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- Quality Management
- Process
- Document review
Document review
Controlled documents separate a draft version from one under review, one approved for use and one marked obsolete. Each record carries a title, version, effective date and attachment. training acknowledgments link a Person to the particular document record they acknowledged and preserve the acknowledgment date.
Step by step
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Prepare version Document Controller
Document Controller writes the title and version, attaches the document and sets the intended effective date.
- Keep title, version, date and attachment together
- Updates Controlled documents
-
Submit review Document Controller
Document Controller moves the version from Draft to Review for a decision.
- Move Draft to Review
- Updates Controlled documents
-
Approve version Quality Manager
Quality Manager reviews the attachment and authorizes Approved when the version is ready.
- Decide Approved state
- Updates Controlled documents
-
Acknowledge Document Controller
People record their acknowledgment against the approved document record.
- Record who acknowledged which version and when
- Updates Training acknowledgments, Controlled documents, People
-
Retire older version Document Controller
Document Controller marks an earlier version Obsolete when the new instruction takes effect.
- Mark prior version Obsolete
- Updates Controlled documents
Who does what
Roles and permissions- Document Controller
- Prepares and follows versions; Quality Manager approves document state; assigned people acknowledge the instruction they use.
Set up Quality Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.