Additional document settings
There are several settings available for controlled documents, found in the navigational tabs at the top of the document as well as in the right side panel. These settings are the same for all types of controlled documents, including templates, quality documents and technical documentation.
-
Reason & Impact: Under the
Reason & Impact
tab, you can provide information on changes. This section is used to explain why the document was created or changed, and what impact it will have.TheDescription
andReason
fields will be automatically populated in theHistory
section of the document. -
Team: Under the
Team
tab, you can add or remove team members as Co-Authors, Reviewers, and Approvers. -
Release details: Under the
Release
tab, you can provide information on the release of the document, including the severity of the release (decimal change for minor updates; whole number change for major updates), and the effective date. -
Trainings: Also under the
Release
tab is the option to add a training. -
History: Under the
History
tab, you can view a log of changes made to the document, including the date and description of each change.