Why configure document requirements?
In your QM system you may want to add SOP's, Internal QA documents, and/or additional audit requirements. Here is how to add new document types as well as to make them required.
Step 1: Hover over the Configuration button and select 'Doc Requirements'.
Step 2: Click the edit gear for the QM Documents requirements.
Step 3: Click 'Manage Type's to open the list of existing Document Types.
Step 4: Click 'Add New Document Type'.
Step 5: Enter the name and description of the document.
Use strong naming conventions by using the existing document types as a reference. Choose something unique that allows you to filter easily in your UDDs.
Step 6: Click 'Add' and close out of the screen by clicking "X" at far upper-left. Your document type is now in the system.
Step 7: Click on the drop-down attribute Type, and find the document type you would like to require.
Step 8: Select the Days Effective that you would like to assign to that document type.
Make sure 'Is Required' and 'Automatically Archived' are checked as well.
Step 9: Click 'Add'.
Step 10: Click 'Save'.
Your document is now required. You will be able to see your required document in the documents tab.