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You can use Documented Information Module to control revision of existing forms. Please follow the below steps
Creating a new document:
Create a new record for documented information by entering required details.
Upload the required pdf forms/documents in support of it.
Submit it for approval. Post-approval, the document will be available in the master repository of documented information.
Updating or revising an existing document:
Initiate a change by clicking “Edit” in the action tab of a particular document.
Upload the new documented in pdf / another type as per the changes proposed.
Describe change description and justification.
Submit for approval.
Upon review, if approved, the old attachment will be archived and only the recent attachment linked as a part of the change will be available to the users.
Revision number and date in the master list will also change and increment. The users will only see the most recent version of the document and this ensures effective document version control.
Yes. Once a document is updated, version gets automatically incremented by one.
Documented Information–>Documents–>Action Tab (History) –>Select specific revision of the document–>View Files. This way you can see files from the earlier version.
Auto upload feature is not available as it may create data integrity issues. You can provide us the data in excel format to assist you with the bulk upload.
System generated departments cannot be deleted, but user can rename it to a more appropriate name as applicable for their company. For example, ‘Quality’ can be renamed as ‘Quality Assurance’
