Read and Understood
For readers outside the training matrix: add trainees on the document, issue read-and-understood assignments, learner reads and acknowledges.
| Point | Detail |
|---|---|
| vs Training | With Training enabled, matrix roles should use assignments — do not duplicate the same read with R&U |
| Typical use | Ad-hoc circulation, policy awareness outside the matrix |
Periodic review
Only for documents with an effective version.
| Point | Detail |
|---|---|
| No new draft | Review tracks whether the current version remains applicable; revision still uses change control |
| Trigger | Scheduled or manual per configuration |
Content-expiry reminders notify the owner to extend or open change control; expiry does not replace controlled obsolescence.
Controlled copies
From an effective document, create a controlled copy request.
- Pick copy type (per object configuration).
- Workflow approves issuance; approved requests generate copy records.
- When the version is superseded or obsolete, active copies are recalled.
Recall physical copies when the system recalls, so the floor matches the vault.
QR codes
A library document QR code always opens the latest effective version (not draft or Ready for Training).
FAQ
| Symptom | What to check |
|---|---|
| Both R&U and training assignment | Document may be on a matrix requirement — keep one path |
| Copy shows old revision | Parent effective version or recall status |