{"id":1367,"date":"2023-03-09T14:52:22","date_gmt":"2023-03-09T14:52:22","guid":{"rendered":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/?page_id=1367"},"modified":"2025-04-18T17:05:59","modified_gmt":"2025-04-18T17:05:59","slug":"document-information-fields","status":"publish","type":"page","link":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/","title":{"rendered":"Document Information Fields"},"content":{"rendered":"<!--themify_builder_content-->\n<div id=\"themify_builder_content-1367\" data-postid=\"1367\" class=\"themify_builder_content themify_builder_content-1367 themify_builder tf_clear\">\n    \t\t\t<!-- module_row -->\n\t<div  data-css_id=\"8apm253\" data-lazy=\"1\" class=\"module_row themify_builder_row fullwidth tb_8apm253 tb_first tf_w tf_clearfix\">\n\t    \t\t\t<div class=\"row_inner col_align_top tb_col_count_2 tf_box tf_rel\">\n\t\t            <div  data-lazy=\"1\" class=\"module_column tb-column col4-1 tb_61so722 first\">\n                                                        <div class=\"tb-column-inner tf_box tf_w\">\n                        <!-- module plain text -->\n<div  class=\"module module-plain-text tb_rkxm722 \" data-lazy=\"1\">\n        <div class=\"tb_text_wrap\">\n\t<div class=\"wpb_wmca_accordion_wrapper wpb_wmca_accordion_wrapper_6272 wpb_wmca_accordion_wrapper_theme_ wpb_wmca_accordion_indicator_position_right wpb_wmca_depth_spacing_no wpb_wmca_keyboard_accessibility_no wpb_wmca_control_max_height_no\" ><div class=\"wpb_wmca_accordion_inner\"><div class=\"wpb_wmca_accordion_shortcode_6272 wpb_wmca_fire_accordion wpb_the_menu_accordion wpb_wmca_menu_39 wpb_category_n_menu_accordion wpb_wmca_theme_ wpb_wcma_manu_parent_open_off wpb_wcma_all_level_manu_open_off wpb_wmca_current_menu_open_off wpb_wmca_jc_submenu_no\" data-accordion=\"false\" data-save=\"false\" data-close_on_esc=\"false\" data-duration=\"400\" data-hover_trigger=\"false\" data-trigger_delay=\"300\" data-indicator_icon=\"fas fa-plus\">\n\t<ul id=\"menu-left-nav-help\" class=\"wpb_category_n_menu_accordion_list\"><li id='menu-item-1160'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tms-help\/\">Welcome to TMS Help<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1189'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tms-help\/how-help-topics-are-organized\/\">How Help Topics Are Organized<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1263'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/basic-operations\/\">Basic Operations<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1275'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/basic-operations\/logging-in-to-tms\/\">Logging in to TMS<\/a> <\/li>\n<li id='menu-item-1294'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/basic-operations\/the-home-page-and-navigation\/\">The Home Page and Navigation<\/a> <\/li>\n<li id='menu-item-1303'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/basic-operations\/setting-user-preferences\/\">Setting User Preferences<\/a> <\/li>\n<li id='menu-item-1331'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/basic-operations\/quick-find-quick-add-function\/\">Quick Find\/Quick Add Function<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1336'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/\">My TMS<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1341'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/document-search\/\">Document Search<\/a> <\/li>\n<li id='menu-item-1348'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/favorite-documents\/\">Favorite Documents<\/a> <\/li>\n<li id='menu-item-1351'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/distribution-list\/\">Distribution List<\/a> <\/li>\n<li id='menu-item-1354'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/taking-training\/\">Taking Training<\/a> <\/li>\n<li id='menu-item-1357'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/my-tms\/printing-training-certificates\/\">Printing Training Certificates<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1360'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/\">Document Control<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1363'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/\">Adding and Managing Documents<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1366'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-titles-descriptions-and-ids\/\">Document Titles, Descriptions, and IDs<\/a> <\/li>\n<li id='menu-item-1370'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\">Document Information Fields<\/a> <\/li>\n<li id='menu-item-1396'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/adding-a-new-document\/\">Adding a New Document<\/a> <\/li>\n<li id='menu-item-1395'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-list-page\/\">Document List Page<\/a> <\/li>\n<li id='menu-item-1394'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/viewing-information-about-a-document\/\">Viewing Information About a Document<\/a> <\/li>\n<li id='menu-item-1393'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/viewing-the-actual-document\/\">Viewing the Actual Document<\/a> <\/li>\n<li id='menu-item-1392'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/requires-current-training-to-view-documents-flag\/\">Requires Current Training to View Documents Flag<\/a> <\/li>\n<li id='menu-item-1391'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/editing-document-information\/\">Editing Document Information<\/a> <\/li>\n<li id='menu-item-1390'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/deleting-a-document\/\">Deleting a Document<\/a> <\/li>\n<li id='menu-item-1389'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/retiring-or-obsoleting-documents\/\">Retiring or Obsoleting Documents<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1414'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/review-and-sign-off-workflow\/\">Review and Sign-Off Workflow<\/a> <\/li>\n<li id='menu-item-1413'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/review-activity\/\">Review Activity<\/a> <\/li>\n<li id='menu-item-1412'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/signature-activity\/\">Signature Activity<\/a> <\/li>\n<li id='menu-item-1411'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/\">Document Control Tasks: General Users<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1417'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/\">Searching for Documents<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-6119'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/filter-search-example\/\">Filter Search Example<\/a> <\/li>\n<li id='menu-item-6117'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/document-search-criteria\/\">Document Search Criteria<\/a> <\/li>\n<li id='menu-item-6115'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/search-and-find-relationship-items\/\">Search and Find Relationship Items<\/a> <\/li>\n<li id='menu-item-6113'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/drill-down-search\/\">Drill-Down Search<\/a> <\/li>\n<li id='menu-item-6111'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/filter-search\/\">Filter Search<\/a> <\/li>\n<li id='menu-item-6109'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/show-all\/\">Show All<\/a> <\/li>\n<li id='menu-item-6108'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/document-packet-search\/\">Document\/Packet Search<\/a> <\/li>\n<li id='menu-item-6106'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/searching-for-documents\/relationship-grid-searches\/\">Relationship Grid Searches<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1416'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/created-by-updated-by\/\">Created by, Updated by<\/a> <\/li>\n<li id='menu-item-1415'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-general-users\/routing-process\/\">Routing Process<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1435'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/\">Document Control Tasks: Document Reviewers<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1434'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/viewing-and-completing-a-review-activity\/\">Viewing and Completing a Review Activity<\/a> <\/li>\n<li id='menu-item-1433'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/notes-about-the-review-activity\/\">Notes About the Review Activity<\/a> <\/li>\n<li id='menu-item-1432'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/uploading-incorrect-revision-documents\/\">Uploading Incorrect Revision Documents<\/a> <\/li>\n<li id='menu-item-1431'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/viewing-activity-details\/\">Viewing Activity Details<\/a> <\/li>\n<li id='menu-item-1430'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-document-reviewers\/adding-and-viewing-activity-recipient-comments\/\">Adding and Viewing Activity Recipient Comments<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1469'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/\">Document Control Tasks: Pro-Active Reviewers and Document Owners<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1468'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/managing-review-groups\/\">Managing Review Groups<\/a> <\/li>\n<li id='menu-item-1467'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/running-a-proactive-review-to-determine-documents-that-require-review\/\">Running a Proactive Review to Determine Documents That Require Review<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3953'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/running-a-proactive-review-to-determine-documents-that-require-review\/menu-option-proactive-review\/\">Menu Option Proactive Review<\/a> <\/li>\n<li id='menu-item-3952'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/running-a-proactive-review-to-determine-documents-that-require-review\/reassigning-the-proactive-reviewer\/\">Reassigning the Proactive Reviewer<\/a> <\/li>\n<li id='menu-item-3954'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/running-a-proactive-review-to-determine-documents-that-require-review\/standalone-proactive-review\/\">Standalone Proactive Review<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1466'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/\">Conducting a Review<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3955'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/whats-required-for-a-review\/\">What\u2019s Required for a Review<\/a> <\/li>\n<li id='menu-item-3957'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/initiating-a-review\/\">Initiating a Review<\/a> <\/li>\n<li id='menu-item-3959'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/sending-standalone-training-review-notifications\/\">Sending Standalone Training Review Notifications<\/a> <\/li>\n<li id='menu-item-3961'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/changing-or-adding-reviewers-after-initial-notification\/\">Changing or Adding Reviewers After Initial Notification<\/a> <\/li>\n<li id='menu-item-3963'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/conducting-a-review\/canceling-a-document-review\/\">Canceling a Document Review<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1465'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/\">Monitoring Review Status<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3965'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/monitoring-review-status-from-the-workflow-tab\/\">Monitoring Review Status from the Workflow Tab<\/a> <\/li>\n<li id='menu-item-3967'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/monitoring-review-status-from-the-activity-snapshot-grids\/\">Monitoring Review Status from the Activity Snapshot Grids<\/a> <\/li>\n<li id='menu-item-3969'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/\">Finding Documents That Are Being Reviewed<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3970'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-filter-search\/\">Searching Review Status Using the Filter Search<\/a> <\/li>\n<li id='menu-item-3972'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/monitoring-review-status\/finding-documents-that-are-being-reviewed\/searching-review-status-using-the-drill-down-search\/\">Searching Review Status Using the Drill-Down Search<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1464'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/\">Accepting Reviewer Changes to a Document<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3977'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/redlining-documents\/\">Redlining Documents<\/a> <\/li>\n<li id='menu-item-3979'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/setting-up-redlining\/\">Setting Up Redlining<\/a> <\/li>\n<li id='menu-item-3981'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/accepting-reviewer-changes-to-a-document\/using-the-redline-feature\/\">Using the Redline Feature<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1463'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/\">Initiating the Signoff Process<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3983'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/sending-standalone-signature-activities\/\">Sending Standalone Signature Activities<\/a> <\/li>\n<li id='menu-item-3985'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/initiating-the-signoff-process\/signing-off-on-a-document-revision\/\">Signing off on a Document Revision<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1462'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/publishing-the-document-revision\/\">Publishing the Document Revision<\/a> <\/li>\n<li id='menu-item-1461'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-1460'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/\">Additional Document Review Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3987'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/viewing-and-managing-all-activities\/\">Viewing and Managing All Activities<\/a> <\/li>\n<li id='menu-item-3990'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/deleting-reassigning-or-changing-activity-due-dates\/\">Deleting, Reassigning, or Changing Activity Due Dates<\/a> <\/li>\n<li id='menu-item-3992'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/quick-routing-for-document-revision\/\">Quick Routing for Document Revision<\/a> <\/li>\n<li id='menu-item-3994'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/taking-over-a-review-group\/\">Taking Over a Review Group<\/a> <\/li>\n<li id='menu-item-3996'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/publishing-draft-documents\/\">Publishing Draft Documents<\/a> <\/li>\n<li id='menu-item-3998'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/embedding-a-tms-controlled-document-into-another-application\/\">Embedding a TMS-Controlled Document into Another Application<\/a> <\/li>\n<li id='menu-item-4000'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-tasks\/embedding-and-linking-word-documents\/\">Embedding and Linking Word Documents<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1459'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/\">Additional Document Review Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4002'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/\">Document Movement During the Review Process: Native Format<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4010'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/publishing-a-document-native-format\/\">Publishing a Document (Native Format)<\/a> <\/li>\n<li id='menu-item-4012'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/place-in-review-native-format\/\">Place in Review (Native Format)<\/a> <\/li>\n<li id='menu-item-4014'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-native-format\/move-to-current-and-publish-native-format\/\">Move to Current and Publish (Native Format)<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-4004'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-pdf-format\/\">Document Movement During the Review Process: PDF Format<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4016'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-pdf-format\/publishing-a-document-pdf-format\/\">Publishing a Document (PDF Format)<\/a> <\/li>\n<li id='menu-item-4018'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-pdf-format\/place-in-review-pdf-format\/\">Place in Review (PDF Format)<\/a> <\/li>\n<li id='menu-item-4020'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-pdf-format\/approval-and-signoff\/\">Approval and Signoff<\/a> <\/li>\n<li id='menu-item-4021'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/document-movement-during-the-review-process-pdf-format\/move-to-current-and-publish-pdf-format\/\">Move to Current and Publish (PDF Format)<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-4006'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/auto-notification-of-overdue-activities\/\">Auto-Notification of Overdue Activities<\/a> <\/li>\n<li id='menu-item-4008'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/document-control-tasks-pro-active-reviewers-and-document-owners\/additional-document-review-information\/possible-errors-during-checkout\/\">Possible Errors During Checkout<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1481'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/\">Training Center<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1484'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/\">Training Manager Tasks<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3834'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/how-users-are-linked-to-training-requirements\/\">How Users Are Linked to Training Requirements<\/a> <\/li>\n<li id='menu-item-3868'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/\">Sending Training Notifications<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3870'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/how-training-notifications-are-sent-to-users\/\">How Training Notifications Are Sent to Users<\/a> <\/li>\n<li id='menu-item-3872'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/notification-activities\/\">Notification Activities<\/a> <\/li>\n<li id='menu-item-3873'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notifications-during-move-to-current\/\">Sending Training Notifications During Move to Current<\/a> <\/li>\n<li id='menu-item-3875'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notification-for-an-individual-user\/\">Sending Training Notification for an Individual User<\/a> <\/li>\n<li id='menu-item-3876'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-training-notices-for-an-individual-document\/\">Sending Training Notices for an Individual Document<\/a> <\/li>\n<li id='menu-item-3878'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/sending-standalone-quiz-activities\/\">Sending Standalone Quiz Activities<\/a> <\/li>\n<li id='menu-item-3879'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/sending-training-notifications\/how-training-requirements-are-sent-to-managers\/\">How Training Requirements Are Sent to Managers<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3881'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/\">Monitoring Training Status<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/monitoring-electronic-signatures\/\">Monitoring Electronic Signatures<\/a> <\/li>\n<li id='menu-item-3885'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/\">Deviation Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3886'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-notification-options-for-training-deviation-reports\/\">Training Notification Options for Training Deviation Reports<\/a> <\/li>\n<li id='menu-item-3888'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-job-and-employee\/\">Training Deviation by Job and Employee<\/a> <\/li>\n<li id='menu-item-3890'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-job-and-employee-using-job-planning\/\">Training Deviation by Job and Employee Using Job Planning<\/a> <\/li>\n<li id='menu-item-3892'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-location-and-document\/\">Training Deviation by Location and Document<\/a> <\/li>\n<li id='menu-item-3894'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/deviation-reports\/training-deviation-by-location-and-document-using-job-planning\/\">Training Deviation by Location and Document Using Job Planning<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3895'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/\">Cycle Notification Reports<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3897'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/cycle-notification-reports-using-existing-training\/\">Cycle Notification Reports Using Existing Training<\/a> <\/li>\n<li id='menu-item-3844'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/cycle-notification-report-using-job-planning\/\">Cycle Notification Report Using Job Planning<\/a> <\/li>\n<li id='menu-item-3898'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/monitoring-training-status\/cycle-notification-reports\/cycle-notification-reports-for-expired-training\/\">Cycle Notification Reports for Expired Training<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3900'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/\">Additional Training Coordination Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3902'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-users-to-schedule-their-own-training\/\">Allowing Users to Schedule Their Own Training<\/a> <\/li>\n<li id='menu-item-3904'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/allowing-department-managers-to-complete-user-activities\/\">Allowing Department Managers to Complete User Activities<\/a> <\/li>\n<li id='menu-item-3905'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/\">Entering Training Records Manually<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3907'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/entering-training-records-from-the-training-tab-of-the-user-detail-page\/\">Entering Training Records from the Training Tab of the User Detail Page<\/a> <\/li>\n<li id='menu-item-3909'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/manually-entering-or-deleting-training-records-from-the-manage-training-records-menu-option\/\">Manually Entering or Deleting Training Records from the Manage Training Records Menu Option<\/a> <\/li>\n<li id='menu-item-3911'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/entering-training-records-manually\/deleting-training-records-using-the-delete-training-records-tab\/\">Deleting Training Records Using the Delete Training Records Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-3913'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/training-manager-tasks\/additional-training-coordination-tasks\/overriding-document-training-type-default-based-on-job-assignment\/\">Overriding Document Training Type Default Based on Job Assignment<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1483'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/\">Manager Sign-Off on Training Activities<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3915'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/trainee-preview-and-manager-sign-off-on-training\/\">Trainee Preview and Manager Sign-Off on Training<\/a> <\/li>\n<li id='menu-item-3916'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-employees\/\">Signing Off by Selecting a Group of Employees<\/a> <\/li>\n<li id='menu-item-4237'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-by-selecting-a-group-of-documents-for-an-employee\/\">Signing Off by Selecting a Group of Documents for an Employee<\/a> <\/li>\n<li id='menu-item-3919'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/manager-sign-off-on-training-activities\/signing-off-on-a-group-of-activities-using-the-activity-search\/\">Signing Off on a Group of Activities Using the Activity Search<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1482'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/\">Creating and Managing Quizzes<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3924'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-overview\/\">Quiz Overview<\/a> <\/li>\n<li id='menu-item-3922'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/definitions-and-icon-descriptions\/\">Definitions and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-3926'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/permission-setting-for-the-quiz-module\/\">Permission Setting for the Quiz Module<\/a> <\/li>\n<li id='menu-item-3927'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/quiz-module-parameter-settings-in-application-options\/\">Quiz Module Parameter Settings in Application Options<\/a> <\/li>\n<li id='menu-item-3929'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/creating-the-master-question-list\/\">Creating the Master Question List<\/a> <\/li>\n<li id='menu-item-3931'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/inactivating-a-question\/\">Inactivating a Question<\/a> <\/li>\n<li id='menu-item-3933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-the-master-question-list\/\">Viewing the Master Question List<\/a> <\/li>\n<li id='menu-item-3827'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/adding-a-quiz\/\">Adding a Quiz<\/a> <\/li>\n<li id='menu-item-3935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/viewing-a-quiz\/\">Viewing a Quiz<\/a> <\/li>\n<li id='menu-item-3937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/taking-a-quiz\/\">Taking a Quiz<\/a> <\/li>\n<li id='menu-item-3939'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/automatic-quiz-result-notifications-to-managers\/\">Automatic Quiz Result Notifications to Managers<\/a> <\/li>\n<li id='menu-item-3941'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/printing-a-quiz-to-be-taken-manually\/\">Printing a Quiz to Be Taken Manually<\/a> <\/li>\n<li id='menu-item-3943'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/\">Merging a Quiz with Document Routing<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-3945'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/reviewer-workflow-tasks\/\">Reviewer Workflow Tasks<\/a> <\/li>\n<li id='menu-item-3947'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/merging-a-quiz-with-document-routing\/user-training-activity\/\">User Training Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-3949'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/training-center\/creating-and-managing-quizzes\/check-list-for-implementing-the-quiz-module\/\">Check List for Implementing the Quiz Module<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1505'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/\">Change Control<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1514'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/change-control-terms\/\">Change Control Terms<\/a> <\/li>\n<li id='menu-item-1513'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/important-characteristics-of-a-change-order-packet\/\">Important Characteristics of a Change Order Packet<\/a> <\/li>\n<li id='menu-item-1512'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-a-change-order\/\">Adding a Change Order<\/a> <\/li>\n<li id='menu-item-1511'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/\">Routing Process of a Change Order<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3849'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/__trashed\/\">Pre-Review (Optional)<\/a> <\/li>\n<li id='menu-item-3857'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/formal-review\/\">Formal Review<\/a> <\/li>\n<li id='menu-item-3860'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/signature-stage\/\">Signature Stage<\/a> <\/li>\n<li id='menu-item-3862'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/publishing-the-change-order-documents\/\">Publishing the Change Order Documents<\/a> <\/li>\n<li id='menu-item-3864'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/summary-of-what-happens-during-move-to-current\/\">Summary of What Happens During Move to Current<\/a> <\/li>\n<li id='menu-item-3866'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/routing-process-of-a-change-order\/completing-and-closing-the-change-order\/\">Completing and Closing the Change Order<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1510'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/deleting-a-change-order\/\">Deleting a Change Order<\/a> <\/li>\n<li id='menu-item-1509'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/searching-for-a-change-order\/\">Searching for a Change Order<\/a> <\/li>\n<li id='menu-item-1508'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/\">Canceling a Change Order Phase<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-6151'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-the-pre-review-phase\/\">Canceling the Pre-Review Phase<\/a> <\/li>\n<li id='menu-item-6149'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/canceling-formal-review-or-signature-phase\/\">Canceling Formal Review or Signature Phase<\/a> <\/li>\n<li id='menu-item-6147'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/canceling-a-change-order-phase\/starting-over-with-the-review-process\/\">Starting Over with the Review Process<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1507'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/adding-or-deleting-documents\/\">Adding or Deleting Documents<\/a> <\/li>\n<li id='menu-item-1506'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/change-control\/document-redlining\/\">Document Redlining<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1533'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/\">eForms<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1541'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/eform-terms-and-icon-descriptions\/\">eForm Terms and Icon Descriptions<\/a> <\/li>\n<li id='menu-item-1540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-and-editing-a-form-design\/\">Adding and Editing a Form Design<\/a> <\/li>\n<li id='menu-item-1539'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-permissions-for-manual-forms\/\">Adding Form Permissions for Manual Forms<\/a> <\/li>\n<li id='menu-item-1538'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/locking-and-unlocking-a-form\/\">Locking and Unlocking a Form<\/a> <\/li>\n<li id='menu-item-1537'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/editing-the-packet-number\/\">Editing the Packet Number<\/a> <\/li>\n<li id='menu-item-1534'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/\">Adding a Field<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1536'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/form-field-definitions\/\">Form Field Definitions<\/a> <\/li>\n<li id='menu-item-1535'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/\">Field Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4023'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-2000\/\">Free Form Text Box (2000)<\/a> <\/li>\n<li id='menu-item-4025'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-box-unlimited\/\">Free Form Text Box (Unlimited)<\/a> <\/li>\n<li id='menu-item-4027'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-2000\/\">Free Form Text Editor (2000)<\/a> <\/li>\n<li id='menu-item-4029'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/free-form-text-editor-unlimited\/\">Free Form Text Editor (Unlimited)<\/a> <\/li>\n<li id='menu-item-4031'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/number\/\">Number<\/a> <\/li>\n<li id='menu-item-4033'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/number-within-range\/\">Number (Within Range)<\/a> <\/li>\n<li id='menu-item-4035'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/date-time\/\">Date\/Time<\/a> <\/li>\n<li id='menu-item-4037'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/checkbox\/\">Checkbox<\/a> <\/li>\n<li id='menu-item-4039'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/true-false\/\">True\/False<\/a> <\/li>\n<li id='menu-item-4041'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/drop-down-list-single\/\">Drop-Down List (Single)<\/a> <\/li>\n<li id='menu-item-4043'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/drop-down-list-multiple\/\">Drop-Down List (Multiple)<\/a> <\/li>\n<li id='menu-item-4045'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/object-list-single\/\">Object List (Single)<\/a> <\/li>\n<li id='menu-item-4048'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/object-list-multiple\/\">Object List (Multiple)<\/a> <\/li>\n<li id='menu-item-4049'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/file-attachments\/\">File Attachments<\/a> <\/li>\n<li id='menu-item-4051'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/signature\/\">Signature<\/a> <\/li>\n<li id='menu-item-4053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/auto-close-packet-when-completed-manual-forms\/\">Auto-Close Packet When Completed (Manual Forms)<\/a> <\/li>\n<li id='menu-item-4055'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/show-preview-for-form-design\/\">Show Preview for Form Design<\/a> <\/li>\n<li id='menu-item-4057'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/opening-packet-information\/\">Opening Packet Information<\/a> <\/li>\n<li id='menu-item-4059'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters-box\/\">Field Parameters Box<\/a> <\/li>\n<li id='menu-item-4061'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameters\/\">Field Parameters<\/a> <\/li>\n<li id='menu-item-4063'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-a-field\/field-types\/field-parameter-examples\/\">Field Parameter Examples<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4065'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-facilities\/\">Adding Facilities<\/a> <\/li>\n<li id='menu-item-4066'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-facilities\/\">Deleting Facilities<\/a> <\/li>\n<li id='menu-item-4068'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activity-categories\/\">Adding Activity Categories<\/a> <\/li>\n<li id='menu-item-4070'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities\/\">Adding Activities<\/a> <\/li>\n<li id='menu-item-1562'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-activities-to-the-form-manual-form-only\/\">Adding Activities to the Form (Manual Form Only)<\/a> <\/li>\n<li id='menu-item-1561'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-help-text\/\">Adding Help Text<\/a> <\/li>\n<li id='menu-item-1560'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-design-reports\/\">Form Design Reports<\/a> <\/li>\n<li id='menu-item-1559'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/\">Form Templates<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1558'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/designing-a-form-template\/\">Designing a Form Template<\/a> <\/li>\n<li id='menu-item-1557'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/adding-the-template-to-the-form\/\">Adding the Template to the Form<\/a> <\/li>\n<li id='menu-item-1556'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-templates\/editing-the-template\/\">Editing the Template<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4208'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/multi-level-lists\/\">Multi-Level Lists<\/a> <\/li>\n<li id='menu-item-4213'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/value-map-lists\/\">Value Map Lists<\/a> <\/li>\n<li id='menu-item-1607'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-and-inactivating-a-field\/\">Deleting and Inactivating a Field<\/a> <\/li>\n<li id='menu-item-3831'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/adding-form-data\/\">Adding Form Data<\/a> <\/li>\n<li id='menu-item-4218'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/deleting-form-data\/\">Deleting Form Data<\/a> <\/li>\n<li id='menu-item-4225'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/viewing-form-data\/\">Viewing Form Data<\/a> <\/li>\n<li id='menu-item-4232'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/setting-up-competency-assessments\/\">Setting up Competency Assessments<\/a> <\/li>\n<li id='menu-item-1608'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-form-displaying\/\">Limit Form Displaying<\/a> <\/li>\n<li id='menu-item-1609'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/limit-access-to-the-add-button\/\">Limit Access to the Add Button<\/a> <\/li>\n<li id='menu-item-1610'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/forms-extractor\/\">Forms Extractor<\/a> <\/li>\n<li id='menu-item-1611'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/closing-a-packet\/\">Closing a Packet<\/a> <\/li>\n<li id='menu-item-1612'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/using-form-information\/\">Using Form Information<\/a> <\/li>\n<li id='menu-item-1613'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/searching-for-form-information\/\">Searching for Form Information<\/a> <\/li>\n<li id='menu-item-1614'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/linking-forms-together\/\">Linking Forms Together<\/a> <\/li>\n<li id='menu-item-1615'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/opening-a-closed-packet\/\">Opening a Closed Packet<\/a> <\/li>\n<li id='menu-item-1616'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1617'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/\">Length of Time Dashboards<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-3824'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/document-dashboard\/\">Document Dashboard<\/a> <\/li>\n<li id='menu-item-3821'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/length-of-time-dashboards\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1618'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n<li id='menu-item-1619'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-an-individual-child-packet-for-each-sub-form-recipient\/\">Launching an Individual Child Packet for Each Sub Form Recipient<\/a> <\/li>\n<li id='menu-item-1620'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/reassigning-or-canceling-a-packet-connected-to-a-workflow\/\">Reassigning or Canceling a Packet Connected to a Workflow<\/a> <\/li>\n<li id='menu-item-1621'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/\">Launching a Change Order from a Form Packet<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1626'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-create-change-order-step-command-parameters\/\">Workflow Create Change Order Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1625'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/workflow-display-special-page-step-command-parameters\/\">Workflow Display Special Page Step Command Parameters<\/a> <\/li>\n<li id='menu-item-1624'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/launching-a-change-order-from-a-form-packet\/launching-a-change-order-from-a-form-packet-procedure\/\">Launching a Change Order from a Form Packet Procedure<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1622'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/checklist-for-implementing-online-forms\/\">Checklist for Implementing Online Forms<\/a> <\/li>\n<li id='menu-item-1623'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/\">Designing Form Groups and Workflows<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1661'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-forms-permissions-to-a-permission-group\/\">Adding Forms Permissions to a Permission Group<\/a> <\/li>\n<li id='menu-item-1662'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-and-editing-a-form-group\/\">Adding and Editing a Form Group<\/a> <\/li>\n<li id='menu-item-1663'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-functions\/\">Workflow Functions<\/a> <\/li>\n<li id='menu-item-1664'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-icon-definitions\/\">Workflow Icon Definitions<\/a> <\/li>\n<li id='menu-item-1665'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/form-packet-button-definition\/\">Form Packet Button Definition<\/a> <\/li>\n<li id='menu-item-1666'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/\">Creating a Workflow<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-1667'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/sample-workflow-definition\/\">Sample Workflow Definition<\/a> <\/li>\n<li id='menu-item-1668'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/selecting-individual-recipients\/\">Selecting Individual Recipients<\/a> <\/li>\n<li id='menu-item-1669'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/activities-workflow-status-page\/\">Activities\/Workflow Status Page<\/a> <\/li>\n<li id='menu-item-1670'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/manual-workflow\/\">Manual Workflow<\/a> <\/li>\n<li id='menu-item-1679'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/creating-a-workflow\/workflow-status-page-for-automatic-workflow\/\">Workflow Status Page for Automatic Workflow<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-1678'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/audit-trail-page\/\">Audit Trail Page<\/a> <\/li>\n<li id='menu-item-1672'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/adding-work-groups\/\">Adding Work Groups<\/a> <\/li>\n<li id='menu-item-1673'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/settings-packet-id-and-description-patterns\/\">Settings Packet ID and Description Patterns<\/a> <\/li>\n<li id='menu-item-1674'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/workflow-reports\/\">Workflow Reports<\/a> <\/li>\n<li id='menu-item-1675'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/eforms\/designing-form-groups-and-workflows\/sample-sub-form-settings\/\">Sample Sub-Form Settings<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-1682'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/\">Reports &amp; Dashboards<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-1685'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/my-tms\/\">My TMS<\/a> <\/li>\n<li id='menu-item-1694'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/document-control\/\">Document Control<\/a> <\/li>\n<li id='menu-item-1693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/training-center\/\">Training Center<\/a> <\/li>\n<li id='menu-item-1692'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/change-control\/\">Change Control<\/a> <\/li>\n<li id='menu-item-1703'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/\">eForms<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1715'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/viewing-forms-data\/\">Viewing Forms Data<\/a> <\/li>\n<li id='menu-item-1714'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-dashboard\/\">Form Dashboard<\/a> <\/li>\n<li id='menu-item-1713'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/form-packet-age-report-dashboard\/\">Form Packet Age Report Dashboard<\/a> <\/li>\n<li id='menu-item-1712'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/eforms\/risk-assessment\/\">Risk Assessment<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1702'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/\">Reports<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-1738'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/summary-of-available-reports\/\">Summary of Available Reports<\/a> <\/li>\n<li id='menu-item-1737'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-search\/\">Activity Search<\/a> <\/li>\n<li id='menu-item-1736'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-due-date-edit\/\">Activity Due Date Edit<\/a> <\/li>\n<li id='menu-item-1735'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/training-search\/\">Training Search<\/a> <\/li>\n<li id='menu-item-1734'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/signature-search\/\">Signature Search<\/a> <\/li>\n<li id='menu-item-1733'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/reports\/activity-dashboards\/\">Activity Dashboards<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-1701'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/reports-dashboards\/custom-reports-and-data-integration\/\">Custom Reports and Data Integration<\/a> <\/li>\n<\/ul>\n<\/li>\n<li id='menu-item-4243'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/\">Tools &#038; Setup<\/a> \n<ul class=\"sub-menu\">\n<li id='menu-item-4401'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/\">Documents and Training<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-4451'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/\">Review Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4485'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/adding-a-new-review-group\/\">Adding a New Review Group<\/a> <\/li>\n<li id='menu-item-4488'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/editing-review-group-information\/\">Editing Review Group Information<\/a> <\/li>\n<li id='menu-item-4493'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/viewing-information-about-a-review-group\/\">Viewing Information About a Review Group<\/a> <\/li>\n<li id='menu-item-4499'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/review-groups\/deleting-a-review-group\/\">Deleting a Review Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4454'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/\">Jobs<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-4529'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/job-requirements\/\">Job Requirements<\/a> <\/li>\n<li id='menu-item-4535'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/relating-sub%e2%80%91jobs\/\">Relating Sub\u2011Jobs<\/a> <\/li>\n<li id='menu-item-4540'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-a-new-job\/\">Adding a New Job<\/a> <\/li>\n<li id='menu-item-4544'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/adding-job-planning\/\">Adding Job Planning<\/a> <\/li>\n<li id='menu-item-4560'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/training-dashboard\/\">Training Dashboard<\/a> <\/li>\n<li id='menu-item-4555'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/editing-job-information\/\">Editing Job Information<\/a> <\/li>\n<li id='menu-item-4550'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/making-a-job-inactive\/\">Making a Job Inactive<\/a> <\/li>\n<li id='menu-item-4547'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/viewing-details-about-a-job\/\">Viewing Details About a Job<\/a> <\/li>\n<li id='menu-item-4532'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/jobs\/deleting-a-job\/\">Deleting a Job<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4457'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/\">Distributions<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5302'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/adding-a-distribution-list-2\/\">Adding a Distribution List<\/a> <\/li>\n<li id='menu-item-5295'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/editing-distribution-list-information\/\">Editing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5320'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/viewing-distribution-list-information-2\/\">Viewing Distribution List Information<\/a> <\/li>\n<li id='menu-item-5318'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/distributions\/deleting-a-distribution-list-2\/\">Deleting a Distribution List<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4462'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/\">Document Conversion<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5366'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/specifying-whether-document-types-should-be-converted-to-pdf\/\">Specifying Whether Document Types Should Be Converted to PDF<\/a> <\/li>\n<li id='menu-item-5362'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/listing-missing-pdfs\/\">Listing Missing PDFs<\/a> <\/li>\n<li id='menu-item-5364'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/converting-missing-pdfs\/\">Converting Missing PDFs<\/a> <\/li>\n<li id='menu-item-5360'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/document-conversion\/changing-the-pdf-conversion-option-for-a-document-type\/\">Changing the PDF Conversion Option for a Document Type<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-4465'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/training-types\/\">Training Types<\/a> <\/li>\n<li id='menu-item-4470'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/export-files\/\">Export Files<\/a> <\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4411'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/\">eForms on Tools &#038; Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5413'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/\">Activity Types<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5415'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/adding-a-new-activity-type\/\">Adding a New Activity Type<\/a> <\/li>\n<li id='menu-item-5417'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/example-activity-settings\/\">Example Activity Settings<\/a> <\/li>\n<li id='menu-item-5419'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/viewing-and-editing-an-activity-type\/\">Viewing and Editing an Activity Type<\/a> <\/li>\n<li id='menu-item-5421'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/eforms-on-tools-setup\/activity-types\/creating-a-standalone-notification-activity\/\">Creating a Standalone Notification Activity<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4418'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/\">Setup<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5569'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/\">Users<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5567'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/adding-users\/\">Adding Users<\/a> <\/li>\n<li id='menu-item-5565'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/editing-user-information\/\">Editing User Information<\/a> <\/li>\n<li id='menu-item-5598'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/reassigning-activities\/\">Reassigning Activities<\/a> <\/li>\n<li id='menu-item-5596'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/\">Viewing Details About a User<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5594'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/job-planning-tab\/\">Job Planning Tab<\/a> <\/li>\n<li id='menu-item-5592'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/training-tab\/\">Training Tab<\/a> <\/li>\n<li id='menu-item-5591'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/signatures-tab\/\">Signatures Tab<\/a> <\/li>\n<li id='menu-item-5589'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/departments-tab\/\">Departments Tab<\/a> <\/li>\n<li id='menu-item-5588'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/pending-training-tab\/\">Pending Training Tab<\/a> <\/li>\n<li id='menu-item-5586'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/permission-groups-tab\/\">Permission Groups Tab<\/a> <\/li>\n<li id='menu-item-5585'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/review-groups-tab\/\">Review Groups Tab<\/a> <\/li>\n<li id='menu-item-5583'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/notes-tab\/\">Notes Tab<\/a> <\/li>\n<li id='menu-item-5581'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/job-training-tab\/\">Job Training Tab<\/a> <\/li>\n<li id='menu-item-5579'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/user-competency-tab\/\">User Competency Tab<\/a> <\/li>\n<li id='menu-item-5577'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/activities-tab\/\">Activities Tab<\/a> <\/li>\n<li id='menu-item-5575'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/viewing-details-about-a-user\/attachments-tab\/\">Attachments Tab<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5573'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/deleting-a-user\/\">Deleting a User<\/a> <\/li>\n<li id='menu-item-5571'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/users\/making-a-user-inactive\/\">Making a User Inactive<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5635'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/\">Departments<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5634'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/adding-a-new-department\/\">Adding a New Department<\/a> <\/li>\n<li id='menu-item-5632'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/viewing-or-editing-department-information\/\">Viewing or Editing Department Information<\/a> <\/li>\n<li id='menu-item-5630'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/departments\/deleting-a-department\/\">Deleting a Department<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5686'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/\">Locations<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5693'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/adding-a-new-location\/\">Adding a New Location<\/a> <\/li>\n<li id='menu-item-5691'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/editing-location-information\/\">Editing Location Information<\/a> <\/li>\n<li id='menu-item-5690'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/viewing-information-about-a-location\/\">Viewing Information About a Location<\/a> <\/li>\n<li id='menu-item-5688'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/locations\/deleting-a-location\/\">Deleting a Location<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5684'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/facilities\/\">Facilities<\/a> <\/li>\n<li id='menu-item-5716'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/drop-down-lists\/\">Drop Down Lists<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5724'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/drop-down-lists\/adding-a-drop-down-list\/\">Adding a Drop-Down List<\/a> <\/li>\n<li id='menu-item-5722'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/drop-down-lists\/adding-and-removing-items-for-a-drop-down-list\/\">Adding and Removing Items for a Drop-Down List<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5715'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/\">Free-Use Fields<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5720'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/adding-a-free-use-field\/\">Adding a Free-Use Field<\/a> <\/li>\n<li id='menu-item-5718'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/free-use-fields\/viewing-and-editing-free-use-field-name-and-description\/\">Viewing and Editing Free-Use Field Name and Description<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5849'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/\">Permission Groups<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5848'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/the-admin-permission-group\/\">The Admin Permission Group<\/a> <\/li>\n<li id='menu-item-5846'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/\">Planning Your Permissions Groups<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5844'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/permission-levels\/\">Permission Levels<\/a> <\/li>\n<li id='menu-item-5842'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-members-tab\/\">General\/Members Tab<\/a> <\/li>\n<li id='menu-item-5841'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/global-permissions\/\">Global Permissions<\/a> <\/li>\n<li id='menu-item-5839'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/location-permissions\/\">Location Permissions<\/a> <\/li>\n<li id='menu-item-5837'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/general-permissions\/\">General Permissions<\/a> <\/li>\n<li id='menu-item-5835'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/planning-your-permissions-groups\/report-permissions\/\">Report Permissions<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n<li id='menu-item-5834'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/adding-a-permission-group\/\">Adding a Permission Group<\/a> <\/li>\n<li id='menu-item-5832'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/editing-permission-group-information\/\">Editing Permission Group Information<\/a> <\/li>\n<li id='menu-item-5830'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/viewing-details-about-a-permission-group\/\">Viewing Details About a Permission Group<\/a> <\/li>\n<li id='menu-item-5828'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/deleting-a-permission-group\/\">Deleting a Permission Group<\/a> <\/li>\n<li id='menu-item-5826'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/setup\/permission-groups\/importing-a-permission-group\/\">Importing a Permission Group<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<li id='menu-item-4421'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/\">Advanced<\/a> \n\t<ul class=\"sub-menu\">\n<li id='menu-item-5886'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/\">Application Options<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5890'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/list-of-available-application-options-2\/\">List of Available Application Options<\/a> <\/li>\n<li id='menu-item-5884'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/viewing-and-editing-an-application-option-2\/\">Viewing and Editing an Application Option<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5883'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/languages-2\/\">Languages<\/a> <\/li>\n<li id='menu-item-5946'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/system-session-info\/\">System Session Info<\/a> <\/li>\n<li id='menu-item-5944'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/\">Audit Viewer<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5941'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/what-gets-tracked\/\">What Gets Tracked<\/a> <\/li>\n<li id='menu-item-5942'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-type-of-controls-required\/\">21 CFR Part 11 \u2013 Type of Controls Required<\/a> <\/li>\n<li id='menu-item-5939'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-technical-controls\/\">21 CFR Part 11 Technical Controls<\/a> <\/li>\n<li id='menu-item-5937'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/21-cfr-part-11-tms-addresses\/\">21 CFR Part 11 TMS Addresses<\/a> <\/li>\n<li id='menu-item-5935'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/audit-viewer\/capturing-application-session-history\/\">Capturing Application Session History<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-5933'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/tms-version-info\/\">TMS Version Info<\/a> <\/li>\n<li id='menu-item-4426'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/\">Other Admin Tasks<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5993'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/copying-tms-document-links-to-other-applications\/\">Copying TMS Document Links to Other Applications<\/a> <\/li>\n<li id='menu-item-5991'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/checking-the-publishing-of-a-document-on-the-tms-server\/\">Checking the Publishing of a Document on the TMS Server<\/a> <\/li>\n<li id='menu-item-5990'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/other-admin-tasks\/executing-automatic-programs\/\">Executing Automatic Programs<\/a> \n\t\t\t<ul class=\"sub-menu\">\n<li id='menu-item-5988'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-1-setting-parameters-in-application-options\/\">Step 1: Setting Parameters in Application Options<\/a> <\/li>\n<li id='menu-item-5986'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/step-2-set-programs-to-run-on-webserver-using-the-scheduling-wizard\/\">Step 2. Set Programs to Run on Webserver Using the Scheduling Wizard<\/a> <\/li>\n<li id='menu-item-6004'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/manually-executing-automatic-programs\/\">Manually Executing Automatic Programs<\/a> <\/li>\n\t\t\t<\/ul>\n<\/li>\n\t\t<\/ul>\n<\/li>\n<li id='menu-item-6055'  class=\"menu-item menu-item-type-post_type menu-item-object-page wpb-wmca-menu-item-has-children\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/\">Additional Technical Information<\/a> \n\t\t<ul class=\"sub-menu\">\n<li id='menu-item-6054'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/tms-license-key\/\">TMS License Key<\/a> <\/li>\n<li id='menu-item-6053'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/database-information\/\">Database Information<\/a> <\/li>\n<li id='menu-item-6052'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/language-support\/\">Language Support<\/a> <\/li>\n<li id='menu-item-6050'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/windows-authentication\/\">Windows Authentication<\/a> <\/li>\n<li id='menu-item-6048'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-forms-authentication\/\">Application (Forms) Authentication<\/a> <\/li>\n<li id='menu-item-6047'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/application-authentication\/\">Application Authentication<\/a> <\/li>\n<li id='menu-item-6045'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/permission-for-users-and-administrators\/\">Permission for Users and Administrators<\/a> <\/li>\n<li id='menu-item-6043'  class=\"menu-item menu-item-type-post_type menu-item-object-page\"><a  href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/additional-technical-information\/document-security\/\">Document Security<\/a> <\/li>\n\t\t<\/ul>\n<\/li>\n\t<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/div><\/div>    <\/div>\n<\/div>\n<!-- \/module plain text -->                    <\/div>\n                            <\/div>\n                        <div  data-lazy=\"1\" class=\"module_column tb-column col4-3 tb_9g8j253 last\">\n                                                        <div class=\"tb-column-inner tf_box tf_w\">\n                        <!-- module text -->\n<div  class=\"module module-text tb_gq17254  repeat \" data-lazy=\"1\">\n        <div  class=\"tb_text_wrap\">\n    <div id=\"breads\"><span><span><a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/\">Home<\/a><\/span><\/span><\/div>\n<h3>Document Information Fields<\/h3>\n<p>Most of the fields in the following table are available during the Document Add function.<\/p>\n<table width=\"100%\">\n<thead>\n<tr>\n<td colspan=\"2\" width=\"1000\">\n<p><span style=\"font-weight: bold;\">Table 7-1 Document Information Fields<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p><span style=\"font-weight: bold;\">Field<\/span><\/p>\n<\/td>\n<td width=\"700\">\n<p><span style=\"font-weight: bold;\">What You Should Enter<\/span><\/p>\n<\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td width=\"300\">\n<p>Document ID<\/p>\n<p>Required<\/p>\n<p>System checks for duplicates<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>A text string used to uniquely identify the document. Note that this identifier can be changed at any time.<\/p>\n<p>It is recommended that you do use a systematic approach to creating and entering document IDs. This helps make searching for documents easier. Document IDs can be created in any format. If the Application Option <span style=\"font-weight: bold;\">DOC_CHECKOUT_USING_NAME<\/span> is set to YES, the system will not allow you to enter an illegal character in the Document ID field. These characters are the standard Microsoft or browser illegal characters: <span style=\"font-weight: bold;\">\\ \/ : * ? \u2018 &lt; &gt; |#<\/span>.<\/p>\n<div class=\"note\"><strong>Finding Next Document ID<\/strong><br \/>Select the search function and use the last page option to get the next document ID for a particular group of documents.<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Title<\/p>\n<p>Recommended<\/p>\n<p>Size: 2000 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The descriptive title of the document.<\/p>\n<div class=\"note\"><strong>Adding Document Information<\/strong><br \/>You might want to have the document open so you can copy and paste from the document into the document information fields (i.e., title and purpose).<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Description\/Purpose<\/p>\n<p>Recommended<\/p>\n<p>Size: 2000 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>A description of the document to explain its content and\/or purpose.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Current Revision Level<\/p>\n<p>Optional<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The current revision level or number of the document.<\/p>\n<p>This should agree with the revision number that exists on the physical document. Changing the revision number is part of the review process. Once the document is tracked in TMS, the system tracks the revision number automatically based on the document\u2019s review cycles.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>Even though you can add a document without a revision level, once you decide to route the document for changes, you must enter a revision number. TMS automatically checks for duplicate revision numbers during routing.<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>File Source<\/p>\n<\/td>\n<td width=\"700\">\n<p>The electronic location of the document for uploading or opening. Internal TMS \u00a0(default) will upload the documents in the TMS system. External URL File \u2013 Read-Only \u00a0will open a document located and controlled by another system. If selecting External URL File , you must copy and paste the link before saving the document. If selecting Internal TMS , you must browse to the document that you would like to upload.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Upload File Option<\/p>\n<\/td>\n<td width=\"700\">\n<p>The full path name to the source file for this document. You can use the <span style=\"font-weight: bold;\">Browse<\/span> button to search for the document and select the path. If you do not designate an upload file, the document cannot be checked out for editing or viewing. This could be the case if there is no document (for example, the document represents a training class or certification that you want to track). If you are unable to browse to a document, or the document does not currently exist, you can click the <span style=\"font-weight: bold;\">Edit <\/span>button in the <span style=\"font-weight: bold;\">General<\/span> \u00a0tab and upload a document at a later date.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Native Extension<\/p>\n<\/td>\n<td width=\"700\">\n<p>The extension of the document when first uploaded into the system using the Document Add function. It is system-generated and cannot be changed without placing the document in review. Selecting step 1 and canceling step 2 displays the Change Document Format link. Clicking this link allows you to browse to the new document format for uploading into TMS.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Document Type<\/p>\n<p>Optional<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The document type (e.g., work instruction, qualification, procedure).<\/p>\n<p>This field is set up under the drop\u2011down list under <span style=\"font-weight: bold;\">Administration<\/span>\u00a0and is user-definable.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Location<\/p>\n<p>Mandatory<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The location where the document is reviewed and used.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>When adding a new location, you must give yourself permission to the location before it will display in the drop-down list. This field is used to control access to documents.<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Department<\/p>\n<p>Optional<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The department assigned to the document. This would be a required field if you want to use the SOP summary report for evaluating metrics on the review process.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Initial Issue Date<\/p>\n<p>Optional<\/p>\n<p>Date Field<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is intended to be the date the document was initially put into production but can also be used for the initial issue date for the current revision.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Revision Effective Date<\/p>\n<p>Optional<\/p>\n<p>Date Field<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is used to add the effective date of the current revision of the document. This field is updated during the move-to-current process of the review cycle. If the date is beyond the current system date, a prior version of the document displays, if one is available; otherwise, the preview icon is disabled (grayed out).<\/p>\n<p>If using PDF revision stamping and you change this date, the system will automatically display the message \u201cPlease Wait Document is being Converted to PDF\u201d.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Active<\/p>\n<\/td>\n<td width=\"700\">\n<p>This flag is automatically checked when adding a document. It would be unchecked if the document is in Draft status or is no longer used. If a document is set to inactive (indicating draft), once the document is moved to current, the flag will automatically be set to active.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Review Group<\/p>\n<p>Required<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The review group for this document.<\/p>\n<p>Each document is given a review group, and each review group has a document administrator. The document administrator, sometimes referred to as the owner of the document, is the individual who controls the change process of the document.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Miscellaneous<\/p>\n<p>Optional<\/p>\n<p>Size: 50 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The data in this field is informational only, and can be used for other purposes, such as author or other information requiring a controlled drop-down list.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Place Document Into Review<\/p>\n<\/td>\n<td width=\"700\">\n<p>If checked, this option will display the<span style=\"font-weight: bold;\"> Administrator<\/span>\u00a0tab after saving the document. This is helpful when wanting to place a document in review immediately after publishing.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Document Expiration Date<\/p>\n<p>Optional<\/p>\n<\/td>\n<td width=\"700\">\n<p>The date the document becomes invalid. Use only if the document has a specific expiration period.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Next Review Date<\/p>\n<p><strong>Optional<\/strong><\/p>\n<p>Date Field<\/p>\n<\/td>\n<td width=\"700\">\n<p>The date of the next document review.<\/p>\n<p>The administrator updates this date after the review cycle is complete. If running the proactive review program, Review Group Administrators are automatically notified if a document is up for review. They can run the proactive review function to easily place the document in review or to capture that the document was reviewed and no change was required. See the topic on Proactive Review for additional information.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Proactive Reviewer\/Document Owner<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is used to designate the individual who receives the notification when the document is due for review. The individual would be required to run the proactive review function to pull the review documents.<\/p>\n<p>If no individual is designated, the system will default to either the administrator or the reviewers, depending on the setting called <span style=\"font-weight: bold;\">PROACTIVE_REVIEW_SENDTO<\/span> in the Application Options. The number of days to be notified to receive the notification is set in the <span style=\"font-weight: bold;\">PROACTIVE_REVIEW_DAYS<\/span>. Refer to scheduling automatic programs described in <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/advanced\/application-options-2\/list-of-available-application-options-2\/\">List of Available Application Options<\/a> for additional information.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Retraining Cycle (months)<\/p>\n<p>Optional<\/p>\n<\/td>\n<td width=\"700\">\n<p>The number of months after which employees should be retrained on this document.<\/p>\n<p>This field allows you to identify a cycle, or period of time, during which training against a document is valid. At any time, you can run a Cycle Report that causes any employee whose training on a document has expired on the date you specify to be sent a retraining notification activity. After acknowledging the notification activity and signing off that the retraining has occurred, the employee\u2019s training record for that document is updated with the retraining date.<\/p>\n<p>To not utilize an expiration cycle, enter 0 (the default).<\/p>\n<p>Running the Cycle Notification Report enables the creation of activities and e-mails to either the individual or a manager. See Reports for additional information.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Document Requires Current Training To \u00a0View (checkbox option)<\/p>\n<p>Optional<\/p>\n<\/td>\n<td width=\"700\">\n<p>This option limits access to document information if the user does not have a current training record. There is a corresponding field in the user record. If both fields are checked, the user will not be able to display a document without a current training record. After making changes to this field, you must initiate a logoff\/logon session.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Training Type (drop-down List)<\/p>\n<p>Optional<\/p>\n<\/td>\n<td width=\"700\">\n<p>This list allows you to enter a specified training type to override default training notifications. Training types are defined using the training type option under the administration grouping. (Refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/training-types\/\">Training Types<\/a> for information about setting up training types.)<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Default Trainer (drop-down List)<\/p>\n<p>Optional<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field allows for specifying the trainer when selecting a training type. (Refer to <a href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/tools-setup\/documents-and-training\/training-types\/\">Training Types<\/a> for information about setting up training types.)<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Required Quiz Document<\/p>\n<p>&nbsp;<\/p>\n<\/td>\n<td width=\"700\">\n<p>If using the Quiz module, the associated quiz can be attached to the document for training. Once a quiz is assigned to a document, individuals must pass the quiz to update training. This field is available from the <span style=\"font-weight: bold;\">General <\/span>tab after the document has been added.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Convert Document To PDF<\/p>\n<p>Mandatory<\/p>\n<p>Automatically set to Default<\/p>\n<\/td>\n<td width=\"700\">\n<p>Required. There are three options: Default, Yes, and No. If using Default, the system will use the global setting for the document extension under document conversion. Selecting Yes or No will override the global setting for the particular document extension. If applicable, the revision stamping and watermark will be added to the document when converting to PDF. When changing a document conversion status from NO to YES, the system will create a PDF and display the message \u201cDocument is being converted Please Wait\u201d or automatically remove the PDF if changing to NO for PDF conversion.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>\u00a0 You are able to publish a PDF as a native document. However, for the revision stamping and watermark to appear, you must have PDF Conversion set to YES.<\/div>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Free Use Fields<\/p>\n<p>Optional<\/p>\n<p>Size: 255 Alpha\/Numeric<\/p>\n<\/td>\n<td width=\"700\">\n<p>The caption and usage of these fields vary and are configured as part of system setup. Refer to <a href=\"#\">Free Use Fields Tab<\/a>.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Required Quiz Number<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is system-generated and cannot be changed.<\/p>\n<div class=\"note\"><strong>NOTE: <\/strong>This field is not available during the document add function. It can be entered from the <span style=\"font-weight: bold;\">General<\/span>\u00a0tab after the document has been added to the system.<\/div>\n<p>If you are integrated with the Quiz module, you can assign a quiz to the document. If assigned, the individual will be required to pass the quiz before training is updated. Once the quiz is added and if you have permission, a link directly to the quiz will be available. Refer to for additional information about the Quiz module.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Created<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is system-generated and cannot be changed. This field lists the date\/time and individual who created the record.<\/p>\n<p>If blank, the record was created during installation or the user was deleted.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td width=\"300\">\n<p>Updated<\/p>\n<\/td>\n<td width=\"700\">\n<p>This field is system-generated and cannot be changed. This field lists the date\/time and individual who last changed the record.<\/p>\n<p>If blank, the user was deleted or the record was never updated.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n    <\/div>\n<\/div>\n<!-- \/module text -->                    <\/div>\n                            <\/div>\n            \t    <\/div>\n\t    <!-- \/row_inner -->\n\t<\/div>\n\t<!-- \/module_row -->\n\t<\/div>\n<!--\/themify_builder_content-->","protected":false},"excerpt":{"rendered":"<p>Document Information Fields Most of the fields in the following table are available during the Document Add function. Table 7-1 Document Information Fields Field What You Should Enter Document ID Required System checks for duplicates Size: 50 Alpha\/Numeric A text string used to uniquely identify the document. Note that this identifier can be changed at [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1361,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1367","page","type-page","status-publish","hentry","has-post-title","has-post-date","has-post-category","has-post-tag","has-post-comment","has-post-author",""],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Document Information Fields - TMS Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Information Fields - TMS Academy\" \/>\n<meta property=\"og:description\" content=\"Document Information Fields Most of the fields in the following table are available during the Document Add function. Table 7-1 Document Information Fields Field What You Should Enter Document ID Required System checks for duplicates Size: 50 Alpha\/Numeric A text string used to uniquely identify the document. Note that this identifier can be changed at [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\" \/>\n<meta property=\"og:site_name\" content=\"TMS Academy\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-18T17:05:59+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\",\"url\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\",\"name\":\"Document Information Fields - TMS Academy\",\"isPartOf\":{\"@id\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/#website\"},\"datePublished\":\"2023-03-09T14:52:22+00:00\",\"dateModified\":\"2025-04-18T17:05:59+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Document Control\",\"item\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Adding and Managing Documents\",\"item\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Document Information Fields\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/#website\",\"url\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/\",\"name\":\"TMS Academy\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Document Information Fields - TMS Academy","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/","og_locale":"en_US","og_type":"article","og_title":"Document Information Fields - TMS Academy","og_description":"Document Information Fields Most of the fields in the following table are available during the Document Add function. Table 7-1 Document Information Fields Field What You Should Enter Document ID Required System checks for duplicates Size: 50 Alpha\/Numeric A text string used to uniquely identify the document. Note that this identifier can be changed at [&hellip;]","og_url":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/","og_site_name":"TMS Academy","article_modified_time":"2025-04-18T17:05:59+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/","url":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/","name":"Document Information Fields - TMS Academy","isPartOf":{"@id":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/#website"},"datePublished":"2023-03-09T14:52:22+00:00","dateModified":"2025-04-18T17:05:59+00:00","breadcrumb":{"@id":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/document-information-fields\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/"},{"@type":"ListItem","position":2,"name":"Document Control","item":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/"},{"@type":"ListItem","position":3,"name":"Adding and Managing Documents","item":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/document-control\/adding-and-managing-documents\/"},{"@type":"ListItem","position":4,"name":"Document Information Fields"}]},{"@type":"WebSite","@id":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/#website","url":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/","name":"TMS Academy","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/pages\/1367","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/comments?post=1367"}],"version-history":[{"count":41,"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/pages\/1367\/revisions"}],"predecessor-version":[{"id":7541,"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/pages\/1367\/revisions\/7541"}],"up":[{"embeddable":true,"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/pages\/1361"}],"wp:attachment":[{"href":"https:\/\/tmsqualitycompliancesoftware.com\/tms-academy\/wp-json\/wp\/v2\/media?parent=1367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}