Document Control

TMS assists users in managing document revisions by tracking activities related to the document review process.

Within TMS, an activity is created any time a notification is sent to an employee. Typically, employees receive a notification when they need to perform a task related to a specific document (e.g., reviewing the document, signing off on document revisions, and updating their training). Only a user with Read/Write permission, typically a Review Group Administrator , can create these types of activities, or notifications. The Review Group Administrator is responsible for managing the document through the entire review, sign off, and release process.

Employees who receive notifications are expected to confirm the notification and respond when they have completed the activity. The Review Group Administrator can then manage the progress of a review or retraining requirements by examining the status of these activities for each document and each reviewer.

The notification function of TMS can also be used for employee communication that is not strictly related to the document revision process, for example, as an internal message system. All employees can review their own activities, but only a Review Group Administrator can add and delete activities within the system. Users can view activities for other individuals if given the appropriate permissions.

Users have the option to determine who in the organization is given access to view other individual’s activities. To view activities for all users, use Activity Search under REPORTS . The permission table controls access to this function. For additional information, refer to Permission Groups.