The Document Control Index (DCI) may be accessed from the Main Menu Icon Bar or from the Main Menu > Browse Logs option.
Document Control Management System
Select a document from the Document Control Index browse table.
In the image below ...
A.Section (A) of the browse table provides instant sort tabs by:
(1)Document Id (user defined)
(2)Document Title (user defined)
(3)File Path Name where stored (user defined)
(4)Department (user defined)
(5)Status (user defined)
(6)System Document Id (Sys Doc Id)
(7)Document Type (user defined)
B.Section (B) displays the Revision History Journal for the highlighted record in Section (A).
C.Section (C) displays the approval journal of the highlighted record in Section (B) of the Revision History Journal record.
D.The (D) Copy to Excel button creates a Microsoft Excel compatible file of the browse table.
E.The Document Index button prints the entire index.
F.The Approval Journal button prints the Revision History Journal that have an associated approval record.
G.The Add, Edit and Delete buttons are used to control records in the Documents Control Index table.
1)Tab 1 of the The Documents Control Index Form (see (A) in the image below) provides a record of the document description, which includes:
a.QMSCAPA assigned Sys Doc Id
b.User defined document Id
c.Current Revision Date
d.Last Date Approved
f.User defined Document Title
g.File Path to where the document may be stored electronically
h.Document approval requirements
2)Tab 2 Version Approval and History provides access to the document version history log and a log of approvals by persons whom are authorized documents.
3)Tab 3 Document Text Editor provides access to the QMSCAPA built-in document generator and text editor.
4)Tab 4 Options provides access to additional document control options.
In the image above ...
A.The letter (A) positioned at the Tab row provides access to various document control options.
B.The letter (B) positioned at the Required Approval group box of the Job Titles/Organizational Chart Postion required to review and approved documents.
i.The Approved by Title field is typically the person who has been authorized as the person responsible for making the final approval. Enter a specific Job Title for the final required approval.
C.The letter (C) with pointing arrows to
1.the quantity of Approvals Required (tally of the þ Required Approvals group check-boxes)
2.quantity of approvals by E-Signature in the Version Approval and History Log
3.quantity of approvals verified by a QMSCAPA user
D.Approval Requirements are VERIFIED checkbox is intended to be used as a document approval inspection method to verify that the document approval process has been verified. The Date Approved (if blank) shall be automatically set to the current date when the þ Approval Requirements Verified check-box is checked and the Approvals Required equals the Approvals Completed and the quantity of approvals Verified.
E.The Numeric Version number may be used in conjunction with the Alpha Version field, example 'v' in the Alpha Version combined with the Numeric Version '12' produces the version 'v12.'
F.The Starting Number field may be used in conjunction with the checkbox þ Auto Increment Document Version Numbers. The Numeric Version number = the Starting Number + the count of Changes in Log (Version History Log).
G.When the checkbox Auto Increment Document Version Numbers is ticked þ the automatic increment of version numbers is activated. The Numeric Version and Starting Number fields are disabled (dimmed).
H.The Changes in Log field is a count of the records in the browse table of document changes located in tab 2) Version Approval and History Log.
•Press and hold the Ctrl key + the F10 key to edit Org Chart Position text. (See Edit the window field names)
•The Document File Path field may contain any file type (opening application must be installed on the users computer or server), includes web pages, Word docs, PDF and RTF.
•The Document Status field is used to report the document status when the QMSCAPA Document Generator is used to create the document and printed.
•The Document Comments field is intended for unique guidance about the document and may be printed if needed.
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