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.)

Employees

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