Document Repository
Essential Product Knowledge
Summary
The ‘Document Repository’ page of the ‘Document Control’ section of the V5 Control Center allows for the upload and version control of various types of controlled douments that a customer may have.
This page provides a guide and column definitions for the ‘Document Repository’ window in Control Center. More information on document setup can be found in our ‘Document Control’ module guide (coming soon!).
Control Center Overview
The ‘Document Repository’ section can be found under the ‘QMS > Document Control’ menu in Control Center.
This window features 3 panels:
- Document Types (Red): Users can create Types/categories of Documents here.
- Documets (Yellow): With a Document Type selected above, users can upload new Documents here.
- Document Versions (Blue): With a Document selected above, users can add new versions of that Document.
Column Help – Document Types
Document Type
Allows freetext entry for the type/category of document to create.
Description
Freetext entry for a description of the Document Type.
Status
Indicates if there are any outstanding approval workflows to be completed for any documents within the Document Type.
Default Workflow Template
The workflow/approval template that will be the default selection for any document created within this Document Type. This can be overridden on a per document basis.
Column Help – Documents
Document ID
When a document is uploaded, it will be assigned a unique number.
Title
The document’s title.
Description
Allows freetext entry of a description of the document.
Document Type
The user-created Document Type/category that the document belongs to.
Uploaded By/Uploaded At
The user who uploaded the document, and when they did it.
Supplier
A drop-down menu to assign to a supplier if required.
Tags
Allows the entry of custom, comma separated, tags to assign to the document.
Approval Template
The document specific approval workflow template. Will populate by default from ‘Default Workflow Template’ above but can be changed on a per-document basis.
Current Version
The current document version.
Status
If this document has an outstanding approval workflow, these are:
- Red – A document in this type has had its approval rejected.
- Yellow – A document in this type has a document pending approval.
- Green – All document in this type are approved.
Column Help – Document Versions
Current Version
The current document version.
Created By/At
The user who created this document version, and when they did it.
Approved At
When this document version was approved.
Comments
Any comments entered against the new version when it was originally uploaded.
Status
If this document version has an outstanding approval workflow template.
Expiry
When this version of the document expires.
File Name
The document’s file name in the document repository.
Size
The document file’s size.
