MetricStream System (MSI) Supplier Training Guide
Transcript of MetricStream System (MSI) Supplier Training Guide
MetricStream System (MSI) Supplier Training Guide
Wiebke Zander
March 06th 2017 Rev. 6
Update: 18/06/2021
Katarzyna Joziewicz
Overview of TrainingBy the end of this training, you will be able to:
❖ Understand what is Metric Stream
❖ Enter the system / update your profile / reset your password
❖ Check your profile
❖ Tips and Tricks of the System
❖ Upload your certificate / documents in the system
❖ Access the Supplier Quality Expectations (SQE) report and provide your action plan
❖ Complete your Corrective action plant and send for approval or clarification
❖ Complete the post audit survey
What is Metric Stream (MSI)?
What is Metric Stream?
• As of now Mondelēz International will use the new software MetricStream to plan,schedule and conduct SQE audits.
• Every single Mondelēz International supplier site will have an own profile inMetricStream
• Every supplier need to take care of their profile and updatecontact information on a regular basis
• If Mondelēz International request a GFSI certification from your site, you will be askedto upload it in MetricStream
• If Mondelēz International conducts a SQE audit at your site, you will find the wholereport in MetricStream and you will be asked to provide your action plan inMetricStream
What is Metric Stream?
Enter the MSI system / update your profile
Internet Explorer (IE)
• If you use the Internet Explorer browser you can try to add MSI webpage to your „Compatibility View settings“ to avoid some display issues when in the system:
Enable you Pop-up Blocker
To use the system correctly you need to disable your pop-up blocker, otherwise some content will not open.
1. If this information shows… 2. Click right on the information
3. Select “Always allow Pop-ups from This Site”
How to enter the MSI system
You receive a system generated user name and password to access the system. Please use this to log in the system. When login the first time you need to change your password.Every site will receive only one account in the system that will be related to only one email address indicated in supplier profile. This contact will be receiving all system generated notifications. You can share this login data internally if needed.
https://mondelez.metricstream.com/
Tips and Tricks how to use the system
Please click on your site name in the top right corner to access your profile.
1. Click on your site name
Steps you need to take if you forgot your password - 1
In Metric Stream each supplier account is associated with one email address, commercial contact in the profile, and all email notifications including password reset link will be sent
to that person.
1. Please click on the Forgot Password link:
Steps you need to take if you forgot your password - 2
In Metric Stream each supplier account is associated with one email address, commercial contact in the profile, and all email notifications including password reset link will be sent
to that person.
2. Type in your username and retype CAPTCHA code, then click Submit:
Steps you need to take if you forgot your password - 3
3. A message will appear that email has been sent, please allow few
minutes for the email to reach your inbox and check your Spam folder
if not in received, this depends on your mailbox settings.
Steps you need to take if you forgot your password - 4
4. In the message you will get a link to reset password, please click it:.
Steps you need to take if you forgot your password - 5
5. You will be taken to page where you type new password twice and
press Submit. Please make sure new password was not used in the
past and follow the instructions in red frame for correct password.
Password length should be between 8 to 15 characters.
Steps you need to take if you forgot your password - 5
6. When you see similar page to below it means your password was
successfully reset and you can login to the portal:
Review your Profile
Before you start using the system, please make sure all the plant data is right.Please go to “My Profile” and check your address, contact information and e-mail address.
1. Click on “Supplier Profile”
2. Select „My Profile“
3. Click on the edit Pencil
As a supplier user you are allowed to change: the name, e-mail address and phone number of your commercial contact. If you want to update your address or any other data please notify Mondelēz International Auditing contact to do the changes for you.
Review your Profile
1. Please adapt your contact
data if needed
2. Submit data after changing
Tips and Tricks how to use the systemMetric Stream System (MSI) platform has some functions which work differently from other systems. Please see below a table with some advice on how to use the system.
Upload documents in the MSI system
Upload documents in the system
This functionality is used in two cases:
1. You will receive an e-mail notification asking you to provide your current Global Food Safety Initiative (GFSI) certification and report in MetricStream.
GFSI valid schemes are the following: FSSC22000, BRC, IFS, SQF
2. You are planned for an SQE audit and the Mondelēz International Auditor asks you to provide documents for the audit preparation via the system.
Optional
Required
Upload your GFSI certificate in the system
1. Quality Management
2. Select “Certification and
Food Defense Assessment
Upload your GFSI certificate in the system
As soon as you receive an e-mail request, please enter the system and upload your latest valid GFSI certificate and report. You need to submit the form so Mondelēz International can review and verify the certificate.
1. Select from the drop down menu what kind of document
you are going to upload: GFSI, GFSI with Food Defense
or Food Defense Assessment
Note: If you have selected the options GFSI with Food
Defense OR Food Defense Assessment you are requested to
fill in the Questionnaire.
2. Depending on chosen Certification
Type mandatory fields to provide
details will appear. Please fill in ALL
the information and attach the
certificate and the report.
3. Save the form
4. Submit the
form the form
If, for any reason, you want to provide
more than one certificate click on add row
and repeat the steps 1 and 2
Upload other documents in the system
Optional
Upload documents in the system for SQE Audit
1. Click on Documents
Please be aware that you can upload only one document per row. To add another document, you need to select “add row”.Please make sure to delete the documents (for example HACCP documents) after the audit, to make sure that you just have updated and most recent documents in the database.
4. Save the form (documents can only
be seen by you)
2. Browse for a Document
3. Add a row to upload
another document
5. Submit the form (Auditor can
review your documents
Complete your Corrective Action plan and send for approval or clarification
MSI Audit Process Flow – SQE Audit
Loop of approval
SQE Audit Follow-up / Close-out
Previous Process:
One hard copy of the
rough draft report is
provided to the supplier
staff at the exit meeting
by the audit team
The lead auditor sends
an electronic rough
preliminary report to the
supplier via e-mail
The supplier documents
corrective and preventative
actions in the report and send it
back to the lead auditor for
approval.
Lead auditor reviews
the responses and
either accept them or
send them back for
clarification to the
supplier.
Lead Auditor issues
final report to Mondelēz
International
Management via e-
mail.
MetricStream Process:
Last Day of the Audit 1 Week after the Audit 21 Days after the Audit 30 Days Deadline Final Report
MSI Action:
• Lead Auditor
generates an
issue list report
• Or
• Lead Auditor
generates an
Audit report (mark
as rough)
• Manually send a
copy to the plant
MSI Action:
• Lead Auditor
submits audit
report to auditee
one week after
the audit in
MetricStream
• EP is
automatically
send to defined
distribution list
MSI Action:
• Supplier fill out
action plan and
submits it via
MetricStream to
Lead auditor for
review
MSI Action:
• Lead Auditor reviews
action plan and either
submits it back to
supplier for
clarification
• Or
• Accept the action plan
and submits it for
Regional Manager
approval
Final report is
automatically send
by e-mail to full
distribution list once
approved by
Regional Manager.
Last Day of the Audit 1 Week after the Audit 21 Days after the Audit 30 Days Deadline Final Report
Complete your Action Plan
After the audit, when you receive an e-mail from the [email protected] informing thatthe report for the Mondelez International Audit has been issued, you need to access the MSIsystem to provide your action plan in English.
You can open it by going to „My Tasks“ on the top of the page (1a.) or by going to „MyAssignments“ in the plant profile (1b.)
With your notification e-mail you will also get a copy of the report (pdf file) you can use forinternal distribution and as a copy for you.
1a. Click on “My Tasks”
and “Provide Action Plan”
1b. Click on “My Assignments”
and “Provide Action Plan”
Audit Report Information
1. Click on the different
TABS to see information
2. Click on the word button
to review information
On the first TAB you are able to see
reporting details populated by the Auditor
like: Supplier Information, Auditor
Comments and Process Description.
When you click on the word symbol you
are able to see the information however
you are not able to change it.
All this information is also shown in the
report you receive with the notification
mail.
Audit Report Information
2. Please provide
your answers
1. Click on “Quality System
Information” to answer the
Food Defense Questions
3. Please upload
your Food Defense
assessment in your
profile
Audit Report Information
1. Review the scope of the
audit and the approval status
of the lines/products
This section will be filled in by the Auditor.
Audit Report Information
1. Review the audit
score and rating
This section will be filled in by the Auditor. The auditor is also able to leave some comments in this section regarding the audit.
Audit Report Information
1. Review the distribution
list of the audit report
This section will be filled in by the Auditor.
Complete your Corrective action plan and send for approval or clarification
1. Select the issue tab
4. Review the issue
description2. Sections marked with a + sign contain, click
on + sign to see the issues
3. Make a right click on the issue
and click on “Add Action”
To provide Root cause analysis, Correction, Corrective and Preventative Action andVerification for all the issues, you need to follow the procedure as shown above for EACHissue.
Complete your Corrective action plan and send for approval or clarification
Issues with comments (see next slide) will be colored green, so they are easy to identify for the reader.All fields with * symbol are mandatory and needs to be filled to further proceed/submit your action plan.
1. Click to see the issue
description, not changeable
2. Click to add your Root
Cause Analysis
3. Click to add your
corrective action
4. Click to add the
correction timing
5. Add the name of the
person responsible for
the Correction
6. Issues colored in green
indicated that comments
were added
Complete your Corrective action plan and send for approval or clarification
1. Click to add your
Corrective and
Preventative Action
2. Click to add your
Verification of effectiveness
3. Click to select a
CAPA timing
4. Click to select a
Verification timing 6. Insert verification
Responsibility
5. Insert CAPA
Responsibility
7. Add a comment if needed
How to use the word field
2b. If you copy and
paste text please use
this icon, it will open a
window and will
remove the formatting
2c. You can also use
this button to remove
the formatting after
copy and paste
Please notice that
the Spell Check
will only work in
case your
PC/Laptop
settings are set up
in English.
Otherwise you
need to check
grammar offline
and then copy
paste in the
system.
Do not forget to
remove the format
after each copy-
paste, otherwise
the PDF report will
be unreadable.
Create the issue list report
2. Click on “Issue List report
for Supplier”
1. Always click save first
This step is not mandatory, but this is a way to generate anoverview of the issues. All of this information will also be in theaudit report you will get by e-mail.
Generate the Audit report
For internal use you can generate the audit report with your responses. Please always SAVE the form before generating the PDF report, to make sure all information is reflected in the report. You can use that report as a copy for internal distribution. Please save a copy of the report, because as soon you send the report for approval you cannot access it in the system anymore.
2. Generate Audit Report
1. Click on “Save”
See the comment history
Before sending on the report you are able to put comments. If you want to comment an issuespecifically, please use the comment box directly in the issue section.The comment box is mandatory, if you select the action „request clarification“.Please note comments made in the comment box are permanent and cannot be removed.
2. Click on “Comment History”
3. Another window opens showing
the whole comment history
1. Put your comment in the comment box
Submit your action plan
If you have any questions regarding the report, you can send it back to the Lead Auditor usingthe “Request Clarification” action. Standard process flow is to “send for corrective actionsapproval”.
2. Select the action
3. Click on submit
1. Click on save
Complete post audit survey
Complete post audit survey
When the Audit Process is closed and the audit report is approved by the auditdirector, you will receive a post audit survey in your inbox. Please fill in and submit.
1. Click on “My Tasks”
2. Open Post Audit survey
3. See the legend for the values
4. Click on “Audit Process”
5. Select values for all the different
category's
Complete post audit survey
Please always press the save button before submitting the form to make sure all your answers get reflected in the survey.
2. Select Auditor Name
4. Select values
3. See legend for values
5. Save the form
1. Click on “Auditor Assessment”
6. Submit the form
Steps you have to take first
• Try to access the system
• Check your profile settings
• Upload GFSI Certificate and Report
• Report any issues you may have to your MondelezMetricStream contact (see next slide)
If you have any questions regarding the system please contact following individuals within Mondelez Corporate Quality Auditing dependent on where your site is located
NA and LA – Bernardo Rodriguez: [email protected] Helen Ng: [email protected]– Marzena Dobrowolska-Waz:[email protected] Auditing PMO – Fiona Wilson:[email protected]
Global Supplier Quality Data Analyst – Katarzyna Joziewicz:
Thank you