Role-Based Programme
RB0294

Microsoft Copilot for Quality Management

AI-Assisted Quality Analysis, Documentation & Improvement

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot can support everyday Quality Management activities across documentation, audits, analysis, CAPA, and reporting.
  • Explore practical prompting techniques for SOPs, work instructions, inspection checklists, quality issues, and audit documentation.
  • Apply Copilot to organise quality information, analyse recurring issues, and prepare structured quality-management outputs.
  • Experience how Word, Excel, Outlook, and Teams can support quality documentation, data analysis, communication, and follow-up activities.
  • Recognise accuracy, traceability, confidentiality, document control, compliance, and human-approval requirements when using AI in Quality Management.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelOutlookTeamsFile & Document Analysis where licensed and enabled

Who should attend

  • Quality Executives
  • Quality Assurance Professionals
  • Quality Control Professionals
  • Quality Managers
  • Quality Engineers
  • Process Quality Professionals
  • Supplier Quality Professionals
  • Quality Analysts
  • Internal Quality Auditors
  • Quality Systems Professionals
  • Continuous Improvement Professionals
  • Process Excellence Professionals
  • CAPA Coordinators
  • Quality Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Quality Management or Quality Assurance activities
  • Familiarity with SOPs, inspections, non-conformances, audits, or CAPA is helpful
  • Basic familiarity with Microsoft Word and Excel is beneficial
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Generative AI and Microsoft 365 Copilot from a Quality Management perspective
  • Identifying applications across quality documentation, analysis, audits, corrective actions, and reporting
  • Understanding Copilot Chat and AI assistance across Microsoft 365 applications
  • Understanding AI assistance versus Quality Professional judgement and approval
  • Recognising hallucinations, unsupported conclusions, confidential information, and quality risks
Practical activities
  • Exploring Copilot through common Quality Management activities
  • Comparing a traditional quality task with a Copilot-assisted approach

Scenarios

Non-Conformance to CAPA Preparation

Non-Conformance → Evidence → Problem Statement → Root-Cause Questions → Corrective Actions → Effectiveness Check → CAPA Review

Participants use Microsoft Copilot to organise a sample non-conformance, develop investigation questions, structure potential corrective actions, and prepare effectiveness-check points while retaining final root-cause and CAPA approval with the responsible Quality team.

Quality Data to Management Review

Quality Data → Excel Analysis → Recurring Patterns → Priority Issues → Corrective Actions → Management Summary

Participants use Copilot-supported analysis to review sample defect, complaint, or inspection information, identify patterns requiring investigation, and convert the findings into a concise management-ready quality summary.

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