Control of Documents
How to upload full records to Records Store?
There are 2 ways to upload full records to the records store, in both cases you must have the relevant permission active. Upload records directly from the Records Store Enter the "Records Store" on the left side of the screen. Choose the process to ...
How to generate a watermark?
The watermark is only text. This watermark will appear on documents you print or mail from the controlled copies. Enter to "system configuration" by clicking on the gear ico located in the upper-right corner. Enter the document catalog. Click on the ...
How to Request Approval for a Completed Record?
There are two ways to request the approval of a completed record Directly from the "Document Control" module: Enter the "Document Control" module from the left sidebar. Click on the "submit request" button in the process flow and select "approval of ...
How to review the record of my documents?
Enter the "System Configuration", identified by a gear icon in the top right corner. Enter the "Document Catalog". Identify the document you wish to review and click on "actions". Enter the "record" option where you will find a list of all version ...
How to set up scheduled reviews for documents?
Scheduled reviews allow the system to send a notification to the developer indicating that the document needs to be updated. Enter the "System Settings" identified with a gear icon in the top right corner. Enter the "Document Catalog," where you'll ...
How to register or mail controlled copies?
Controlled copies be printed directly from the software or sent by mail. Enter the "System Settings" identified with a gear icon in the top right corner. Enter the "Document Catalog," where you'll see a list of all currently registered documents. ...
How to modify the types of documents?
Enter the "System Settings" identified with a gear icon in the top right corner. Go to the "Dropdown Lists" tab, located next to the "Catalogs" tab. Scroll down to the "Document Control" module. Click on "Document Type," where you'll see a list of ...
Where to see the documentation of the company?
Click on the "Document Viewer" button from the left sidebar. Choose the process where the document is located and then the type of document you want to see. Click on the "PDF" button to view the document in PDF version; if the option was selected, ...
How to review and approve the changes requested?
Enter the "Document Control" module from the left sidebar. Click on the "Review Change" or "Approve Change" button in the process flow, as appropriate. A list will appear with all the documents you have pending review or approval. Click on the ...
How to request a change to a document?
Enter the "Document Control" module from the left sidebar. Click on the "submit request" button in the process flow and select "document change request" from the list of options that appear. Select the process to which the document you will modify ...
How to add documents?
There are two ways to add documents in QUALITYWEB 360®: Add documents directly from the Document Catalog 1-Enter the "System Settings" by clicking on the gear icon located in the top right corner. 2- Enter the "Document Catalog," where you'll see a ...