SoftExpert Document – Creation and revision of documents

Developed by
SE Store
Category:
Document, Recorded Training

Description

Course ID
TAEN0083

Course Description
The goal is to teach the participants how to use the module in a daily manner going through steps that involve content management, view menus, executions, approvals and in general, organizational document management.

Price
USD 100,00

Time
141 minutes

Objective

When completing this course, the student will be able to:

  • Understand basic document management fundamentals;
  • Create released documents;
  • Create documents with revision;
  • Revise released documents;
  • Acknowledge the existence of documents and revisions;
  • View documents and generate analytical charts;
  • Audit actions performed on the documents.

Target Audience

This course is designed for Administrators and users that have permissions to create, review and view documents.

Content

  1. Fundamentals
  2. Creating category
  3. Creation of document
    • Creating released document
    • Creating document with revision
  4. Revision
    • Enabling revision
    • Revising released document
    • Drafting documents
    • Reviewing document
    • Approving document
    • Releasing document
  5. Publication Acknowledgment task
  6. Views
    • Viewing documents
    • Viewing revision
    • System Auditing
    • Portals (ECM and Quality)
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Duration: 141 minutes