2. Review the four priority KPIs and their RAG status.
  3. Select a KPI card or View details to open its measures, trends and supporting records.
  4. Use the launch-agent tabs to focus on CAPA, Inspection or Audit.
  5. Select a chart bar, table row or drill-through action to move from summary to trend and then to an individual record.
  6. Use Back to dashboard inside an agent to return to the command centre.
04
Command centreSet targets and interpret RAG status

Define customer-owned performance expectations and understand Red, Amber and Green.

  1. Open Configure and select Targets.
  2. Choose the agent and KPI to be configured.
  3. Enter the target value, unit and whether higher or lower performance is better.
  4. Set the Amber tolerance where available, then save.
  5. Return to the command centre. Charts and KPI cards will use the saved target.
  6. Green means on target, Amber means watch, and Red means action is needed.
05
Launch agentsRepeatProof CAPA: complete an 8D

Create, save, analyse, approve and export a controlled D0–D8 investigation.

  1. Open CAPA 8D and create a new report or select an existing record.
  2. Complete D0 planning and D1 team details, then define the problem clearly in D2.
  3. Record containment in D3 and link evidence showing that immediate customer risk is controlled.
  4. Use D4 to record evidence, possible causes and the verified root-cause conclusion.
  5. Define permanent corrective actions in D5, verify implementation in D6 and record systemic prevention in D7.
  6. Complete D8 only after effectiveness evidence and required approvals are recorded.
  7. Select Save progress before leaving. Use Analyse to review recurrence, overdue work, evidence gaps and risk.
  8. Use the report controls to print/save PDF, download or email the approved report.
06
Launch agentsRepeatProof Inspection: create and use a checklist

Build configurable inspection plans, capture results and analyse rejection or escape signals.

  1. Open AI agents, choose RepeatProof Inspection and select or create an inspection project.
  2. Open Manage checklists to create a checklist from scratch or duplicate an existing template.
  3. Add each gate, characteristic, specification, unit, method, sampling requirement and evidence requirement.
  4. Save the checklist, then open a new inspection record and select the applicable checklist.
  5. Enter the measured or observed result, decision, evidence and comments for each characteristic.
  6. Save progress during the inspection and submit for approval when all required entries are complete.
  7. Select Analyse to review reject rate, first-pass yield, escapes, detection effectiveness, cost and recurring failure patterns.
  8. Use reports or exports for controlled customer review.
07
Launch agentsRepeatProof Audit: plan, execute and close an audit

Use embedded checklists, record findings and follow actions to completion.

  1. Open AI agents, choose RepeatProof Audit and create or select a scheduled audit.
  2. Select the required checklist. Available templates may include ISO 9001, AS9100D, IATF 16949 and ISO 13485 support checklists.
  3. For every question, record findings/comments and an evidence reference.
  4. Choose Compliant, Non-Compliant or N/A, then classify applicable findings as Major, Minor or OFI.
  5. Save progress throughout the audit and submit for approval after all required questions are complete.
  6. Assign owners and due dates to findings and monitor overdue corrective actions.
  7. Select Analyse to review plan completion, repeat findings, overdue closures, high-risk coverage and evidence readiness.
  8. Export the audit report and retain the approval history with the record.
08
Analysis & reportsUse the Analyse button

Ask an agent to evaluate its saved evidence and prepare findings, trends, reports or presentations.

  1. Open an agent and select the record or project to be analysed.
  2. Select Analyse.
  3. Choose a guided question such as Find repeat failures, Prioritise rejects or Prioritise findings. The analysis runs immediately.
  4. Use Ask a different question only when the guided choices do not match the decision you need to support.
  5. Read What we found, Why it matters and What to verify next.
  6. Review the calculated facts, confidence, evidence gaps and How RepeatProof calculated this before acting.
  7. Open Trends to inspect graphical movement and source-linked records.
  8. Mark the result Useful, Incorrect or Needs more evidence so the feedback stays linked to that run.
  9. Use Challenge this analysis to record a correction request with the run ID and source manifest inside the workspace.
  10. Ask a contextual follow-up to create a linked child run without losing the governed evidence boundary.
  11. Create a controlled action from a recommendation when ownership and evidence requirements are clear.
  12. Open Report or Presentation for a controlled output. Saved analyses remain available inside that record.
09
Analysis & reportsExport, print, email and present

Turn approved records and analysis into shareable controlled outputs.

  1. Open the record or saved analysis that should be shared.
  2. Use Export data for a structured copy of recorded data.
  3. Choose Print / save PDF and use the browser print option to create a PDF.
  4. Choose Download HTML report when a self-contained browser report is required.
  5. For an 8D, use Email secure link only after checking the recipient and saved report status.
  6. Use Open presentation for a presentation-ready view or Download presentation HTML for an offline copy.
  7. Confirm that the file name, customer, record, status and generation date are correct before distribution.
10
Analysis & reportsUse approvals and audit history

Keep customer decisions attributable, traceable and separate from AI recommendations.

  1. Complete the required record fields and evidence before submitting.
  2. Select Submit for approval.
  3. An authorised quality manager or customer administrator reviews the record and evidence.
  4. The approver records the decision rationale, then approves or requests changes.
  5. If changes are requested, update the record and resubmit.
  6. Use Approval history to see the decision, comment, user and date.
  7. Open the Command Centre approval queue to find records awaiting review.
11
Additional agentsRepeatProof Trend

Connect signals across agents and identify supported cross-process patterns.

  1. Open RepeatProof Trend when it is enabled for the customer.
  2. Select the period, site, process and product scope.
  3. Confirm which agents and records are connected in the coverage panel.
  4. Run analysis to compare CAPA, Inspection, Audit and other enabled-agent signals.
  5. Review repeated event families, adverse movement, common sources and evidence gaps.
  6. Drill through to the originating agent record before assigning action.
  7. Export the governed trend report or presentation for management review.
12
Additional agentsRepeatProof Quality Cost

Record prevention, appraisal and failure costs and monitor Cost of Poor Quality.

  1. Create or select a quality-cost reporting period.
  2. Enter revenue or sales and the approved cost inputs for prevention, appraisal, internal failure and external failure.
  3. Provide source references for material cost entries.
  4. Save the period to populate COPQ percentage, failure-cost trends and prevention-to-failure mix.
  5. Set customer targets in Configure.
  6. Run analysis to identify supported cost concentration and value-verification priorities.
  7. Review the dashboard figures before using them in a financial decision.
13
Additional agentsRepeatProof Management Review

Prepare complete, evidence-linked management-review inputs, actions and decisions.

  1. Create a management-review cycle and select the reporting period.
  2. Complete all required inputs, including objectives, customer feedback, process performance, audit results, nonconformities, supplier performance, resources and risks.
  3. Link each input to its source data or responsible agent.
  4. Record decisions, resource needs, QMS changes, actions, owners and due dates.
  5. Submit the review pack for approval.
  6. Run analysis to assess input completeness, previous-action closure, decision quality and overdue commitments.
  7. Export the approved leadership pack and retain its history.
14
Additional agentsSupplier Quality and PPAP

Manage supplier performance and a controlled 18-element PPAP submission.

  1. Create a supplier project and record supplier, part, site and submission reason.
  2. Choose the applicable PPAP submission level.
  3. Complete the required PPAP elements and upload controlled evidence.
  4. Record issues, owners, due dates and interim conditions.
  5. Complete the Part Submission Warrant checks and submit the package for approval.
  6. Use supplier KPI inputs for PPM, delivery, SCAR/8D response and supplier scorecard performance.
  7. Run analysis to identify evidence gaps, overdue issues, supplier risk and submission readiness.
  8. Export the PPAP package and retain the recorded customer decision.
15
Additional agentsTraining and Competence Intelligence

Track training completion, verified competence, critical-skill coverage and effectiveness.

  1. Create or select the training reporting period.
  2. Enter assigned training, due dates, completion and overdue status.
  3. Record competence assessment results separately from course completion.
  4. Maintain critical skills and qualified-person coverage by area or shift.
  5. Link effectiveness checks to quality or process outcomes.
  6. Save the period to populate dashboard KPIs and targets.
  7. Run analysis to identify overdue training, competence gaps and single-point skill risks.
16
Configuration & accessConfigure terminology, checklists and fields

Match the workspace to the customer’s processes without changing the controlled agent logic.

  1. Open Configure from the customer navigation.
  2. Update customer terminology such as site, process, product, owner or department labels.
  3. Manage checklists for Audit and Inspection.
  4. Duplicate a system or customer template before making customer-specific changes.
  5. Add, reorder, duplicate or remove questions and characteristics.
  6. Mark required fields and evidence requirements.
  7. Save and version the template before using it for new work.
  8. Test the template with a sample record before releasing it to users.
17
Configuration & accessImport and validate customer data

Bring approved historical or current data into the correct customer environment.

  1. Open Import and choose the correct environment and agent.
  2. Use the provided template where available.
  3. Remove passwords, personal data and unrelated confidential information before upload.
  4. Upload the approved CSV or Excel file.
  5. Review field mapping, rejected rows, duplicates and validation messages.
  6. Correct source data and re-upload rather than bypassing validation.
  7. Confirm the ingestion batch and record counts before analysis.
  8. Keep the original approved source file under the customer’s document-control process.
18
Configuration & accessManage users and access

Control who can view, edit, investigate, approve and administer the customer workspace.

  1. A customer administrator opens Users & access.
  2. Invite the user using their business email address.
  3. Assign the minimum role required for their work.
  4. Use Viewer for read-only access, Investigator for operational analysis, Quality Manager for controlled review and Customer Administrator for workspace administration.
  5. Review active users regularly and remove access promptly when responsibilities change.
  6. Use approval history and audit events to review important activity.
  7. Contact RepeatProof if an entitlement or agent needs to be enabled.
19
Configuration & accessInstall the secure web application

Add the RepeatProof workspace or an agent shortcut to a desktop or mobile device after completing your first useful workflow.

  1. RepeatProof is a secure installable web application, not a native App Store product.
  2. Complete the guided first-use checklist or a governed analysis before the install prompt appears.
  3. Choose the Quality Command Centre or an enabled agent.
  4. Select Install when the browser offers the option.
  5. If no install prompt appears, use the browser menu and choose Install app or Add to Home Screen.
  6. Open the installed shortcut and sign in normally. The Quality Command Centre dashboard opens first.
  7. On a phone, use the Today view for approvals, overdue actions and assigned work; open full records only when detail is required.
  8. Updates are delivered through the web application; no manual software package is required.
20
TroubleshootingResolve common problems

Work through the most common access, data, analysis and export issues.

  1. Cannot sign in: confirm the email address, request one fresh recovery link and use only the newest email.
  2. Agent unavailable: ask the customer administrator to check entitlement, role and environment.
  3. Analyse button missing: open an agent and select or create a saved record first.
  4. Analysis cannot run: save the record, complete required fields and check that the user has Investigator, Quality Manager or Administrator access.
  5. Import rejected: download validation details, correct the source row and upload again.
  6. Export window blocked: allow pop-ups for RepeatProof or choose Download report.
  7. Dashboard not updated: save the source record, return to the Command Centre and refresh the view.
  8. Unexpected error: note the agent, record ID, time and action, then contact support.
21
TroubleshootingContact RepeatProof customer support

Send enough information for the issue to be investigated safely and quickly.

  1. Describe what you were trying to do and what happened.
  2. Include the agent name, customer environment, record ID and approximate time.
  3. Attach a screenshot only if it contains no restricted customer information.
  4. Include the exact error message where possible.
  5. State whether the issue affects one user or several users.
  6. Do not send passwords, recovery links, API keys or authentication codes.
22
Getting startedUnderstand what the AI can and cannot decide

Keep accountable customer decisions separate from AI-supported analysis.

  1. The AI can search approved records, identify similarities, calculate configured measures, highlight missing evidence and prepare drafts.
  2. The AI can describe supported trends, limitations and recommended verification actions.
  3. The AI cannot declare root cause, approve a CAPA, accept a finding, release product, approve PPAP, decide disposition or replace customer judgement.
  4. Named customer users review source evidence and record all approvals.
  5. The customer’s QMS remains the authoritative controlled system unless a different boundary is explicitly agreed.