Sree Vidhya - Author at Effivity

CRM Specialist At Effivity

Sree has over 7+ years of experience. She excels in building strong client relationships and ensuring customer satisfaction. Sree's expertise and dedication help drive Effivity's commitment to exceptional customer service.

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How can Effivity control revision of existing forms like Purchase Order Form in Purchase Module? - Effivity

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.

Posted On Jun 10, 2019

Does the software keep track of different versions of documents? - Effivity

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.

Posted On Jun 10, 2019

When we update a document what happens to the old document? Does it get archived? - Effivity

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Articles Written

How can Effivity control revision of existing forms like Purchase Order Form in Purchase Module? - Effivity

Does the software keep track of different versions of documents? - Effivity

When we update a document what happens to the old document? Does it get archived? - Effivity

What kind of document format we can upload (PDF, WORD, PPT)? - Effivity

Can we save signed employment contract on the system? - Effivity

How to create reports for management review output ? - Effivity

How can lessons learned be captured and communicated? - Effivity

Is auto upload feature available in the system? - Effivity

How can I restore the deleted data? - Effivity

Can I delete the departments which are already pre-defined in the system? - Effivity