Change Control Documents

Document types requiring a Change Control workflow can be defined in room settings, with the effect that users uploading documents can select a ‘Workflow’ document type (either by manually applying a selection or uploading documents to a folder supporting Workflow documents only) the uploaded document will automatically be configured to require a change control workflow for versioning. See the screenshot below.

Advanced: Setting Change Control document types

In the settings menu, Document Types Management can be used to set which document types are required to go through the Change Control workflow. The screenshot below shows how to configure a document type change control. In the Profile tab on the right side, users can define the periodic review period and effective period for document review. Typically, however, this configuration is defined prior to the room being built and rarely needs changing.

Warning: For any changes in room settings, please contact your Trial Interactive liaison.