Configuring Document Effectivity

You can set the effectivity date from the Properties page of a quality system document.

Before you begin: Open the required quality system document. For more information, see Opening a Quality System Document.
  1. Open the Properties page of a quality system document. For more information, see Quality System Document Properties.
  2. From the page toolbar, click Configure Document Effectivity.
  3. Enter the following details:
    Field Name Description
    Effectivity Type Effective By Date. Allows you to implement the document before, on, or after the effective date.
    Effective On Date. Allows you to implement the document only on or after the effective date.
    Implementation Period Option Default Implementation Period. The implementation period calculates the effective date of the documents taken from the configuration in the system.
    Specify Implementation Date. Select the implementation date.
    Specify Implementation Period. Enter the implementation period in days. Default is zero.
    Reason for Change This field is available If the document is in the Approved state.
  4. Click Done.