MetricStream Document Management Software
Content
MetricStream Document Management Software
http://www.metricstream.com/products/docmgmtovrv.htm
Document management and control is central to an effective quality management and regulatory compliance system. Organizations following manual and paper-based processes for managing policies and control documents are realizing that such an approach is inefficient, costly, and unsustainable. Be it quality records, process narratives, SOPs, compliance records, or regulatory filings, documents are only increasing in number, and can be a bottleneck in a growing enterprise. Electronic Document Management System MetricStream Document Management Solution enables companies to adopt an electronic and automated approach to document management across the enterprise. This web-based electronic document management software provides a central repository to store and organize documents. Integrated collaboration and workflow tools in the system can be used to access, create, modify, review, and approve documents globally in a controlled manner. A powerful analytics and reporting capability with graphical dashboards helps track each document from origin to obsolescence,giving managers complete visibility into the system. Benefits of the Solution
Provides a central, secure repository for efficient storage of and access to control documents, policies, and procedures Accelerates review and approval cycles with documents automatically moving from one stage to the next Improves communication and teamwork across departments and functional areas Provides enterprise-wide visibility into the document status with measurable performance metrics Lowers the cost of compliance with regulations (e.g. FDA 21 CFR Part 11) through electronic documents and signatures, revision control, and audit trails
Document Management: Features
Document Storage and Organization MetricStream Document Management Solution provides a central repository for storing and organizing all types of documents based on various templates and classification criteria with automatic or user defined numbering schemes. A revision history is maintained, and review periods or obsolescence rules can be set for all documents. The association between various documents allows for easy cross-referencing, while a powerful search capability simplifies the search for documents related to a particular author or department. The system’s entire functionality can be accessed from a browser through a portal-based interface.Authorized users can view the documents through popular desktop viewers such as Adobe Acrobat and Cimmetry jVue. Creation, Review and Approval The solution simplifies the process of creating new documents or making changes to existing ones. It allows users to initiate these requests and take the document through various stages as per rules and workflows defined at the
organizational level. Tasks for creating, reviewing, and approving documents are assigned based on roles and responsibilities along with due dates.Email notifications and reminders keep the process on schedule.Escalations can be triggered when due dates are not met. Cross-functional teams can work on a document at the same time, adding their comments and annotations without modifying the original document. They can also route the document back to the author for incorporating changes. Upon completion of the review and approval process, the document can be published with email notifications sent to a distribution list. Security and Access Controls MetricStream Document Management Solution ensures secure document access with centrally managed policydriven controls. Rights to view, modify, distribute, or print documents are granted based on roles and user groups. Distribution lists can be defined for a document category and check-in/check-out logs can be maintained. The system provides accurate time-stamped audit trails with “what,”“who,”“when,” and “why” information for document access, changes, and comments. Capabilities for electronic signatures based on robust authentication and authorization ensure compliance with regulations such as FDA 21 CFR Part 11. Reports and Metrics The MetricStream solution provides complete visibility into document management, and simplifies status tracking. A transparent system with each document traceable from any desktop in the organization makes document management a predictable and efficient process. Graphical executive dashboards and flexible reports with drill-down capabilities provide statistics and data by a variety of parameters such as document types, status, audit history, inprocess documents, approval cycle times, document usage summaries, and average review time.
Document Management: Highlights
Alerts and Notifications MetricStream Document Management Solution extensively utilizes email as a mechanism for delivering event-based notifications, assignments, alerts, and escalations to ensure timely completion of tasks. Audit Trails The MetricStream solution records all document access and modification details, including user and system data. Any changes to records, documents, or data fields result in an auditable record available through audit trail reports. Access Controls MetricStream Document Management Solution provides multi-level role-based access controls essential for companies with multiple locations, product lines, and business units. User access is based on access groups - logical groupings of users who belong in certain functions or titles (e.g. quality, audits, production, and finance). Each document category can be assigned to different access groups with different access rights. Configurable Lifecycles Automated process flows can be created to route documents through various stages of creation, review, approval, and archival. Each document type and category can be assigned an appropriate life cycle.
Document Search The MetricStream solution provides powerful search capabilities for document metadata and full text. It also enables advanced search using Boolean operators and nested queries. Module Integration MetricStream Document Management Solution integrates seamlessly with other MetricStream modules for creating a closed loop system. Document changes can be initiated as a result of issue remediation or document revisions (e.g. policy changes) which, in turn, can trigger training requests for the affected employees. Reports Wizard In addition to the standard reports available in the solution, custom reports can be built without any programming, using the simple Reports Wizard. The solution also supports the automated generation of reports in configurable layouts and standard file formats such as MS Word, MS Excel, and Adobe PDF.
http://www.metricstream.com/products/docmgmtovrv.htm
Document management and control is central to an effective quality management and regulatory compliance system. Organizations following manual and paper-based processes for managing policies and control documents are realizing that such an approach is inefficient, costly, and unsustainable. Be it quality records, process narratives, SOPs, compliance records, or regulatory filings, documents are only increasing in number, and can be a bottleneck in a growing enterprise. Electronic Document Management System MetricStream Document Management Solution enables companies to adopt an electronic and automated approach to document management across the enterprise. This web-based electronic document management software provides a central repository to store and organize documents. Integrated collaboration and workflow tools in the system can be used to access, create, modify, review, and approve documents globally in a controlled manner. A powerful analytics and reporting capability with graphical dashboards helps track each document from origin to obsolescence,giving managers complete visibility into the system. Benefits of the Solution
Provides a central, secure repository for efficient storage of and access to control documents, policies, and procedures Accelerates review and approval cycles with documents automatically moving from one stage to the next Improves communication and teamwork across departments and functional areas Provides enterprise-wide visibility into the document status with measurable performance metrics Lowers the cost of compliance with regulations (e.g. FDA 21 CFR Part 11) through electronic documents and signatures, revision control, and audit trails
Document Management: Features
Document Storage and Organization MetricStream Document Management Solution provides a central repository for storing and organizing all types of documents based on various templates and classification criteria with automatic or user defined numbering schemes. A revision history is maintained, and review periods or obsolescence rules can be set for all documents. The association between various documents allows for easy cross-referencing, while a powerful search capability simplifies the search for documents related to a particular author or department. The system’s entire functionality can be accessed from a browser through a portal-based interface.Authorized users can view the documents through popular desktop viewers such as Adobe Acrobat and Cimmetry jVue. Creation, Review and Approval The solution simplifies the process of creating new documents or making changes to existing ones. It allows users to initiate these requests and take the document through various stages as per rules and workflows defined at the
organizational level. Tasks for creating, reviewing, and approving documents are assigned based on roles and responsibilities along with due dates.Email notifications and reminders keep the process on schedule.Escalations can be triggered when due dates are not met. Cross-functional teams can work on a document at the same time, adding their comments and annotations without modifying the original document. They can also route the document back to the author for incorporating changes. Upon completion of the review and approval process, the document can be published with email notifications sent to a distribution list. Security and Access Controls MetricStream Document Management Solution ensures secure document access with centrally managed policydriven controls. Rights to view, modify, distribute, or print documents are granted based on roles and user groups. Distribution lists can be defined for a document category and check-in/check-out logs can be maintained. The system provides accurate time-stamped audit trails with “what,”“who,”“when,” and “why” information for document access, changes, and comments. Capabilities for electronic signatures based on robust authentication and authorization ensure compliance with regulations such as FDA 21 CFR Part 11. Reports and Metrics The MetricStream solution provides complete visibility into document management, and simplifies status tracking. A transparent system with each document traceable from any desktop in the organization makes document management a predictable and efficient process. Graphical executive dashboards and flexible reports with drill-down capabilities provide statistics and data by a variety of parameters such as document types, status, audit history, inprocess documents, approval cycle times, document usage summaries, and average review time.
Document Management: Highlights
Alerts and Notifications MetricStream Document Management Solution extensively utilizes email as a mechanism for delivering event-based notifications, assignments, alerts, and escalations to ensure timely completion of tasks. Audit Trails The MetricStream solution records all document access and modification details, including user and system data. Any changes to records, documents, or data fields result in an auditable record available through audit trail reports. Access Controls MetricStream Document Management Solution provides multi-level role-based access controls essential for companies with multiple locations, product lines, and business units. User access is based on access groups - logical groupings of users who belong in certain functions or titles (e.g. quality, audits, production, and finance). Each document category can be assigned to different access groups with different access rights. Configurable Lifecycles Automated process flows can be created to route documents through various stages of creation, review, approval, and archival. Each document type and category can be assigned an appropriate life cycle.
Document Search The MetricStream solution provides powerful search capabilities for document metadata and full text. It also enables advanced search using Boolean operators and nested queries. Module Integration MetricStream Document Management Solution integrates seamlessly with other MetricStream modules for creating a closed loop system. Document changes can be initiated as a result of issue remediation or document revisions (e.g. policy changes) which, in turn, can trigger training requests for the affected employees. Reports Wizard In addition to the standard reports available in the solution, custom reports can be built without any programming, using the simple Reports Wizard. The solution also supports the automated generation of reports in configurable layouts and standard file formats such as MS Word, MS Excel, and Adobe PDF.
