Documentation
Tutorials
Workflows
Kebab actions
Daily Work
Dashboard & Reports
Quality Control
ISO 17025
Logs
Contacts
Billing
Analysis Setup
Settings
Initial Setup
Help & Reference
Architecture decisions
ISO 17025
0:000:00

Document Control

The Document Control page manages quality system documents with full version control and approvals, per ISO 17025 §8.3.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Preview — View record as PDF
  • Download PDF — Download the record as a PDF file
  • Send Email — Send the record as a PDF attachment via email
  • Delete — Delete the record (with confirmation)

Fields

FieldDescription
CodeUnique document code. Leave blank for auto-numbering.
TitleDocument title
TypeDocument category: SOP, Policy, Form, Manual or Work Instruction
VersionCurrent version number
StatusDraft, Under Review, Approved or Inactive — colour-coded
AuthorThe user who authored the document
Validity DateEffective date (hidden column)
Next ReviewNext review date — shown in red if overdue (hidden column)
ApproverThe user who approved the document (hidden column)
Approval DateDate of approval (hidden column)
ReplacesCode of the superseded document (hidden column)
Change DescriptionBrief description of changes from previous version (hidden column)
Distribution ListDocument recipients (hidden column)
NotesAdditional remarks (hidden column)