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- Document Management System
- Process
- Publication and retention
Publication and retention
Publication is a separate decision from reviewing a candidate. The Publishing Manager checks that the independent approval applies to the document's current revision, then follows the publication result through its receipt and history. A retention date brings the record back for a later decision.
Step by step
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Review revision Document Reviewer
The reviewer approves the selected source revision.
- Identify the approved source revision
- Updates Review decisions, Documents
ApprovalA person approves before the work moves on. -
Approve content Publishing Manager
The Publishing Manager approves eligible reviewed content.
- Record approval and its operation
- Updates Documents, State history, Operation runs
ApprovalA person approves before the work moves on. -
Publish content Publishing Manager
The manager checks the external receipt and current document state.
- Retain receipt and publication state
- Updates Operation steps, Execution attempts, Documents
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Retain and archive Document Controller
The controller reviews the date and policy before archiving.
- Record the retention decision
- Updates Documents, Document categories, State history
Who does what
Roles and permissions- Document Reviewer
- Decides on content; Publishing Manager approves and checks publication; Document Controller handles retention.
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