SQV Review with Copilot in Excel
AI
OneClick Design · Training
Live training session
Module Intro

Augment your workflow with AI.

A guided, hands-on walkthrough that turns unstructured SQV evidence into decision-ready insight — powered by AI working alongside the Trial Data Manager.

3Layers
~12 minDuration
SQVReal scenario
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SQV Review

Interactive Excel + Copilot simulation for site qualification visit report analysis

Video Demo: Final Copilot Output

Watch the end-to-end workflow: paste the reviewed prompt, run Copilot, and review the structured Excel output.

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Video demo placeholder Replace /files/SQV Copilot Excel Demo.mp4 with the ERPNEXT video URL. The video is intentionally non-interactive so learners focus on the narrated walkthrough.
Narration explains what is happening while the video plays automatically.
Key Takeaways

Moments That Matter

This SQV workflow is not about asking Copilot for a generic summary. It is about turning scattered clinical evidence into a controlled, reviewable, decision-ready structure that still keeps the Trial Data Manager in control.

1. Define before prompting Start with the current state, pain point, objective, and decision need before opening Copilot.
2. Control the source Limit Copilot to the attached SQV PDFs and ask it to flag missing or unclear evidence instead of guessing.
3. Review before deciding Use the Excel output as a decision-support table, then validate traceability, risks, missing items, and recommended actions.
Final step: check whether learners understood the workflow and the human-in-the-loop decision behavior.

Knowledge Check

Answer one question at a time. Each card focuses on a key decision behavior from the SQV Copilot workflow.

Question 1 of 10 · Flip cards

Why do we define the problem before using Copilot?

Flip both cards to review the two core reasons before moving forward.

Problem definitionClick to reveal why it matters.
It prevents jumping into Copilot before clarifying the current state, pain point, objective, and decision need.
Human-in-the-loopClick to reveal the safety check.
The study team validates Copilot outputs against SQV evidence before using them for site selection decisions.
Question 2 of 10 · Match

Match each prompt component to the correct rule.

Drag each item into the matching box. This checks whether the prompt structure is clear.

Use only attached SQV PDFs
Define the Excel columns
Flag missing evidence
Source rule
Task/schema
Validation rule
Question 3 of 10

What is the safest decision behavior after Copilot creates a structured table?

Select the best answer.

Question 4 of 10

What should happen before writing the prompt?

Choose the action that best supports quality AI output.

Question 5 of 10

Which source rule reduces hallucination risk?

Select the correct source-control behavior.

Question 6 of 10

What should Copilot do when evidence is missing?

Pick the behavior that supports inspection readiness.

Question 7 of 10

What makes the Excel output decision-ready?

Select the best table requirement.

Question 8 of 10

Why use a structured prompt instead of a broad request?

Select the strongest reason.

Question 9 of 10

What should the TDM validate before selection decisions?

Choose the best human-in-the-loop check.

Question 10 of 10

What is the final purpose of this workflow?

Select the best end-to-end objective.

Question 1 of 10