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Compliance Demo Series

See how the Alfresco Content Accelerator for Policy & Procedure Management Solution works from start to finish

In this Compliance Demo Series, we look at how the solution is used to control documents in a real-world scenario. Let’s say we want to make a change to a Standard Operating Procedure (SOP). How do we go from making the change, getting it reviewed and approved, and making the change effective? What about when the document needs to undergo Periodic Review or be made obsolete? Watch the demos to find out!

Download Controlled Documents Requirements

Demo #1 – Search

The first step is to search for the document we want to modify. In this demo, see how users search for and view documents.


Demo #2 – Edit Document

Now that we’ve identified the document we want to change, watch this demo to see how users edit documents in the system.


Demo #3 – Create Change Request

Changes to controlled documents are not reflected to end users in the system right away.  A Change Request (CR) form is needed to describe the change and allow for review and approval processes to ensure the proper signatures are applied to the document.  In this demo, we are attaching the updated SOP document to the form and routing them both for approval at the same time.  Some businesses do this a little differently where the CR is routed first, and then the document is routed on a separate form.  The Alfresco Compliance Solution supports both approaches.


Demo #4 – Route for Review

Typically, CR forms go through a review process before they’re routed for approval. This process gives reviewers the chance to make changes and comment on the CR form and/or documents via the Alfresco Enteprise Viewer (formally OpenAnnotate).


Demo #5 – Approve Change Request and Document

During the approval process, the form and document are locked down while approvers add their 21 CFR Part 11 compliant eSignature to the documents.  The Alfresco Compliance Solution leverages the OpenContent Forms’ dynamic workflow module.  This allows for a flexible workflow solution that can be configured for many different business process scenarios and can also change over time without getting IT involved to update the system.


Demo #6 – Making the Change Effective

Once the change has been approved, most business processes have a training period before the document is made effective.  See how a regular user in the system can view the approved version during the training period and how the document is made effective, rendering the previous version inaccessible to the user.


Demo #7 – Periodic Review

Periodic Review is a typical regulatory requirement that documents be reviewed every X years, typically every 2 years. A company needs to track that a documents have been reviewed according to this schedule, and reviewed documents are either determined to be Acceptable as is, Needs Revision, or Obsolete.


Demo #8 – Document Obsolete

When a document is made Obsolete, it is no longer accessible from the system except by a select few users. Documents are made Obsolete when they are no longer used or have been replaced by one or more new documents.

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  • OpenContent Accounts Payable
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  • OpenContent Batch Records
  • Alfresco Content Accelerator for Policy & Procedure Management
    • Compliance Demo Series
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    • Claim Demo Series
  • OpenContent Government
  • OpenContent Corporate Forms
  • OpenContent Construction Management
  • OpenContent Digital Archive
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  • OpenContent Patient Records

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