Quality documents
Write your company's procedures once, publish one version at a time, and revise them without losing what the old version said.
A quality document is one of your company's written procedures, kept under control: how a technician runs a leak check after a customer runs out of gas, how your plant transfers product from a transport into the bulk tank, how a driver fills and inspects cylinders. Only one version of a procedure is in force at a time, and every earlier version stays on file, so you can always show an inspector what an earlier version said.
How to write a new procedure when you need one
- Open Quality → Quality Documents and choose New Quality Document.
- Give it a Name and save. The document starts as a Draft.
- Write the procedure in the document's editor. Drafts can be edited freely.
- Open the properties panel (Toggle Properties) to set Tags, which help you find related procedures later.
Copy Quality Document starts a new document from an existing one when a new procedure is close to one you already have.
How to put a procedure in force when it is ready
In the document's header:
- Publish makes the document Active ("Makes this document active and visible."). Publishing archives any other active version with the same name, so there is always exactly one procedure in force.
- Submit for approval replaces Publish when your company requires approval for quality documents. The document stays a draft until an approver presses Approve; Reject sends it back. Approval rules are set up in company settings.
- Reactivate brings an Archived version back into force.
How to revise a procedure when it changes
Do not edit an active procedure in place. Open the Versions menu in the header and choose New Version: the app copies the current text and tags into a new draft with the next Version number. Edit the draft, then publish it; the old version is archived automatically and stays readable from the same Versions menu.
How to retire a procedure when you no longer use it
Set its status to Archived in the properties panel. Use Delete Document only for a document that was never in force; deleting removes it and its history.