Updates to Document Control for 4/23

At MediaLab, we're continually working with our customers to enhance Document Control. See below for updates planned for 4/23. This is a large update with lots of requested features, and we'll hope you'll take advantage of the new capabilities.

There's no action that you need to take. All updates will be applied automatically on our servers on April 23rd, 2013. The system will remain functional during updates.

New Upload Document(s) Page
The new "Upload Document(s)" page has several time-saving improvements. You can upload more than one document at a time. We'll auto-fill the document title field based on the file name. Your previous selections for upload type, document type, last lab director approval, effective date, and last review date are saved, helping you to add new documents even faster.

Editing / Collaboration Workflows
Have a group of people who need to edit or collaborate on writing a document? Build an editing / collaboration workflow. Documents that are being edited will be sent to each member of the workflow so that each user can contribute, write their portion of the document, etc. Different manuals and labels can have different editing / collaboration workflows. Click on the new Workflows & Customizations tab to get started.

Periodic Review Processes
Need more than one person to sign off on a document when it's time for periodic review? Build a periodic review process. Each person in the process must sign off in order for periodic review to be completed. Different manuals and labels can have different periodic review workflows. Click on the new Workflows & Customizations tab to get started.

See Applicable Workflows at Any Time
See which approval processes, editing / collaboration workflows, and periodic reviews apply to a document, manual, or label. Click on Available Actions for the document or manual and choose View approval processes and workflows »

See the Workflows in Which a User Has a Role
See which approval processes, editing / collaboration workflows, and periodic reviews a user participates in. Search for a user and click on View the approval processes and workflows this user is in »

Documents That Don't Need Periodic Review
Certain kinds of documents, like forms or worksheets, may not require biennial periodic review under CAP regulations. While we recommend that you err on the side of caution and review these documents every two years, you can specific that certain types of documents do not need periodic review. To select which document types do not need periodic review, click on the Workflows & Customizations tab and then Add, Edit, or Remove Document Types »

Permissions Tab and Workflows & Customizations Tab
We've divided the old Permisions & Customizations tab into two new tabs: one for Permissions and one for Workflows & Customizatons. This organizes features more logically.

Search for a Document in the Quick Search Box
In the search box in the upper-left corner of the page, you can now search for a user's name or a document name. This lets you jump right to a document no matter what part of the system you're in.

Document Browsing Environments Improved
We've updated the interface of the no-password-required Document Browsing environments with better search features. Users can now search inside a document's body text and find keywords inside a document.

Published on 4/15/2013 3:12:16 PM.
Permalink: https://www.medialab.com/newspost62-updates_to_document_control_for_423.aspx

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