1. E-library / Digital Repository
  2. Frequently asked questions
FAQ

Questions, answered

Common setup and operating questions for repository teams.

E-library / Digital Repository

9 questions

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How do I get started?

Click Get started, then use Proto to configure E-library / Digital Repository for your business. Start with one organization, one project, a few representative content items and separate operator and reviewer accounts. Rehearse a clean approval, a returned item and a corrected delivery.

What does a content item represent?

It is the working record for material submitted under a project. It carries the item number, title, status, revision, owner and links to requirements, files, decisions and delivery details.

How are collections separated?

Each item belongs to a project and organization. The project carries its code, dates and policy reference. Agree how staff are scoped to authorized organizations during setup.

Who decides whether a revision is accepted?

The Digital Repository Reviewer records a decision against the source revision after examining the requirements and evidence. The operator prepares the item and resolves returned work.

What happens when evidence is incomplete?

Leave the relevant requirement Pending or record a rejected outcome with a reason. Assign a production task to a person who can obtain or correct the material before the revision is reviewed again.

Can a delivered item be corrected?

A successor revision can carry the changed material through independent review. Keep the earlier decision and execution receipt available, and assign a compensating task when the earlier delivery is superseded.

How do we investigate an uncertain delivery?

Use the operation key, source revision, attempt status, run result and step receipt to compare the recorded action with the receiving endpoint. Reconcile the original action before deciding on another attempt.

Can analysts edit content?

Repository Read Only Analyst has read access to authorized records and summaries. Preparation and review use their own roles and decision boundaries.

Where do source fields and external identifiers belong?

Source mappings records project-linked field mappings and transform rules. Requirement, file, content and execution records retain the references needed to trace an item and its result.

Set up E-library / Digital Repository your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started