Op Doc Wizard

Dashboard

The Op Doc Wizard Dashboard brings all of the most pertinent information for each user to one convenient spot. When users log in, this is their default view and includes their watched documents, recent activity and position related documents.

Favorites

Adding "Watched Documents" uses the concept of favorites to keep a close eye on operational documents of interest. Easily add or remove documents from this list to stay connected to edit activity or to quickly jump to frequently referenced documents.

Recent Activity

Operational documents are of limited use unless they are current and members of your organization are aware of their status and development. The Op Doc Wizard helps integrate operational documents and policies into daily regimens by keeping all users apprised of any changes to documents.

Positions

Operational documents are very useful for recording and distributing procedural, policy and system information company wide. The addition of the ability to associate operational documents with job positions adds an additional layer of very useful functionality. With positions, documents and users can be associated by the users' job functions which makes it even easier to keep on top of responsibilities and input. Additionally, positions pave the way for the very useful compliance feature.

Acknowledgment and Compliance

When operational documents are able to be associated with users by use of positions, it is possible to track which users have acknowledged their responsibilities as outlined in those documents. This process allows users to ensure that they are always in acknowledgment of the most current applicable policies and allows management to ensure that all members of their organization are on the same page.

Complete Version History

Every time a document is approved it is saved exactly as it is for all time. When new revisions are created in the future, the originals are left completely intact so that future generations of the information may benefit from the knowledge of the entire document evolution. Old revisions are readily searchable as any other documents and are clearly marked as Outdated so that there is no confusion with the most current versions.

Controlled Approval Process

Op Docs have a defined life-cycle which is governed by submission, editing and approval by users based upon their assigned "roles" or privileges within the Op Doc Wizard. Documents that are approved through this process bear the name of the user who issued approval along with the date that the approval took place. This ensures that only one version of a document is ever considered "THE" document without limiting the development of future versions or restricting access to previous versions. This also eliminations any confusion between who approved policies or procedures and when they are effective.

Comments and Feedback

Getting operational information in place is just the first step of innovating and improving an organization. The Op Doc Wizard facilitates keeping the ideas accurate, fresh and dynamic by allowing quick and painless addition of comments and file attachments to documents. Every comment is marked with the submitting party and contains links to any uploaded attachments. Comments are a great way to provide additional insight into operations, especially for reference by authors of future revisions.

Search

Aside from the convenient dashboard access to the most commonly needed operational documents, the Op Doc Wizard also features a convenient and powerful search tool. Using the Op Doc Wizard search, documents can be located by information in their title, purpose or content using the familiar ALL, ANY, or EXACT PHRASE matching patterns. Additionally, this search can be customized by document status, revision dates, tags, associated positions, and reviewer information. Documents can even be searched by the content of comments attached to the documents.

Tags

Tags are convenient, easy to remember words or phrases that can be associated with one or more documents for quick later retrieval or grouping. Different individuals naturally think of different topics and keywords for different documents, and tags allow everyone to organize the documents in the way that works best for them leading to quicker access and organization.

File Attachments

When creating documents or adding comments, the Op Doc Wizard allows users to quickly affix files to their ideas. It is often quick and convenient to attach meeting notes, illustrations, forms, and other files to benefit the innovation process or simply record additional information into the operational information. Attachments are embedded directly into the body text giving them contextual significance.

Customization

The Op Doc Wizard maximize member buy-in and comfort with the ability to upload CSS Style Sheets which override the default look and feel of the application as well as upload company logos for display in the header and on the log in page.