User's Manual

Document Records Screen
13.3 File Menu Options13
13-5
13.2.1.7.3 Clear Link
Selecting this option will clear the Linked File.
13.2.1.7.4 Open Link
This option will open the Link. You may also double click the link to open it.
13.2.1.8 Review Frequency, Review Date, Last Review Date, Next Review Date
These fields are to help you manage your Document Records. The frequency and date
fields have to be filled in manually. This is optional.
13.2.2 Signatures Tab
This tab allows for users to signoff and Approve the document. Also listed is the Entered
By and Modified By information.
13.2.3 Procedure Tab
This tab may be used to type information regarding the document that will be available
for review during a calibration event if the Document is assigned to the master record.
There is a limit of 3,996 characters of text that can be entered.
13.3 File Menu Options
13.3.1 New Record[Ctrl + N]
Selecting this option will open a blank Document Record screen. The Document ID and
Revision Number must be entered before you can save the record.
13.3.2 Save Record[Ctrl + S]
Selecting this option will save modifications made to the Document Record.
13.3.3 Find Record[Ctrl + F]
Selecting this option will open the Find Document Record screen. The Document ID and
Revision Number must be entered to find the Document Record.
13.3.4 Print Record[Ctrl + P]
Selecting this option will print the Document Report for the current document open. In
addition, the Page Setup screen will open allowing parameters to be defined by the user
that help determine how a printed page will appear. The parameters include the size,
source, page orientation, margins, and printer selection.
13.3.5 Print Preview]
Selecting this option will allow you to view the Document Report for the current
document open.
13.3.6 List Records
This List option differs from the one on the Header Row as it will let you choose between
4 (four) different list options:
• List All – Will list All records, Current Query remains “Default”.
• List Active – Will list all records with that have the Active checkbox checked,
Current Query changes to (Active = “True”).
• List Inactive – Will list all records with that have the Active checkbox unchecked,
Current Query changes to (Active = “False”).
• List Approved – Will list all records that have the Approved checkbox checked,
Current Query changes to (Approved By <> “”).