Hi.

With regards to the document feature.
Can see where this can go for us in a very positive way.

The only thing missing if i am being very picky is Approval or similar.

This relates to a doc change.

Normally for a very good reason or simply as part of procedural review.

So as part of the flow for us if we can add approval as an option then this would benefit our system as we simplify and prove our documents are controlled.

Would also add that from my use so far the revision or updating of a document already added seems choppy and not what i would expect.
I would expect this to flow and then at the end be given a box or command that states that the person updating or approving is happy with the changes.

This relates to why the change is being applied and that the change will now be another version.

Ta John.

How do we import from Share-point areas in bulk?

Some thoughts on the early access release are:

1. Add a description to the Labels
   1. Policy - 
      1. Policies are managed at an Senior Level, meeting Documented Information requirements.
      2. Plan or course of action that regulates and controls actions by setting the direction of the business.
2. Add feature for Document number or make unique document identifier number present in the view page. (this unique identifier can be the SC file identifier)
3. Add Custom fields or provide ability to have a “Area of Responsibility”
4. Add Custom field or provide ability to have a “ Process Owner”
5. As Above require the selection of an approver, without this feature the document risk being updated incorrectly with perhaps the wrong version or even the wrong document.
6. I tried the QR code and it wouldn’t open on the mobile device.

Thanks

Andrew

Can we have an assign to all tab within the assign section ?

Even the ability to Assign to all users of a particular site and group ?

I have tried to upload a number of documents in bulk this morning however every time it crashes. Is there a trick to this i am missing

As per ​@Andy B

Great feedback. 

1. Can we have the critical documents similar to document control. 

2. This requires approval

3. Also requires why change was made. 

4. I can see the label option but I have struggled creating these - will try again shortly.

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Tiered APPROACH. We will use Critical documents for... 

1. Policy (Top Level) – For the Orgs overarching principles and organisational objectives. This is the "Plan" behind the PDCA system and sets strategic direction.

2. Standards & Governance – Defines compliance, regulations, and key frameworks that the organization must adhere to.

3. Processes (Operational Framework)– Outlines the "DO" should be done, providing step-by-step workflows to ensure consistency across the organization.

4. Procedures (How-to Guides) – Details specific methods, actions, and tasks employees "CHECK" must follow to comply with processes.

5. Work Instructions & Roles –"ACTS" Defines individual responsibilities, tasks, and step-by-step instructions for specific job functions.

6. Records & Forms – Ensures accurate documentation and evidence of compliance with policies, procedures, and processes.

This will be a mix of templates and forms etc within SC templates. 

Each tier we put in place shall be interconnected, ensuring traceability from policies down to records.

A strong document control system will also incorporate version tracking, approval workflows, and accessibility based on role-based permissions.

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So the above is what we will focus Critical Documents for... 

This development by us and SC updates will in our opinion create a better system where we can prove what and why we are doing with evidence. 

Ta Jonny