The DC™ System Administrator training is a discovery session with instructions on how to use DC™ to improve the management of the controlled documents in your business and comply with the requirements of quality management standards.  This agenda describes the activities and topics to be addressed in the session. If there is a topic not mentioned in this training agenda that needs to be covered, then indicate so under the ‘Comments’ section on the Training Checklist sent with this agenda.  We strive to make your training session as informative and comprehensive as possible. 

Training Agenda

Day 1

• System Introduction:
  • PowerPoint Presentation
  • System Schematic
  • Things To Do List
    
• System Set-up:
  • Master File Set-up
  • Document Type Set-up
    • Setting Up Default Groups
    • Setting Up Default Numbering
    • Setting Up Checklists
    • Setting Up the Vault
    • Setting Up Apps & Viewers
      
• New Document Workflow:
  • Creating a New Document
  • Document Properties
  • Document Approval
  • Issuing Documents
  • Document Distribution
  • Document Notification & Sign-off
    
• Accessing Documents:
  • Author Access – Create/Modify
  • Viewer Access – Look-up
  • Viewer Access – Online Access
  • Document Search Methods

Day 2

• Change Request Workflow:
  • Change Request Introduction
  • Creating A Change Request
  • Assigning A Request Reviewer
  • Reviewing A Change Request
  • Completing A Change Request
  • Change Request Look-up
    
• Additional Document Control Functionality:
  • Creating New Revisions
  • Document Distribution Return
  • Document X-referencing
  • Document Review & Sign-off
  • Additional Document Properties
  • Document Projects
  • Document Hot Buttons
  • Purging Documents
  • Document Reports
    
• Advanced Document Control Functionality:
  • Q&MIS Registry (if applicable)
  • Secondary Format (if applicable)
  • Global Replace – Doc Type & Coordinator
  • Document & System Security
  • Q&MIS Utility (if applicable)
    
• Training Session Closure
  • Questions & Answers
  • Training Verification Sign-off