Training & Services

The engagement is sized against your system inventory, not a standard package.

Datacor

• Reviews your source system inventory, record volumes, and current batch record format

• Sizes the server, license, and Genealogy licensing where multiple historians or MES sources feed one server

• Defines the phase plan and the handover criteria before work begins

Your team

• Supplies the source system list with versions

• Provides a sample of your current batch record and the review workflow you use today

• Provisions the server or virtual machine

Connectivity is verified against live production data before any record design starts.

Datacor

• Installs and configures the server, including co-installation on Application Stations where applicable

• Configures connectors to each source system in scope

• Sets up InfoETL for instruments, skids, and HMIs with no OPC or ODBC interface

• Verifies retrieval from every source against live data

Your team

• Grants read access to automation systems, historians, LIMS, MES, and ERP

• Provides service accounts and network access

• Identifies which instruments and skids are in scope
  
  

Records are configured with your engineers in the room, so knowledge transfers during the build.

Datacor

• Configures the initial record set alongside your staff

• Structures Library Manager for reuse across products, process variants, and sites

• Configures AutoGen triggers, limits, and exception reporting

• Supplies IQ/OQ/PQ documentation support and configuration documentation for your qualification package

Your team

• Defines record content, limits, and site layout standards

• Assigns the engineers who will own configuration after go-live

• Owns the validation plan, authors and executes the protocols, and makes the release decision

Training happens before go-live, not after the first problem.

Datacor

• Delivers Introductory Training for report authors

• Delivers Advanced Training for configurators who need library, AutoGen, and troubleshooting depth

• Provides reviewer and administrator orientation

• Supports first production record generation and AutoGen trigger verification

Your team

• Nominates attendees by role and schedules them ahead of go-live

• Runs the parallel period against your current reporting method

• Signs off on the comparison before the current method is retired

The engagement closes when your team configures a record without calling us.

Datacor

• Confirms your staff can configure a new record independently

• Provides support access for administrators and report authors

• Delivers product updates with backward compatibility maintained across releases

• Plans version upgrades around your change control calendar

Your team

• Configures the next record set independently

• Owns day-to-day configuration, user administration, and change control on record changes

• Schedules upgrades and executes requalification