The Draft to Effective lifecycle is for the most controlled document types that are governed under the Document Change Control Process, which allows you to package several document changes into one approval process. This includes documents that will have an Issued period for training or require Periodic Reviews.
The following Documents Types follow this lifecycle:
- All Governance and Procedure documents
- Operations > Master Batch Record
- Operations > Specification
- Operations > Training Material
- Form > Master Form Template
Task Sequence
Best Practice
Complete tasks in the following order for Draft to Effective documents.
| Task | Who Does This Task | ||
|---|---|---|---|
| 1 | Create DCC | Full User | |
| 2 | Create Draft(s) | Full User | |
| 3 | Add Doc(s) to DCC | Full User | |
| 4 | Send Doc(s) for Authoring/Review | Full User | *If applicable |
| 5 | Author/Review Doc(s) | Author(s)/Reviewer(s) | *If applicable |
| 6 | Mark Doc(s) Ready for Approval | Full User | |
| 7 | Send DCC for Approval | Full User | |
| 8 | Approve DCC | Approver(s) | |
| 9 | QA Approve DCC | QA Approver(s) |