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DOCUMENT MANAGEMENT SYSTEM, User Creation, Document Change Request, Dept.…
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User Creation
Create User
- Name : First Name / Last Name / Middle Name
- Email Id : xyz@xyz.com
- Contact Number : +91XXXXXXXXXX
- Department
- Designation : Select the designation from the drop down (M)
- Image
- DMS Role : (Viewer / Editor / Approver) or (Initiator / Reviewer / Approver) (M)
Update / Modify User
- Select user : search using name / mobile number / Dept.
- Update & Save
Active / Inactive User
- Select user : search using name / mobile number / Dept.
- Mark : Inactive / Active
User Role
- Name of the Dept
- User Role : Dept Head / Reviewer / User / Creator / Approver
Document Change Request
List Of Saved DCRs
- Select Document
- Edit/Modify
Raise New DCR
- Select Document to be revised
- Document Number
- Document Name
- Current Rev. Number
- DCR Number ( Auto generated on Action)
- DCR Date ( Auto generated on Action)
- Details of Changes Required
- Reasons For Change
- Changes Effective Date
- Are Any Other Document Effected Due to This Change? (Yes/No).
- Select DGP & Sub DGP
- Select Document To Be Revised
- Add Document
- Add Another Document
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- Save & Submit To Approver
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User Management Section
CREATE
- Name
- Dept. (M) - From the dropdown list of dept's
- User Name - should be email Id
- Password - System generated complex password
CREATE :check: CANCEL :red_cross:
IF ADMIN SELECTS "CREATE" THEN
Username to be registered
Move to Admin home and display the message as "successfully created user"
automated mail to to user with username and password details
make user to change the password on first login - "FORCE RESET"
IF THE USER / ADMIN SELECTS "CANCEL"
"Move to admin homepage, new user creation is cancelled"
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PASSWORD RESET
- Select Dept - from the drop down (M)
- Select User - Drop down list of users from the selected dept.
- New Password
- Confirm Password
RESET :check: CANCEL :red_cross:
IF ADMIN SELECTS "RESET"
Reset the password
Move to admin home and display the message " Password reset successful"
Trigger mail to user with the new password details
force change the password on the first login attempt with new password
IF THE USER / ADMIN SELECTS "CANCEL"
"Move to admin homepage, password reset is cancelled"
Organization
CREATE ORGANIZATION
- Name of the Organization
- Org. Abbreviation
- Address
- Contact No - multiple fields
- Fax No - multiple Fields
- MD email ID
- Org. Website
Save :check: Cancel :red_cross:
SAVE
On clicking SAVE,
1) Create Organization
2) Move the user to Admin home page
3) Display following message
"Successfully created _ Organization"
CANCEL
On clicking CANCEL
1) Don't consider any data enter in the fields
2) Move the user to Admin home page
3) Display following message
"Creation of Organization cancelled"
MODIFY ORGANIZATION
- Name of the Organization
- Org. Abbreviation
- Address
- Contact No - multiple fields
- Fax No - multiple Fields
- MD email ID
- Org. Website
UPDATE :check: Cancel :red_cross:
UPDATE
On clicking UPDATE,
1) Update Organization details
2)Move the user to Admin home page
3) Display following message
"Successfully updated the details
CONDITIONS
If name of organization is modified, there shall be an impact on the versioning of the documentation, to be decided
Other changes (terminology & address) impact also need to be decided
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Master Data Section
CREATE
TERMINOLOGIES
- Issue : Applicable & Not Applicable (radio buttons)
- Version & revision (Radio Buttons)
- Version & revision Initial Number : 1.0
- Version & revision Increment by : 1
DOCUMENT NUMBERING
Select the sequence : max. of five fields allowed
Each filed will have the following parameters (for ex) : "TYPE OF DOC" , "DEPT. NAME" , "SUB - DEPT. NAME" & ORG. NAME"
Last field will have the SI. No parameter as mandatory (which is system generated)
CREATE :check: CANCEL :red_cross:
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