Document Statuses

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In Qualtrax, there are four different statuses a document can be in: Published, Edit, Review or Approve.

 

Published Icon Published:  This icon indicates that a document is currently published.  No one is editing it at this time and it is not in anyone's Documents header in My Qualtrax.

Edit Icon Edit:  This icon indicates that someone is currently editing or updating this document.  In addition to being able to view it from the tree structure, it is also accessible from the Editor's Documents in Edit sub-header in My Qualtrax.

Review Icon Review:  This icon indicates that the Editor has made changes to the document and has released it for review, but is awaiting the reviewer's comments.   In addition to being able to view it from the tree structure, it is also accessible from the Editor's My Edits Awaiting Review sub-header and in each reviewers Documents to Review sub-header in My Qualtrax.

Released Icon Approve:  This icon indicates that a document has been edited or updated and is awaiting approval.  In addition to being able to view it from the tree structure, it is also accessible from the Editor's My Edits Awaiting Released sub-header and in each approver's Documents to Approve sub-header in My Qualtrax.

 

There are several additional places to quickly and easily determine the status of a document:

 

1.The quickest at a glance way is to Browse documents in the tree structure.  The above icons appear beside each document.

 

Tree Structure Image

 

2.When a user clicks on and loads an individual document, the current status is displayed in the Quick Info box.

 

Quick Info box-Status Highlighted

 

3.In Document Properties a documents status is listed on the General tab.

 

Doc Prop-Doc Status Highlighted