Creating a New Draft Controlled Document - Part 1 - Introduction

Creating a New Draft Controlled Document

Index

• Introduction
• Permissions & Settings For Document Creation
• Permissions
• Roles
• Settings
• Creating Draft Documents
  • New Controlled document
    • Managing Controlled Document Categories
• Document Types
  • COSHH Documents
    • COSHH Document - Special Components
  • Documents
    • Document - Special Components
  • External Documents
    • External Document - Special Components
  • Health and Safety Documents
  • Job Descriptions
    • Job Description - Special Components
  • Policies
  • SOPs
    • SOP - Special Components
  • Managing Customisable Fields
• Viewing New Draft Documents
  • Draft Document with Viewable Source File
  • Draft Document with Non-Viewable Source File
  • Reviews Tab

Introduction

This guide describes the process of adding new controlled documents to iPassport. It focuses on creating individual documents and understanding the elements which conform them. The process of adding documents in bulk is discussed in the user guide, Document Importer.

Documents created individually through this method will be in draft state and will require an authorisation process before they can go into circulation.

There are 7 different types of controlled documents in iPassport and these are described in the Document Types section, including details about their features and parameters.

New documents are created and found under Laboratory Records > Controlled Documents.

Next step:

The next article covers Permissions and Settings for Document Creation