When this feature is enabled by the Quality Owner, users with permission level of Quality Owner, Editor and Approver can all create new child documents that are associated with a parent document.
Access Document Control under Process in the Navbar.
To create a new child document, click on +New Document.
New Document Info
Enter the main information associated with the document:
Title: Title of the document
Change Description: This is optional if you want to enter the reason the document is changing.
Effective Date: Date you want the document to become effective. If left blank, the document will become effective upon approval.
File: Upload the file for this document. If your Enzyme account is linked to your Google drive, you can upload from your google drive as well.
Attachments: Upload any attachments associated with this document
Document Type Information
Quality Owners can enable users to create forms or child documents. When this feature is enabled, you will see a toggle. If you are creating a child, turn the toggle ON.
Indicate if the document (in this case the child document) is an engineering or production revision. Learn more about the difference between Engineering and Production documents.
Since you turned the toggle ON, select the Child Type.
Then select the parent document to which this child document will be associated. Then the number may be selected, however it is recommended to allow the number to be autoassigned.
These documents are numbered using the parent document’s prefix and a numerical suffix, e.g. SOP001-1 would be the first child document of SOP001. A parent document may have multiple child documents and associated forms.
New Document Metadata
Select the folder where this child document should be placed.
You can also select the product associated, and add any tags if needed.
When done, click on Create and the new child document will be placed in the specified folder.
A Change Request must be submitted to approve and release the form as effective.
If you have any questions, you can reach us through the in-app chat or email us at firstname.lastname@example.org.