Inventory and activity

Is activity on records, documents, etc. logged?

• Yes, the ValidMind Platform¹ provides an audit trail functionality, enabling you to track or audit all the events associated with a specific record (such as a model).
• You can review a full record of comments, workflow status changes, and any other updates made to the record, including modifications to documents or test results.

¹ Accessing ​ValidMind

How do I register records with ​ValidMind?

• Register records (such as models) within the ValidMind Platform via the inventory as the first step towards streamlining your documentation and validation workflow.
• To add a record to the inventory, you fill out a customizable questionnaire capturing the required registration metadata.²

² Register records in the inventory

³ Manage permissions

By default, the Developer role³ has sufficient permissions to register records.

Are registration questionnaires customizable?

• Yes, along with default fields provided by ​ValidMind as part of your basic record (model) information, you can add additional record information and make these custom fields required when creating records.⁴
• You can modify these custom fields as needed and on an ongoing basis.

⁴ Manage inventory fields

By default, the Customer Admin role has sufficient permissions to manage inventory fields.

Can the ​ValidMind inventory be customized?

• Yes, information that is displayed on the inventory is configurable on a per user basis.
• You can also search, filter, and sort records (such as models) to narrow down results.
  
• Fields that appear on all records for all users can also be customized.

By default, the Customer Admin role has sufficient permissions to manage inventory fields.

Can I archive or delete records within ​ValidMind?

Yes, records (such as models) can be archived within the ValidMind Platform inventory to keep your inventory accurate and up to date with your organization’s current resources.⁵

⁵ Archive and delete records

By default, the Customer Admin role has sufficient permissions to archive and delete records.

Can I track interdependencies within the inventory?

• Yes, the ValidMind Platform allows you to connect two or more records (models) together in your inventory.⁶
• You can note both upstream and downstream records.

⁶ Configure record interdependencies

By default, the Developer role has sufficient permissions to edit record interdependencies.

How does ​ValidMind manage updates to records?

1. ​ValidMind allows developers to re-run documentation functions with the ValidMind Library⁷ to capture changes in the record (such as a model), such as changes in the number of features or hyperparameters.
2. After a developer has made a change in their development environment, such as to a Jupyter Notebook,⁸ they can execute the relevant ​ValidMind documentation function to update the corresponding documentation section.
3. ​ValidMind will then automatically recreate the relevant figures and tables and update them in the online documentation.

⁷ ValidMind Library

⁸ Code samples

Can I use ​ValidMind to track milestone dates?

• Yes, the ValidMind Platform includes support for custom inventory fields, including those for dates and date time — allowing you to track important dates throughout the risk management lifecycle unique to your workflow.
• In addition, calculation type custom inventory fields can draw upon date and date time values, allowing you to automatically calculate next review, revalidation, ongoing monitoring deadlines, or any other desired date.

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