| Name | The name of the quality system document. You can click the name to open the properties for the template in a new window. Right-click on the name to access the shortcut menu. |
| Title | A descriptive title of the quality system document. |
| Type | The type of document, usually quality system document. |
| Description |
The description of the document. |
| Category | The category of the document, such as policy, procedure, instructions, and so on. |
| State | The current state of the revision. |
| Rev | The revision level of the quality system document. |
| Ver | The current version number of the file checked into the quality system document. If the document contains more than one file, this column shows the number of files with a link that opens the list of files. |
 | Number of files locked/number
of files checked into this quality system document. For example, 2/4 indicates 2 files
of the 4 files checked into this object are locked. Pause over the number to view the name of the user who has locked the file. Click to view the list of files. |
| Actions |
| Icon |
Name |
Action |
|
Subscribe |
View and select subscriptions for a document. See Collaboration and
Approvals User's Guide: Subscription Management. |
|
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. |
|
Check Out and Lock |
Check out the files in the document to your
local machine and lock the files from other users who cannot unlock it.
Navigate to the folder or directory you want to contain the file. When
the document contains multiple files, they are downloaded in a single zip file. |
|
Update Files |
Update a checked-out file to its next version. See Collaboration and
Approvals User's Guide: Uploading Files. |
|
Check In |
Check in a new file. See Collaboration and
Approvals User's Guide: Uploading Files. |
|
Lock |
Lock the file without checking it out. |
|
Unlock |
Unlock the file without checking in a new version. |
 | View | Open the file in a viewer app. |
|
| Owner | The person responsible for the quality system document. |
| SME | Subject Matter Expert: The person responsible for reviewing and approving the document. |
| Responsible Organization | The organization responsible for maintaining this document. |
| Training Completion | The completion status of your training for this document. For any document that you are not assigned training, this column is blank. The background is color-coded: | Color | Description |
|---|
| Red | Shows if the progress is less than or equal to 50% complete or the due date has passed. | | Amber | Shows if the progress is more than 50% complete, but not finished, or has not been started and today is within 10 days of the due date. | | Green | Training is complete or the due date is more than 10 days away. |
You cannot complete training on a document until it reaches the Released state, but you can be assigned training before that point. Training shows as 0% completed with a red background. |
| File Drop |
Allows you to drag a document and drop in on top of the  to add the selected file. |
| Modified | The most recent date that the document was edited. |
| Click to open the properties page and file list for the document in a new window. |