SimplerQMS

Managing controlled documents across their lifecycle.

Document Control

Understand how a Template moves through SimplerQMS without using a Change Request (CR). This helps you choose the right path to create, review, approve, and make a template effective —…

Understanding the Document workflow

Learn the basics of how document control works in SimplerQMS.

Understanding Document Control

Create and release a new Template in SimplerQMS without using a Change Request (CR). This ensures consistency across documents and speeds up authoring while staying compliant.

Creating a Template

Ensure the Template has accurate metadata, ownership, and default access so documents created from it are controlled, searchable, and compliant.

Modifying Template properties

Create the structure, content, and formatting of a Template in Microsoft Word using the SimplerQMS Office Add-in, so the template is ready for review, approval, and effective use.

Drafting a Template

Ensure a Template is complete, accurate, and compliant before approval. This process lets reviewers propose changes, confirm property fields, and close the review so the template can move forward.

Reviewing a Template

Approve a template to confirm it’s accurate, compliant, and ready for controlled use. Approval captures required e-signatures, locks the content, and moves the template toward Effective.

Approving a Template

Move a Template from 'For Training' to 'Effective' so it can be used to create controlled documents immediately. This is typically used when the planned effective date needs to be…

Making a Template effective

Create a new draft from an existing template so you can update content while keeping the effective version available until the change is approved.

Updating a Template

Retire a Template that is no longer needed so it can’t be used to create new documents, while keeping it stored for historical and compliance purposes.

Retiring a Template

Create, edit, and manage templates used across documents in SimplerQMS

Templates

Ensure authors can create a compliant, searchable quality document—either from a template or from an uploaded file—so it can move through review, approval, and release.

Creating a Quality Document

Keep Quality Document metadata accurate and compliant so workflows, access control, and effectivity are handled correctly.

Modifying Quality Document properties

Create and format the content of a Quality Document on your computer using the SimplerQMS Add-in, then check it back in so it’s ready for review and approval.

Drafting a Quality Document

Coordinate a structured review so subject-matter experts can provide feedback, ensuring the document is accurate and compliant before approval.

Reviewing a Quality Document

Move a finalized draft through approval with electronic signatures so it becomes effective (or proceeds to training if the Effective Date is in the future).

Approving a Quality Document

Enable document Owners to activate a document before its scheduled Effective Date when business needs require it—using a controlled, e-signature–backed action.

Making a Quality Document effective

Create a new draft from an existing Quality Document so you can make updates while preserving version history and compliance.

Updating a Quality Document

Permanently remove a Quality Document from active use while keeping it stored for historical and compliance purposes.

Retiring a Quality Document

Managing Quality Documents from creation to approval in SimplerQMS

Quality Documents

Create a custom design with text, images, and links

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