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Document Management System
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E*Doc - Document Management System: FEATURES
E*Doc is an advanced document management system built for large Process
Facilities that require the management of a large number of
engineering/procedure documents. It allows in-house and remote technical
support staff to access 100’s of thousands of documents and the attributes
associated with these documents. Because
the program is written to allow remote access it can open up rich collaboration
between staff while still enforcing strict Document Control functions.
The E*Doc Document Management System was created in 1998 to manage Oil
Refinery Engineering Documents.In the
past 10 years, the system has expanded to encompass all document types and
provide multiple options for how an engineering based company manages their
documents.The system provides full
revision control based on the Check out – Check In model with full revision
review capabilities.
DOCUMENT MANAGEMENT
- Utilizes the check in/check out model of document management with full revision
control.
- Automates review process for documents that require peer review
- Discipline based review ensures all necessary plant disciplines are included in the
review (Functional, Technical, Compliance, etc.)
- Less time for document editor to do review related tasks
- Review progress is visible to the document editor
- Instant notification when review is completed
- Badger E-Mail allows for notification to delinquent reviewers
- Reviews can be either Linear or Distributed
- All Review responses are saved with the document’s revision
- Document editor can use public review groups, personal review groups or create the
review group on the fly
- Has the tools to get into and maintain compliance with certification regulations
- Handles certification reviews separate from document change reviews
- Automatic notification of upcoming documents that will require a content review
- Full reporting on documents that are out of compliance with the content review cycle
- Time between content reviews can be configured on the individual document level
- Automates a previously manual process
- Gains efficiency by automating the document management work process
- Saves time for the Editor, Reviewer and Manager
- Eliminates the human error factor
- All E*Doc tasks follow the work process and will not deviate
- Handles
any file type or document template (AutoCAD, Microsoft Word, Excel, Visio,
Tiff, PDF, etc.)
- Each document has its own profile that stores metadata about the document and retains
the complete history of each version.
- Complete retention of all file revisions with the ability to revert to past
revisions if necessary
- Auto document number generator conforms to any existing numbering convention
- Tracks Document usage
- Logs all view access
- Logs all steps in the change process
- All tracking information stored with the document
- User feedback capability
PROCEDURE MODULE
The E*Doc Procedure Module adds additional functionality that
transforms the E*Doc Document Management System into a Procedure Management
System to be used to manage your Plant Standing Instructions, Operating
Procedures, and other documents that may require certification, full discipline
review and employee training
- Training Module for Procedure Documents allows a trainer to manage training on a
single procedure basis, as a collection of procedures, or on an employee
basis
- Procedure Coordinator or administrator has the ability to oversee every aspect of
the system.
- Individual Procedure Coordinator work screens allows the coordinator to perform
tasks necessary to fulfill the work process
- Review override capabilities to account for absent reviewers
USER AND ACCESSIBLITY
- Uniform process across all departments
- Saves time in training the editors and managers to use the system
- All effective documents are electronically accessible from any web browser
- Multiple ways to search for documents:
- Search Tree
- Search By Field
- Text Search
- Public Stored Searches
- Private Stored Searches
- User friendly interface makes performing tasks easy and straight forward
- Extensive administration interface allows administrator to configure entire system
- All display settings
- Available Profile Fields
- Configure all automated email messages
- Manage user and reviewer profiles
TECHNICAL FEATURES
- 5 internal levels of access – All User, Reviewer, Editor, Manager and
Administrator
- Handles unlimited documents and unlimited users
- Limitations are based on server power and disk space
- Manages All Document Types (Engineering Documents, Operation and Maintenance
Procedures, Standing Instructions, Lab Documents, Training Manuals, etc.)
- Can be configured to run using 3 different
security models that can eliminate redundant administration costs
- Integrated Windows Security
- Active Directory/NT Group Level
- Internal Database Security
- Entire program can run on single server or across many depending on your network
set up.
- 100% Server side code
- No interface installation required on user workstations
- All documents opened in native programs and browser Plug-Ins
- Shelf Security on unit level
- Add/Change rights can be configured on a Department/Unit level
- Direct support
- Remote access support using already set up user accounts
- All E*Doc users can collaborate about tasks
- Built for a Nationwide Intranet (Wide Area Network) or secured access through the Internet or VPN.
- Fast Performance with hundreds of thousands of documents
- Built to support massive Batch Processing. Some
users are routinely storing 1000’s of documents in their Workspace’s and
updating a batch of 100+ document profiles at a time.
- Supports any Document Type
- Unlimited Attributes may be entered about a document
- Divided Shelf guarantees tight control of users who can approve changes to documents.
- Handles Management of Change
- Manages knowledge by linking information to the experts who created it.
- Enhancements that provide Plant specific functionality are welcome.
- Highly cost effective – Licensed on a per site application
basis to support unlimited users and documents.
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