Quality Document Manager (QDM) Documentation

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sidebar_key: concepteurs-parametrage-solutions-qdm

Overview

Quality Document Manager (QDM) is the electronic document management (EDM) module of Quality Manager. It covers the entire lifecycle of quality documents with validation workflows, automatic versioning and regulatory compliance.

This documentation guides you through the configuration and customization of the QDM module. You will find the complete architecture, system roles, functional modules and development libraries.

Table of Contents

Introduction

• Document purpose
• Functional scope
• Technical prerequisites
• Multilingual capabilities

Global Architecture

• Solution overview
• Design principles
• Recommended single form
• Validity management
• Codification and versioning
• Automatic archiving

Roles and Profiles

• System profiles (4 profiles)
• System roles (15+ roles)
• System actors (30+ actors)
  • Business actors (workflow)
  • Field-based actors (F-)
  • Role-based actors (R-)
  • QDM functional actors (QDM_)
  • Generic actors
  • Survey actors

Functional modules

Main modules

• Creation Request Module - Formalization of document addition requests
• Document Module - Core of the EDM with complete lifecycle
• Revision Request Module - Management of modification requests

Additional modules

• FAQ Module - Knowledge base with publication workflow
• External Document Module - Referencing of external documents (ISO standards, etc.)
• Distribution Campaign Module - Mass distributions with acknowledgment receipts and questionnaires
• Questionnaire Module - Knowledge assessment system

System modules

• Additional Modules - Changelog, Portal News, Module Configuration

Reporting

• Excel exports
• Views with indicators
• Graph Builder
• Available report types
• Search engine

Technical libraries

Development and customization

• Actions Library - Server-side HTTP handlers (.ashx files)

  • DocumentManager.ashx - Document management
  • BinderHandler.ashx - Binder management
  • Office, Distribution, Survey module actions
  • Creating new custom actions
  • JsonResponse utility class

• Scripts Library - Client-side JavaScript scripts

  • DocumentManager.js - Document form management
  • ButtonManager.js - Button and popup management
  • office.engine.js - Office document editing
  • DateTools.js - Date manipulation utilities
  • Patterns and best practices
  • FormTools utility class

Appendices

• Reference documents
• Glossary
• Naming conventions
• Compatibility and standards
• Legacy migration
• Contacts and support

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Quick Navigation

By topic

Basic configuration

• System profiles - 4 profiles
• System roles - 15+ roles
• System actors - 30+ actors

Document lifecycle

1. Creation request - Initialization
2. Document Module - Writing, verification, approval
3. Revision request - Maintenance

Additional modules

• FAQ - Knowledge base management
• External document - Standards and regulations referencing
• Distribution campaign - Mass distribution
• Questionnaire - Knowledge assessment

Tools

• Reporting - Dashboards and exports
• Glossary - Technical terms

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sidebar_key: concepteurs-parametrage-solutions-qdm

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