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Best answer
How do you track major and minor document updates?
Hello!
We are looking at a way to reconfigure out how to set up our document management system in Ideagen to account for major and minor revisions. Essentially our current policy is that we must do a full review of our documents every 2 years, however if minor changes are needed between that those cycles we can do a shortened review before publishing the updates. We do not want these minor reviews to reset the expiration clock for the “full review”.
How would you go about using the system to accomplish that?
Hope that makes sense!
Best answer by Cody Kestner
Hey there!
Within IQMC, a revision is a revision regardless of its severity level. The mechanism for the periodic reviews is our “Expiration” feature which you alluded to having a 2-year cycle. Regardless of the last time the document was revised, the 2-year cadence will be maintained as long as the check box at the bottom for “Reset Expiration Date With Every Revision” is not checked. So even if there are additional revisions within that period, you aren’t missing that critical 2-year review.
I hope this helps, let me know if you have any further questions!
-Cody
+2Hey there!
Within IQMC, a revision is a revision regardless of its severity level. The mechanism for the periodic reviews is our “Expiration” feature which you alluded to having a 2-year cycle. Regardless of the last time the document was revised, the 2-year cadence will be maintained as long as the check box at the bottom for “Reset Expiration Date With Every Revision” is not checked. So even if there are additional revisions within that period, you aren’t missing that critical 2-year review.
I hope this helps, let me know if you have any further questions!
-Cody
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