Create Traceability

When creating the document, you can set relations to other documents, products, projects, suppliers, customers, equipment, or any other information.

This helps ensure a high level of traceability of all information.

Choose the document you want to build a relationship with using dropdown menus in combination with a search field.

You can specify the requirement section your document is related to.

Setting this relation is helpful during audits and inspections to demonstrate which documents and records are related to specific requirements.

You can directly relate quality issues, such as deviations and nonconformances, to CAPA documentation.

This direct relation provides clear evidence of identified issues and implemented actions, facilitating audits and demonstrating proactive quality improvement measures.

You can easily track changes, compare versions, and understand how documents have evolved over time.

The system records all document changes with timestamps, providing a clear chronological audit trail for enhanced transparency and accountability.

You can link relevant documents to all information throughout the system, including suppliers, equipment, products, and more, creating a holistic view of quality management processes.

This traceability enables you to access related information efficiently, facilitating informed decision-making and proactive quality improvement actions.

After establishing the relations, the next step is to finalize the creation of the document, followed by the drafting of the document.

After that, document review and approval processes are conducted. You can learn about these processes by following the links below:

• Reviewing Documents in SimplerQMS
• Approving Documents in SimplerQMS