Who Is This For?
Authors / Users — updating document details
Document Controllers / QA — validating mandatory fields and access
Managers / Approvers — ensuring readiness for review/approval
How to Do It?
Step 1: Open the document
Open the Quality Document, then in the Properties card under Details, click the pencil icon to edit.
Step 2: Update Document Details
Adjust the fields as needed, then Save.
Fields you can update
Field | Description | Notes |
Title* | Name of the document as it appears in the system. | Required |
Effective Date* | The date the document becomes effective. | Required before sending for approval |
Tags | Keywords/labels to improve search and categorization. | Optional |
Process* | The process the document belongs to. | Required |
❗ Compliance reminder: An Effective Date must be set before you send the document for approval. Missing it can block progression to approval.
💡 Set Tags using common terms your team searches for (e.g., “SOP”, “Calibration”, “GMP”) to improve findability.
Step 3: Set Document Access roles
From the Properties card, select Document Access. Search for a user or group, then assign roles (e.g., Owner, Author, Reviewer, Approver, Viewer). Click Save.
❗ Access control: Assign only the roles needed. Over-permissioning can create segregation-of-duties issues.
📎 References:
Tips
💡 Update Process carefully. Changing it later can affect routing, reporting, and responsibilities.
💡 Use specific titles. Include the document type and scope (e.g., “SOP – Equipment Cleaning – Production”).
💡 Pre-assign Reviewers/Approvers. Saves time when you initiate the review/approval workflow.
What’s Next?