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.
