The Document Register allows you to report on documents of a framework, documents in a DMS folder or all sub-folders. the entire DMS or documents across the entire system. Included are options to show revision history and revision notes which can be used to show continuous improvement. Additionally
To generate a Document Register report for a framework or the DMS:
1.First select the framework of interest or the DMS. If selecting the DMS and you want to limit the report to a specific folder then also select the folder of interest.
2.Go to the Reports tab on the Ribbon Menu.
3.Select Document Register.
4.Once you have selected Document Register, a dialogue box will open up. 5.Use the drop down field at the top of the dialogue box to select a type of report. 6.With the top two groups of options you can limit the reported documents based on Status and/or Classification. If you want all document then ignore these check-box options and leave them all unchecked. 7.Next you have the option to filter documents by User or Date. 8.Use the Filter Documents Due for Review option to generate a report that only includes documents that are due for review within a specific time frame.
9. Set whether or not you want revision history and revision notes to be included. (See section below for more information on report options.)
10.Select View and NovaCore will create your Document Register. |