Create and Release a Document

The following walkthrough connects the reference sections by following one SOP from creation to an effective, trained document. Each step references the section containing the full detail.

1. Confirm the category exists
   Ensure a suitable category exists (for example, Quality Management), and create one if necessary. (See Categories)

2. Create the master document
   From the category, add a new master document: enter a Name, set QMS Type = SOP, confirm the Prefix, and set Review Required and Criticality Index. (See Categories / Creating & editing a master document)

3. Create the first version
   In the Initial Version Creation dialog, start from a template (for example, SOP Template (Word)) or an empty file. The version is created with status Draft. (See Creating & editing a master document / Version Create)

4. Author the content
   Open the file in Word. Use the Content Manager add-in to insert any variables and references, and to generate a reference list if required. (See Variables)

5. Configure the training
   On the version's training record, set the completion type (Questionnaire or Read & Understood). For a questionnaire, add the questions and set the pass threshold. (See Management)

6. Start the release
   Open the Document Release Process with the Document Release command, set the Approval Mode and Approvers, add a Comment if needed, then select Start Release and confirm with your Signature PIN. (See Version Release)

7. Review and approve
   The approver opens the document in release, reviews the Approval section and adds any comments, selects Approve, then confirms the attestation, enters the Signature PIN, and selects Sign. (See Version Release / Document Approvals)

8. Plan the release
   At the Release Plan And Training stage, set the Effective Date and Next Review Date, then select Save & Close to schedule the release or Release Document Immediately to release now. (See Version Release / Training Assignment)

9. Training is issued
   Training is assigned to the Target Audience. Monitor completion in Management & Overview, and use Notify or Set Due Date as required. (See Overview / Management)

10. Users complete the training
    Each user opens the training from the Dashboard, reads the document, completes the questionnaire or confirmation, and signs with the Signature PIN. (See Dashboard / Overview)

11. The version becomes effective
    On its effective date, the new version becomes Effective and the previous version becomes Obsolete.