Creating a Version
A version is created on the New Document Version form, which has the tabs Document Version, Release Plan, Training, and Referenced Documents, and a progress bar (the Document Version Approval process) with the stages Document Created → Approved → Release Plan And Training → Released.
When the master document has Review Required set to Yes, an additional Reviewed stage appears between Document Created and Approved.
On The Document Version Tab You Set:
QMS Document (required)
The master document this version belongs to, selected from a lookup (a new master can also be created with + New).
Document Version (required)
The version number (for example, 2).
Document Name (required, locked)
Generated automatically as name + version.Assignee (required)
Defaults to you. Working Status is optional.
The QMS Document lookup lists the master documents by name and prefix, with Recent records, a search box, an Advanced option, and + New to create a master document.
Once the version is saved (with status Draft), add the document file in the Version File list using + New.
Creating the first version from a new master document differs slightly: the Initial Version Creation dialog is shown instead, allowing you to select a starting file (see Master Document Setup).
How to Create a New Version
In the left navigation, under QMS Documents, select Document Versions, then New (or add a version from the master document).
Select the master document under QMS Document.
Enter the Document Version number; the name is generated automatically.
Confirm the Assignee, and set a Working Status if required.
Select Save (or Save & Close). The version is created with status Draft.
In the Version File list, select + New and add the document file.
