Processes

CONTROLLED DOCUMENTS

A controlled document is a revision-sensitive record that is actively maintained and updated, bearing formal approval and traceable distribution throughout a company. In Cetec, controlled documents are attached to the business processes which you create, label, and assign.

When a document is revised, Cetec ERP ensures that only the latest version of the controlled document is in circulation. This assures that the documentation that employees are using is up-to-date. Cetec also stores the user responsible for a change and its date to the document revision history. To see revision history of a document, select Revisions on the far right column of a documents list.

PROCESSES

Cetec ERP recommends setting up five basic processes (General Documents, HR Policies, ISO Documents, Safety Documents, and Vendor Documents) to help kick off setting up your ISO compliant document management system. Each of these processes work as the loci for document control, revision control, and workflow approvals. To achieve document control, attach a “child” document to a “parent” process. Once inside a Process, you can upload new documents, add or delete revisions, edit document workflow status, submit documents for approval, and use other document control related functions.

VIEW DOCUMENTS

Clicking on a process will show all documents associated with the respective process.

UPLOAD A DOCUMENT

How to upload a document

  • Choose a file to upload from your computer.

  • Name the file, or leave blank to use filename.

  • Add tags (use ‘tab’ or use a comma to assign the tag). Tags will make documents easily searchable in the future.

DOWNLOAD A DOCUMENT

How to download a document

  • Choose the file from the document list that you would like to download.

  • Select the Download link in the second column from the left.

DOCUMENT CONTROL

Documents listed within a process are always the latest version in circulation. The documents list view also contains the user responsible and the date for the upload. To view past revisions of the document, select the Revisions link on the far right column.

REVISION CONTROL

Keeping your documents current: Within a process, select the Revisions link on the far right column of the documents table, upload a new revision by selecting Choose File, then Submit at the very bottom of the drop-down menu; or delete revisions by clicking the red X to the far right.

DOCUMENT WORKFLOW

Revision control displays document status: either “active” or “pending.” Clicking on the Status link will bring you to the document object, where you can request approval, grant approval, and route the document through the document workflow process. Note: If you are an Admin user, all documents you upload will bypass the workflow process and be counted as active. For more information on the document workflow process, click here.

If you want to view a document workflow and approval history, select the History tab on the left sidebar. This table will give a comprehensive view of a documents previous workflow states, assignments, user actions, action start times, action end times, quantities of time in state, etc.)

DOCUMENT APPROVALS

How to approve a document:

  • If you are in charge of document approval, the system will send out a notification email to you every time document approval is requested.

  • Go to Documents » Docs Pending Approval. Following the links here will take you to the document object. Hover over the workflow at the top-right for that document. Here you can review the document, view revisions and revision history, send the document back for review/revision, delete the document, or stamp the document as approved in the system.

DOCUMENTS LIST

Navigate to Operations » Documents List to access the repository for all documents in the system.

DOCUMENT SEARCH

From the document list you can search for specific documents by filling out the parameters such as the document name, creation date, status, or tags.

Need to know more?

We want to help you take your company to the next level with Cetec ERP. What would you like to do next?