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Draft MSA

A leaf and pen icon on a blue background, which leads to the initial stage of the workflow, where the study is planned.
A filled-in sheet and pen icon on a blue background, which leads to the stage of preparing MSA studies.
A white-background icon of completed forms, which leads to the data collection stage.
A checkmark icon on a white background that leads to the data collection approval step.

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Prerequisites

  • MSA planned with the development phase configured.
  • Access the My Tasks menu .

 

Presentation

The preparation of the MSA (Management Safety Assessment) is the stage in which the person in charge reviews and adjusts the plan that was defined in the planning phase, ensuring that the study is ready to proceed to the next phases of the workflow.

In SoftExpert MSA, this step is presented as an execution task. Once the planning is finalized, the system generates the MSA Elaboration task for the users defined in the responsible script. 

 

Prepare MSA

1. Access the My Tasks menu and select the MSA Preparation task.

2. Select the desired record and click the button Edit icon to open the study data.

3. On the screen that will open, make any changes you deem necessary to the plan.

4. After you finish editing, click the Save and Exit button to keep the changes.

MSA editing screen showing a step-by-step procedure to edit and modify the records.

 

Complete MSA preparation.

1. Access the My Tasks menu and select the MSA Preparation task.

2. Select the record and click the button Check icon to execute the task to run the task.

3. On the screen that will open, fill out the preparation checklist, if available. Checklists are associated with the preparation roadmap during the study planning stage.

4. Finally, click the button Save and exit icon to finish creating the file.

MSA editing screen showing a step-by-step procedure to close the studies.

 

Conclusion

Upon completion of the MSA preparation, the record is reviewed and formally closed at this stage, allowing the process to move forward with traceability and standardization. The next step is data collection for the study.


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