SOP Guide
Introduction
Using this guide
SOP Site Components
Document Management Libraries
Employee Records Quiz Library
Document Management Lists
Task Delegation
Site Administration
Additional Metadata
Approval Options
Document Types
Functional Area List Population
Group Approval Tasks
Location List Population
NextDocs Workflow Configuration Options
Package Deployment
Printing Configuration
Smart Document Upload
Unique Permission Levels
Document Type Configuration
Definitions
Creating and Authoring
Smart Document
Smart Document User Interface
Document Source
Document Group
Additional Document Information
Smart Document Completion Process
Requesting a New Document
Complete Request Approval
Request Approval
Request Rejection
Creating a New Document with No Request Required
Document Number and Naming
Authoring a Document
Processing a Document
Review Process
Sending a Document for Review
Approval Process
Sending a Document For Approval
Training process
Submitting for Training
Effect Document Process
Effect Document
Controlled Print
Controlled Printing
Change and Review
Change Request Process
Change Request Types
Initiating a Change Request
Author Change
Content Change
Obsolete Change
Change Request Audit Log
Change Request Workflow Termination
Periodic Review Process
Complete Periodic Review
Change Required
Change Not Required
Periodic Review Postponed
Periodic Review Audit Log
Periodic Review Workflow Termination
Invalidate Document Process
SOP Guide
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Introduction
Use this document as a resource to know about document management, Employee Records libraries and document management lists.
Creating and Authoring
Start creating and authoring your documents using the Smart Document feature.
Processing a Document
This section describes how to handle review, approval, training and effect document processes.
Change and Review
Learn how to go about changes requests, periodic reviews and invalidation.