My Implementations

Columns

Column Name

Description

Name

Name of the quality system document. Click to open the document.

Title

A brief title describing the document.

Type

Document type.

Category

The category of the document, such as policy, procedure, instructions, and so on.

State

Current lifecycle state of the quality system document. Click to view the Lifecycle page for the document.

The available states vary depending on the document type.

Rev

Current revision level.

Actions


Icon	Name	Action
	Download	Download the files in the document to your local machine. Browse to the directory or folder you want to contain the file. When the document contains multiple files, they are downloaded in a single zip file.

Download is the only action available for implementations.

Change Information

Change order and change actions that controls the release of this document. Click to open the item.

Pause over the name to view the description for the change order.

Implementation status of the quality system document. The colored icon indicates that the effective date:


Status Icon	Description
	Has passed without being implemented.
	Is approaching (your company determines how close to the date the status turns yellow.)

Effectivity Option

From the change order that controls this document:


Option	Description
Effective By Date	You can implement the document before, on, or after the effective date.
Effective on Date	You can implement the document only on or after the effective date.

Effective Date

The effective date from the change order that controls this document.

Implementation Date

Only shows in the Implemented view.

The date the quality system document was implemented.

Implementing Organization

The name of the organization that needs to implement the document.

Click to select a page view:


View Name	Description
My	Lists approved and released documents where you are defined as the Implementing Organization Representative.
All	Lists approved and released documents for the organization you belong to.

The page tab toolbar includes two additional filters:


Filter Type	Option	Description
Organization Implementation Status	Active	Lists documents available for implementation for your organization.
Organization Implementation Status	Inactive	Lists documents that you have access to, but are not active for implementation for your organization.
Implementation Status	Pending Implementation	Lists all approved documents for your organization that have not yet been implemented.
Implementation Status	Implemented	Lists all approved documents for your organization that have been implemented.

You can enter a start date, end date, or both in the page toolbar, then click Filter to filter the page based on the Effective Date.

Click to open the refinements panel. You can then filter the page based on other attributes.

The actions on this page can only be accessed by the Implementation Organization Representative.


Action	Description	For More Information
Complete Implementation	Implements the selected document. Only shows in the Pending Implementations view. All implementing organizations for a document must complete the implementation before the change action that releases the document can be completed.	Implementing a Quality System Document
Activate	Activates the selected document for implementation (for your organization only). Only shows in the Pending Implementations view.	-
Deactivate	Deactivates the selected document for your organization. You can only deactivate a quality system document if it has not yet been implemented.	-

If you need to transfer the implementation to another person, see Transferring Responsibility of Documents.