Introduction to QMS Documents

QMS Documents is the heart of QMLogic eQMS. It is where your controlled documents are filed, created, taken through their lifecycle, and released; and where the content and source material behind them are kept consistent.

Each controlled document is held as a master document with one or more versions. The master document carries the details that stay the same across versions, such as its name, type, and who can access it, while each version is a specific file that moves through review, approval, and release. One version is effective at any given time.

What You Use It For

QMS Documents brings the whole document lifecycle together, so a document can move from a first draft to a released, trained-on version without leaving the system. With it you can:

• Organise documents into categories that mirror your quality management system.

• Create a master document and manage the details shared by all of its versions, including access.

• Create document versions and take them through review, approval, and release, with training assigned when a version is released.

• Keep dynamic content (variables and references) consistent across every document that uses it.

• Hold the uncontrolled source material used as background when authoring controlled documents.

Together, these give you a single, traceable record of every controlled document and the version that currently applies.

How It Is Organised

QMS Documents has five parts:

• Categories
  The classification structure your documents are filed under.

• Master Documents
  The parent records that hold the details shared by all of a document's versions, including who can access them.

• Document Versions
  The individual files, taken through review, approval, and release; one version is effective at a time.

• Content Manager
  The variables and references that keep dynamic content consistent across the documents that use them.

• QMS Inputs
  The uncontrolled source documents used as background when authoring controlled documents.

The pages that follow describe each part in detail. If you are new to the system, begin with Categories to see how documents are filed, then follow Master Documents and Document Versions to understand how a document moves from creation to release.