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Aegis AutoAssure®

Onboarding

Signed and paid. Over to your data.

This page is for plants that have signed the Services Agreement and paid the invoice our founder sent. Your pack is ready within five business days of the day we accept your data as complete.

  1. Keep the founder's email to hand

    The email that confirmed your fit holds the Excel templates and their guide, next to the agreement and the invoice. Once the invoice is paid, a second email brings your private upload link. Want a hand getting started? The 15-minute intake call is optional.

    Download the template pack

    Book the optional intake call

    Templates or upload link missing? Look in spam first, then email us.

  2. Fill in the templates

    Start with the minimum set: CAPA / 8D (02), Suppliers (04), Training Matrix (07), Calibration (08), Documents (12), Audit Findings (13) and Nonconformances (17). Add any other templates you have records for.

    Open the Data sheet of each file and paste your records into row 5 and below with Home > Paste > Values. Work through the coloured cells until every row shows OK in the Row check column. Where you lack a value, leave the cell empty instead of guessing.

  3. Upload through your private link

    Save each file as .xlsx under its original name and send it back through your private upload link. Files attached to an email cannot be accepted.

  4. We check your data, then build and review the pack

    A person opens each file. On the day we accept your data you get an email with your pack's due date, or one listing precisely what is still needed. Aegis then builds the pack and a person reads every page before release, within five business days of complete, accepted data.

  5. Book your review

    Once the pack is ready, a booking link for the 60-minute review comes to you. The files are sent as the call opens, and we work through them with you.

Do not change the formatting

  • Do not rename, move, add or delete columns.
  • Leave cell formats and sheet protection as they are.
  • Keep the file names.
  • Paste values only, never formatting.

Locked sheets mean every file reads identically, and that is how a five-business-day turnaround works.

Do not include restricted data

No customer confidential program data (TISAX-labelled drawings, CAD or vehicle program information) beyond what the quality records themselves contain, and no personal data beyond names, employee IDs and roles. Not sure about a record? Ask us before it is uploaded.

What the colours mean

  • Red: a required value is missing.
  • Strong red: words in a cell that needs a date or a number.
  • Amber: worth a second look, because the value is off the list, out of range, or an ID used twice.
  • Green Row check: nothing is missing from the row and every cell is in the right format.
  • Grey EXAMPLE rows: samples of the format, skipped when the file is loaded.

Dates as YYYY-MM-DD. Numbers carry no unit or symbol, so write 86.2 rather than 86.2%.

Questions?

Answer the email your upload link came in, or email us. We answer within one business day.