How to Add and Use Document Control

This document takes you step by step through the use of this application in JobBOSS2. The example scenario uses sample data and portrays a standard use of the application.

How to Add Document Control

  1. Go to the blue Data Entry tab, open the Quality dropdown menu, and select Document Control.
  2. Click New.
  3. Select a Document Type.
    • The Description will automatically populate the first time you select a Document Type.
      • If you change the Document Type, you will have to manually change the description.
  4. Enter a Revision number and a Revision Date.
    • This is an alphanumeric number used to keep track of revisions made on this particular document only.
  5. Click Attach to go to the Repository Manager and select a file.
  6. Click OK to save the Document Control and exit the screen.

How to Propose / Approve and Release / Retire a Document Control

This stage will likely be completed in two phases, with the proposal occurring immediately and the approval occurring at a later date.

  1. From the Document Control Navigation grid, select a line item and click Edit.
  2. Go to the Propose / Approve section.
  3. Select a Proposed By employee code.
  4. Select a Proposal Date.
    • The date defaults to the current date.
  5. Add any necessary Proposal Comments.
  6. Click Save to save your changes and exit the screen.
    • Use the Save dropdown menu if you want to create a new record or print a report upon saving.

As the Document moves through different stages, complete the same steps for the Approve, Release, and Retire sections.

By completing and saving a new section, the Document Status in the General section updates to reflect the current status.

 

Back to Document Control