How the System Fits Together

Most of the system is built around a single structure. Understanding this structure is the key to understanding the rest of the manual:

The elements of this structure are:

• Category
  The top-level grouping under which every document is filed.

• Master Document
  The parent record. It holds the attributes shared across all versions: the name, the type (SOP / Work Instruction / Template), and the access settings.

• Document Version
  An individual document file. A master document may have many versions over time, and one version is Effective (the version in force) at any given moment.

• Release
  Taking a version through review, approval with an electronic signature, a release plan, and training, after which it becomes effective, and the previous version becomes Obsolete.

• Training
  Generated from a released version and assigned to its Target Audience, who complete it from the Dashboard.

Several supporting elements work alongside this structure:

• QMS Inputs
  Uncontrolled source documents used when authoring controlled documents (see QMS Inputs).

• Content Manager
  Manages reusable Variables and cross-document References within Word files (see Content Manager).

• QMS Template
  The starting files (Empty Word, SOP Template, and so on) from which new versions are built (see QMS Templates).

• Roles, Working Statuses, Signature PIN
  The supporting configuration that governs access, labels documents, and signs your actions.