About the Course
Introduction:
This course covers all you need to to know about setting up your Document Types in Scilife. This will ensure that before you dive in to creating SOPs and WIs that you have your desired document templates in place.
Who should attend:
This course is meant for Scilife users with an Administrator or Manager permission role, who will be able to create Document Types.
What will I gain:
By the end of this lesson, you will be able to:
Create a Document Type.
Use custom fields effectively with Documents.
Leverage on the Scilife variables to add metadata to your Documents.
Course duration (approximate):
We recommend allowing up to 45 minutes to complete this course.
Course Categories
-
Managing Document Types
- Lesson 1: Creating a Document Type
- Reading: How do I create a Document Type?
- Reading: ID Prefixes in Document Types
- Reading: What is the Allow to Override functionality in Document Types?
- Reading: How do I deactivate a Document Type?
- Reading: Deleting a Document Type
-
Custom Fields in Scilife's Document Control solution
- Lesson 2: Using Custom Fields in Document Control
- Reading: Document Types: What are Custom Fields?
- Reading: Where to find variables for Custom Fields in Document Control?
- Reading: Creating Custom Fields in Document Control
- Reading: Ordering Custom Fields in Document Control
- Reading: Are Custom Fields searchable in Document Control?
-
Working with Document Control Variables
- Lesson 3: How to set up a Document Template using Variables
- Reading: Adding Variables to Document Types
- Reading: What are Dynamic Variables?
- Reading: Why have the variables not been replaced in my document?
About the Course
Introduction:
This course covers all you need to to know about setting up your Document Types in Scilife. This will ensure that before you dive in to creating SOPs and WIs that you have your desired document templates in place.
Who should attend:
This course is meant for Scilife users with an Administrator or Manager permission role, who will be able to create Document Types.
What will I gain:
By the end of this lesson, you will be able to:
Create a Document Type.
Use custom fields effectively with Documents.
Leverage on the Scilife variables to add metadata to your Documents.
Course duration (approximate):
We recommend allowing up to 45 minutes to complete this course.
-
Managing Document Types
- Lesson 1: Creating a Document Type
- Reading: How do I create a Document Type?
- Reading: ID Prefixes in Document Types
- Reading: What is the Allow to Override functionality in Document Types?
- Reading: How do I deactivate a Document Type?
- Reading: Deleting a Document Type
-
Custom Fields in Scilife's Document Control solution
- Lesson 2: Using Custom Fields in Document Control
- Reading: Document Types: What are Custom Fields?
- Reading: Where to find variables for Custom Fields in Document Control?
- Reading: Creating Custom Fields in Document Control
- Reading: Ordering Custom Fields in Document Control
- Reading: Are Custom Fields searchable in Document Control?
-
Working with Document Control Variables
- Lesson 3: How to set up a Document Template using Variables
- Reading: Adding Variables to Document Types
- Reading: What are Dynamic Variables?
- Reading: Why have the variables not been replaced in my document?
