Grid Views

Advanced Metadata Filters

- Enhance your oversight of the room and grid view with advanced document filters. This feature provides a robust set of dropdown filters to each grid view for users to efficiently view, sort, and filter document data, optimizing the management and oversight of the eTMF, QMS, and other room types. When combined with the 'Expand' feature, documents may be quickly filtered down to just what you need to review.

For the eTMF, key filters such as zone, section, artifact, sub-artifact, index number, document type, and various dates are now available from any grid view. These filters may be saved to a private view of data or a public view that is set as the default by the administrator.

Additionally, for the QDMS a new 'Training Required' checkbox has been integrated into the metadata options to support compliance and training protocols. Streamline your reporting by exporting a comprehensive list of documents under review directly from the grid into Excel, simplifying reporting, data analysis, and tracking. This multi-faceted tool is engineered to elevate the precision and productivity of your document review processes.