Workflow doc management

Rough overview of the general doc management workflow

What are directories and files?

A directory is a folder under Doc management > Documents. You can create a directory structure comparable to that in a file share, such as Sharepoint. A file is, for example, an uploaded document or a linked link. Files of the formats .pdf, .doc, .xls, .jpg, and many more can be uploaded.

How is a file added?

For this you can use the "Upload files" button or add files via drag & drop. Alternatively, you can add a link to a file in a different fileshare.

How is a new version created?

You can create a new version of a file by uploading a file with the same name. HITGuard then asks you whether you want to keep both versions or create a new version of the existing file. You can then record a comment for the version.

How is a file approved?

When a file is selected, the review and approval workflow can be started for this file via the "Approve" button or the context menu (three dots or right-click). You are forwarded to a control definition. Here you can record implementer, examiner, and a repetition schema for the approval of the file.

Who receives an e-mail when?

The mail traffic for the review and approval workflow is the same as for the control.

Additional links

Find more on the creation of directories and upload of files here.
Find more on the review and approval workflow here.