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The Document Control Module manages the change and deviation processes for controlled documents. Below are training resources for each role within the module: Document Control Module Administrator, Document Control Coordinator, and Document Control User.

Document Control Administrator Training Recorded Session

This training is intended for users with the Document Control Module Administrator role. This role is responsible for configuring the Document Control module.

This session includes a live demonstration of document control configuration.

Topics Covered:

• Document Change Request (DCR) Process

• DCR Form

• The Relationships between and Configurations of:

  • Document Types

  • Approvers

  • Affected By

  • DCR Process

• Document Collections

• Viewing a Document

• Document Control Setup “To Do” List

Document Control Coordinator Training Recorded Session

This training is intended for users with the Document Control Coordinator role. The Document Control Coordinators are responsible for managing the ongoing process activities for the Document Control module, including actions on the Manage Change Requests, Manage Deviation Requests, and Manage Documents pages.

If no one is assigned to this role, users assigned the Module Administrator role will act as Module Coordinators.

If multiple Document Control Module Coordinators are assigned, incoming Change and Deviation Requests will need to be claimed by one of the Document Control Module Coordinators at the Preliminary Coordinator Review step.

This session includes a live demonstration of coordinator tasks and responsibilities.

Topics Covered:

• Document Change Request (DCR) Process

• Actions of the Coordinator:

  • Preliminary Coordinator Review

  • Release

• Manage:

  • Documents

  • Formal Review

Document Control User Training Recorded Session

This training is intended for general users of the Document Control module.

This session includes a live demonstration of different tasks assigned to users through out the Document Change Request (DCR) process.

Topics Covered:

• Creating a Change Request

• Formal Review Tasks

• Impact Implementation Tasks

• Roll Out Documents Tasks

Downloadable Resources