Momentum QMS Help

Fields

Field Explanation

Title

• Must be filled before submitting to the next step. 
• Define a short description of a document.
• A free text field for a short description of a document.

Document Type

• Define the type of the document.
• In readonly and set to Record. 

Number

• Must be filled before submitting to the next step.  
• Define the document unique number which identify the document. 
• Automatically generated with the following format : DOC-XXXXX where XXXXX is the next sequential number.  

Revision

• Define the revision number if a document is being up-versioned. 
• Automatically generated with the starting number being 1 and incremented each time the document is up-versioned.

Created Date

• Define the created date of a document. 
• Allow selection from a calendar, by default set to the current date.

Next Review Date

• Define the next review date after the document is approved.
• If the Next Review Date is specified then an email reminder shall be sent to the ‘Author’ of the document when the Review is due. 
• Automatically set to the 2 years from the current date (for a new record) but allows selection from a calendar.

Author

• Define the author of the document.
• Allow selection from all available users in the system and by default set with the currently logged in user.

Effective Date

• Define the date the document goes into effect.
• Allow selection from a calendar.

Approvers

• Define the document approvers.
• Allow selection from all users in the system.
• The Approval step shall be assigned to these users by default.

Reviewers

• Define the document reviewers.
• Allow selection from all users in the system. The Review step shall be assigned to these users by default. 

Notification List

• Define the list of users who receive notification when document is approved.
• Allow selection from all users in the system. 

Document Category

• Define a logical group of a document for the purpose of categorization.
• Allow selection from a list of options:

4 Context of the organization : 4.1 Understanding the organization and its context

4 Context of the organization : 4.2 Understanding the needs and expectations of interested parties

4 Context of the organization : 4.3 Determining the scope of the quality management system

4 Context of the organization : 4.4 Quality management system and its processes

5 Leadership : 5.1 Leadership and commitment

5 Leadership : 5.2 Policy

5 Leadership : 5.3 Organizational roles, responsibilities and authorities

6 Planning : 6.1 Actions to address risks and opportunities

6 Planning : 6.2 Quality objectives and planning to achieve them

6 Planning : 6.3 Planning of changes

7 Support : 7.1 Resources

7 Support : 7.1.1 General

7 Support : 7.1.2 People

7 Support : 7.1.3 Infrastructure

7 Support : 7.1.4 Environment for the operation of processes

7 Support : 7.1.5 Monitoring and measuring resources

7 Support : 7.1.6 Organizational knowledge

7 Support : 7.2 Competence

7 Support : 7.3 Awareness

7 Support : 7.4 Communication

7 Support : 7.5 Documented information

8 Operation : 8.1 Operational planning and control

8 Operation : 8.2 Requirements for products and services

8 Operation : 8.3 Design and development of products and services

8 Operation : 8.4 Control of externally provided processes, products and services

8 Operation : 8.5 Production and service provision

8 Operation : 8.6 Release of products and services

8 Operation : 8.7 Control of nonconforming outputs

9 Performance evaluation : 9.1 Monitoring, measurement, analysis and evaluation

9 Performance evaluation : 9.2 Internal audit

9 Performance evaluation : 9.3 Management review

10 Improvement : 10.1 General

10 Improvement : 10.2 Nonconformity and corrective action

10 Improvement : 10.3 Continual improvement

Department

• Define the department the document belongs to. 
• Allow selection from a list of options:  Administration, Customer Service, Sales, Quality, IT, Human Resources, Marketing, Manufacturing.

Field

Field Explanation

Approved Document

• Define the approved document.