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speakers or
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Locating Documents

QUALITY MANAGER
DOCUMENTS

Click
icon to add
Documents uploaded,
picture
routed, reviewed and

approved
Read and sign training
Document look-up
Hard copies printed by
end users
Annual reviews

Handles documents, from start to finish.

What is QM
Documents?

Policies, Processes, Procedures, forms and job aids NO CHANGE

CAT with BC103-01
BC103-01.CAT
Attachments and Samples integrated into document
SOPs 7002 becomes SOP7002
Form REF-11 becomes RLREF-11FM

Doc Numbering Changes

Document Information
Version # & date
Author &
department
Due date for annual
review
References
Who must read &
sign

What is an Index Card?

Controlled
Documents
Draft

Approved

Effective

Cabinet Structure

From this

To this!

What are Organizers?

Preconfigured folders
Other folders

Organizer Folders

1.

Open Searches and Organizers

band

How Do I Find a Document in the Organizer?

2.

+ to expand the view as needed

How Do I Find a Document in the Organizer?

3.

Double-click the document to open it

Navigating to Find a Document

Click icon to add

picture

1.Go

to Searches

How Do I Use a
Search to Find a
Document?

Select a
search.
Search on
Title
Search on
Doc Contents
Released
Docs
3. Enter search
criteria
and click Go.
2.

How Do I Use a Search to Find a Document?

Results
4.

Double-click the document to open

Released documents
only!
Search
parameters

How Do I Use a Search to Find a Document?

Read document in QM
Print forms for completion
Print Policies, Processes,
Procedures, SOPs, Job Aids,
or CATs

EXPIRES AT MIDNIGHT DISCARD!

How Can I Use a Document Once I Find It?

Suggest Change

What if a Document Needs a Change?

Click icon to add

picture

Post suggestion in text box

Indicate Email preferences, if any
Click on OK

Documenting the
Suggestion

Policy IBC 5027

Downtime Procedure

Click icon to add

picture
For assistance, call:
Kim Carson, ext. 5182
Tony Island, ext. 5178

Procedure MD014-09
Procedure MD014-29

Tips

The End

A collaborative effort by Quality Assurance,

Blood Collection Trainers and Training and
Development