this is the administration page to manage documents.
Please notice that, if you have implemented "Change Procedure" or "Document Change Procedure" you should follow the procedures and do not make any changes directly from the "Document Management" page.
before implementing the Change procedures you can upload all existing documents and related information. after that, you can also use this page to complete Extra information about documents.
Please notice that all of the documents are listed on this page and it does not follow "Document Distribution" rules, so make sure that only the right people have access to this page.
To create a new document, click on the
button from the action bar, and fill the required fields then click on a button.follow your rules of creating documents( work instruction ) to fill the "Code", if the document is going to be used in several companies you should follow the global coding rules.
choose the "Document Type🔗" from the list, if it's not on the list, you can add it on the "Document Type" Page then press the refresh button on the dropdown list to be updated.
"Owner" is a person who is in charge of this document, according to the change procedure the owner can have an approval step.
if you need that a group of people to review or approve during the change procedure, you can make the Group 🔗and choose it for"Review Group".
"Company" is the company, which the document belongs to. if the document should be available on more than one company you can adjust it by using
action.if the "Active" checkbox is not checked, the document will not be available for the distribution list.
"Printable" declares that should users be able to print this document or not.
if you set "Public" checked, all the people can have access to view this document. if you leave it unchecked only the people on the distribution list will have access to view this document.
when you created the document you can click the
action to complete the information.To Modify a document, select it from the list first, click on a
button, do the modification and then click on a button.Note: you cannot change the "Company" of the document on this form, it can be possible by using
action.to edit other information of a document can click on the
button.To Delete a document, select it from the list first, click on the
button, if you are sure about it, click on a button.Note: if the selected document is used or referenced anywhere, you will not be able to delete it. you can make it inactive by making the "Active" checkbox unchecked!
To open a document, select it from the list, then click on the
button