Navigation

1. Select the Reports tab in the navigation bar
2. Select Standard Reports
3. In the Select Report section, locate Document Control Report from the drop down

Report Layout

The report layout displays in 2 sections from top to bottom:

1. Filters used
2. A list of documents available in the documents module with the following columns;
   1. Document ID
   2. Location (Entity)
   3. Document Folder
   4. Type of Document
   5. Document Name
   6. Status
   7. Owner
   8. Issue Date
   9. Last Updated By
   10. Date Updated
   11. Next review date

The report also includes how many document reviews are overdue and how many are due in 7 days.

Report Filters

Report Sample