course
Creating a document and pushing it through the approval workflow
Creating a document and pushing it through the approval workflow
Creating a document and pushing it through the approval workflow

About the Course

Introduction: 

This course will take a look at how to create a document in Scilife and show you the approval workflow.  We'll cover Document creation, to review, and also obsoleting.

 

Who should attend: 

This course is meant for Scilife users that will have an active role working with Documents.


What will I gain:

By the end of this lesson, you will be able to:

  • Create a Document in Scilife.

  • Understand how to work with the Periodic Review.

  • Link similar Documents to each other.

  • Use the Document workflow to your advantage.

  • Set a Document to published.

  • Force Review a Document.

  • Obsolete a Document.


Course duration (approximate): 

We recommend allowing up to 1hr15 minutes to complete this course.

Course Categories

Documents
Product video
Course Progress
Not started
Enroll
Course Outline
  1. Creating a Document
    1. Lesson 1: Creating a Document
    2. Reading: How do I create a document?
    3. Reading: Why can't I see a Document?
    4. Reading: Linking Documents in Document Control
    5. Reading: Periodic Review
    6. Reading: Adding Products & Services and/or Contacts to a Document
  2. The Document approval workflow
    1. Lesson 2: Pushing a Document throughout the entire workflow
    2. Reading: What options are available to each role in a document's workflow?
    3. Reading: Under Signing by Author status
    4. Reading: Where can I see the reason why a document was rejected?
    5. Reading: Setting a Document to Published
    6. Reading: Force Reviewing a Document
    7. Reading: Obsoleting a Document
course
Creating a document and pushing it through the approval workflow
Creating a document and pushing it through the approval workflow
Course Progress
Not started
Enroll

About the Course

Introduction: 

This course will take a look at how to create a document in Scilife and show you the approval workflow.  We'll cover Document creation, to review, and also obsoleting.

 

Who should attend: 

This course is meant for Scilife users that will have an active role working with Documents.


What will I gain:

By the end of this lesson, you will be able to:

  • Create a Document in Scilife.

  • Understand how to work with the Periodic Review.

  • Link similar Documents to each other.

  • Use the Document workflow to your advantage.

  • Set a Document to published.

  • Force Review a Document.

  • Obsolete a Document.


Course duration (approximate): 

We recommend allowing up to 1hr15 minutes to complete this course.

Course Outline
  1. Creating a Document
    1. Lesson 1: Creating a Document
    2. Reading: How do I create a document?
    3. Reading: Why can't I see a Document?
    4. Reading: Linking Documents in Document Control
    5. Reading: Periodic Review
    6. Reading: Adding Products & Services and/or Contacts to a Document
  2. The Document approval workflow
    1. Lesson 2: Pushing a Document throughout the entire workflow
    2. Reading: What options are available to each role in a document's workflow?
    3. Reading: Under Signing by Author status
    4. Reading: Where can I see the reason why a document was rejected?
    5. Reading: Setting a Document to Published
    6. Reading: Force Reviewing a Document
    7. Reading: Obsoleting a Document

Course Categories

Documents
Product video
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