Adding Related Document References

Purpose

As a Document Owner, you can add Document References to link related documents and record fulfilled training requirement references. This action keeps supporting materials connected to the document and shows which documents users must review for training.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Controlled Documents, Template Documents

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Document Owner PSG

Record Status: Draft, Pre-Release, Current, Pre-Expire

Related Document Status: Draft, Pre-Release, Current, Pre-Expire

Steps

1. Open the Controlled Document record.

2. Open the Reference tab. Click New for Related Documents.

3. Specify this information:

   • Referenced Document
     Specify the referenced document.

   • Specific Rev
     Specify specific revision, if applicable.

   • Fulfilled Requirement
     Specify fulfilled requirement for training, if applicable. If Document Training is fulfilled, Personnel will also receive credit for any Fulfilled Requirement Related Documents.

4. Click Save. To add another Related Document, click Save & New.

Note: You can edit, or delete Related Documents as needed until the document reaches the Status of Expired.

Example

Expected Outcome

• The Related Document is now linked.

• Related Document links can be viewed from CQ Documents.

Additional Resources

ComplianceQuest

• Tracking Document Distribution