Document Control

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

Button	Action
	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

Field	Description
Code	Unique document code. Leave blank for auto-numbering.
Title	Document title
Type	Document category: SOP, Policy, Form, Manual or Work Instruction
Version	Current version number
Status	Draft, Under Review, Approved or Inactive — colour-coded
Author	The user who authored the document
Validity Date	Effective date (hidden column)
Next Review	Next review date — shown in red if overdue (hidden column)
Approver	The user who approved the document (hidden column)
Approval Date	Date of approval (hidden column)
Replaces	Code of the superseded document (hidden column)
Change Description	Brief description of changes from previous version (hidden column)
Distribution List	Document recipients (hidden column)
Notes	Additional remarks (hidden column)

Status Flow

A document's status follows a defined flow: Draft → Under Review → Approved → Inactive. A direct transition from Draft to Approved is not allowed — it must first go through Under Review. From Approved, the only possible transition is to Inactive (it cannot revert to Draft or Under Review). Approving a document (transitioning to Approved) is restricted to the Lab Director, Quality Manager or Reviewer. The Author cannot also be the Approver of the same document.

Once a document becomes Approved, its core fields (Code, Title, Type, Version, Change Description, Author, Approver, Approval Date, Validity Date, Next Review, Replaces) are locked — changing them requires creating a new version (a new record). Notes and Distribution List remain editable.

Retiring a Document

Retire on a document's row (instead of Delete) opens a dialog that requires a mandatory reason. A document already in Inactive status cannot be retired again. Retiring is restricted to the Lab Director, Quality Manager or Reviewer.

Connects to

Points at — this page does not stand without these:

Users