Quality - Document Control; Reference
Document Control
Document control is used for tracking changes made to your documents. While all customers may find use for this application, it is specifically useful for those who must meet ISO requirements. If you are interested in learning more about our Quality application, please contact your account manager at 800-525-2143.
Where to Start
Before you start using the document control area, it's important to make sure you have defined all the tables you need and that you understand how the system will behave based on the related company preferences and other settings.
Tables Used within Document Control
The following tables are used within document control. (Tables are listed alphabetically for reference purposes.)
Preferences and Other Related Settings
In addition to the listed tables, the following preferences and settings affect document control.
Company Maintenance - Defaults
- The Document Numbering section has a couple defaults that set the behavior of the document control section.
Document Control Details
Each document control record includes information that helps you track the document type, status, revisions, and history.
The following links lead to topics that provide reference information for each section of the document control record.
Go to Document Control Details - General
Go to Document Control Details - File Attachment
Go to Document Control Details - Propose / Approve
Go to Document Control Details - Release / Retire
Go to Document Control Details - Revision History
Go to Document Control Details - Review History
Go to Document Control Details - Where Used
Creating and Editing Document Control Records
Options for Creating Records
Follow the links below for step by step instructions of creating an document control record:
Continue to How to Create and Use Document Control
Once the Record is Created
Document control records are often edited as the documents themselves need to change. For further details on editing the record, Continue to How to Create and Use Document Control
Reports, Forms, and Labels
Reports
The following summary reports are available for review / generation under the Quality Reports dropdown menu:
- Document Control Summary
- Document Review Summary