Detailed Report

The Document Center Administrator can run a Detailed Report, which is a consolidated report that summarizes the important characteristics of a controlled document.

To access this page:

  1. View the Properties page of the controlled document.
  2. Select Actions > Detailed Report .

This topic describes:

This page discusses:

Sections and Columns

SectionColumn Name Description
PropertiesType The type of quality system document.
Name The name of the quality system document. The name is often an automatically generated name.
Revision The revision level of the quality system document.
TitleA descriptive title of the quality system document.
PolicyThe policy that governs the lifecycle of the quality system document. The default policy is Controlled Documents.
StateThe current lifecycle state of the quality system document. The available states vary depending on the document type.
Change InformationAny change request, change order, and change actions that control the release of this document.
Effective DateThe date this document became effective.
OwnerThe person responsible for the quality system document.
Responsible OrganizationThe organization responsible for implementing and maintaining this quality system document.
DescriptionA more complete description of the expected usage of this quality system document.
Controlled Document TemplateThe template, if any, used to create the quality system document.
Periodic ReviewPeriodic Review EnabledYes or No to indicate whether this quality system document is subject to periodic review.
Periodic Review Interval (In Months)If periodic review is enabled, the interval in months between reviews.
Last Review DateIf periodic review is enabled, the date of the most recent review of this document. For prereleased documents, this field is blank.
Last Review Disposition

Only shows if a periodic review has occurred.

The disposition (result) of the last periodic review of this document, Keep Released or Changes Required.
Next Review DateIf periodic review is enabled, the next due date for reviewing this quality system document. For prereleased documents, this field is blank. Once the document reaches the Released state, this value is system-assigned and cannot be changed.
Subject Matter ExpertThe name of the Subject Matter Expert, the person responsible for performing this periodic review of the document.
Attribute GroupsAttribute namesAll attribute groups and attributes added to the controlled document. The section header is the name of the attribute group to which the attributes belong. Each attribute's value, if any, is shown.
ContentFile NameName of the file associated with the controlled document.
VerVersion of the file associated with the controlled document.
File SizeSize of the file associated with the controlled document.
AuthorAuthor of the file associated with the controlled document.
Last ModifiedDate on which the file associated with the controlled document was last edited or modified.
Change Action InformationNameName of the change action.
Governing ChangeName of the change order that the change action is associated with.
StateCurrent lifecycle state of the change action.
AssigneePerson who is assigned to the change action.
Estimated CompletionEstimated date on which the change action will be completed.
Actual CompletionActual date on which the change action was completed.
Reference DocumentsNameName of the reference document associated with the controlled document.
TitleTitle of the reference document associated with the controlled document.
TypeObject type of the reference document associated with the controlled document.
StateCurrent lifecycle state of the reference document associated with the controlled document.
RevCurrent revision of the reference document associated with the controlled document.
OwnerThe person who owns the reference document associated with the controlled document.
Where UsedNameName of the controlled document where this controlled document is used as a reference document.
TitleTitle of the controlled document where this controlled document is used as a reference document.
TypeObject type of the controlled document where this controlled document is used as a reference document.
StateCurrent lifecycle state of the controlled document where this controlled document is used as a reference document.
RevCurrent revision of the controlled document where this controlled document is used as a reference document.
OwnerThe person who owns the controlled document where this controlled document is used as a reference document.

Actions/Toolbar Commands

ActionDescription
(PDF)Creates a PDF version of the detailed report for the controlled print and downloads it to the user's local computer.
(Email)Emails a link to the controlled document.
(Download)Downloads an HTML version of the detailed report for the controlled print to the user's local computer.
(Print)Prints the detailed report to a printer available from the user's local computer.