Modules
Document Control
SOP repository, version control, and approval workflows
Document Control
Manage all controlled documents — SOPs, work instructions, policies, and forms — with full version control and approval workflows.
Document Types
| Type | Code | Description |
|---|---|---|
| Standard Operating Procedure | SOP | Step-by-step instructions for recurring activities |
| Work Instruction | WI | Detailed instructions for a specific task |
| Policy | POL | High-level organizational directives |
| Form | FRM | Templates for data collection |
| Protocol | PRO | Validation and qualification protocols |
Document Lifecycle
Draft <Icon name="ArrowRight" size={12} /> In Review <Icon name="ArrowRight" size={12} /> Approved <Icon name="ArrowRight" size={12} /> Effective <Icon name="ArrowRight" size={12} /> Superseded (when new version)
↘ Rejected (back to Draft)Approval Workflow
- Author creates or revises document submits for review
- Reviewer (department head) reviews content comments or approves
- Approver (PIC or QA Manager) final approval with e-signature
- Distribution — notifications sent to all users who require training on the document
Business Rules
| Rule | Description |
|---|---|
| D1 | Only one version can be approved at a time |
| D2 | Previous version auto-transitions to superseded on new approval |
| D3 | All changes require change control documentation |
| D4 | Periodic review required (configurable: 12, 24, or 36 months) |
| D5 | Approval requires e-signature of different user than author |
| D6 | Document numbers follow format: TYPE-DEPT-SEQ (e.g., SOP-QA-001) |