User's Manual

DPCTrack2
Users Manual
13-4
13.2 Tabbed Notebook Section
The tabbed notebook section of the DOCUMENT RECORDS screen contains a total of
three (3) different sub-screens or “pages” available for data entry. To open a page, click
its tab with your mouse. Each page and its associated fields are described below.
13.2.1 General Info Tab
The General Info tab (shown in Figure 13.1) allows you to enter general information
about the document like its Type, Physical Location, Active Date, etc. In addition you
may give the document a Review Frequency and Review Dates which may assist you in
document management.
13.2.1.1 Document Type
This field allows you to define the document type by selecting one from the drop down
list or selecting “New” and creating one. You are limited to 50 characters in this field. If
you choose a Document Type that does not have the check box “Make Available as an
SOP” checked then it will not be displayed in the drop down fields for Instruments,
Loops & Test Instruments.
13.2.1.2 Effective Date, Expiration Date, Date Active, & Date Inactive
These date fields are optional unless you would like to receive a Reminder when the
Document expires. (If no date is filled in for expiration date, no reminder will be
generated).
13.2.1.3 Location & Building
For more information on these fields see Chapter 12.
13.2.1.4 Active
This check box must be checked in order to receive reminders. Only one revision can be
checked as Active.
13.2.1.5 Physical Location
This field may be populated with up to 100 characters.
13.2.1.6 SOP Type
This field may be populated with up to 50 characters.
13.2.1.7 Linked File
The Linked File field on this screen allows you to select an external file that may then be
accessed directly from the screen. Additionally, you may also enter the name of URL link
to be invoked directly from DPCTrack2. If a file is to be linked, then it must be inserted
by clicking the (…) button and selecting from one of the following:
13.2.1.7.1 Choose File
Selecting this option will open a new screen where you may choose a file that you have
access to on your computer or network. Once the file has been chosen select Open and
you will be returned to the Document Record screen with the file you chose filled in on
the Linked File. To access and view the file, either double-click the file name in the field
or by clicking the (…) button and selecting “Open Link”.
13.2.1.7.2 Enter URL
Selecting this option will invoke a screen in which to type the name of the URL (for
example, “www.primetechpa.com”). The launching of a URL link is done in the same
manner as the opening of a file, simply double-click it or choose “Open Link” from the
(…) button’s menu.