For the ad­mi­nis­tra­ti­on of QM do­cu­ments, the d.3 life sci­ence cli­ent can ma­na­ge the th­ree do­cu­ment ca­te­go­ries ‘QM ma­nu­al, pro­cess in­s­truc­tion and work in­s­truc­tion’. The­se th­ree do­cu­ment ca­te­go­ries re­pro­du­ce dif­fe­rent hier­ar­chi­cal le­vels of the QM do­cu­men­ta­ti­on. The QM ma­nu­al in­cludes uni­ver­sal­ly va­lid do­cu­ments such as po­li­ci­es, for ex­am­p­le, and re­fers to the other two un­der­ly­ing hier­ar­chy ty­pes for a de­tail­ed de­fi­ni­ti­on of ope­ra­ting instructions.

Do­cu­ment cir­cu­la­ti­ons (e.g. re­view, ap­pr­oval, re­lease, trai­ning, ent­ry into force) can be fle­xi­bly con­fi­gu­red and ad­apt­ed to your com­pa­ny re­qui­re­ments. The cir­cu­la­ti­on is lin­ked to the do­cu­ment tem­p­la­te, so a dif­fe­rent cir­cu­la­ti­on could be de­fi­ned for each template.

You can de­ter­mi­ne whe­ther and which em­ployees and/or em­ployee pro­files can be sel­ec­ted in each in­di­vi­du­al step. You can also de­ter­mi­ne whe­ther a mi­ni­mum or ma­xi­mum num­ber of peo­p­le are in­vol­ved in a step and spe­ci­fy a par­ti­cu­lar person/profile or make it mandatory.

The ent­ry into force is al­ways the last step in a do­cu­ment cir­cu­la­ti­on and usual­ly ta­kes place au­to­ma­ti­cal­ly at the end of the sche­du­led trai­ning pha­se. It is ho­we­ver also pos­si­ble to put the do­cu­ments into force manually.

In a do­cu­ment cir­cu­la­ti­on you can de­ci­de if you want to have a pe­ri­odic re­view task sent. If a pe­ri­odic re­view is plan­ned, the re­leaser re­cei­ves a date pro­po­sal ba­sed on the con­fi­gu­ra­ti­on (e.g. 2 ye­ars af­ter the ent­ry into force) and a pe­ri­odic re­view task is sent ap­pro­pria­te­ly in advance.

The pe­ri­odic re­view task can be sent to dif­fe­rent per­sons or ac­ti­vi­ty pro­files (e.g. re­view­er, ap­pro­ver, releaser).

In­de­pendent­ly of the ad­di­tio­nal func­tions in the ‘Trai­ning Ma­nage­ment’, you can de­fi­ne a do­cu­ment dis­tri­bu­ti­on list on the ba­sis of which the ‘Bin­ding for list’ is crea­ted for a do­cu­ment. If do­cu­ment dis­tri­bu­ti­on is used, a first dis­tri­bu­ti­on list is spe­ci­fied in the do­cu­ment cir­cu­la­ti­on. In the first dis­tri­bu­ti­on list you sel­ect tho­se users who will re­cei­ve the task for the read-and-un­ders­tood trai­ning af­ter the do­cu­ment is re­leased. In con­nec­tion with the pro­ces­sing of this task, a sub-dis­tri­bu­ti­on op­ti­on is available. The em­ployee can dis­tri­bu­te the do­cu­ment to other em­ployees in con­nec­tion with the read-and-un­ders­tood training.