TrackWise Digital Document Management System January 1, 2021 Prerequisites: None Audience: New TrackWise Digital Document Management Administrators and End Users Course Duration: 0.5 Day Access Duration: 1-week TrackWise Digital Document Management System Course Description This eLearning OnDemand course is for those new to the TrackWise Digital Document Management System (DMS) application. The course provides an overview of DMS as a document management tool. Providing course lessons that include an explanation of the DMS objects, application management and navigating the document lifecycle. Walk throughs of the process are included using interactive simulations of the functionality where you can view and have the opportunity to try it. Students walk away with a comprehensive understanding of how to use TrackWise Digital DMS application from the DMS administrator and DMS User perspective. TrackWise Digital Document Management System Course Topics/Outline DMS Overview DMS User Overview DMS Roles DMS Permission Sets Login DMS Application Setup DMS Setup Create a DMS Admin (System Permissions) Permission Set Assign Permission Sets Reconcile Users Custom Setting/ DMS Application Settings Upload Logo Create Document Types Create Document Departments Document Number Format Setting Cabinet Structure Flex Field Configuration Create and Configure Flex Field Flexible Permission Criteria Set Permission Criteria Create Public Group Setup Sharing Rules Create DMS Groups Additional Application Setup Audit Trail Setup (TrackWise Digital Platform Audit Trail) QMS/DMS Integration My DMS My DMS The Cabinet Document Lifecycle Management Document Lifecycle Management Document Workflow Review Create a Corporate Document Prepare the Document Draft Submit a Corporate Document for Review Review a Corporate Document Submit a Corporate Document for Approval Approve a Corporate Document Promotion of Document from Approved to Effective Checkout a Corporate Document for Revision Document Management Tasks Document Management Tasks Restoring Files Change Author/Owner of a Document Upload Workflow Cancel the Workflow of a Document Withdraw a Workflow for a Document Obsolete a Document Delete a Corporate Document Controlled Printing Controlled Download View Audit Report View Documents View Documents Print Approved, Effective, Obsolete Print Approved, effective, Obsolete Documents TMS Integration Overview REGISTER NOW
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EVENT TUG Europe Join industry peers at one of these FREE events for TrackWise and TrackWise Digital customers, with two dates and locations to choose from. Enjoy a networking at our pre-event receptions, as we celebrate 30 years of TrackWise! Take advantage of a FREE TrackWise Digital pre-event training workshop. Learn more
CASE STUDY Voice of Customer: Sheetal Mane, Lead IT Quality at Piramal, Shares Quality transformation journey with TrackWise “We have got almost around 16 sites of Piramal and all these sites are using TrackWise and we have automated multiple process on TrackWise. For most of the sites, we have gone from paper-based to digitization." Learn more
WHITE PAPER Bridging the Gap: Integrating Quality and Document Management When quality and document management systems are integrated, life sciences companies can maximize the value of each platform and create a “total quality” environment. Learn more