esha research...today’s agenda during this 30 minute webinar we will cover: •the audit trail...

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How to Track and Control Access to Your Data with ESHA Security and the Audit Trail Feature ESHA Research August 15, 2017 11 AM PT/ 2 PM ET

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Page 1: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

HowtoTrackandControlAccesstoYourDatawithESHASecurityandtheAuditTrailFeature

ESHAResearchAugust15,201711AMPT/2PMET

Page 2: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

Today’sAgendaDuringthis30minutewebinarwewillcover:• TheAuditTrailFeature– AuditTrailsinGenesisR&DandFoodProcessor– BestPracticesforUsingAuditTrails– HowtoEnabletheAuditTrailFeature

• ESHASecurityModule– ESHASecurityOverview– ESHASecurityUseCases– HowtoEnableESHASecurity

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Page 3: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

UpcomingWebinarsGenesisR&D11.4FeaturesOverview*Wednesday,September6,2017|11:00AMPT/2:00PMETThelatestupdateofGenesisR&DFoodswillincorporateseveralnewfeaturesthatwethinkyouaregoingtolike!Weareworkingondocumentattachmentsforingredientsandrecipes,applyingtheFDA’sDraftGuidance,andimplementingtheupdatedNutrientContentClaimsforthenew2016FDANutritionFactslabels.Duringthis45-minutewebinar,wewilldiscussthesenewfeaturesandprovideademoofthemuchanticipatedESHADataLinkadd-onmoduleforlinkingTraceGainsdatatoGenesisR&D.

*GenesisR&DFoods11.4ReleaseDate: August 2017

3WaystoShareGenesisR&DDataInternally&ExternallyTuesday,September19,2017|11:00AMPT/2:00PMETESHAworkflowtoolsenableyoutoshareyourdatawithclients,consumers,and3rd partyERPsystemswithouteverhavingtore-enterinformation.Duringthis30-minutewebinar,wewillcoverthevariousoptionsforimportingandexportingyouringredients,recipes,reports,andlabels,aswellasthebenefitsofeachoption.

Toregisterorviewarchivedwebinarspleasevisit:www.esha.com/news-events/webinars

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Page 4: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

PleaseNote!ü Thewebinarisbeingrecordedü Allwebinarsavailableonourwebsiteü SubmityourquestionsintheGoToWebinarcontrolpanel

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Page 5: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

WhyUseAuditTrails?• Trackchangestoyourrecipesandingredients.• Ensurecommunicationwithteammates.• Maintainarecordofchangesastheyoccur.• Encourageuserstopracticegooddocumentationskills.• Convenientandeasytoturnonanduse.• MakethispartofyourrecordkeepingpracticetofulfilldocumentationrequirementsoutlinedintheCFR.

• ThirdpartycertificationslikeSQFrequirethatchangesaredocumentedthroughouttheR&Dprocess,audittrailscanhelpwiththat.

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Page 6: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

AuditTrails– BestPractices• Enteradescriptivecommenteverytimeyousaveaningredientorrecipe.Genesiswilltrackthedate,timeanduserofthesave.

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Page 7: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

AuditTrails– BestPractices• Addcommentsforfurtherclarification,andfollowupwitha2nd commentoncethequestionhasbeenanswered.

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Page 8: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

AuditTrails– BestPractices• GotoEditRecipetochecktheaudittrailwhenyouopenasharedrecipe.

• Thiswillallowyoutoseeifanythinghasbeenupdatedbyateammember.

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Page 9: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

AuditTrails– BestPractices• Beconsistentinthewayyoutrackandcomment.• Ifyouopenarecipebutdon’tchangeanything,add“nochange”tothecommentfieldwhensaving.

• PairAuditTrailswitharchivingingredientandrecipechangestoensuretrackingofversions.

• Export.exlandspreadsheetofyourrecipesasexternaldocumentswhenchangesaremade.

• Createan“Archived”Grouptohousearchivedrecipes/ingredients.

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Page 10: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

WhatisESHASecurity?• ESHASecurityisautilitythatcanbeusedtoestablishaccessrights

forusers.• Userprofilescanbesetupas:

– Readonly:Canviewitembutnomodificationisallowed– Read/Write:FullAccess– Blocked:Cannotviewormodifytheitem

• TheaboverolesaremanagedbyusingGroupswithintheprogram• Anynumberofuserscanbeassignedtooneormoreroles(Groups)• Example:MarketingandRegulatorydepartmentscanviewthedata;

onlyR&Dcanedit– MarketingandRegulatory:ReadOnly– R&D:FullAccess

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Page 11: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

WhyUseESHASecurity?

• Keepsproprietaryinformationconfidential• Allowslimited(read-only)access•WorksseamlesslywithESHA’sGenesisR&D®FoodandFoodProcessor®softwareprograms• Accessisuser(notcomputer)specific• Guardsagainstaccidentalmodificationofrecords• Canbeconfiguredtomeetyourspecificneeds• Automaticallyallowsrecordcreatorfullrights

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Page 12: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

GenesisR&DTraining

Formoreinformationincludingcostandavailability,pleasecontactourtrainingcoordinatorbyphoneat503-585-6242orbyemailattraining@esha.com.

August29-30,2017Lombard,IL

GenesisProfessionalTrainingThistrainingsessioncoversthefundamentalsoftheGenesisR&DFoodprogram.

September19-20,2017Lombard,IL

AdvancedGenesisWorkshopThisworkshopcoversadvancedtopicsindetail.

October10-11, 2017Washington,D.C.

GenesisProfessionalTrainingThistrainingsessioncoversthefundamentalsoftheGenesisR&DFoodprogram.

October12-13,2017Portland,OR

AdvancedGenesisWorkshopThisworkshopcoversadvancedtopicsindetail.

December7-8,2017Anaheim,CA

GenesisProfessionalTrainingThistrainingsessioncoversthefundamentalsoftheGenesisR&DFoodprogram.

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Page 13: ESHA Research...Today’s Agenda During this 30 minute webinar we will cover: •The Audit Trail Feature –Audit Trails in Genesis R&D and Food Processor –Best Practices for Using

Questions?

ContactUs!Phone:503-585-6242Sales:[email protected]:[email protected]:[email protected]

HelpfulResourcesLinkedIn:bit.ly/ESHA-LinkedInBlog:www.esha.com/blogeNewsletter:www.esha.com/esha-enewsletter

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