Managing Documents
In the Document Control Module, users with permission level:
Viewer: Can only view approved documents
Editor: In addition to Viewer permissions, can also create and submit the document for approval through a change request.
Approver: In addition to Editor permissions, can approve documents.
Quality Owner: In addition to Approver permissions, they can manage folders and add quiz questions for documents.
Creating New Documents
Revising Documents
Once a document has been created, it can always be revised and routed for approval.
Creating Forms and Child Documents
If Admins have enabled this feature, you will be able to create forms/child documents that are associated with parent documents.
Creating Forms
Forms are numbered using the parent document’s prefix and a F-suffix.
For example:
SOP001-F1 will be the first form of SOP001. A parent document may have multiple associated forms.
Creating Child Documents
Child documents are numbered using the parent document’s prefix and a numerical suffix.
For example:
SOP001-1 will be the first child document of SOP001. A parent document may have multiple child documents and associated forms.