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ETQ Reliance Application Overview - Document Control

The document discusses ETQ Reliance's Document Control application which allows users to manage the creation, review, approval, and release of controlled documents in a paperless or hybrid electronic-paper workflow. Controlled documents like policies, procedures, work instructions and forms can be created using templates and attached files. Forms and workflows are pre-built but can be customized. The application provides linking between documents for related documentation.

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428 views3 pages

ETQ Reliance Application Overview - Document Control

The document discusses ETQ Reliance's Document Control application which allows users to manage the creation, review, approval, and release of controlled documents in a paperless or hybrid electronic-paper workflow. Controlled documents like policies, procedures, work instructions and forms can be created using templates and attached files. Forms and workflows are pre-built but can be customized. The application provides linking between documents for related documentation.

Uploaded by

Julie jul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ETQ Reliance

Application Overview:
Document Control

All controlled documents are managed through the Reliance Document Control application.
ETQ Reliance Document Control is a workflow-based application that is designed to manage
the creation, review, approval, and release of controlled documents. This module enables you to
run a completely paperless document control system, or a system that combines hardcopy and
electronic distribution of documents. Document Control is designed to control different types
of documents including Policies, Procedures, Work Instructions, Forms, Specifications, and
more.

Controlled documents can either be created using Reliance Microsoft Office integration
templates or be attached using the file attachment interface. Attachments can be any file the
customer chooses. Forms and workflows provided out-of-the-box and ready to deploy but can
also be configured to meet your exact requirements without the need for programming.

To create a new Document, click the [New Document] action button located on the application
toolbar, the selected Document Control form will open in a new tab.

The look and feel of each system Forms is very similar and contains information, tabs, etc. as
depicted in the following figure:
2 | Document Identification Section www.etq.com

Document Identification Section


This section contains general information about the document

Document Body Section


You often need to include external related files with your documents; for example, you may
need to attach a scanned drawing, table, etc or such documents as Word Documents,
Excel Sheets, images, Visio drawings, MS Project Plans, etc. You can create documents
using Microsoft Word templates through the MS Office Integration feature. This feature
in Reliance allows for the creation of MS Office template forms or reports that can be
dynamically linked to Reliance data. These forms/reports can be custom configured to meet
the exact needs of the end-user. Different templates can be created for customers, vendors,
suppliers, or regulatory/reporting agencies.
3 | Record Linking www.etq.com

Record Linking
There are many ways to provide hyperlinks within a Document Control form.

Other Links

In a Doc Control form, the Document Info tab is used for the main information of the
document. One of the fields is called “Other Links”. When you use the Dual Linking feature to
create a target document (from another application) from within the Doc Control document,
a link referencing the target document will be pasted in the ‘Other Links’ field.

The following is an example of what ‘Other Links’ look like in a Doc Control main form:

Related Documents
Depending on the document scope and contents and business rules, you can add links to
pending or approved Document Control documents related to the current document. You
may select as many documents as you want to be linked.

Once documents have been selected, the system will add link(s) for the selected
document(s) in the Related Documents section. This link description will include the
Document Title, Document Number, Revision Number, Type, Effective, Review and Location.
In addition to documents, you can use this field to paste links to other related documents
whether from Document Control or any other application.

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