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. The Description and Reason fields will be automatically populated in the History 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.