Create a New Document
To create a new document, click on Navigation Bar QM Documents Add document
When creating a document, you will be shown an overview of the most important information to fill out:
- Document No.: Enter a unique number for the document. (Required)
- Title: Enter the title of the report. The title should be concise and descriptive. (Required)
- Category: Choose the appropriate category from the dropdown list. Click the button to edit or add new categories.
- Tags Add relevant tag that describe the content of the document. This will make it easier to find the document later.
- Template: Choose a template for the document from the dropdown list.
- Validator/Releaser: Select the validator/releaser from the dropdown list. The reviewer is responsible for checking the document and the approver for the final approval of the document. (Required)
- Validation Interval: Enter the interval at which the document should be reviewed (e.g., annually, semi-annually).
- if a releaser is expected, the date of release is used.
- if only a validator and no releaser is expected, the date of the validation is used.
- if neither validator nor releaser are expected, the creation date is used.
- if “Never” is selected for the validation interval, no check is carried out.
- Validation Interval: Enter the interval at which the document should be reviewed (e.g., annually, semi-annually).
- Summary: Enter a brief summary of the document's content.
- Who may see this document? Select who can view the document.
- Who may edit this document? Select who can edit the document.
- Related records: If necessary, add related records. This can include equipment, materials, or other documents. Use the search fields to find and link the relevant records.
After saving, the first version of the document can be uploaded as a PDF or formatted text.
Related topics: Create new version
Last change: 03.08.2025
Allgemeines
- Main menu
- Dashboard
- Backup / Data protection
- Version number of the Labordatenbank
- Supported browsers
- Activation of SSO in the Labordatenbank
- Print labels
- Automatic Labordatenbank validations
- Create/Edit/Delete Categories
- Status management
- SMTP Configuration
- Konfiguration SMTP via OAuth 2.0
- IT requirements for the use of the Labordatenbank
Einführungsphase
- Labordatenbank introduction checklist
- Labordatenbank data structure
- Implementing the QM-Database
- configurable master data fields in the Labordatenbank
Auswertungen
- SQL JOINs
- SQL Basics
- Create SQL reports
- Parameter columns
- Variables in SQL reports
- Export SQL Reports
- Link Evaluations
- SQL report tables (SQL table and SQL bar chart)
- Save and Display MySQL Laboratory Database Backup Locally
Mitarbeiter
- Add employee
- Labordatenbank Login
- Change employee
- Change password
- Create task
- Access rights
- Employee groups
- Audit Trail: traceable documentation of all work
- Import employees
- Archive employees
- Tracking working hours
- activate Multi-Factor-Authentification (MFA) with TOTP
- activate a Security Key for the MFA
- Activation of Passkey
- Install TOTP App
Aufträge
- Create Order
- Add an order using a template
- Equipment GPS location
- Add samples with an order template
- Add on-site inspection
- Delete order
- Scanning and sending documents to the Labordatenbank with QR
- Typical configurations
- Create order templates
- Create orders using templates
- Defining order access rights
- Order schedule
Proben
- Add samples
- Add multiple identical samples
- Enter values
- Enter identical values for multiple samples
- Edit samples as a group
- Sample search
- Sample sorting rules
- Statistical evaluations
- Save sample search as filter
- Show results table
- Column filter for results table
Probenvorlage
Berichte
- Create report
- Sign reports
- Send reports by e-mail or post
- Reissue of signed reports
- Inserting Images and File Attachments into a Report
- Certificate
- Manage signatures
- Deposit signature certificate
Kunden
- E-mail templates for reports and invoices
- Create customer
- Add contact persons at customers
- Search customers
Berichtstabellen Editor
- Create report table with Report Table Editor
- Add column to report table
- Creating a parameter table with target values
- Order of the report tables
Kundenzone (optional)
Anlagen
Rechnungen
Parameter
Rechnen mit Parametern
- Deposit formulas with parameters
- Calculating with number sequences
- Example: Weighing in and weighing out
- Calculation of dry matter and annealing loss
- Example: Calculation of annealing loss with validity check
- Bsp.: Drinkingwater-Legionella since March 2023 (German Regulation)
Schnittstellen
Webservice
Prüfpläne / Grenzwerte / Spezifikationen
- Create test plan / limit values / specification
- Add setpoints
- Parameter-specific text modules according to limit tables
Dokumentenlenkung
- Create a New Document
- Create new version
- Validate document
- Release Document
- Request read confirmation
- Change the document creator afterwards
- Delete documents
- Documents: Confirm validity check
Prüfmittel
Material
- Functions of Material Management
- Create/edit/delete material
- Linking materials with parameters
- Reorder Materials Online
- Management of chemicals
- Manage/Create/Edit/Delete Batches
Mitarbeiterschulungen
- TrainingSchedule: Document Training Sessions, Demonstrate Competencies
- Add/edit/delete training
- Import Trainings (Introduction)
Sonstiges
PDF-Vorlagen
- Create/edit PDF templates
- Design elements Setting options
- Create design elements
- Design element for the reason for reissuing test reports
Fragen und Antworten
- Download files in the Edge browser instead of opening them directly
- Transfer the status of the production system to the test system
Dateiverwaltung
Prozesse