Opening a Quality System Document

You can access all the information related to a quality system document.

In addition to using Quality-based Document Control to access quality system documents, Collaboration and Approvals includes these documents in the New Docs, Changed Docs, and My Recent Docs page tabs. You can click the page tab that gives you the quickest access to the required document. The required document might not show in any of these tabs, so this task shows you how to use the Quality-based Document Control categories.

Before you begin: Quality-based Document Control must be the active app.
See Also
About Quality System Documents
  1. Click . The My Documents page tab shows by default when Quality-based Document Control is the active app.
  2. Click the name of the required document. You can click to open the refinements page to filter the list of documents.

    The names for quality system documents start with CCD-. Lists of documents can also contain other types of documents such as specifications or CAD drawings.

    You can use the categories in the navigation pane to access information related to the document.

    Category NamePage TabsDescriptionFor More Information
    Quality system document namePropertiesShows the properties page and file list.Quality System Document Properties
    LifecycleShows the states for the document, including its current state. Change orders control promoting and demoting quality system documents through the lifecycle; you cannot manually promote or demote a quality system document.Controlled Documents Lifecycle
    HistoryLists an audit trail for the document.History Page
    Change ManagementChange ActionList the change action information and assignments related to this document. You can create new and add existing change actions to controlled documents.Change Action for an Object
    Change RequestList the change requests related to the controlled document. You can create new and add existing change requests to controlled documents.Change Request Tab
    Change Order Lists the connected change orders related to the controlled document.
    Note: You can create a change order from Add > Change > Create Change Order on the top bar, where change templates are supported or from the Change Order widget, where change templates are not supported.
    		 Change Orders for an Object
    Change Legacy Lists details about the legacy change objects related to the controlled document. Change Legacy Tab
    ContentFilesLists the files checked into the document.File List for a Versioning Document
    File VersionsLists version information for the document.File Versions Page
    RevisionLists the current and previous revisions of this quality system document.My Documents
    MarkupsOnly shows if your company uses the third-party AutoVue mark-up app.

    Lists the markups created for each file.

    		Markups for Quality System Documents
    Reference DocumentsLists documents related in some way to this quality system document.Reference Documents
    CollaborationSubscribeLists the subscriptions to this document, and lets you subscribe to events or push subscriptions to other people.Subscription Management
    Discussions Shows the discussions related to the controlled document. Collaboration and Approvals User's Guide Discussions Page for an Object
    Issues Lists issues related to the quality system document, and related issues if a parent part is connected to any items using the Classified Item relationship. Issues Summary/Issues Category
    Where UsedWhere Used lists other objects, such as Submissions, that use this quality system document.

    Related lists items related to the quality system document.

    		Where Used or Collaboration List
    PeopleSharingLists people who can access the document.

    Document Center Administrators and Subject Matter Experts who belong to the organization responsible for the document have complete access to it without explicitly being added to the access list.

    		Sharing Page
    Implementation-Lists organizations that use this quality system document, and the people responsible for implement the document for their organizations.Implementing Organizations
    Training

    Appears only if training has been enabled on the quality system document.

    		-Lists organizations or member lists that need to be trained regarding this quality system document.Training Page
    Controlled Prints-Lists the controlled prints generated for the document.Controlled Print Report
    Classification-Lists the document families associated with the document.Classification Page
    Attribute Group(s)-Lists the attribute groups added to the document from the template.Attribute Group Page
    Peer Review-Lists the peer reviews for the controlled document.Peer Review Page
    Process Steps-Shows the process steps that must be completed to release the controlled document.Controlled Document Process Steps